Shares of eBay Inc (NASDAQ:EBAY) rallied in early trading on Thursday, after the company reported upbeat fourth-quarter results.

Here are the key analyst insights:

  • JPMorgan analyst Doug Anmuth reiterated a Neutral rating, and raised the price target from $84 to $87.
  • Goldman Sachs analyst Eric Sheridan maintained a Neutral rating, while upping the price target from $77 to $88.

Check out other analyst stock ratings.

JPMorgan: EBay reported strong quarterly results, with GMV (gross merchandise value), revenue, and margins ahead of guidance. Management guided to 2026 GMV similar to 2025, which came in above expectations as the company “continues to execute against its strategic initiatives,” despite international macro headwinds and “de-minimis impact,” he added.

EBay also announced the acquisition of Depop from Etsy Inc

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