eBay won analyst Ken Gawrelski's upgrade this morning after months of underperformance calls. Wells Fargo moved the stock from Underweight to Equal-Weight and lifted the target by $15 to $106, implying 10.3% upside from today's $118.02 close. The shift reverses Gawrelski's October 12 downgrade, when he had trimmed the same target to $91 while staying Underweight. The new call sits $13 below Morgan Stanley's $132 target (Overweight), set two weeks ago, reflecting the lingering divide on whether eBay's 15% Q2 GMV surge and 24% US growth are durable.
EBAY Wells Fargo upgrades to Equal-Weight, raises price target 16.5% to $106 from $91.
eBay won analyst Ken Gawrelski's upgrade this morning after months of underperformance calls. Wells Fargo moved the stock from Underweight to Equal-Weight and lifted the target by $15 to $106, implying 10.3% upside from today's $118.02 close. The shift reverses Gawrelski's October 12 downgrade, when he had trimmed the same target to $91 while staying Underweight. The new call sits $13 below Morgan Stanley's $132 target (Overweight), set two weeks ago, reflecting the lingering divide on whether eBay's 15% Q2 GMV surge and 24% US growth are durable.
Key data as of 3 Nov 2026
EBAY Wells Fargo upgrades to Equal-Weight, raises price target 16.5% to $106 from $91.
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