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Etsy, Inc. Stock Price

NYSE:ETSY Community·US$7.9b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 144 Fair Values set on narratives written by author

ETSY Share Price Performance

US$85.55
23.78 (38.50%)
US$76.33
Fair Value
US$85.55
23.78 (38.50%)
12.1% overvalued intrinsic discount
US$76.33
Fair Value
Price US$85.55
AnalystConsensusTarget US$76.33
yiannisz US$64.45
AnalystHighTarget US$95.00

ETSY Community Narratives

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Fair Value US$76.33 5.3% overvalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
38users have followed this narrative
Fair Value
·
Fair Value US$64.45 24.7% overvalued intrinsic discount

Etsy Stock: Defending Differentiation in a World of Infinite Marketplaces

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
·
Fair Value US$95 15.4% undervalued intrinsic discount

Generative AI And Sustainable Trends Will Drive Global Marketplace Expansion

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Etsy

Etsy Stock: Defending Differentiation in a World of Infinite Marketplaces

Etsy (NASDAQ: ETSY) occupies a rare position in e-commerce. It is neither a mass-market retailer nor a logistics powerhouse.Read more

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US$64.45
24.7% overvalued intrinsic discount
Fair Value
Revenue
4.66% p.a.
Profit Margin
6.38%
Future PE
31.04x
Price in 2031
US$103.41
ETSY logo
Etsy

Etsy - The e-commerce platform for handmade items.

Business model Etsy is a US e-commerce website and online marketplace for buying and selling handmade products founded in 2005. Revenue comes mainly from services, subscriptions and fees.Read more

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US$72.65
10.7% overvalued intrinsic discount
Fair Value
Revenue
2.74% p.a.
Profit Margin
14.01%
Future PE
27.9x
Price in 2028
US$93.36
US$76.33
5.3% overvalued intrinsic discount
Revenue
1.79% p.a.
Profit Margin
16.56%
Future PE
16.6x
Price in 2029
US$101.02
US$39.11
105.6% overvalued intrinsic discount
Revenue
-0.67% p.a.
Profit Margin
8.76%
Future PE
17.97x
Price in 2028
US$50.29

Trending Discussion

No trending discussion available.

Updated Narratives

ETSY logo

Etsy Stock: Defending Differentiation in a World of Infinite Marketplaces

Fair Value: US$64.45 24.7% overvalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ETSY logo

Etsy - The e-commerce platform for handmade items.

Fair Value: US$72.65 10.7% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ETSY: Marketplace Execution And Social Commerce Will Support Durable Buyer Engagement

Fair Value: US$95 15.4% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record and fair value.

2 Risks
3 Rewards

Etsy, Inc. Key Details

US$2.9b

Revenue

US$841.3m

Cost of Revenue

US$2.1b

Gross Profit

US$1.7b

Other Expenses

US$371.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.05
71.40%
12.63%
-214.0%
View Full Analysis

About ETSY

Founded
2005
Employees
2375
CEO
Kruti Patel Goyal
WebsiteView website
www.etsy.com

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 segments. The company operates Etsy marketplace that connects artisans with various consumers; and Depop, a fashion resale marketplace. It also provides marketplace activities, including transaction offsite advertising, payments processing, and listing fees, as well as from optional seller services, which include on-site advertising and shipping labels. The company was formerly known as Indieco, Inc changed its name to Etsy, Inc. in June 2006. Etsy, Inc. was founded in 2005 and is headquartered in Brooklyn, New York.

Recent ETSY News & 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
Narrative Update 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

No updates