eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment

eBay Inc. (EBAY) is up 8.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a cluster of company updates that improved the near-term earnings outlook and reinforced shareholder returns. Strong fourth-quarter performance, above-consensus first-quarter guidance, and a newly announced acquisition in resale fashion likely combined to drive the sharp rally.

Details:

eBay reported fourth-quarter 2025 results showing double-digit year-over-year growth in revenue and GMV, alongside non-GAAP EPS of $1.41.

The company issued first-quarter 2026 guidance for revenue of $3.00–$3.05 billion and non-GAAP EPS of $1.53–$1.59, signaling continued momentum into early 2026.

The board declared a $0.31 per share quarterly dividend (a 7% increase) and authorized an incremental $2.0 billion under the share repurchase program.

eBay announced a definitive agreement to acquire Depop from Etsy in an all-cash deal valued at about $1.2 billion, positioning the company to expand further into recommerce and younger demographics.

Sources:

eBay Investor Relations, Associated Press, Barron’s

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$EBAY Insider Trading Activity

$EBAY insiders have traded $EBAY stock on the open market 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.

Here’s a breakdown of recent trading of $EBAY stock by insiders over the last 6 months:

JORDAN DOUGLAS BRADLEY SWEETNAM (SVP, Chief Commercial Officer) has made 0 purchases and 7 sales selling 70,617 shares for an estimated $6,109,098.
JAMIE IANNONE (President and CEO) has made 0 purchases and 24 sales selling 66,652 shares for an estimated $5,800,221.
CORNELIUS BOONE (SVP, Chief People Officer) has made 0 purchases and 3 sales selling 8,901 shares for an estimated $771,979.
MAZEN RAWASHDEH (SVP, Chief Technology Officer) has made 0 purchases and 4 sales selling 5,740 shares for an estimated $504,597.
JULIE A LOEGER (SVP, Chief Growth Officer) sold 2,896 shares for an estimated $238,746

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$EBAY Hedge Fund Activity

We have seen 494 institutional investors add shares of $EBAY stock to their portfolio, and 685 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 18,975,084 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $1,652,729,816
FIRST TRUST ADVISORS LP removed 3,275,510 shares (-39.4%) from their portfolio in Q4 2025, for an estimated $285,296,921
QUBE RESEARCH & TECHNOLOGIES LTD removed 2,488,617 shares (-59.5%) from their portfolio in Q4 2025, for an estimated $216,758,540
ALTSHULER SHAHAM LTD added 2,092,748 shares (+4452655.3%) to their portfolio in Q4 2025, for an estimated $182,278,350
FMR LLC added 1,879,742 shares (+79.4%) to their portfolio in Q4 2025, for an estimated $163,725,528
UBS GROUP AG removed 1,753,604 shares (-33.2%) from their portfolio in Q4 2025, for an estimated $152,738,908
D. E. SHAW & CO., INC. added 1,594,759 shares (+50371.4%) to their portfolio in Q4 2025, for an estimated $138,903,508

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$EBAY Analyst Ratings

Wall Street analysts have issued reports on $EBAY in the last several months. We have seen 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Benchmark issued a "Buy" rating on 10/30/2025
Barclays issued a "Overweight" rating on 10/30/2025
Piper Sandler issued a "Overweight" rating on 10/30/2025
JMP Securities issued a "Market Outperform" rating on 10/24/2025
Jefferies issued a "Underperform" rating on 10/17/2025
Baird issued a "Outperform" rating on 10/13/2025

To track analyst ratings and price targets for $EBAY, check out Quiver Quantitative's $EBAY forecast page.

$EBAY Price Targets

Multiple analysts have issued price targets for $EBAY recently. We have seen 20 analysts offer price targets for $EBAY in the last 6 months, with a median target of $99.0.

Here are some recent targets:

Stephen Ju from UBS set a target price of $93.0 on 02/17/2026
Andrew Boone from Citizens set a target price of $115.0 on 01/28/2026
Nathan Feather from Morgan Stanley set a target price of $112.0 on 01/13/2026
Ken Gawrelski from Wells Fargo set a target price of $98.0 on 01/08/2026
Youssef Squali from Truist Securities set a target price of $92.0 on 11/03/2025
Bernie McTernan from Needham set a target price of $115.0 on 10/30/2025
Ross Sandler from Barclays set a target price of $105.0 on 10/30/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.