ETSYEtsy, Inc.
81.67USD+1.50%Mkt Cap: 7.38B $P/E: 25.46

Etsy, Inc., together with its subsidiaries, operates two-sided online marketplaces that connect buyers and sellers in the United States, the United Kingdom, and internationally. It operates through Etsy and Depop segment…

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Today
Does BofA’s Upgrade and Buyback Boost Change the Bull Case For Etsy (ETSY)?

Etsy recently appeared at Canaccord Genuity's 46th Annual Growth Conference in Boston and, soon after, received an upgrade from Bank of America Securities, which cited improved execution and conservative growth estimates under CEO Kruti Patel Goyal. Bank of America also pointed to stronger mobile engagement and the potential for more than US$1.00 billion in share buybacks following the Depop sale as reasons for its more positive stance. We’ll now examine how Bank of America’s upgrade, driven...

Simply Wall St.
Yesterday
Bank of America Resets Etsy Stock Price Target After Event

Wall Street sees more durability behind the recent rebound

GuruFocus.com
Sector Update: Consumer Stocks Fall Late Afternoon

Consumer stocks declined late Thursday afternoon with the State Street Consumer Staples Select Secto

MMT Newswires
Etsy Poised for Durable Growth Amid Better-Than-Expected Strategy Execution, BofA Says in Upgrade

Etsy (ETSY) is positioned for durable growth amid better-than-projected strategy execution and as th

MMT Newswires
e-commerce stocks split as Rosenblatt favors Etsy, eBay; Chewy rated neutral

Investing.com -- Rosenblatt Securities initiated coverage of three e-commerce companies on Wednesday, taking a bullish view on Etsy and eBay while adopting a more cautious stance on Chewy as investors weigh improving execution against slower underlying market growth.

Investing.com
Etsy upgraded to buy at BofA on durable growth, buyback potential

Investing.com -- Etsy was upgraded to Buy from Neutral by BofA Securities on Thursday, with the brokerage saying the online marketplace’s recent growth appears increasingly structural and that its estimates remain conservative.

Investing.com
Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, ebay, EPR Properties, Etsy, Merck & Co., Shopify, TJX Companies, and More

Pre-Market Stock Futures: Futures are trading lower after a wild day on Wall Street, as stocks took off after Treasury Secretary Bessent announced the Treasury would double its current bond buyback, targeting 10- to 20-year and 20- to 30-year maturities. That sparked an initial big rally, which tapered by the close; still, all of the ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, ebay, EPR Properties, Etsy, Merck & Co., Shopify, TJX Compan

24/7 Wall St.
This week
Apple upgraded, Workday downgraded: Wall Street's top analyst calls

Apple upgraded, Workday downgraded: Wall Street's top analyst calls

TThe Fly
Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Dave, Etsy, Federal Signal, Mobileye Global, Netskope, Okta, Shopify, Workday, and More

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.

24/7 Wall St.
Older
AI Shopping is Sending Better Leads to Ulta and Etsy. Can They Keep the Customer?

On August 7, Reuters reported that 41% of U.S. consumers used generative AI for online shopping in June, according to Adobe Analytics. The traffic also appeared unusually valuable. Visitors referred by AI services generated 41% more revenue per visit than those arriving through traditional channels. Ulta Beauty, Inc. (NASDAQ:ULTA) said shoppers arriving through Gemini and […]

IInsider Monkey
Is Etsy (ETSY) Stock Outpacing Its Retail-Wholesale Peers This Year?

Here is how Etsy (ETSY) and Macy's (M) have performed compared to their sector so far this year.

Zacks
The Price Is Down, But Is The Story At eBay Stock Still Up?

The online marketplace is doubling down on its core strategy, and history has been kind to dip-buyers here, but a new acquisition adds a twist.

Trefis
Etsy (ETSY) Q2 2026 Earnings Call Transcript

Mobile app GMS surged 12.5% as buyer engagement accelerated.

Motley Fool
EBAY Stock: Where Compounding Could Take The Price

While the market sees a legacy platform, a newer eBay is emerging from within. The company's focused categories, from luxury goods to auto parts, are quietly becoming the core business. This specific segment grew 26% last quarter and for the first time eclipsed 40% of total gross merchandise volume.

Trefis
Is Etsy (ETSY) Losing Sellers Over Its AI Content Rules?

Etsy (NYSE:ETSY) is facing rising pushback from long-term sellers over its AI content policies, with critics questioning how clearly AI generated products are labeled and governed. Industry observers warn that marketplace standards and transparency are under strain as Etsy adjusts its rules while relying more heavily on automated tools. Competing creator platforms that ban AI generated goods outright are drawing attention from some Etsy sellers who want stricter protections for human made...

