JPMorgan Chase & Co. Raises eBay (NASDAQ:EBAY) Price Target to $100.00

eBay (NASDAQ:EBAY) had its target price upped by stock analysts at JPMorgan Chase & Co. from $87.00 to $100.00 in a report released on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the e-commerce company’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential downside of 3.36% from the stock’s previous close.

EBAY has been the subject of several other research reports. Daiwa Securities Group lifted their price objective on eBay from $84.00 to $90.00 and gave the company a “neutral” rating in a research report on Tuesday, February 24th. The Goldman Sachs Group raised their target price on eBay from $88.00 to $100.00 and gave the company a “neutral” rating in a research note on Thursday. Arete Research upped their price target on shares of eBay from $103.00 to $111.00 and gave the stock a “neutral” rating in a research report on Thursday, April 16th. Piper Sandler reissued an “overweight” rating and set a $115.00 price objective (up from $105.00) on shares of eBay in a report on Thursday. Finally, Stifel Nicolaus set a $98.00 price objective on shares of eBay in a research report on Thursday. Fourteen analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, eBay currently has an average rating of “Hold” and a consensus price target of $102.44.

eBay Price Performance

eBay stock traded down $0.31 during trading hours on Thursday, hitting $103.48. 12,220,159 shares of the stock were exchanged, compared to its average volume of 5,283,815. The stock has a market capitalization of $46.36 billion, a P/E ratio of 23.79, a P/E/G ratio of 2.10 and a beta of 1.34. The business’s 50-day moving average is $93.84 and its two-hundred day moving average is $89.64. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.10 and a current ratio of 1.10. eBay has a 12 month low of $67.19 and a 12 month high of $107.34.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.08. The company had revenue of $3.09 billion during the quarter, compared to analysts’ expectations of $3.02 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. eBay’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities research analysts expect that eBay will post 4.83 EPS for the current fiscal year.

Insider Transactions at eBay

In other news, CEO Jamie Iannone sold 21,000 shares of the firm’s stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $97.37, for a total value of $2,044,770.00. Following the transaction, the chief executive officer owned 352,653 shares of the company’s stock, valued at approximately $34,337,822.61. This trade represents a 5.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Cornelius Boone sold 16,685 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the completion of the transaction, the senior vice president owned 94,479 shares in the company, valued at $8,733,638.76. This represents a 15.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 120,393 shares of company stock valued at $11,327,504 in the last three months. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Several hedge funds have recently added to or reduced their stakes in EBAY. Vanguard Group Inc. grew its position in shares of eBay by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after buying an additional 468,833 shares during the period. Invesco Ltd. boosted its stake in eBay by 8.3% during the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after acquiring an additional 692,805 shares during the last quarter. First Trust Advisors LP grew its holdings in eBay by 27.8% during the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock valued at $755,767,000 after purchasing an additional 1,808,976 shares during the period. Independent Franchise Partners LLP increased its stake in eBay by 5.2% in the fourth quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock valued at $674,866,000 after purchasing an additional 384,570 shares in the last quarter. Finally, Legal & General Group Plc raised its holdings in eBay by 2.8% in the third quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock worth $478,687,000 after purchasing an additional 141,057 shares during the period. Institutional investors and hedge funds own 87.48% of the company’s stock.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q1 beat and healthy fundamentals — eBay posted revenue of ~$3.09B and non-GAAP EPS $1.66, beating estimates, with GMV up strongly YoY and an expanding buyer base; management also returned $639M to shareholders via buybacks/dividends. eBay Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Category and GMV strength — Focus categories (motors, fashion, electronics, collectibles) drove double-digit GMV growth, supporting margins and ad monetization upside highlighted by analysts. eBay: Soaring GMV At A Reasonable Price
• Positive Sentiment: Analyst support — Several firms raised price targets or maintained constructive views (Morgan Stanley, Cantor Fitzgerald, Needham), signaling buy-side recognition of the company’s growth and valuation tilt. Morgan Stanley raises target
• Neutral Sentiment: Revenue guidance modestly above estimates — eBay said Q2 revenue guidance is slightly ahead of consensus at the midpoint, which supports near-term top-line expectations but does not offset guidance concerns. EBay forecasts quarterly revenue above estimates
• Neutral Sentiment: Some analysts see H2 downside as overdone — A few firms flag that implied deceleration late in the year may be priced in and could prove conservative if category momentum persists. eBay Weakness in H2 Growth Seen Overdone, Morgan Stanley Says
• Negative Sentiment: Q2 EPS/GMV guidance disappointed relative to expectations — Management set Q2 non-GAAP EPS guidance (1.090–1.140) and GMV guidance that imply a slowdown from Q1, which reduced near-term earnings visibility and sparked profit-taking despite the beat. EBay Beats Estimates on Quarterly Profit, Sales, Merchandise Volume
• Negative Sentiment: Operational risk: prolonged marketplace outage — Reports of a multi-day outage with limited disclosure have raised short-term operational and investor-confidence concerns. eBay outage tests marketplace resilience
• Negative Sentiment: Market reaction: earnings beat but stock fell — Coverage notes the stock slid in early trading because the guidance cadence (especially Q2 GMV vs Q1) and operational questions outweighed the beat for some investors. eBay Stock Slides Despite Strong Q1 Beat — Here’s Why

About eBay

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.