eBay (NASDAQ:EBAY) Stock Price Expected to Rise, Jefferies Financial Group Analyst Says

eBay (NASDAQ:EBAY) had its price objective hoisted by stock analysts at Jefferies Financial Group from $60.00 to $65.00 in a research report issued on Thursday,MarketScreener reports. Jefferies Financial Group’s target price indicates a potential downside of 37.54% from the company’s previous close.

A number of other research firms also recently commented on EBAY. Citizens Jmp restated a “market outperform” rating and issued a $115.00 price objective on shares of eBay in a report on Wednesday, January 28th. Wedbush increased their price objective on eBay from $95.00 to $100.00 and gave the stock a “neutral” rating in a report on Friday, February 20th. Truist Financial set a $94.00 price objective on eBay and gave the stock a “hold” rating in a report on Thursday, February 19th. Wall Street Zen upgraded eBay from a “hold” rating to a “buy” rating in a report on Sunday, April 26th. Finally, Evercore set a $96.00 price objective on eBay in a report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, eBay presently has a consensus rating of “Hold” and a consensus target price of $105.32.

eBay Trading Up 0.6%

NASDAQ:EBAY opened at $104.07 on Thursday. The stock’s 50 day moving average price is $94.21 and its 200 day moving average price is $89.73. eBay has a 52 week low of $67.48 and a 52 week high of $107.34. The company has a market capitalization of $46.62 billion, a P/E ratio of 23.60, a P/E/G ratio of 2.15 and a beta of 1.39. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.10 and a current ratio of 1.22.

eBay (NASDAQ:EBAY) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, topping analysts’ consensus estimates of $1.58 by $0.08. eBay had a return on equity of 46.11% and a net margin of 17.58%.The firm had revenue of $3.09 billion for the quarter, compared to the consensus estimate of $3.04 billion. During the same quarter in the prior year, the company posted $1.38 earnings per share. The firm’s revenue was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, research analysts forecast that eBay will post 4.85 EPS for the current fiscal year.

Insider Activity

In related news, CEO Jamie Iannone sold 21,000 shares of the company’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $97.37, for a total transaction of $2,044,770.00. Following the completion of the sale, the chief executive officer directly owned 352,653 shares of the company’s stock, valued at approximately $34,337,822.61. This represents a 5.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 23,167 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $93.59, for a total transaction of $2,168,199.53. Following the sale, the senior vice president directly owned 28,915 shares of the company’s stock, valued at approximately $2,706,154.85. This represents a 44.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 86,952 shares of company stock valued at $8,251,267 in the last quarter. 0.64% of the stock is currently owned by corporate insiders.

Institutional Trading of eBay

Several large investors have recently modified their holdings of the company. Diversify Wealth Management LLC bought a new stake in shares of eBay during the 1st quarter worth $252,000. Fifth Third Bancorp boosted its holdings in shares of eBay by 376.4% during the 1st quarter. Fifth Third Bancorp now owns 117,373 shares of the e-commerce company’s stock worth $10,683,000 after buying an additional 92,733 shares during the period. Simplicity Wealth LLC acquired a new stake in shares of eBay in the first quarter worth $213,000. Beacon Harbor Wealth Advisors Inc. bought a new position in eBay during the first quarter worth $7,636,000. Finally, Cedar Mountain Advisors LLC increased its position in eBay by 128.9% during the first quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company’s stock worth $25,000 after acquiring an additional 156 shares during the period. 87.48% of the stock is owned by institutional investors.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Multiple firms raised price targets sharply (Citizens Jmp to $120, BMO to $130, Robert W. Baird to $117 and Needham reiterated Buy at $122), signaling renewed analyst confidence after Q1 strength. Citizens Jmp raises target to $120 (Benzinga)
• Positive Sentiment: BMO’s lift to a $130 target is the largest upside call and suggests some analysts see substantial continued GMV/ad monetization upside. BMO raises PT to $130 (MarketScreener)
• Positive Sentiment: Robert W. Baird raised its target to $117, another vote of confidence that boosts upside expectations. Baird raises PT to $117 (MarketScreener)
• Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, reinforcing bullish views among some growth?oriented analysts. Needham reaffirms Buy at $122 (Benzinga)
• Neutral Sentiment: Q1 results beat expectations — $1.66 EPS and $3.09B revenue (+19.5% y/y) with strong GMV and ad performance — supporting the analyst upgrades but the reaction was mixed because guidance left some uncertainty. eBay reports Q1 2026 results (Yahoo Finance)
• Neutral Sentiment: eBay guided Q2 GMV to $21.3B–$21.7B (up y/y but below Q1’s level) and flagged steady revenue; guidance helped revenue estimates but left some investors cautious about H2 momentum. Reuters: eBay forecasts Q2 revenue above estimates
• Neutral Sentiment: eBay declared a $0.31 quarterly dividend (record May 29, payable June 12), a small income signal but not a material value driver.
• Negative Sentiment: Some brokers remain cautious or set targets below the current price (TD Cowen to $88; Jefferies to $65), which can cap upside and add downside risk if sentiment shifts. TD Cowen lowers PT to $88 (MarketScreener)
• Negative Sentiment: Market commentary flagged second?half growth concerns despite the Q1 beat; that caution explains earlier intraday selling and could drive volatility if future GMV guidance softens. Blockonomi: stock slides despite Q1 beat

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.