Jefferies cuts target for eBay stock from USD 80.00 to USD 75.00

Published on 10/02/2026 at 14:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

eBay earned USD 1.60 per share in the second quarter versus USD 1.50 consensus. eBay stock costs EUR 94.33 on October 2, 2026 after EUR 93.80.

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eBay Inc. (ISIN US2786421030) faces a lower USD 75.00 price target after MarketBeat reported on September 24, 2026, that Jefferies cut its target from USD 80.00 to USD 75.00. The report also listed an Underperform rating, putting the latest analyst action at odds with eBay's recent earnings beat.

Jefferies sets a lower valuation marker

The USD 75.00 target is 6.25 percent below Jefferies' previous USD 80.00 target, a calculation based on the two figures in the September 24, 2026 report. MarketBeat also cited a broader Hold consensus and an average target of USD 115.12, showing a wide gap between the bearish Jefferies view and the wider analyst range.

Second-quarter numbers beat consensus

According to MarketBeat on September 24, 2026, eBay reported USD 1.60 earnings per share for the second quarter, above the USD 1.50 consensus by USD 0.10. Revenue reached USD 3.13 billion versus USD 3.01 billion expected, while revenue increased 14.80 percent from the same quarter a year earlier.

The company set third-quarter 2026 earnings-per-share guidance at USD 1.36-1.42. That range sits below the second-quarter reported figure of USD 1.60, so the next operating update will show whether the recent earnings strength extends into the second half of 2026.

eBay valuation meets a higher market bar

On NASDAQ, eBay's October 1, 2026 quote was USD 105.89, and the 52-week range was USD 78.03 to USD 119.31. The USD 105.89 quote was 11.25 percent below the 52-week high, while market capitalization stood at USD 47.0 billion as of October 1, 2026.

eBay operates an online marketplace connecting buyers and sellers, with revenue supported by seller fees and related services. For investors, the central tension is visible in the numbers: second-quarter revenue growth was 14.80 percent, but Jefferies' target cut places greater weight on valuation and forward execution.

Lang & Schwarz price at EUR 94.33

eBay stock was trading at EUR 94.33 at Lang & Schwarz on October 2, 2026 at 2:15 p.m. CEST, plus 0.57 percent versus the prior close of EUR 93.80 on October 1, 2026. The price was an intraday indication during the Xetra trading window.

The further course of trading is shown by the continuously updated real-time quote of eBay stock.