Etsy (ETSY) Aandelenoverzicht
Etsy, Inc. exploiteert samen met haar dochterondernemingen tweezijdige online marktplaatsen die kopers en verkopers in de Verenigde Staten, het Verenigd Koninkrijk en internationaal met elkaar in contact brengen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 0/6 |
ETSY Community Fair Values
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Analyst Price Targets
Top Community Narratives
Etsy, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$80.40 |
| 52 Week Hoogtepunt | US$87.97 |
| 52 Week Laag | US$44.00 |
| Bèta | 1.82 |
| 1 maand verandering | -0.80% |
| 3 maanden verandering | 39.80% |
| 1 Jaar Verandering | 30.16% |
| 3 jaar verandering | 1.39% |
| 5 jaar verandering | -57.78% |
| Verandering sinds IPO | 168.00% |
Recent nieuws en updates
Seeking Alpha • Aug 07
Etsy: From Value Trap To GARP Investment (Rating Upgrade)
Summary Etsy, Inc. reported a good double beat in Q2, but the stock reacted negatively. GMS on Etsy has inflected positively, currently hidden by the divestments of Reverb and Depop. ETSY's outlook is now good, driven by GMS growth, a stable take rate, and cost efficiencies. Improved earnings momentum has made ETSY stock undervalued. I estimate 50% upside to $118.5. Read the full article on Seeking Alpha
Narratiefupdate • Aug 07
ETSY: Marketplace Execution And Social Commerce Will Support Durable Buyer Engagement
The analyst fair value estimate for Etsy has increased from $85.00 to $95.00 as analysts highlight improving marketplace fundamentals, more durable gross merchandise sales, and early traction from CEO Kruti Patel Goyal's growth and social commerce initiatives as key supports for higher long-term assumptions. Analyst Commentary Recent research on Etsy points to a more constructive view from several institutions, with many highlighting marketplace fundamentals, execution under CEO Kruti Patel Goyal, and social commerce efforts as key areas to watch.Recent updates
Seeking Alpha • Aug 07
Etsy: From Value Trap To GARP Investment (Rating Upgrade)
Summary Etsy, Inc. reported a good double beat in Q2, but the stock reacted negatively. GMS on Etsy has inflected positively, currently hidden by the divestments of Reverb and Depop. ETSY's outlook is now good, driven by GMS growth, a stable take rate, and cost efficiencies. Improved earnings momentum has made ETSY stock undervalued. I estimate 50% upside to $118.5. Read the full article on Seeking AlphaNarratiefupdate • Aug 07
ETSY: Marketplace Execution And Social Commerce Will Support Durable Buyer Engagement
The analyst fair value estimate for Etsy has increased from $85.00 to $95.00 as analysts highlight improving marketplace fundamentals, more durable gross merchandise sales, and early traction from CEO Kruti Patel Goyal's growth and social commerce initiatives as key supports for higher long-term assumptions. Analyst Commentary Recent research on Etsy points to a more constructive view from several institutions, with many highlighting marketplace fundamentals, execution under CEO Kruti Patel Goyal, and social commerce efforts as key areas to watch.
