Daiwa Securities Group Issues Positive Forecast for eBay (NASDAQ:EBAY) Stock Price

24 Feb 2026, 14:43 by Tristan Rich · The Markets Daily

eBay (NASDAQ:EBAY – Get Free Report) had its target price lifted by research analysts at Daiwa Securities Group from $84.00 to $90.00 in a research report issued on Tuesday,MarketScreener reports. The brokerage currently has a “neutral” rating on the e-commerce company’s stock. Daiwa Securities Group’s target price points to a potential upside of 5.41% from the company’s previous close.

Other research analysts also recently issued research reports about the company. Stifel Nicolaus upped their price objective on eBay from $88.00 to $94.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. Truist Financial set a $94.00 price objective on eBay and gave the company a “hold” rating in a research note on Thursday. Wells Fargo & Company boosted their price target on shares of eBay from $98.00 to $101.00 and gave the stock an “equal weight” rating in a report on Thursday, February 19th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of eBay in a report on Monday, December 29th. Finally, Barclays cut their price target on shares of eBay from $105.00 to $104.00 and set an “overweight” rating for the company in a report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $97.75.

Read Our Latest Report on EBAY

eBay Stock Up 1.3%

NASDAQ EBAY opened at $85.38 on Tuesday. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.30. The company has a market cap of $38.25 billion, a price-to-earnings ratio of 19.60, a PEG ratio of 2.07 and a beta of 1.38. The company has a 50 day moving average of $88.33 and a 200-day moving average of $89.20. eBay has a 1-year low of $58.71 and a 1-year high of $101.15.

eBay (NASDAQ:EBAY – Get Free Report) last announced its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.35 by $0.06. The company had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. The firm’s revenue was up 15.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, equities research analysts expect that eBay will post 3.86 earnings per share for the current fiscal year.

Insider Activity at eBay

In other news, SVP Julie A. Loeger sold 2,896 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $82.44, for a total value of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares of the company’s stock, valued at $4,615,815.60. This represents a 4.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of eBay stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total transaction of $374,540.28. Following the transaction, the senior vice president owned 91,921 shares in the company, valued at approximately $7,715,848.74. This trade represents a 4.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 44,593 shares of company stock valued at $3,998,870 over the last ninety days. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Several hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. lifted its stake in eBay by 0.8% in 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 purchasing an additional 468,833 shares in the last quarter. Invesco Ltd. grew its holdings in eBay by 8.3% during the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock valued at $785,722,000 after buying an additional 692,805 shares in the last quarter. First Trust Advisors LP boosted its position in shares of eBay by 27.8% during the 3rd quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock valued at $755,767,000 after acquiring an additional 1,808,976 shares during the last quarter. Independent Franchise Partners LLP grew its holdings in shares of 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 grew its stake in shares of eBay by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock worth $478,687,000 after buying an additional 141,057 shares in the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

Positive Sentiment: Acquisition boost — eBay agreed to buy Depop for roughly $1.2B, strengthening its reach in resale/fashion and giving management another growth avenue beyond core marketplace listings; this is the primary driver of today’s buying. Digest: eBay Acquires Depop
Positive Sentiment: Analyst upside — Deutsche Bank raised its EBAY price target to $118 and kept a Buy rating, signaling confidence in growth and valuation upside. Deutsche Bank Adjusts EBAY Price Target
Positive Sentiment: Additional price target support — a separate note raised EBAY’s target to $100, reinforcing some analyst optimism on the name. eBay Price Target Raised to $100
Positive Sentiment: Sector tailwind potential — a Bank of America view (reported via Yahoo/Investing.com) says a Supreme Court ruling removing earlier tariffs creates a tailwind for parts of e‑commerce, which could benefit listings and cross‑border volumes over time. This e-commerce stock could be among biggest beneficiaries
Neutral Sentiment: Media/consumer buzz — viral listings (e.g., a stuffed IKEA toy selling for hundreds) highlight marketplace activity and brand visibility but are not material to fundamentals. Viral Stuffed IKEA Monkey Sells for Hundreds on eBay
Neutral Sentiment: Etsy context — coverage notes Etsy’s refocus after selling Depop, which helps explain strategic rationale but mainly affects Etsy’s story rather than eBay’s core financials. Etsy Refocuses On Core Marketplace As Depop Sale Reshapes Margins
Negative Sentiment: Analyst downgrade — Jefferies cut its price target to $60 and kept an Underperform rating, signaling a material downside scenario that could pressure the stock if the market focuses on valuation risks or integration costs. Jefferies Adjusts Price Target on EBAY
Negative Sentiment: Macroeconomic uncertainty — Reuters flags renewed tariff moves (a new 15% duty) that reintroduce policy risk for cross‑border trade and input costs; such uncertainty can offset some of the positive deal reaction. Stocks to watch as Trump’s new tariffs spell more uncertainty

About eBay

(Get Free Report)

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.