On January 13, 2026, Morgan Stanley increased its price target for eBay Inc. (NASDAQ:EBAY) to $112 from $102, maintaining an Overweight rating. The firm's note indicated its 2026 internet industry forecast resembles that of 2025. It stated investors are likely to prefer companies utilizing GenAI or GPU-enabled technology to achieve returns on invested capital. Morgan Stanley also mentioned smaller advertising platforms, e-commerce, travel, and ridesharing sectors affected by autonomous vehicles as subsectors expected to trade at valuation multiples.
In a separate report on January 14, 2026, Vogue Business noted eBay announced an expansion of its Circular Fashion Fund for 2026. For the first time, applications will be accepted from Canada, Switzerland, and the European Union. This move extends the fund's reach beyond its existing markets, which include the United States, the United Kingdom, Germany, and Australia. The expansion brings the company's circular fashion initiative to North America and Europe.
eBay Inc. operates a leading global e-commerce marketplace.