JMP Securities reiterates Market Perform rating on eBay stock

Published 25/08/2025, 10:02
JMP Securities reiterates Market Perform rating on eBay stock

Investing.com - JMP Securities has reiterated its Market Perform rating on eBay (NASDAQ:EBAY) stock, according to a research note published Monday. The e-commerce giant, currently valued at $45.33 billion, has demonstrated remarkable momentum with a 61.53% gain year-to-date and is trading near its 52-week high.

The firm highlighted specific growth areas that are currently benefiting the e-commerce platform’s business performance.

JMP noted that motor vehicles and parts represent one of the top three fastest-growing categories on the platform, creating positive momentum for the company’s eBay Motors division.

Food and beverage was identified as another top-performing category, joining automotive as a significant growth driver for the e-commerce marketplace.

These category strengths provide "tailwinds" for eBay’s business, according to JMP’s analysis, though the firm maintained its neutral Market Perform stance on the stock.

In other recent news, eBay reported strong second-quarter earnings, surpassing Wall Street expectations with a 4% increase in gross merchandise volume (GMV) and a 6% rise in adjusted earnings per share. This performance led to several analyst firms adjusting their price targets for the company. CFRA raised its target to $107, highlighting the acceleration in U.S. GMV and robust consumer demand in focus categories such as collectibles and luxury goods. Benchmark also increased its price target to $100, noting that eBay exceeded its prior guidance and anticipates further GMV growth in the third quarter. Stifel adjusted its target to $75, citing a 10% year-over-year growth in focus category GMV and strong consumer spending. Additionally, Cantor Fitzgerald raised its price target to $85, maintaining a Neutral rating and emphasizing the company’s GMV growth, which outperformed previous guidance. In another development, eBay introduced a new policy offering free returns for qualifying vehicle parts and accessories, addressing a common concern among buyers. This new return policy allows customers to return eligible items within 30 days at no cost.

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