Simply Wall St.
Etsy (ETSY) On Earnings, Depop Sale And Buyback Looks Fully Valued

Etsy (ETSY) is back in focus after second quarter 2026 results topped revenue expectations, followed by job cuts, the Depop sale to eBay, and a new US$2b share repurchase program. See our latest analysis for Etsy. Etsy’s latest moves around Depop, workforce reshaping and the US$2b buyback come after a sharp shift in momentum, with the share price up 38.8% year to date and the 1 year total shareholder return at 19.5%, while the 5 year total shareholder return remains materially lower. If this...

Simply Wall St.
Etsy's Workforce Reduction Sends a Massive Signal on Its Growth Strategy. How to Play ETSY Stock Now.

Etsy cut 220 jobs right after its best sales growth in years. Here is why the timing matters more than the headcount number.

Barchart
ETSY Q2 Deep Dive: Marketplace Fundamentals Strengthen Amid Product Investment and Restructuring

Online marketplace Etsy (NYSE:ETSY) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 6.2% year on year to $668.3 million. Its non-GAAP profit of $1.31 per share was 11.6% above analysts’ consensus estimates.

SStockStory
1 Small-Cap Stock to Own for Decades and 2 We Ignore

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

SStockStory
eBay Slid This Past Month: Why a Leading Analyst Expects 32% Growth Ahead Anyway

eBay just delivered its strongest fundamentals in years, yet the stock slipped and Wall Street shrugged. One outlier analyst sees something the rest of the Street is missing, and the gap in price targets tells a story worth understanding.

24/7 Wall St.
Etsy Q2 Earnings Call Highlights

Etsy (NYSE:ETSY) reported accelerating second-quarter marketplace growth, raised its full-year 2026 outlook and authorized a new $2 billion share repurchase program, while also announcing a restructuring that will reduce its workforce by roughly 12%. CEO Kruti Patel Goyal said the company’s strateg

MarketBeat
Etsy's Improving Growth Raises Questions About Durability, Morgan Stanley Says

Etsy (ETSY) delivered its strongest core gross merchandise sales growth since 2021 in Q2, reinforcin

MMT Newswires
ETSY Q2 Earnings Call Lifts Outlook and Refocuses Teams

Etsy lifts its 2026 growth outlook as search, personalization and marketing improve GMS, while restructuring targets faster product execution.

Zacks
SpaceX upgraded, Trade Desk downgraded: Wall Street's top analyst calls

SpaceX upgraded, Trade Desk downgraded: Wall Street's top analyst calls

TThe Fly
Etsy's Executive Chair Sells Over 6,000 Shares as the Company's Stock Soars. What Does That Mean for Investors?

The provider of an online specialty retail marketplace reported a notable insider sale amid a 51% increase in its share price over the past 12 months.

Motley Fool
Etsy Inc (ETSY) (Q2 2026) Earnings Call Highlights: GMS Growth Accelerates to 7. ...

Etsy Inc (ETSY) delivers third consecutive quarter of marketplace growth, driven by mobile app momentum and improved buyer retention, while announcing a $2 billion share repurchase program.

GuruFocus.com
ETSY Stock Layoffs: What to Know About the Latest Etsy Job Cuts

Etsy stock sinks as management announces fresh round of layoffs. Here’s why ETSY shares aren’t worth buying on the dip.

Barchart
Etsy's Turnaround Takes Sharp New Direction

A massive capital return raises pressure on Etsy's turnaround

GuruFocus.com
Etsy (ETSY) Stock Looks Below Fair Value On Cash Flow Yet Above Fair Value On Earnings

Etsy stock has staged a solid comeback in the past year, yet its valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting meaningful upside while traditional market multiples point to a richer price tag. At the same time, Etsy has been reshaping its business through job cuts and asset sales, which feeds directly into how investors might think about the current share price. Over the past 5 years, Etsy shares are down 55.7%, which means the recent...

Simply Wall St.
ETSY Q2 Earnings Beat on GMS and Ads Strength, Revenues Rise Y/Y

Etsy's Q2 earnings top estimates as GMS, ads and operating leverage fuel growth, while stronger margins support a raised 2026 outlook.

Zacks
At Last, One Big Layoff Not Caused By AI

AI keeps getting the blame for mass layoffs across corporate America, but one major company just made a surprising cut for a completely different reason, and it challenges everything the doomsayers are predicting.

24/7 Wall St.
Prediction: This Will be Shopify’s Price in 2027 And Barclays Agrees

Shopify just posted its cleanest quarter in years and sent its stock surging, but the real question is whether that momentum carries into 2027 or runs out of road at today's prices.

