"Citi analyst Ronald Josey raised his price target on eBay stock to $127 from $114, maintaining a Buy rating. The price target raise reflects what Citi describes as improving operational execution and continued momentum across the company's targeted growth categories."
"Josey's note points to strength across eBay's focus categories as the central reason for the upgrade. Those categories, which include collectibles, refurbished consumer electronics, auto parts, luxury goods, sneakers, and trading cards, lean into the auction format and community expertise that distinguish eBay from broader e-commerce rivals."
"Citi believes the trends that drove eBay's better-than-expected Q1 2026 results should continue. Translation: the multi-year strategic pivot under current management is producing measurable operational gains, and improving execution can justify a higher valuation multiple over time."
"eBay reported a strong finish to last year, with Q4 2025 revenue of $2.965 billion, up 15% year over year, and non-GAAP EPS of $1.41 versus a $1.35 estimate. Gross merchandise volume reached $21.24 billion, with U.S. GMV up 19% and active buyers hitting 135 million."
Citi raised its eBay price target to $127 from $114 while maintaining a Buy rating. The increase reflects improving operational execution and continued momentum across growth categories such as collectibles, refurbished consumer electronics, auto parts, luxury goods, sneakers, and trading cards. Citi expects trends behind better-than-expected Q1 2026 results to persist, supporting measurable operational gains and potential valuation expansion. eBay reported Q4 2025 revenue of $2.965 billion, up 15% year over year, with non-GAAP EPS of $1.41. Gross merchandise volume reached $21.24 billion, U.S. GMV rose 19%, and active buyers totaled 135 million. First-party advertising revenue grew 19% to $517 million, while management increased the dividend and authorized an additional $2 billion buyback.
Read at 24/7 Wall St.
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