EBAY eBay Inc.

bullish SHIFT track record → $103.79 +3.43 (+3.4%)
Get emailed when EBAY changes direction
Mkt Cap $45B P/E 23.7 fwd 15.2 52wk $65.00 - $107.34 2h ago
Insider selling: $83,414,671 sold by 19 insiders (30d)
Est. revisions: +0.3% (1 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.5)

Factor Model

net +1.5 3.9 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

UBS lifts eBay target to $110 on strong US GMV growth

Watch: Monitor Q1 earnings for revenue realization against guidance and margin expansion amid macro uncertainty.

UBS raised its price target to $110 from $96 while maintaining a Neutral rating amid mixed macro conditions. UBS forecasts 9.8% GMV growth YoY for Q1 2026, led by 19.3% US GMV growth and 1% international growth. Revenue is projected at $3 billion, at the low end of guidance, with operating margins and adjusted EPS above Street estimates per management guidance.

The rising target and robust US GMV growth signal market confidence in eBay's core, despite modest international expansion and macro pressures. This supports potential margin resilience and EPS upside.

Our Trades

Full track record →
+19.6%

Long Call · Quick Draw

7d held
2026-04-09
+46.1%

Long Call · Quick Draw

7d held
2026-04-08

Evidence

3h ago eBay heads into Q1 earnings with momentum, but macro clouds loom yahoo-finance
1d ago UBS main EBAY: Neutral → Neutral
8d ago B of A Securities main EBAY: Neutral → Neutral
8d ago Cantor Fitzgerald main EBAY: Neutral → Neutral
56d ago eBay layoffs today: 6% of jobs cut days after buying Depop from Etsy yahoo-finance
59d ago EBAY Stock Today: March 01 — 6% Layoffs After $1.2B Depop Deal - Meyka google-news-market
59d ago EBAY Stock Today: March 01 — 6% Layoffs After $1.2B Depop Deal - Meyka google-news-market
59d ago EBAY Stock Today: March 01 — 6% Layoffs After $1.2B Depop Deal - Meyka google-news-market
7 older signals
61d ago eBay layoffs today: 6% of jobs cut days after buying Depop from Etsy
64d ago Stock Market Today: S&P 500, Nasdaq 100 Futures Fall Amid Escalating US-Iran Tensions - National Today
64d ago Stock Market Today: S&P 500, Nasdaq 100 Futures Fall Amid Escalating US-Iran Tensions - National Today
67d ago Amazon, Etsy, other e-commerce stocks pop after Supreme Court rules against Trump's tariffs - CNBC
67d ago Nasdaq, S&P 500 Futures Edge Higher, Trump Speech In Focus: Why WMT, META, IBRX, MSFT, EBAY Are On Traders' Radar Today - Stocktwits
67d ago eBay (EBAY) Q4 2025 Earnings Call Transcript
68d ago Nasdaq, S&P 500 Futures Edge Higher Ahead Of Fed Minutes: Why NVDA, TSLA, AAPL, APLD, PANW Are On Traders' Radar Today - Stocktwits
Fundamentals & Data ▾
eBay Inc. Consumer Cyclical · Internet Retail
Mkt Cap
$45B
P/E
23.7 fwd 15.2
Beta
1.33
Div Yield
124.00%
52w Range
$65.00 - $107.34
Short Interest
13.1M 3.4%
Days to Cover
2.7 +2%
Technicals downtrend
from 52w Hi
-6.3%
1w return
-4.8%
Insiders
selling 0B / 11S
Analysts
mixed
EPS Estimate
$1.58 +0.3% 30d 1up / 0dn
Est. Dispersion
6% 27 analysts
Analyst Target
$100 $60 - $132
Options P/C
2.14
Insider Cluster
strong sell 0B / 8S
Fund Convergence
strong Citadel, Bridgewater, D.E. Shaw
Financials
Revenue
$3.0B +15% YoY
FCF
$466M
Gross Margin
71%
Op Margin
20%
Momentum: accelerating
Top Holders
Citadel $254M
Bridgewater $10M
D.E. Shaw $8M
Recent Filings & Data
insider trade 142
net selling · $83,414,671 sold
19 insiders · 142 transactions (30d)
Recent transactions
PRIEST STEPHEN J. · sell · $352,482
BOONE CORNELIUS · sell · $1,542,334
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $1,199,684
RAWASHDEH MAZEN · sell · $2,168,200
IANNONE JAMES JOSEPH · other
LOEGER JULIE ANNE · other
WELLINGTON SAMANTHA · other
BOONE CORNELIUS · other
SPENCER REBECCA · other
SWEETNAM JORDAN DOUGLAS BRADLEY · other
RAWASHDEH MAZEN · other
LOEGER JULIE ANNE · sell · $1,363,200
IANNONE JAMES JOSEPH · sell · $2,138,945
BOONE CORNELIUS · sell · $2,907,366
SPENCER REBECCA · sell · $163,351
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $80,589
WELLINGTON SAMANTHA · other
SWEETNAM JORDAN DOUGLAS BRADLEY · other
GREEN LOGAN D · award
