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Etsy, Inc. Stock Price

NYSE:ETSY Community·US$5.5b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 140 Fair Values set on narratives written by author

ETSY Share Price Performance

US$60.89
14.40 (30.97%)
US$71.72
Fair Value
US$60.89
14.40 (30.97%)
15.1% undervalued intrinsic discount
US$71.72
Fair Value
Price US$60.89
AnalystConsensusTarget US$71.72
yiannisz US$64.45
AnalystHighTarget US$78.59

ETSY Community Narratives

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Fair Value US$71.72 15.1% undervalued intrinsic discount

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

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Fair Value
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Fair Value US$64.45 5.5% undervalued intrinsic discount

Etsy Stock: Defending Differentiation in a World of Infinite Marketplaces

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Fair Value US$78.59 22.5% undervalued intrinsic discount

Generative AI And Sustainable Trends Will Drive Global Marketplace Expansion

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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
5.5% undervalued intrinsic discount
Fair Value
Revenue
4.66% p.a.
Profit Margin
6.38%
Future PE
31.04x
Price in 2031
US$103.41
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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
16.2% undervalued intrinsic discount
Fair Value
Revenue
2.74% p.a.
Profit Margin
14.01%
Future PE
27.9x
Price in 2028
US$93.36
US$78.59
22.5% undervalued intrinsic discount
Revenue
2.22% p.a.
Profit Margin
17.99%
Future PE
14.52x
Price in 2029
US$103.95
US$39.11
55.7% overvalued intrinsic discount
Revenue
-0.67% p.a.
Profit Margin
8.76%
Future PE
17.97x
Price in 2028
US$50.29

Trending Discussion

Updated Narratives

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Etsy Stock: Defending Differentiation in a World of Infinite Marketplaces

Fair Value: US$64.45 5.5% undervalued intrinsic discount
5 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 - The e-commerce platform for handmade items.

Fair Value: US$72.65 16.2% undervalued 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: Depop Sale And Buybacks Will Refocus Capital On Core Marketplace

Fair Value: US$71.72 15.1% undervalued intrinsic discount
36 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Proven track record and fair value.

3 Risks
3 Rewards

Etsy, Inc. Key Details

US$2.9b

Revenue

US$825.7m

Cost of Revenue

US$2.1b

Gross Profit

US$1.8b

Other Expenses

US$302.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.19
71.55%
10.43%
-262.5%
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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

Narrative Update 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.

Recent updates

No updates