Etsy (ETSY) 주식 개요
는 자회사와 함께 미국, 영국 및 전 세계에서 구매자와 판매자를 연결하는 양방향 온라인 마켓플레이스를 운영하고 있습니다. 자세히 보기
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Analyst Price Targets
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Etsy, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$57.40 |
| 52주 최고가 | US$76.52 |
| 52주 최저가 | US$44.00 |
| 베타 | 1.9 |
| 1개월 변동 | 3.72% |
| 3개월 변동 | 24.13% |
| 1년 변동 | 22.23% |
| 3년 변동 | -39.57% |
| 5년 변동 | -65.30% |
| IPO 이후 변동 | 91.33% |
최근 뉴스 및 업데이트
내러티브 업데이트 • May 04
ETSY: Depop Sale And Buybacks Will Support Core Marketplace Focus
Etsy's analyst price target has been raised from $61.96 to $71.72 as analysts factor in updated assumptions around revenue growth, profit margins and a slightly lower discount rate. This change is supported by recent research that highlights progress in core marketplace initiatives and the planned Depop divestiture.Seeking Alpha • Apr 30
Etsy: A Simplified Business Sees A Strong Start To 2026
Summary Etsy has streamlined operations by divesting Depop and Reverb, focusing on its core platform with improving fundamentals. Q1 revenue from continuing operations rose 7% to $631 million, with adjusted EBITDA margins exceeding 29% and GMS up over 5%. Forward guidance calls for low-single-digit GMS growth, stable take rates, and 28–30% EBITDA margins, supporting potential earnings near $4 per share. Recent share buybacks and a 30% rally reflect renewed confidence, yet valuation remains reasonable given solid earnings power and capital allocation discipline. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • May 04
ETSY: Depop Sale And Buybacks Will Support Core Marketplace Focus
Etsy's analyst price target has been raised from $61.96 to $71.72 as analysts factor in updated assumptions around revenue growth, profit margins and a slightly lower discount rate. This change is supported by recent research that highlights progress in core marketplace initiatives and the planned Depop divestiture.Seeking Alpha • Apr 30
Etsy: A Simplified Business Sees A Strong Start To 2026
Summary Etsy has streamlined operations by divesting Depop and Reverb, focusing on its core platform with improving fundamentals. Q1 revenue from continuing operations rose 7% to $631 million, with adjusted EBITDA margins exceeding 29% and GMS up over 5%. Forward guidance calls for low-single-digit GMS growth, stable take rates, and 28–30% EBITDA margins, supporting potential earnings near $4 per share. Recent share buybacks and a 30% rally reflect renewed confidence, yet valuation remains reasonable given solid earnings power and capital allocation discipline. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 20
ETSY: Depop Exit And AI Initiatives Will Support Stronger Marketplace Engagement
Etsy's analyst price targets have shifted in a wide range, with some moving up by a few dollars and others cut by $10 to $20, as analysts balance improving marketplace trends, Depop's $1.2b sale, and product and marketing initiatives against concerns about slower Gross Merchandise Sales momentum and sector-wide valuation resets. Analyst Commentary Recent research paints a mixed but generally constructive picture around Etsy, with many price targets adjusted and opinions split between enthusiasm about execution and caution around Gross Merchandise Sales trends and sector valuations.내러티브 업데이트 • Apr 05
ETSY: Depop Sale And AI Discovery Work Will Shape Core Marketplace Future
Analyst fair value for Etsy edges up by about $0.23 to roughly $61.96 as analysts weigh slightly slower revenue growth and profit margin expectations against the benefits from the $1.2b Depop sale, ongoing product and marketing initiatives, and mixed but generally constructive updates to Street price targets. Analyst Commentary Recent research on Etsy highlights a split view, with some analysts seeing improving execution around core growth and others focusing on lingering risks to Gross Merchandise Sales, or GMS, and profitability.내러티브 업데이트 • Mar 22
ETSY: Depop Sale And AI Marketplace Focus Will Drive Stronger Engagement
Narrative Update: Etsy The updated analyst price target for Etsy shifts slightly to about $78.59. This reflects mixed revisions across the Street as analysts weigh solid Q4 delivery, the planned $1.2b Depop sale, and ongoing efforts in AI driven search, personalization and core marketplace growth.내러티브 업데이트 • Mar 07
ETSY: AI Initiatives And Depop Exit Will Shape Core Marketplace Path
The analyst price target for Etsy edges slightly lower as analysts weigh steady Q4 results, Q1 guidance calling for modest GMS growth, and the value impact of the proposed $1.2b Depop sale against ongoing questions about the pace of core marketplace reacceleration and sector-wide multiple compression. Analyst Commentary Wall Street is split on Etsy, with price targets moving both higher and lower as analysts balance Q4 execution, Q1 guidance, and the proposed US$1.2b Depop sale against questions about how quickly core marketplace growth can build.내러티브 업데이트 • Feb 21
