Strong Quarterly Performance: Adyen reported a 23% increase in third-quarter net revenue, reaching 598.4 million euros, surpassing analyst expectations of 21.1% growth.
Revised Financial Forecast: The company slightly adjusted its financial outlook, now expecting annual net revenue growth in the low to mid-twenties percentage range through 2026, down from a previous estimate of low to high twenties.
Diverse Client Base Advantage: Adyen's performance is bolstered by its diverse client base and global reach, allowing it to better navigate changes in consumer spending compared to competitors.
Challenges Ahead: The firm faces challenges from U.S. tariffs and the removal of the "de minimis" exemption, which has negatively impacted online shopping platforms like eBay, a significant client.
Wall Street analysts forecast EBAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EBAY is 96.15 USD with a low forecast of 60.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
23 Analyst Rating
Wall Street analysts forecast EBAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EBAY is 96.15 USD with a low forecast of 60.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
14 Hold
1 Sell
Moderate Buy
Current: 93.880
Low
60.00
Averages
96.15
High
115.00
Current: 93.880
Low
60.00
Averages
96.15
High
115.00
BNP Paribas Exane
Neutral
initiated
2025-11-24
Reason
BNP Paribas Exane
Price Target
AI Analysis
2025-11-24
initiated
Neutral
Reason
BNP Paribas Exane initiated coverage of eBay with a Neutral rating.
Truist
Hold
maintain
$86 -> $92
2025-11-03
Reason
Truist
Price Target
$86 -> $92
2025-11-03
maintain
Hold
Reason
Truist raised the firm's price target on eBay to $92 from $86 and keeps a Hold rating on the shares. The company's better Q3 results and Q4 guidance reflect the management's solid execution to-date against growth initiatives aimed at re-acceleration of GMV growth while protecting free cash flows and returning capital to shareholders, the analyst tells investors in a research note.
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Bernstein
Market Perform
downgrade
$95 -> $90
2025-10-31
Reason
Bernstein
Price Target
$95 -> $90
2025-10-31
downgrade
Market Perform
Reason
Bernstein lowered the firm's price target on eBay to $90 from $95 and keeps a Market Perform rating on the shares. The firm notes that the Q3 print itself was very strong on the top-line, and Bernstein thinks the Q4 gross merchandise value outlook leans conservative. However, the strength in 2025 sets up a conundrum for the stock going into 2026 - these comparable sales will not be easy to lap, and get progressively tougher. The deceleration is well known, but could be pronounced in the second half of 2026 and the firm believes it likely moves eBay into funding short territory for many.
Benchmark
Buy
maintain
$100 -> $110
2025-10-30
Reason
Benchmark
Price Target
$100 -> $110
2025-10-30
maintain
Buy
Reason
Benchmark raised the firm's price target on eBay to $110 from $100 and keeps a Buy rating on the shares. While eBay posted a massive GMV acceleration to 10% in Q3 and the Q4 GMV guide was "also miles ahead of the street," then came the caveats around GMV growth headwinds in 2026, including tougher comps and higher breakage. "If not for that last callout, we suspect shares would have been down modestly," but the firm imagines eBay "played right into the skeptics' hands, even if there is a begrudging acceptance of a higher growth baseline," the analyst tells investors. The firm's price target comes up "modestly" given the growth momentum, but the analyst acknowledges that "the risk/reward from here is less compelling at current levels."
About EBAY
eBay Inc. is a global commerce company. The Company's technology empowers buyers and sellers in more than 190 markets around the world. The Company's business includes its online marketplace located at www.ebay.com and its localized counterparts, its off-platform marketplaces and its suite of mobile apps. It provides a number of features for its sellers and buyers that align with its approach of leveraging technology, including generative AI, to enhance the marketplace experience for its customers. For sellers, the Company is focused on simplifying their business processes to help drive their sales. The Company offers the eBay International Shipping program for sellers in the United States. For buyers, it is changing the way they find inventory through discovery, personalization and other experiences. It launched Explore, an AI-powered shopping feed enabling users to browse a list of personalized recommendations based on their interests, style preferences, and sizes.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
