FINWIRES · TerminalLIVE
FINWIRES

$ETSY

12 stories mentioning ETSY

Every FINWIRES story that references ETSY, newest first.

Sectors

Sector Update: Consumer Stocks Decline Premarket Friday

Consumer stocks were declining premarket Friday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) and State Street Consumer Discretionary Select Sector SPDR ETF (XLY) 0.3% lower.Buckle (BKE) stock was up 0.9% after the company reported higher fiscal Q1 earnings and net sales.Costco Wholesale's (COST) net new warehouse openings in fiscal 2026 are set to be below its previous guidance, according to the firm's earnings conference call late Thursday. Shares of Costco Wholesale were 0.9% lower pre-bell.Etsy (ETSY) signed a letter agreement with eBay (EBAY) tied to the planned $1.2 billion sale of Depop, allowing continued investment in the business before the deal closes, Etsy said in a filing. Shares of Etsy were 0.8% higher premarket.

$BKE$COST$EBAY$ETSY$XLP$XLY
Wire

Etsy Shares Rise After Arete Upgrade

Etsy (ETSY) shares rose 5% on Wednesday after Arete upgraded the stock to buy from neutral with a price target of $76 per share.Trading volume stood at over 1.2 million shares compared with a daily average of nearly 3.1 million.Price: $60.54, Change: $+2.93, Percent Change: +5.08%

$ETSY
Research

Arete Upgrades Etsy to Buy From Neutral, Adjusts Price Target to $76 From $60

Etsy (ETSY) has an average rating of hold and mean price target of $72.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$ETSY
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of Etsy, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target by $4 to $78, based on a 14x EV/EBITDA multiple applied to our 2026 EBITDA estimate of $814M (raised from $770M; +11% Y/Y growth). We lift our 2026 EPS to $5.32 from $4.62 and 2027's to $5.72 from $4.91. ETSY delivered a strong Q1 beat, with GMS rising 5.5% Y/Y and active buyers returning to modest Q/Q growth. That said, results benefited from several one-time tailwinds, including FX (a 190 bps lift to GMS) and higher average order values due to tariffs and the removal of de minimis. The company's Q2 outlook, calling for GMS growth of 3%-5% Y/Y, suggests near-term momentum is intact. The key debate shifts to the back half of the year, when comps become more challenging. We remain constructive, supported by improving customer metrics, including stabilizing repeat and habitual buyer trends, which we attribute to recent app enhancements (e.g., personalization, discovery). We also expect a sizable share repurchase following the $1.2B Depop sale, which is anticipated to close by Q3.

$ETSY
Wire

Etsy Faces Sustainability Questions Despite Return to Growth, Morgan Stanley Says

Etsy (ETSY) has returned to mid-single-digit gross merchandise sales growth in the first half of 2026, but the durability of that momentum remains uncertain, Morgan Stanley said in a report Thursday.Q1 GMS rose 5.5% year over year, with the company guiding to 3% to 5% growth in the second quarter, marking a return to mid-single-digit expansion for the "first time since 2021," the report said.Cohort data showed signs of stabilization, with "habitual" and "repeat" buyers flattening sequentially after prior declines, lower churn, moderating customer acquisition costs and improved GMS per buyer, the investment bank said, adding that "marketing efficiency" has also improved.However, much of the recent growth may be driven by "temporary" factors, including pricing, favorable macro trends, foreign exchange and easier comparisons, and continues to model low-single-digit GMS growth over the medium term, Morgan Stanley said.Morgan Stanley raised its 2026 and 2027 GMS estimates by about 2% and earnings before interest, taxes, depreciation, and amortization forecasts by roughly 5%, citing improved "profitability" and expectations for continued net active buyer additions.It also increased its price target on Etsy to $64 from $60 while maintaining an equal-weight rating, citing a "balanced risk-reward" profile.Price: $64.09, Change: $-5.51, Percent Change: -7.92%

$ETSY
Wire

B. Riley Downgrades Etsy to Neutral From Buy, Lifts Price Target to $75 From $70

Etsy (ETSY) has an average rating of Hold and mean price target of $71.79, according to analysts polled by FactSet.Price: $64.59, Change: $-5.01, Percent Change: -7.20%

$ETSY
Sectors

Sector Update: Consumer Stocks Decline Late Afternoon

Consumer stocks were lower late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.3%.In corporate news, Wingstop (WING) reduced its 2026 domestic same-store sales outlook and reported weaker-than-expected Q1 revenue. Its shares fell 3.6%.Starbucks' (SBUX) fiscal Q2 financial results exceeded Wall Street's views, while the coffee giant raised its full-year outlook on the back of momentum in its turnaround efforts. Its shares jumped past 8%.Etsy's (ETSY) Q1 revenue rose more than Wall Street's expectations, helping the online marketplace swing to earnings. Etsy shares climbed more than 9%.Walmart (WMT) has opened its third owned-and-operated milk processing facility in the US, located in Robinson, Texas, and representing an investment of more than $350 million, the company said Wednesday. Its shares were up 0.1%.

