eBay (NASDAQ:EBAY) Research Coverage Started at Erste Group Bank

Erste Group Bank started coverage on shares of eBay (NASDAQ:EBAY) in a research note released on Wednesday morning, Marketbeat.com reports. The brokerage issued a buy rating on the e-commerce company’s stock.

EBAY has been the topic of a number of other research reports. Robert W. Baird set a $126.00 price objective on eBay in a research report on Thursday, August 6th. Argus upgraded eBay from a “hold” rating to a “buy” rating and set a $133.00 target price for the company in a report on Friday, August 7th. UBS Group upped their target price on eBay from $107.00 to $120.00 and gave the company a “neutral” rating in a report on Tuesday, August 11th. Weiss Ratings raised eBay from a “buy (b)” rating to a “buy (a-)” rating in a research note on Tuesday, October 13th. Finally, Piper Sandler reiterated an “overweight” rating and set a $133.00 price target (up from $115.00) on shares of eBay in a report on Thursday, August 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, eBay presently has a consensus rating of “Hold” and an average target price of $115.84.

eBay Stock Down 0.5%

Shares of NASDAQ EBAY opened at $121.41 on Wednesday. eBay has a 12-month low of $78.03 and a 12-month high of $124.59. The stock has a market cap of $54.03 billion, a PE ratio of 25.14, a P/E/G ratio of 3.06 and a beta of 1.33. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10. The company has a 50-day moving average of $109.16 and a 200 day moving average of $108.97.

eBay (NASDAQ:EBAY) last released its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. eBay had a net margin of 18.50% and a return on equity of 47.88%. The company had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.01 billion. During the same quarter in the prior year, the firm earned $1.37 EPS. eBay’s quarterly revenue was up 14.8% on a year-over-year basis. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. As a group, sell-side analysts predict that eBay will post 4.89 EPS for the current fiscal year.

eBay Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 11th. Stockholders of record on Friday, August 28th were issued a dividend of $0.31 per share. The ex-dividend date was Friday, August 28th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.0%. eBay’s dividend payout ratio is currently 25.67%.

Insider Transactions at eBay

In related news, SVP Jordan Sweetnam sold 1,014 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total value of $102,809.46. Following the sale, the senior vice president directly owned 35,546 shares in the company, valued at approximately $3,604,008.94. The trade was a 2.77% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the business’s stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $107.08, for a total transaction of $1,189,658.80. Following the completion of the sale, the chief executive officer owned 226,269 shares in the company, valued at approximately $24,228,884.52. This trade represents a 4.68% decrease in their ownership of the stock. 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 a total of 34,344 shares of company stock valued at $3,635,567 over the last three months. Corporate insiders own 0.67% of the company’s stock.

Institutional Investors Weigh In On eBay

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. BlackRock Inc. acquired a new position in eBay during the second quarter worth $4,406,897,000. Legal & General Group Plc purchased a new position in shares of eBay during the second quarter worth $506,653,000. Bank of America Corp DE purchased a new position in shares of eBay during the second quarter worth $405,182,000. Bank of New York Mellon Corp acquired a new stake in shares of eBay in the second quarter valued at $282,479,000. Finally, Nykredit A S acquired a new stake in shares of eBay in the second quarter valued at $256,983,000. 87.48% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Third-quarter guidance was raised above expectations. eBay issued adjusted EPS guidance of $1.36–$1.42, ahead of the $1.35 consensus, while revenue guidance of approximately $3.1 billion matched expectations. The company also indicated that third-quarter results were tracking above its prior guidance. eBay confirms 9% workforce reduction and sees Q3 results above guidance
• Positive Sentiment: Analysts and quantitative indicators remain supportive. Erste Group initiated coverage with a “Buy” rating, while Zacks highlighted eBay’s strong earnings-surprise history, favorable momentum characteristics and the potential for another earnings beat. Erste Group initiates coverage on eBay
• Neutral Sentiment: Investors are focused on the upcoming quarterly report. Wall Street estimates and projections for key operating metrics suggest expectations are elevated ahead of eBay’s earnings release, increasing the importance of the company’s actual results and forward guidance. eBay Q3 earnings estimates
• Negative Sentiment: eBay plans to eliminate about 1,000–1,100 jobs, or roughly 9% of its global workforce. Management says the restructuring will redirect investment toward faster-growing areas and improve cost alignment, but the second mass layoff round this year may signal organizational disruption or pressure to accelerate growth. eBay to cut about 9% of global workforce
• Negative Sentiment: Regulatory and reputational risks remain limited but notable. French officials are pressing resale platforms, including eBay, to remove allegedly looted goods listed after riots, potentially increasing monitoring and compliance requirements. Looted goods appear on resale sites after French riots

eBay Company Profile

eBay Inc operates a global online marketplace that connects buyers and sellers. Through its platform, individuals, small businesses and larger retailers can list and purchase new, used and refurbished merchandise across categories such as electronics, apparel, collectibles, automotive parts and accessories, home goods and industrial products. Transactions may take place through auctions or fixed-price listings, with payments, shipping and other seller and buyer services supporting the marketplace experience.

Founded in 1995 as AuctionWeb by Pierre Omidyar, eBay has grown from an online auction site into a broad e-commerce platform.