eBay stock falls 3.17 percent as Jefferies cuts target

Published on 09/22/2026 at 12:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

eBay stock closed at USD 108.30 on September 21, 2026, after Jefferies cut its target to USD 75 from USD 80. Q2 revenue reached USD 3.13 billion.

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eBay Inc. (ISIN US2786421030) closed at USD 108.30 on Nasdaq on September 21, 2026, down 3.17 percent from the prior close. The decline followed Jefferies cutting its price target to USD 75 from USD 80 while retaining an Underperform rating, according to Yahoo Finance on September 21, 2026.

Jefferies lowers target to USD 75

The USD 5 reduction reflects Jefferies' cited concerns about pressure on underlying earnings and slower advertising growth. The new target is USD 33.30 below the September 21 closing price, a gap of 30.75 percent based on those two levels.

A separate market report attributed the decline to the target cut while noting that eBay's latest major company update was its second-quarter 2026 earnings release. Quiver Quant reported on September 21, 2026, that the release included third-quarter revenue and earnings guidance and a quarterly dividend declaration.

Q2 revenue reached USD 3.13 billion

eBay's second-quarter 2026 revenue was USD 3.13 billion, while reported earnings reached USD 550 million, according to the September 21, 2026 financial snapshot. The same data showed a 17.55 percent profit margin and second-quarter fiscal 2026 earnings of USD 1.60 per share against an estimate of USD 1.51.

The comparison matters because the USD 0.09 per-share difference indicates that the latest reported quarter exceeded the cited estimate, even as Jefferies focused on future earnings pressure. Trailing twelve-month revenue stood at USD 12.01 billion and trailing twelve-month EPS at USD 4.76 in the same September 21, 2026 snapshot.

Stock remains below its yearly high

The September 21 closing price was USD 11.01 below eBay's 52-week high of USD 119.31 and USD 30.27 above its 52-week low of USD 78.03. That range places the stock 9.23 percent below the high and 38.79 percent above the low, using the values reported by GuruFocus on September 21, 2026.

eBay's next earnings date is listed as November 4, 2026. Until then, the market's numerical tension is clear: recent quarterly earnings exceeded the cited estimate, while the new Jefferies target remains USD 33.30 below the latest Nasdaq close.