eBay stock price target raised to $100 from $78 at Benchmark on strong results

Published 31/07/2025, 16:30
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Investing.com - Benchmark raised its price target on eBay (NASDAQ:EBAY) to $100.00 from $78.00 on Thursday, while maintaining a Buy rating following the company’s second-quarter earnings report. The stock, currently trading at $91.78, has already delivered an impressive 26.27% return year-to-date, though InvestingPro analysis suggests the shares are trading above their Fair Value.

The e-commerce platform exceeded second-quarter expectations and its own prior guidance, according to Benchmark. With impressive gross profit margins of 71.85% and annual revenue of $10.31 billion, the firm noted that eBay’s third-quarter outlook suggests accelerating Gross Merchandise Volume (GMV) growth, contrasting with recent consumer warnings from other companies.

Benchmark indicated that eBay appears to have returned to mid-single digit or higher GMV growth, economic conditions permitting. The firm highlighted ongoing growth in both first-party and off-platform advertising initiatives.

The analyst report also mentioned additional initiatives driving improvements in engagement and conversion rates on the platform. Benchmark referenced potential future developments including "Caramel" and "Facebook (NASDAQ:META) Marketplaces" as factors not yet reflected in current performance.

While Benchmark suggested shares might "take a quick breather in the near-term," it emphasized that relative investor apathy combined with an improving business narrative supports a higher trajectory for the stock. InvestingPro data reveals 7 analysts have revised their earnings upward for the upcoming period, with additional insights available in the comprehensive Pro Research Report.

In other recent news, eBay reported strong second-quarter 2025 results, with earnings per share reaching $1.37, surpassing the forecast of $1.29. The company’s revenue also exceeded expectations, coming in at $2.73 billion against the anticipated $2.64 billion. Analysts have responded positively to these results, with several firms raising their price targets for eBay. Stifel increased its price target to $75, citing a 10% year-over-year growth in focus category gross merchandise volume (GMV). Cantor Fitzgerald raised its target to $85, noting that GMV and adjusted earnings per share exceeded Wall Street expectations by 4% and 6%, respectively. Needham also raised its price target to $95, highlighting eBay’s acceleration in growth despite rising market expectations. Goldman Sachs, despite maintaining a Sell rating, increased its price target to $72, acknowledging the strong Q2 earnings and positive trends in U.S. GMV. These developments reflect eBay’s robust performance and the optimistic outlook from various analyst firms.

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