$ETSY$SBUX$WING$WMT
Sectors

Sector Update: Consumer Stocks Decline Wednesday Afternoon

Consumer stocks traded lower Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 0.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.3%.In corporate news, Starbucks' (SBUX) fiscal Q2 financial results exceeded Wall Street's views, while the coffee giant raised its full-year outlook on the back of momentum in its turnaround efforts. Its shares jumped past 8%.Wingstop (WING) reduced its 2026 domestic same-store sales outlook and reported weaker-than-expected Q1 revenue. Its shares fell 4.4%.Etsy's (ETSY) Q1 revenue rose more than Wall Street's expectations, helping the online marketplace swing to earnings. Etsy shares climbed 8.6%.

$ETSY$SBUX$WING
US Markets

Etsy Tops First-Quarter Sales Views, Swings to Earnings

Etsy's (ETSY) first-quarter revenue rose more than Wall Street's expectations, helping the online marketplace swing to earnings.Revenue for the March quarter increased to $631.3 million from $612.2 million and surpassed the FactSet-polled consensus of $619.6 million. Etsy swung to first-quarter earnings of $0.89 per share from a loss of $0.33 per share a year earlier.Gross merchandise sales, which measures the total dollar amount of items sold on the platform, grew 5.5% to $2.46 billion on a non-GAAP basis.The metric for continuing operations, which exclude Depop's results, fell 3.9%. Etsy in February agreed to sell fashion marketplace Depop to eBay (EBAY) for $1.2 billion. Additionally, Reverb's results are included in last year's continuing operations, but not in the March 2026 quarter. Reverb was sold in June 2025.Analysts expected GMS of $2.44 billion."We are beginning to see early improvements in customer behavior that reflect progress against our strategy: active buyers grew sequentially for the first time in two years, though still down from the prior year, and we delivered year-over-year growth in new buyers, active sellers, and GMS per buyer, alongside continued momentum in our mobile app," according to a shareholder letter.Shares of Etsy were up 11% intraday Wednesday. The stock has gained about 26% so far this year.For the current quarter, the company is projecting GMS of $2.48 billion to $2.53 billion, representing a 3% to 5% year-over-year growth for the Etsy marketplace. The Street is looking for $2.45 billion."For the full year, we now anticipate that GMS growth will be in the low single-digit range, as our outlook for the Etsy marketplace has improved relative to the full year commentary provided in mid-February," the company said.The company previously anticipated "slight" year-over-year growth in 2026 GMS.Price: $67.97, Change: $+4.76, Percent Change: +7.53%

$ETSY
Research

Research Alert: Etsy: Solid Q1 As Etsy Marketplace Gms Growth Accelerates

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ETSY delivered encouraging Q1 2026 results, with revenue of $631M beating the $617M consensus and adj-EBITDA of $185M beating $177M consensus. Etsy marketplace GMS returned to solid 5.5% Y/Y growth, marking a 540 bps improvement from Q4 2025 and the second consecutive quarter of expansion after years of decline. We believe this represents a potential inflection point led by mobile app improvements (personalization and search functions are getting better), with GMS growth accelerating to 11.2% Y/Y. For Q2 2026, ETSY guides for the third consecutive quarter of GMS growth of 3%-5% and full-year low-single digit GMS growth. We're encouraged by improving buyer metrics with active buyers at 86.6M (first sequential growth in two years) and GMS per buyer up 1.8% Y/Y. Take rate expanded 180 bps Y/Y to 25.7% while adj-EBITDA margins improved 100 bps Y/Y to 29.3%. We believe ETSY's strategic transformation is gaining traction but acknowledge an uncertain macro backdrop given the current geopolitical environment.

$ETSY
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of Etsy, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Ahead of ETSY's Q1 results on April 29, we raise our 12-month target to $74 from $62, based on a 14x EV/EBITDA multiple applied to our 2026 EBITDA estimate of $770M (+5% Y/Y). Shares have outperformed (+14% YTD; +37% since March 30 vs. +11% for the S&P 500), led by improving macro data, including benign inflation, a firm labor market, and strong retail sales, supported by higher-income spending and tax refunds (tax refunds were up about 11% Y/Y on average). For Q1, we expect some top-line noise due to portfolio changes, including the Reverb divestiture and the pending sale of Depop to eBay. Offsetting this, we expect margin expansion, as Depop has historically been a lower-margin business. We forecast Q1 adj-EBITDA of $170M, down 1% Y/Y, with adj-EBITDA margins expanding 200 bps Y/Y to 28.3%.

$ETSY
Insider Trading

Etsy Insider Sold Shares Worth $3,377,080, According to a Recent SEC Filing

Josh Silverman, Director, Executive Chair of the Board, on April 16, 2026, sold 54,665 shares in Etsy (ETSY) for $3,377,080. Following the Form 4 filing with the SEC, Silverman has control over a total of 358,791 common shares of the company, with 130,694 shares held directly and 228,097 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1370637/000152535826000009/xslF345X05/form4-04202026_090450.xml

$ETSY