AI Personalization And App Engagement Will Boost E-commerce Appeal

Published
28 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$64.38
5.9% overvalued intrinsic discount
14 Aug
US$68.21
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1Y
26.9%
7D
12.8%

Author's Valuation

US$64.4

5.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25
Fair value Increased 0.66%

With no change in revenue growth forecasts or future P/E, analysts have maintained their fair value estimate for Etsy at $63.96. What's in the News Completed share buyback of 10,067,260 shares (9.47% of shares outstanding) for $523.36 million.

Shared on30 Jul 25
Fair value Increased 25%

The consensus analyst price target for Etsy has increased to $55.15, primarily reflecting a higher future P/E multiple despite a slight decline in projected revenue growth. What's in the News Etsy shareholders approved an amendment to the company's certificate of incorporation.

Shared on07 May 25
Fair value Decreased 8.33%

AnalystConsensusTarget has increased revenue growth from 2.4% to 2.9%.

Shared on30 Apr 25
Fair value Decreased 1.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.88%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.1% to 0.0%.

Shared on17 Apr 25
Fair value Decreased 3.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 12%

AnalystConsensusTarget has decreased revenue growth from 4.4% to 3.1% and decreased future PE multiple from 24.4x to 16.1x.