Narratiefupdate • Jul 23
ETSY: Core Focus And AI Personalization Will Guide Balanced Recovery Outlook
Analysts have nudged the Etsy fair value estimate higher from $72.40 to about $76.33. This reflects a series of increased price targets that cite firmer gross merchandise sales trends, improving buyer engagement, and early traction from personalization and AI initiatives, even as some firms highlight a more balanced risk/reward at current levels.Narratiefupdate • Jul 09
ETSY: AI And App Execution Will Support Balanced Buyer And Marketplace Engagement
The analyst price target for Etsy has been raised from $78.59 to $85.00 as analysts highlight improving buyer metrics, stronger merchandise sales trends, and early benefits from search, app, and AI driven initiatives. Analyst Commentary Recent research on Etsy points to a mix of cautious ratings and constructive updates, with several bullish analysts focusing on execution around search, app performance, and AI as potential supports for the stock's valuation and growth profile.Narratiefupdate • Jun 25
ETSY: Core Focus And AI Commerce Efforts Will Shape Balanced Outlook
The analyst price target for Etsy has edged higher, reflecting a modest move in fair value to $72.40. Analysts point to improving search optimization, social and app execution, and buyer engagement efforts as key supports for the updated view.Analyse-artikel • Jun 19
Etsy (ETSY) Stock Could Be 43% Below Fair Value After Shop Other Jeffs Campaign
Etsy (ETSY) has drawn fresh attention with its “Shop Other Jeffs” campaign, a broad media push timed to Amazon’s Prime Day that spotlights independent sellers and handmade products during a key shopping window. See our latest analysis for Etsy. The recent “Shop Other Jeffs” push lands while Etsy’s 30-day share price return of 28.36% and 90-day return of 39.95% signal building momentum, even as the 5-year total shareholder return is down 59.26%. If this kind of campaign-driven move has your...Narratiefupdate • Jun 05
ETSY: Core Marketplace Refocus And AI Personalization Will Shape Balanced Outlook
Etsy's fair value estimate edges up by $0.56 to $72.28 as analysts factor in slightly stronger revenue growth and user engagement trends, reflected in a series of higher price targets and upgrades that highlight improving buyer metrics and AI driven personalization efforts. Analyst Commentary Recent research on Etsy reflects a mix of optimism around user trends and technology efforts, alongside caution about how those gains stack up against the wider e commerce sector and valuation risk.Narratiefupdate • May 19
ETSY: Depop Sale And Buybacks Will Refocus Capital On Core Marketplace
Analysts have lifted their average Etsy price target by about $4, pointing to slightly higher projected revenue growth, modestly stronger profit margins, and a higher assumed future P/E multiple, even as the discount rate in the model edges up. Analyst Commentary Recent research shows a mixed but generally constructive reset on Etsy, with several firms lifting price targets by anywhere from $1 to $20, while others trim targets but stay engaged with the story after Q4 results and the Depop sale announcement.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.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 AlphaRendement voor aandeelhouders
| ETSY | US Multiline Retail | US Markt | |
|---|---|---|---|
| 7D | -3.3% | -1.3% | 2.2% |
| 1Y | 30.2% | 17.5% | 20.9% |
Rendement versus industrie: ETSY overtrof de US Multiline Retail industrie, die het afgelopen jaar een rendement 17.5 % opleverde.
Rendement versus markt: ETSY overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.9 %.
Prijsvolatiliteit
| ETSY volatility | |
|---|---|
| ETSY Average Weekly Movement | 6.3% |
| Multiline Retail Industry Average Movement | 7.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: ETSY heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van ETSY is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2005 | 2,375 | Kruti Patel Goyal | www.etsy.com |
Etsy, Inc. exploiteert samen met haar dochterondernemingen tweezijdige online marktplaatsen die kopers en verkopers met elkaar in contact brengen in de Verenigde Staten, het Verenigd Koninkrijk en internationaal. Het is actief via de segmenten Etsy en Depop. Het bedrijf exploiteert de marktplaats Etsy, die ambachtslieden in contact brengt met verschillende consumenten, en Depop, een marktplaats voor doorverkoop van mode.
Etsy, Inc. Samenvatting
| ETSY fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$7.85b |
| Inkomsten(TTM) | US$371.43m |
| Inkomsten(TTM) | US$2.94b |
19.9x
Koers/Winstverhouding2.5x
P/S-verhoudingIs ETSY overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ETSY resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$2.94b |
| Kosten van inkomsten | US$841.32m |
| Brutowinst | US$2.10b |
| Overige uitgaven | US$1.73b |
| Inkomsten | US$371.43m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 4.05 |
| Brutomarge | 71.40% |
| Nettowinstmarge | 12.63% |
| Schuld/Eigen Vermogen Verhouding | -214.0% |
Hoe presteerde ETSY op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/10 13:43 |
| Aandelenkoers aan het einde van de dag | 2026/08/10 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Etsy, Inc. wordt gevolgd door 52 analisten. 27 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Trevor Young | Barclays |