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Investing.com - UBS has raised its price target on eBay (NASDAQ:EBAY) to $100.00 from $87.00 while maintaining a Neutral rating ahead of the company’s third-quarter 2025 earnings report scheduled for October 29. The stock is currently trading near its 52-week high of $101.15, having delivered an impressive 39.73% return over the past six months according to InvestingPro data.
The investment firm modestly increased its U.S. and International Gross Merchandise Volume (GMV) growth estimates, citing potential upside driven by consumer-to-consumer (C2C) transactions and focus categories. UBS also updated its valuation parameters to reflect the twelve months ending third quarter 2027. The company maintains strong fundamentals with impressive gross profit margins of 71.88% and generated revenue of $10.47 billion in the last twelve months.
UBS forecasts eBay’s third-quarter 2025 GMV growth rate for the U.S. at 6.3% and international markets at 8.2% on a reported basis, reaching $9.3 billion and $10.3 billion respectively, for an aggregate of approximately $19.6 billion.
The firm’s revenue estimate for the quarter stands at $2.74 billion, slightly above the Wall Street consensus of $2.73 billion and at the high end of eBay’s guidance range of $2.69-$2.74 billion. UBS projects adjusted earnings per share of $1.34, compared to the Street’s expectation of $1.33.
Despite the price target increase, UBS maintained its Neutral stance, noting that eBay shares are trading at roughly 21 times the firm’s revised 2026 GAAP EPS estimate, suggesting the market has already priced in sustained low-single-digit growth. InvestingPro’s Fair Value analysis suggests the stock is currently trading above its intrinsic value. Discover 10+ additional exclusive insights and detailed valuation metrics with InvestingPro’s comprehensive research report.
In other recent news, eBay has been the focus of several analyst reports and updates. Citizens upgraded eBay’s stock rating to Market Outperform, citing improvements in consumer experience within its Focus categories, and set a price target of $115. Barclays maintained an "overweight" rating on eBay, with a price target of $92, expressing optimism about the company’s upcoming third-quarter earnings. TD Cowen raised its price target for eBay from $80 to $84, anticipating a slight acceleration in Gross Merchandise Volume (GMV) for the third quarter of 2025. Bernstein also increased its price target to $95, highlighting the strength in eBay’s trading cards segment, which saw a 10% year-over-year growth in Q2. Mizuho initiated coverage with a Neutral rating and a $98 price target, noting eBay’s transformation in GMV growth from negative 1% in 2023 to positive 6% recently. These developments indicate a mixed but generally positive outlook for eBay among analysts.
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