eBay Inc. stock falls after Raiffeisen reduces position

eBay Inc. (ISIN US2786421030) stock came under pressure on September 4, 2026, after market data showed the shares trading lower on the NASDAQ while a recent fund filing highlighted Raiffeisen Bank International reducing its position in the marketplace operator.

Analysts stick to hold as consensus target stays above 100 dollars

According to data compiled by MarketBeat on September 4, 2026, eBay stock carries an average analyst recommendation of hold, with a consensus 12-month price target of USD 117.24, indicating upside potential compared with the current three-digit share price.

The same MarketBeat overview reports that shares of eBay opened at USD 105.86 on the most recent trading day, implying that the consensus target sits USD 11.38 above that opening level, a gap investors will watch against the backdrop of softer intraday trading.

Raiffeisen trims stake as shares trade below the 52-week high

A separate MarketBeat filing summary dated September 4, 2026 notes that Raiffeisen Bank International AG has sold shares in eBay, reducing its position while the stock trades well below its 52-week high.

In that report, eBay shares are described as opening at USD 105.86, with a 52-week range between USD 78.03 and USD 119.31, underscoring that the current level is roughly USD 13.45 beneath the one-year high yet still around USD 27.83 above the 52-week low.

Revenue growth trajectory and margin profile

For a sense of eBay's fundamental trajectory, an overview on MarketScreener updated on September 4, 2026 compiles consensus expectations for quarterly and annual revenue and earnings.

In that dataset, quarterly revenue estimates expressed in USD millions show a progression from USD 2,730 million in Q1 2025 to USD 2,820 million in Q2 2025 and USD 2,965 million in Q3 2025, with further growth to USD 3,089 million in Q4 2025, highlighting a historical pattern of mid-single-digit sequential increases across the 2025 fiscal year.

For the subsequent periods, the same MarketScreener table lists expected revenue of USD 3,134 million in Q1 2026 and USD 3,104 million in Q2 2026, indicating that consensus currently sees Q1 2026 revenue about USD 45 million higher than Q4 2025 while Q2 2026 is modestly below Q1 2026 but still well above the Q2 2025 figure.

On a full-year basis, MarketScreener's figures for eBay show annual revenue estimates rising from USD 2,501 million in earlier periods to more than USD 3,624 million projected for a future year, with EBITDA margins expected to stay in a band around 30 percent, suggesting a business model that continues to generate healthy operating profitability.

Stock performance on NASDAQ and Swiss Exchange

Intraday market data compiled by Finanzen.ch on September 4, 2026 show eBay shares falling during the NASDAQ session, with the stock quoted at USD 103.79 and down 2.0 percent by 20:26 local time.

Earlier in the afternoon, another Finanzen.ch snapshot recorded the share price at USD 103.98 on the NASDAQ, a decline of 1.8 percent as of 16:28, underscoring that selling pressure persisted through the trading day and left the stock below the USD 105 level that MarketBeat cited as the opening price.

For investors following eBay's secondary listing in the DACH region, MarketScreener's Swiss Exchange quote page shows the title EBAY trading at CHF 85.89 as of 17:36:23 on September 3, 2026, up 0.85 percent on that day and 4.59 percent since the start of the year, evidencing that the Swiss line has held up somewhat better in recent sessions than the NASDAQ line during the latest pullback.

Marketplace business remains central to the investment case

eBay's marketplace platform, which connects millions of buyers and sellers globally for new and used goods, remains the core driver of the company's revenue and earnings, with fees from transactions and advertising forming the bulk of its income.

Consensus figures compiled by MarketScreener for the 2025 and 2026 fiscal years suggest that as eBay continues to refine its focus on high-value categories and improve its seller tools, analysts expect revenue to climb from levels around USD 3,089 million per quarter at the end of 2025 toward the USD 3,134 million mark in early 2026, alongside EBITDA margins around 31 percent.

eBay stock under pressure after latest session

As of September 4, 2026, eBay stock closed at USD 103.79 on the NASDAQ, representing a 2.0 percent decline during that session and leaving the shares trading notably below the 52-week high of USD 119.31 while still well above the 52-week low of USD 78.03.