Cantor Fitzgerald Issues Pessimistic Forecast for eBay (NASDAQ:EBAY) Stock Price

eBay (NASDAQ:EBAY) had its price target reduced by equities research analysts at Cantor Fitzgerald from $110.00 to $106.00 in a research note issued on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the e-commerce company’s stock. Cantor Fitzgerald’s price target would suggest a potential downside of 4.63% from the stock’s previous close.

A number of other analysts have also recently weighed in on the stock. Needham & Company LLC upped their target price on shares of eBay from $122.00 to $135.00 and gave the company a “buy” rating in a research note on Thursday. Wells Fargo & Company lowered shares of eBay from an “equal weight” rating to an “underweight” rating and lowered their target price for the stock from $105.00 to $92.00 in a report on Monday. The Goldman Sachs Group increased their target price on shares of eBay from $88.00 to $100.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Rothschild & Co Redburn lifted their price target on shares of eBay from $100.00 to $115.00 and gave the company a “neutral” rating in a report on Wednesday, May 13th. Finally, BNP Paribas Exane upped their price objective on shares of eBay from $97.00 to $110.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 5th. Thirteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $113.39.

eBay Trading Up 1.4%

eBay stock opened at $111.15 on Thursday. The company has a market capitalization of $49.35 billion, a price-to-earnings ratio of 25.20, a PEG ratio of 2.41 and a beta of 1.37. The company’s fifty day moving average price is $111.10 and its two-hundred day moving average price is $101.39. eBay has a one year low of $78.03 and a one year high of $119.31. The company has a debt-to-equity ratio of 1.36, a current ratio of 1.22 and a quick ratio of 1.22.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. The business had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3.02 billion. eBay had a net margin of 17.58% and a return on equity of 46.11%. eBay’s revenue was up 14.8% compared to the same quarter last year. During the same period last year, the business posted $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, analysts forecast that eBay will post 4.89 earnings per share for the current fiscal year.

Insider Activity at eBay

In other eBay news, SVP Mazen Rawashdeh sold 50,000 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $117.04, for a total transaction of $5,852,000.00. Following the completion of the transaction, the senior vice president owned 29,217 shares of the company’s stock, valued at $3,419,557.68. This represents a 63.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 1,010 shares of the business’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $115.61, for a total transaction of $116,766.10. Following the completion of the sale, the senior vice president directly owned 32,146 shares in the company, valued at approximately $3,716,399.06. This represents a 3.05% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 76,012 shares of company stock worth $8,747,852 over the last ninety days. Company insiders own 0.67% of the company’s stock.

Institutional Investors Weigh In On eBay

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Cedar Mountain Advisors LLC boosted its stake in shares of eBay by 128.9% during the 1st quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company’s stock worth $25,000 after buying an additional 156 shares during the last quarter. High Point Wealth Management LLC bought a new stake in eBay during the fourth quarter worth about $26,000. Abound Financial LLC bought a new stake in eBay during the fourth quarter worth about $26,000. Cassaday & Co Wealth Management LLC acquired a new position in eBay during the first quarter valued at approximately $26,000. Finally, Jessup Wealth Management Inc bought a new position in eBay in the fourth quarter valued at approximately $27,000. 87.48% of the stock is currently owned by institutional investors and hedge funds.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q2 results exceeded expectations: eBay reported non-GAAP EPS of $1.60 versus the $1.50 consensus estimate and revenue of approximately $3.13 billion versus expectations of $3.02 billion. Revenue and gross merchandise volume each increased about 15% year over year, to $3.1 billion and $22.4 billion, respectively. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its growth outlook: eBay now expects 2026 GMV growth of 11.5% to 12.5%, while the completed Depop acquisition is expected to support expansion in resale and younger consumer categories. Third-quarter revenue guidance of about $3.1 billion is above consensus, and EPS guidance of $1.36 to $1.42 is broadly in line with estimates. eBay Lifts Outlook as Depop Acquisition Closes
• Positive Sentiment: AI, luxury and collectibles are growth opportunities: The company is using AI to improve listings and shopping tools, while luxury goods and collectibles helped drive recent momentum. eBay also returned $448 million to shareholders in the quarter through buybacks and dividends. eBay Rides Luxury, Collectibles and AI to 15% Growth in Q2
• Neutral Sentiment: Dividend maintained: eBay declared a quarterly dividend of $0.31 per share, payable September 11 to shareholders of record August 28. The dividend supports shareholder returns, though the August 28 ex-dividend date may create normal trading adjustments.
• Neutral Sentiment: AI strategy remains a balancing act: CEO Jamie Iannone is embracing AI-powered seller and marketplace tools but reportedly plans to restrict autonomous AI shopping agents, potentially protecting marketplace economics while limiting some emerging demand channels. eBay CEO Jamie Iannone’s AI Playbook
• Negative Sentiment: Analyst downgrade: Citizens JMP cut eBay from “outperform” to “market perform,” signaling that valuation or future upside may now look more balanced after the stock’s strong performance.
• Negative Sentiment: Resale competition could intensify: Fashion brands are increasingly seeking to operate their own secondhand marketplaces, threatening eBay’s role in capturing resale transaction value as the market expands. Fashion Brands Target the Resale Market

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.