eBay Inc. (NASDAQ: EBAY) - Monthly Stock Report

Publication Date: December 11, 2025

Company Overview

eBay Inc., headquartered in San Jose, California, is a prominent player in the Internet Retail industry, operating within the Consumer Cyclical sector. Founded in 1995, the company established itself as an innovative marketplace that connects buyers and sellers through its online platform, eBay.com, along with a suite of mobile applications. With a strong presence in multiple countries, including the United States, the United Kingdom, China, and Germany, eBay offers a diverse range of products, enabling users to list, sell, buy, and pay for goods in an accessible online environment.

As of late 2025, eBay's focus on the Internet Retail industry indicates a cautious investment approach, with analysts currently recommending a "hold" strategy. This recommendation reflects the competitive challenges faced in the e-commerce landscape while acknowledging the company's solid revenue performance.

52-Week Price Performance Analysis

eBay's stock has demonstrated volatility throughout 2025, showcasing a generally bullish trend over the past year. Trading between a yearly low of $58.71 and a high of $101.15, the stock closed recently at $82.63, which positions it moderately optimistic, approximately 31.29% above its starting price near $60.

Technical Insights:

• Trend Analysis: The stock's green trendline indicates a consistent upward trajectory up until the late fall, which has recently shown signs of consolidation around the $82.63 level.
• Support and Resistance Levels:
• Support: $60 - This level has been pivotal, serving as a base for previous upward movements.
• Resistance: $100 - The stock has failed to breach this mark multiple times, indicating a strong barrier to upward price movement.
• Moving Averages: The fifty-day moving average stands at $87.2752, suggesting that the current price is below this average. This placement could signal a potential downward trend in the short term but may also indicate an opportunity for investors looking for a long-term entry point.

As eBay consolidates in the $82.63 range, investors should closely monitor price movements. A breakout above $87 could confirm the resumption of the bullish trend, while a breakdown below the trendline may signal an impending reversal.

Financial Performance and Metrics

eBay's financial performance has demonstrated resilience in a competitive market. The company reported a total revenue of approximately $10.71 billion, indicating strong operational capabilities. Key financial highlights include:

• EBITDA: Approximately $2.74 billion, reflecting healthy cash flow and operational efficiency.
• Shares Outstanding: 452 million, with about 13.2 million shares shorted, representing approximately 0.034% of the float (around 449.8 million shares).

Valuation Metrics:

• Current Stock Price: $82.99
• Projected Price Targets:
• Target High: $115.00
• Target Mean: $93.97
• Target Low: $62.00

These projections suggest a diverse outlook among analysts, highlighting both growth potential and risks. Investors should note that the substantial variance in price targets reflects different perspectives on eBay's operational viability going forward.

Recent News and Developments

eBay's recent performance has been affected by major news events that dramatically influenced investor sentiment:

• On October 30, 2025, eBay's stock faced a significant decline of over 14% following a profit forecast that fell short of expectations. Despite a respectable 9% year-over-year revenue increase to $2.8 billion in Q3, adjusted earnings per share guidance of $1.31 to $1.36 for the fourth quarter didn't meet analyst expectations of $1.39.

• Conversely, on December 10, 2025, positive reports from TD Cowen and Morgan Stanley prompted a 3.1% rebound in the stock. Analysts raised their price targets to $84 and $102, respectively, predicated on anticipated growth in Gross Merchandise Volume (GMV) and promising market conditions.

Moreover, strategic initiatives, such as eBay's acquisitions of Goldin Auctions in May 2024 and Studio Auctions in June 2025, signify a drive towards diversification, particularly in the collectibles and memorabilia markets, enhancing their competitive position within e-commerce.

Market Sentiment and Analyst Recommendations

Market sentiment surrounding eBay's stock is mixed, as reflected in the analyst consensus. The current recommendation key indicates a "hold" rating, with a mean recommendation score of 2.71 derived from 30 analyst opinions.

Analyst Insights:

• Divergent Perspectives:
• Jefferies maintains an "Underperform" rating, suggesting a 2.99% downside from the then-current price as of October 17, 2025.

• Other analysts convey optimism regarding eBay's strategic initiatives and market resilience.

• Price Targets:

• Analysts predict a target mean price of approximately $93.97, with a median target of $95.00, implying potential price appreciation opportunities.

In summary, while eBay faces challenges such as potential operational inefficiencies reported earlier in 2025, including account-related technical difficulties, there remain opportunities for growth underpinned by strategic acquisitions and market recovery.

Conclusion: Weighing Opportunities Against Risks

Investing in eBay Inc. presents both opportunities and risks. The historical performance shows resilience, with considerable revenue generation and positive EBITDA, despite stock price fluctuations driven by recent market events. The current stock trading at $82.99--below its fifty-day moving average--leaves room for cautious optimism if key support levels hold.

Retail investors should carefully consider both the favorable growth projections and the prevailing risks before making significant investment decisions. As eBay navigates its evolving business landscape, close attention to market trends, operational efficiency, and analyst recommendations will be crucial for informed investment choices in the future.