TRAQUINA PERRY M · award
SHROFF MOHAK · award
ROWE ZANE C · award
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $3,076,279
SWEETNAM JORDAN DOUGLAS BRADLEY · exercise · $1,929,880
IANNONE JAMES JOSEPH · sell · $777,458
BOONE CORNELIUS · sell · $374,555
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $71,510
RAWASHDEH MAZEN · sell · $157,248
IANNONE JAMES JOSEPH · other
LOEGER JULIE ANNE · other
BOONE CORNELIUS · other
SPENCER REBECCA · other
SWEETNAM JORDAN DOUGLAS BRADLEY · other
RAWASHDEH MAZEN · other
PRIEST STEPHEN J. · other
LOEGER JULIE ANNE · sell · $238,746
IANNONE JAMES JOSEPH · sell · $1,193,487
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $82,532
WELLINGTON SAMANTHA · other
SWEETNAM JORDAN DOUGLAS BRADLEY · other
IANNONE JAMES JOSEPH · sell · $1,170,758
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $2,878,777
SWEETNAM JORDAN DOUGLAS BRADLEY · exercise · $1,987,763
GREEN LOGAN D · award
TRAQUINA PERRY M · award
SHROFF MOHAK · award
ROWE ZANE C · award
IANNONE JAMES JOSEPH · sell · $1,324,538
BOONE CORNELIUS · other
BOONE CORNELIUS · sell · $397,424
RAWASHDEH MAZEN · sell · $170,582
IANNONE JAMES JOSEPH · other
LOEGER JULIE ANNE · other
BOONE CORNELIUS · other
SPENCER REBECCA · other
RAWASHDEH MAZEN · other
RAWASHDEH MAZEN · sell · $176,767
IANNONE JAMES JOSEPH · sell · $1,333,981
SPENCER REBECCA · sell · $227,695
IANNONE JAMES JOSEPH · sell · $4,837,288
HAYLES CAROLE MARGARET · sell · $702,698
LOEGER JULIE ANNE · sell · $7,082,524
GREEN LOGAN D · award
TRAQUINA PERRY M · award
SHROFF MOHAK · award
SPENCER REBECCA · sell · $45,928
ROWE ZANE C · award
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $1,729,847
IANNONE JAMES JOSEPH · sell · $1,792,530
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $1,666,413
GREEN LOGAN D · other
NASH WILLIAM D · other
PRESSLER PAUL S · other
TRAQUINA PERRY M · other
BROWN ADRIANE M · other
CHENNAPRAGADA APARNA · other
HAYLES CAROLE MARGARET · other
SHROFF MOHAK · other
RAMANAN SHRIPRIYA MAHESH · other
ROWE ZANE C · other
BOONE CORNELIUS · sell · $239,661
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $1,825,936
IANNONE JAMES JOSEPH · other
WELLINGTON SAMANTHA · other
SPENCER REBECCA · other
SWEETNAM JORDAN DOUGLAS BRADLEY · other
RAWASHDEH MAZEN · other
IANNONE JAMES JOSEPH · sell · $2,001,305
BOONE CORNELIUS · sell · $234,823
IANNONE JAMES JOSEPH · sell · $1,074,525
LOEGER JULIE ANNE · sell · $6,694,014
LOEGER JULIE ANNE · other
IANNONE JAMES JOSEPH · other
LOEGER JULIE ANNE · sell · $8,822,470
LOEGER JULIE ANNE · other
SPENCER REBECCA · sell · $139,900
IANNONE JAMES JOSEPH · sell · $1,377,900
GREEN LOGAN D · award
TRAQUINA PERRY M · award
SHROFF MOHAK · award
GARCIA EDWARD O · sell · $3,844,890
GARCIA EDWARD O · exercise · $2,432,940
ROWE ZANE C · award
PRIEST STEPHEN J. · sell · $77,267
PRIEST STEPHEN J. · other
SPENCER REBECCA · other
IANNONE JAMES JOSEPH · sell · $497,616
PRIEST STEPHEN J. · sell · $1,903,072
BOONE CORNELIUS · sell · $265,423
GARCIA EDWARD O · sell · $1,198,927
IANNONE JAMES JOSEPH · sell · $4,078,637
GARCIA EDWARD O · sell · $148,759
IANNONE JAMES JOSEPH · other
LOEGER JULIE ANNE · other
BOONE CORNELIUS · other
GARCIA EDWARD O · other
SPENCER REBECCA · other
IANNONE JAMES JOSEPH · sell · $992,777
GARCIA EDWARD O · sell · $184,961
LOEGER JULIE ANNE · other
GARCIA EDWARD O · other
IANNONE JAMES JOSEPH · sell · $755,269
GREEN LOGAN D · award
PRESSLER PAUL S · award
TRAQUINA PERRY M · award
ROWE ZANE C · award
PRIEST STEPHEN J. · sell · $67,073
SPENCER REBECCA · other
IANNONE JAMES JOSEPH · sell · $698,400
BOONE CORNELIUS · sell · $260,083
GARCIA EDWARD O · sell · $64,548
PRIEST STEPHEN J. · sell · $334,200
PRIEST STEPHEN J. · other
IANNONE JAMES JOSEPH · other
LOEGER JULIE ANNE · other
BOONE CORNELIUS · other
GARCIA EDWARD O · other
IANNONE JAMES JOSEPH · sell · $710,665
SPENCER REBECCA · sell · $112,823
GARCIA EDWARD O · sell · $167,350
LOEGER JULIE ANNE · other
SWEETNAM JORDAN DOUGLAS BRADLEY · sell · $1,215,681
ae trade 2
15 signals · latest 3h ago

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