WallStSmart
EBAY

eBay Inc

NASDAQ: EBAY · CONSUMER CYCLICAL · INTERNET RETAIL

$103.48
-0.30% today

Updated 2026-04-30

Market cap
$46.50B
P/E ratio
23.97
P/S ratio
4.19x
EPS (TTM)
$4.33
Dividend yield
1.16%
52W range
$67 – $107
Volume
5.5M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

eBay Inc (EBAY) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$103.48
Consensus
$97.23
-6.04%
2030 Target
$395.39
+282.09%
DCF
$93.22
+11.09% MoS
37 analysts:
11 Buy16 Hold2 Sell

Management guidance

No specific CEO revenue targets disclosed in available data. Most recent guidance reflects Q4 2025 results with $2.96B revenue (+15.0% YoY) and positive Q1 2026 guidance. Management has emphasized strategic priorities around the Depop acquisition ($1.2B), marketplace enhancements, and circular commerce expansion, but no explicit multi-year revenue targets were stated.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$649.57
$14.8B Rev × 20x P/S
Base case (2030)
$395.39
$14.8B Rev × 12x P/S
Bear case (2030)
$263.59
$14.8B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$10.1B$10.3B$11.1B$12.3B$12.9B$13.4B$14.1B$14.8B
Revenue growth—1.7%7.9%10.4%5.1%4.4%4.7%4.8%
EPS$4.24$4.87$5.52$6.13$6.78$7.20$7.68$8.20
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$329.49$338.90$357.73$376.56$395.39

Catalysts & risks

Growth catalysts
+ Depop acquisition ($1.2B, completed) integrating Gen Z fashion marketplace into core eBay platform
+ Ad monetization momentum and strategic platform enhancements driving marketplace growth
+ Circular economy/resale market expansion (Klarna partnership across 6 markets, Meta affiliate commerce program)
+ Auction platform strengthening with AI-powered features and collector market momentum (MegaCon, sports collectibles)
Key risks
- Workforce reduction of 800 employees (6% of staff) announced Feb 2026 may impact execution
- Macroeconomic sensitivity: consumer cyclical exposure to recession/tariffs; tariff uncertainty mentioned in guidance
- Integration execution risk from Depop acquisition amid ongoing restructuring
- Institutional investor divestment signals (Assenagon reduced position 89%, Aberdeen trimmed 6%)
- Slowing growth trajectory: 5Y revenue CAGR only 4.5% despite recent Q4 strength

Methodology

eBay Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 37 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.