Ticker: ETSY

Etsy

Internet Consumer Discretionary Specialty Retail

Price 86.93

Reco Buy Potential 72 Risk 39 Updated 2026-10-25

Track in portfolio

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AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Etsy operates an online marketplace focused on handmade, vintage items, and craft supplies. Its core products include unique goods from independent sellers, spanning categories such as home décor, jewelry, and clothing. Major business segments include marketplace services and seller services, with revenue primarily generated from transaction fees, listing fees, and advertising services. The platform connects millions of buyers and sellers, fostering a community-driven shopping experience.

Investment Profile

The investment profile of Etsy is more aligned with growth investors, given its focus on expanding its marketplace and enhancing seller services. The stock may appeal to those looking for potential capital appreciation rather than immediate income, as it does not currently offer dividends. The company's recent revenue decline indicates some volatility, suggesting a medium to long-term investment horizon may be appropriate for those willing to navigate market fluctuations.

Category: Internet Sector: Consumer Discretionary Industry: Specialty Retail Investment style: Growth Horizon: Medium-term Company type: Niche Player Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-23

EPS (TTM) — earnings per share for the last 12 months, $: 2.12
Revenue QoQ — quarter-over-quarter revenue growth: 5.9%
EPS surprise: 43.5%
20d volatility: 2.7%

AI recommendation changes

Date	Before	After	Reason
2026-10-15	Hold	Buy	Strong recent performance and positive earnings surprise.
2026-10-03	Sell	Hold	Strong EPS surprise, but mixed momentum signals.
2026-09-26	Hold	Sell	Weak momentum and high risk; cautious approach advised.
2026-09-06	Buy	Hold	Weak momentum and high risk; cautious outlook warranted.
2026-08-20	Hold	Buy	Strong growth but mixed momentum signals present uncertainty.
2026-08-06	Buy	Hold	Strong momentum but revenue decline raises concerns.
2026-07-29	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-07-03	Sell	Hold	Mixed performance; strong EPS surprise but declining revenue.
2026-07-01	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-06-25	Buy	Hold	Strong momentum but revenue decline raises concerns.
2026-06-17	Hold	Buy	Strong momentum, but revenue decline raises concerns.
2026-05-08	—	Hold	Weak revenue growth raises concerns; mixed analyst signals.
2026-05-05	Buy	Hold	Компания показывает положительную динамику за последние 20 и 60 дней, однако снижение выручки в квартальном выражении вызывает опасения. Рекомендуется удерживать акции до получения дополнительных сигналов о восстановлени
2026-04-25	Hold	Buy	Компания Etsy демонстрирует сильный рост выручки и положительные показатели по сравнению с предыдущими кварталами, что указывает на хороший потенциал для дальнейшего роста. Низкий уровень риска также делает акцию привлек
2026-04-09	Sell	Hold	Компания показывает рост выручки и положительный сюрприз по EPS, однако наблюдается значительное снижение акций за последние 120 дней, что указывает на высокие риски.
2026-04-01	Hold	Sell	Компания демонстрирует рост выручки, но наблюдается значительное снижение цены акций за последние месяцы, что указывает на высокие риски. Рекомендуется удерживать позицию до более ясных сигналов о восстановлении.
2026-02-24	Sell	Hold	Компания показывает сильный рост выручки и положительные сюрпризы по прибыли, однако недавнее снижение на 12.96% за 20 дней вызывает опасения. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-02-16	Hold	Sell	Компания Etsy демонстрирует значительное снижение котировок за последние месяцы, что указывает на слабый спрос и высокие риски. Негативные тренды в ценах и низкая динамика выручки создают неблагоприятные условия для инве
2026-02-08	Sell	Hold	Компания показывает положительную динамику в краткосрочной перспективе, но имеет негативные тренды на более длительных интервалах. Рекомендуется удерживать акции до ясности в дальнейших перспективах.
2026-01-30	Hold	Sell	Компания испытывает значительное снижение цен на акции за последние 5 и 60 дней, что указывает на слабый спрос и нестабильность. EPS и рост выручки не компенсируют высокие риски, связанные с текущими трендами.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-09-24	Arete Research	Rating Downgraded	— → 81	73.7
2026-09-18	BTIG	Rating Upgraded	— → 90	72.34
2026-09-15	Oppenheimer	Update	— → 90	74.46
2026-08-20	Loop Capital Markets	Update	— → 105	80.46
2026-08-17	Goldman Sachs	Update	— → 89	79.9
2026-08-07	Morgan Stanley	Target Raised	64 → 73	85.37
2026-08-07	Needham	Target Raised	85 → 100	85.23
2026-08-07	UBS	Target Raised	74 → 86	85.3056
2026-08-07	Guggenheim	Target Raised	85 → 95	82.26
2026-08-07	Barclays	Target Raised	82 → 94	82.26
2026-08-06	Canaccord Genuity	Target Raised	— → 92	82.26
2026-08-06	Evercore ISI	Target Raised	72 → 83	83.25
2026-07-22	Truist Financial	Target Raised	85 → 90	82.11
2026-07-21	Raymond James	Target Raised	75 → 92	84.03
2026-07-20	Cantor Fitzgerald	Target Raised	— → 80	85.67
2026-05-21	Argus Research	Rating Upgraded	— → 67	60.89
2026-05-20	Arete Research	Rating Upgraded	— → 76	57.61
2026-04-30	Deutsche Bank	Target Raised	74 → 75	64.5
2026-04-30	Bernstein	Target Raised	60 → 65	69.6
2026-04-30	UBS	Target Raised	72 → 74	69.6
2026-04-30	Guggenheim	Target Raised	75 → 85	69.6
2026-04-29	Morgan Stanley	Target Raised	60 → 64	69.6
2026-04-29	Evercore ISI	Target Raised	56 → 72	69.905
2026-04-28	UBS	Target Raised	53 → 72	65.11
2026-04-23	Raymond James	Target Raised	60 → 75	66.06

News Page 1 of 1

Etsy Implements Ban on AI-Generated Recipes and Patterns to Enhance Marketplace Integrity

10/22/2026, 05:36 PM economy announcement internet Etsy

Etsy's decision to ban AI-generated recipes and patterns aims to restore trust among buyers and sellers on its platform, addressing concerns over misleading content. This move reflects the company's commitment to maintaining its artisan reputation amid rising competition and challenges from AI-generated products.

Stocks to Watch: Dave & Buster’s Shares Plunge 17% on Disappointing Earnings, Enova Falls Over 15% After Acquisition Withdrawal, Etsy Upgraded by Oppenheimer

09/15/2026, 05:37 AM business review Etsy

Investors should note significant stock movements following disappointing earnings from Dave & Buster's and regulatory setbacks for Enova, while Etsy's shares rose on an analyst upgrade.

Analysts JPMorgan upgraded Etsy (ETSY) to Overweight and raised target price to $100, expecting upside +22%

08/07/2026, 05:37 AM investing rating_growth Analysts: analysts, JPMorgan internet Etsy

JPMorgan has upgraded Etsy's stock to overweight, raising its price target to $100, indicating a potential 22% upside, as the company shows signs of a successful turnaround in its marketplace business.

Etsy (ETSY) to Lay Off 12% of Workforce to Streamline Operations and Position for Future Growth

08/05/2026, 01:36 PM economy downsizing internet Etsy

Etsy's decision to lay off approximately 220 employees, representing 12% of its workforce, aims to streamline operations and enhance innovation in a competitive e-commerce landscape, despite recent sales growth.