24/7 Wall St.
Etsy to Cut 12% of Workforce as CEO Focuses on Core Marketplace

The cuts weren’t driven by cost-cutting initiatives or artificial intelligence, Chief Executive Kruti Goyal said.

The Wall Street Journal
Etsy (NYSE:ETSY) Reports Strong Q2 CY2026

Online marketplace Etsy (NYSE:ETSY) reported Q2 CY2026 results beating Wall Street’s revenue expectations, but sales were flat year on year at $668.3 million. Its GAAP profit of $0.98 per share was 33.8% above analysts’ consensus estimates.

SStockStory
Etsy to Cut 12% of Workforce as It Simplifies Operations

Etsy said Wednesday that it will eliminate about 220 jobs, or roughly 12% of its workforce, as the online marketplace restructures around a simpler organization. The board’s audit committee approved the plan on Aug. 3, saying it is intended to align Etsy with its long-term priorities and improve coordination and decision-making speed. Etsy also authorized an additional $2 billion in share repurchases, with no expiration date.

Barrons.com
Etsy (ETSY) Q2 Earnings and Revenues Beat Estimates

Etsy (ETSY) delivered earnings and revenue surprises of +14.53% and +2.87%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Zacks
Sandisk, eBay, AppLovin, Goodyear: After-Hours Stocks to Watch

↗️ DoorDash (DASH): Revenue at the food-delivery company beat expectations in the second quarter, but profit slipped. Shares edged 1% higher in postmarket trading. ↗️ Goodyear Tire & Rubber (GT): The company swung to a second-quarter loss as lower tire sales volume combined with higher costs.

The Wall Street Journal
Etsy (ETSY) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Etsy (ETSY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks
ETSY Cuts 12% Of Workforce After Q2 Beat, Says Layoffs Are ‘Not A Cost-Cutting Move’ — Stock Slips In After-Hours Trading

Etsy is laying off about 220 employees, mostly across its product and engineering teams, as part of a restructuring expected to be completed by the end of the third quarter.

Stocktwits
Stock Market Today, Aug. 5: Shopify Soars 17% After Beating Q2 Estimates, Raises Q3 Outlook

On Aug. 5, 2026, the e-commerce platform topped second-quarter expectations and guided higher for the quarter ahead, signaling sustained momentum.

Motley Fool
EBay Lifts Outlook as Depop Acquisition Closes, Revenue Rises

The online marketplace reported higher revenue of $3.13 billion, and now expects gross merchandise volume to grow between 11.5% and 12.5% in 2026.

The Wall Street Journal
Etsy lays off 12% of workforce as part of restructuring plan

NEW YORK, NY, Aug ‌5 (Reuters) - Crafting marketplace Etsy Inc. is laying off approximately 220 ‌employees, or 12% of its workforce, as part of a restructuring plan it hopes will "improve ​coordination and speed of decision-making," the company said in a U.S. Securities and Exchange Commission filing on Wednesday. The layoffs will mostly impact workers in the product and engineering department, Chief Executive Kruti Patel Goyal said in ‌an email to employees. Patel Goyal said ‌that the cuts also "weren't driven by AI."

Reuters
Etsy's CFO Sells Over 3,000 Shares, Representing 21% of Direct Holdings. Here's What That Means for Investors.

The specialty retail marketplace provider reported a notable insider stock sale.

Motley Fool
Booking Holdings (BKNG) Tops Q2 Earnings and Revenue Estimates

Booking Holdings (BKNG) delivered earnings and revenue surprises of +3.67% and +2.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Zacks
Wayfair Second-Quarter Results Top Views Amid Top-Line Momentum; Shares Soar

Wayfair (W) shares surged Tuesday after the company reported better-than-expected second-quarter res

MMT Newswires
Gig Economy Stocks to Monitor Amid the Theme's Rising Popularity

The gig economy offers numerous advantages. If you wish to make the most of this rising trend, focusing on stocks like ETSY, UBER and DASH appears judicious.

Zacks
The Weekly Closeout: Macy’s disappearing billboard and Reformation’s IPO

The department store’s iconic sign in Herald Square was taken down. Meanwhile, the apparel retailer went public on the low end of its price range.

Retail Dive
eBay completes $1.2bn acquisition of fashion resale platform Depop

The platform will continue to run under its existing brand, platform and customer experience, with no immediate changes for users.

Retail Insight Network
Maplebear (CART) Earnings Expected to Grow: Should You Buy?

Maplebear (CART) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks
MercadoLibre vs. Etsy: Which Internet-Commerce Stock Should You Bet On?

MercadoLibre's fintech, logistics, advertising and AI strengths outweigh Etsy's cheaper valuation and recent stock rally.

Zacks