Shared on 10 Dec 25

ETSY: AI Search And Recommendations Will Drive Renewed Marketplace Demand

We are modestly lifting our Etsy price target by a mid single digit percentage to reflect analysts' higher Street targets, grounded in evidence that AI driven search, recommendations and marketing improvements are beginning to stabilize GMS trends, despite lingering margin and governance uncertainties. Analyst Commentary Street commentary around Etsy following Q3 results and the updated outlook reflects a mix of cautious optimism and lingering concern, with modestly higher price targets clustered in the mid 60s to low 80s range.

Shared on 26 Nov 25

Fair value Decreased 0.92%

ETSY: AI-Driven Buyer Engagement Will Drive Renewed Demand Across The Marketplace

Etsy's analyst price target has been raised slightly, with the consensus now at about $68.59. Analysts cite improving gross merchandise sales growth as well as ongoing benefits from AI-driven strategies and product enhancements.

Shared on 11 Nov 25

Fair value Increased 1.52%

ETSY: AI Integration Will Drive Renewed User Engagement And Platform Momentum

Etsy's analyst fair value target has been raised slightly to $69.23 per share from $68.19. Analysts point to improving growth trends driven by AI integration, positive gross merchandise sales momentum, and ongoing business strategy execution.

Shared on 28 Oct 25

Fair value Increased 2.90%

Etsy's analyst price target has increased modestly from approximately $66.27 to $68.19. This reflects analysts' growing confidence in the company's incremental growth initiatives and improved marketplace performance.

Shared on 13 Oct 25

Fair value Increased 1.77%

Etsy's fair value estimate has been raised slightly from $65.12 to $66.27. Analysts cite stronger-than-expected marketplace revenue trends and an improved margin outlook as the reasons for the adjustment.

Shared on 07 Aug 25

Fair value Increased 1.80%

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 on 30 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 on 07 May 25

Fair value Decreased 8.33%

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

Shared on 30 Apr 25

Fair value Decreased 1.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.88%

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

Shared on 17 Apr 25

Fair value Decreased 3.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 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.

AI Integration And User Experience Will Drive E-Commerce Momentum Ahead

ETSY: AI Search And Recommendations Will Drive Renewed Marketplace Demand

ETSY: AI-Driven Buyer Engagement Will Drive Renewed Demand Across The Marketplace

ETSY: AI Integration Will Drive Renewed User Engagement And Platform Momentum

Shared on 28 Oct 25

Shared on 13 Oct 25

Shared on 07 Aug 25

Shared on 30 Jul 25

Shared on 07 May 25

Shared on 30 Apr 25

Shared on 23 Apr 25

Shared on 17 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Shared on 26 Mar 25

Shared on 19 Mar 25

Shared on 10 Mar 25