ETSY: AI Initiatives And Depop Sale Will Support Core Marketplace Renewal
The analyst price target for Etsy in our model has moved lower to $62.08 from $68.59. This reflects a blend of Street views that highlight steady core marketplace progress, the Depop sale, and ongoing questions around the pace of Gross Merchandise Sales growth and the impact of AI driven product and marketing initiatives.내러티브 업데이트 • Feb 07
ETSY: AI Efficiencies And Share Buybacks Will Support Stronger Marketplace Engagement
Narrative Update Analysts have trimmed their price targets on Etsy by about $3 to $9 in recent research, citing lingering macro concerns. At the same time, they point to a potentially more supportive setup for internet names into 2026, with improving revenue growth expectations and sentiment around AI driven efficiencies.내러티브 업데이트 • Jan 24
ETSY: AI Search And Recommendations Will Support Stronger Marketplace Engagement
Analysts now keep the Etsy fair value estimate steady at $80, while refining their model inputs slightly. This reflects mixed shifts in Street price targets that balance enthusiasm around AI driven GMS and search improvements with more cautious views on margins, tariff headwinds, and leadership changes.내러티브 업데이트 • Jan 09
ETSY: AI And Search Improvements Will Support Stronger Marketplace Engagement
We are trimming our Etsy fair value estimate slightly to US$80 from US$81, reflecting analysts' mixed price target moves as they weigh stronger GMS momentum and AI driven product improvements against margin pressure, tariff headwinds, and leadership changes. Analyst Commentary Recent Street research on Etsy reflects a mixed but generally constructive tone, with several bullish analysts lifting price targets following Q3 results and updated guidance.내러티브 업데이트 • Dec 24
ETSY AI Investments Will Drive Stronger Marketplace Engagement And Earnings Power
We trim our Etsy fair value estimate slightly to $81 from about $81.55 per share, as analysts see moderating top line growth and a lower future P/E, partly offset by improving profitability supported by AI driven product enhancements and steadier GMS trends. Analyst Commentary Recent Street research reflects a generally constructive tone on Etsy, with multiple bullish analysts lifting price targets following the latest Q3 results and outlook.내러티브 업데이트 • Dec 10
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.내러티브 업데이트 • Nov 26
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.내러티브 업데이트 • Nov 11
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.내러티브 업데이트 • Oct 28
AI Integration And User Experience Will Drive E-Commerce Momentum Ahead
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.내러티브 업데이트 • Oct 13
AI Personalization And App Engagement Will Boost E-commerce Appeal
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.분석 기사 • Sep 30
Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 40% Share Price Bounce
Etsy, Inc. ( NASDAQ:ETSY ) shareholders have had their patience rewarded with a 40% share price jump in the last month...내러티브 업데이트 • Aug 07
AI Personalization And App Engagement Will Boost E-commerce Appeal
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.분석 기사 • Jul 24
When Should You Buy Etsy, Inc. (NASDAQ:ETSY)?
Etsy, Inc. ( NASDAQ:ETSY ), might not be a large cap stock, but it saw a significant share price rise of 48% in the...분석 기사 • May 31
Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 27% Share Price Bounce
Etsy, Inc. ( NASDAQ:ETSY ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Seeking Alpha • Apr 24
Etsy: Back To Basics With Reverb Sale (Rating Upgrade)
Summary Etsy's sale of Reverb aims to reduce debt and refocus on core business, potentially aiding its return to growth despite recent stock declines. The company’s low exposure to tariffs and unique product offerings position it well against big-box retailers amid rising import costs. Etsy is moving in the right direction, prompting my upgrade to a neutral rating. Etsy's valuation has improved to ~8x forward-adjusted EBITDA, but it still faces challenges with declining consumer spending and needs to demonstrate a return to customer/revenue growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 26
Etsy Looks Like An Equity Value Juggernaut
Summary Etsy shares continue to fall as Gross Merchandise Sales volumes have hit a sustained rough patch. I'm not surprised by the post-pandemic business weakness. I'm just surprised that it didn't begin sooner. By no means do short-term GMS declines mean the business is in trouble. Etsy management has been conducting large stock buybacks that are progressively retiring more and more shares as the market price has declined. Modeling for Etsy suggests that even in very negative scenarios Etsy's future potential stock downside may be limited. I don't have a specific target price, but I think there's potential for large gains for patient investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Etsy: Abysmal Holiday Sales Signal Need For Improved Customer Acquisition
