Etsy (ETSY) Hisse Özeti
Etsy, Inc. iştirakleriyle birlikte Amerika Birleşik Devletleri, Birleşik Krallık ve uluslararası alanda alıcı ve satıcıları birbirine bağlayan iki taraflı çevrimiçi pazar yerleri işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
ETSY Community Fair Values
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Analyst Price Targets
Top Community Narratives
Etsy, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$79.63 |
| 52 Haftanın En Yüksek Seviyesi | US$87.97 |
| 52 Haftanın En Düşük Seviyesi | US$44.00 |
| Beta | 1.82 |
| 1 Aylık Değişim | -1.12% |
| 3 Aylık Değişim | 36.33% |
| 1 Yıllık Değişim | 13.61% |
| 3 Yıllık Değişim | 7.68% |
| 5 Yıllık Değişim | -58.27% |
| Halka arzdan bu yana değişim | 165.43% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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 AlphaHissedar Getirileri
| ETSY | US Multiline Retail | US Pazar | |
|---|---|---|---|
| 7D | -7.3% | -1.3% | 0.09% |
| 1Y | 13.6% | 14.5% | 19.0% |
Getiri vs. Endüstri: ETSY geçen yıl boyunca % 14.5 oranında getiri sağlayan US Multiline Retail sektörüyle eşleşti.
Getiri vs Piyasa: ETSY geçen yıl % 19 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| ETSY volatility | |
|---|---|
| ETSY Average Weekly Movement | 5.9% |
| Multiline Retail Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: ETSY son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ETSY 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2005 | 2,375 | Kruti Patel Goyal | www.etsy.com |
Etsy, Inc. iştirakleri ile birlikte, Amerika Birleşik Devletleri, Birleşik Krallık ve uluslararası alanda alıcı ve satıcıları birbirine bağlayan iki taraflı çevrimiçi pazar yerleri işletmektedir. Etsy ve Depop segmentleri aracılığıyla faaliyet göstermektedir. Şirket, zanaatkârları çeşitli tüketicilerle buluşturan Etsy pazar yerini ve bir moda satış pazarı olan Depop'u işletmektedir.
Etsy, Inc. Temel Bilgiler Özeti
| ETSY temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$7.29b |
| Kazançlar(TTM) | US$371.43m |
| Gelir(TTM) | US$2.94b |
19.7x
F/K Oranı2.5x
P/S OranıETSY aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ETSY gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.94b |
| Gelir Maliyeti | US$841.32m |
| Brüt Kâr | US$2.10b |
| Diğer Giderler | US$1.73b |
| Kazançlar | US$371.43m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 4.05 |
| Brüt Marj | 71.40% |
| Net Kâr Marjı | 12.63% |
| Borç/Özkaynak Oranı | -214.0% |
ETSY uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/12 02:47 |
| Gün Sonu Hisse Fiyatı | 2026/08/12 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Etsy, Inc. 52 Bu analistlerden 27, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Trevor Young | Barclays |