Summary Etsy reported a GAAP EPS of $1.03, beating expectations by $0.09, but sales missed at $852M, falling short by $9.2M. Gross merchandise sales declined 6.8% YoY to $3.7B, with Etsy-specific GMS down 8.6% YoY. Etsy's profit margins increased as it earned more fee revenue on its sellers, yet it saw a sharp decline in sellers, buyers, and sales per customer. In my view, Etsy has become too focused on extracting income from sellers instead of creating a rich ecosystem of buyers and sellers, exposing it to competition from Amazon Handmade. The current economic trend has promoted greater price sensitivity from customers, which does not bode well, given Etsy charges relatively high fees that increase product prices. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Etsy: Share Repurchases Won't Save The Stock
Summary Etsy's $1.2 billion net debt constrains its ability to deliver meaningful shareholder value. Share repurchases are unlikely to sustain the stock price without stronger growth fundamentals. Revenue growth rates are flatlining, reducing the platform's long-term appeal. Paying 8x free cash flow for a business with limited upside feels unjustifiable. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Etsy: I Agree With Elliott Management's Optimism
Summary Elliott Management increased its stake in Etsy, Inc. to 5M shares, as per its 13F filing, signaling confidence in Etsy's long-term potential amidst current investor pessimism. Although Etsy sees a decline in GMS and Active Buyers on the platform, it is investing in strategic initiatives like an app revamp, improved search, and loyalty program to boost purchase frequency. Meanwhile, its Gifting GMS is a bright spot as it grows above expectation, representing a higher share of Total GMS. With holiday season in the corner, gifting GMS should continue to rise steadily. Although the management has yet to translate its initiatives into tangible results, I believe the favorable FY25 comps environment should be favorable, driving sizable upside for the stock. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Etsy: A Beaten Down Stock With Hidden Value
Summary Etsy's stock has declined over 22% in the past year due to changing consumer behavior and increased competition from Amazon and Shopify. Despite challenges, Etsy's focus on specialized platforms like Depop and Reverb shows potential for growth in sustainable and niche markets. Financials reveal mixed performance, but Q3 2024 results indicate stability with a slight revenue increase and strong cost control. A DCF analysis suggests a potential 25% upside, valuing Etsy shares at around $66.47, supporting a buy rating amidst cautious optimism. Read the full article on Seeking AlphaSeeking Alpha • Oct 20
Etsy: A Pandemic Growth Stock Ready For A Rebound In 2025
Summary Etsy thrived during the pandemic as consumers flocked to online shopping, but as economic conditions worsened, shares plummeted over 80% from their peak. Despite the stock's decline to 2018 levels, Etsy's revenues have increased 4.5x, margins have expanded, and earnings have quadrupled. Management is implementing strategies like a loyalty program and "Gift Mode" to increase customer engagement and drive gross merchandise sales. With shares trading at 11x earnings and a fortress balance sheet, the current valuation presents a strong buying opportunity for long-term investors. Read the full article on Seeking Alpha주주 수익률
| ETSY | US Multiline Retail | US 시장 | |
|---|---|---|---|
| 7D | -11.7% | -2.4% | 1.5% |
| 1Y | 22.2% | 15.0% | 25.5% |
수익률 대 산업: ETSY은 지난 1년 동안 15%의 수익을 기록한 US Multiline Retail 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ETSY은 지난 1년 동안 25.5%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ETSY volatility | |
|---|---|
| ETSY Average Weekly Movement | 7.8% |
| Multiline Retail Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: ETSY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ETSY의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2005 | 2,375 | Kruti Patel Goyal | www.etsy.com |
는 자회사와 함께 미국, 영국 및 전 세계에서 구매자와 판매자를 연결하는 양면 온라인 마켓플레이스를 운영합니다. 이 회사는 Etsy와 Depop 부문을 통해 운영됩니다. 장인과 다양한 소비자를 연결하는 마켓플레이스인 Etsy와 패션 재판매 마켓플레이스인 Depop을 운영하고 있습니다.
Etsy, Inc. 기초 지표 요약
| ETSY 기초 통계 | |
|---|---|
| 시가총액 | US$5.46b |
| 순이익 (TTM) | US$302.73m |
| 매출 (TTM) | US$2.90b |
18.0x
주가수익비율(P/E)1.9x
주가매출비율(P/S)ETSY는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ETSY 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.90b |
| 매출원가 | US$825.68m |
| 총이익 | US$2.08b |
| 기타 비용 | US$1.77b |
| 순이익 | US$302.73m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.19 |
| 총이익률 | 71.55% |
| 순이익률 | 10.43% |
| 부채/자본 비율 | -262.5% |
ETSY의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/13 03:20 |
| 종가 | 2026/05/13 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Etsy, Inc.는 51명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |
| Trevor Young | Barclays |