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Wire

Etsy to Add Remitly Global as Additional Payments Provider

Remitly Global (RELY) is set to become an additional payment provider on Etsy's (ETSY) payments platform under a new partnership between the companies, Remitly said Wednesday.Remitly will be available on Etsy Payments starting this fall, allowing new international Etsy sellers in 15 countries to select Remitly as their payout provider, the company said.No financial terms for the partnership were disclosed.Price: $24.75, Change: $-0.08, Percent Change: -0.32%

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Sectors

Sector Update: Consumer Stocks Fall Late Afternoon

Consumer stocks declined late Thursday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.2% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) dropping 1.6%.In corporate news, Walmart's (WMT) fiscal Q2 US comparable sales growth decelerated more than Wall Street expected amid a pharmacy-related headwind, while the retail giant issued a soft earnings outlook for the current quarter. The shares fell 9.1%.Advance Auto Parts' (AAP) fiscal Q2 comparable sales unexpectedly declined amid weakness in the do-it-yourself channel, although the retailer lifted its full-year earnings outlook. The shares tumbled 26%.Campbell's (CPB) is heading into a difficult fiscal 2027 as weakening demand, pressure in snacks, higher costs and continued reinvestment weigh on earnings, though lower fuel costs and recent tariff developments may offer some relief, UBS Securities said. Campbell's shares eased 0.3%.Etsy (ETSY) is positioned for durable growth amid better-than-projected strategy execution and as third-party data continue to imply "conservative" guidance, BofA Securities said. Etsy shares rose 1.8%.

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Sectors

Sector Update: Consumer

Consumer stocks were lower late Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.2% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) dropping 1.7%.In corporate news, Etsy (ETSY) is positioned for durable growth amid better-than-projected strategy execution and as third-party data continue to imply "conservative" guidance, BofA Securities said in a note. BofA upgraded its rating on the Etsy stock to buy from neutral and raised its price objective to $105 from $88. Etsy shares rose 1.7%.

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Etsy Poised for Durable Growth Amid Better-Than-Expected Strategy Execution, BofA Says in Upgrade
US Markets

Etsy Poised for Durable Growth Amid Better-Than-Expected Strategy Execution, BofA Says in Upgrade

Etsy (ETSY) is positioned for durable growth amid better-than-projected strategy execution and as third-party data continue to imply "conservative" guidance, BofA Securities said Thursday.The brokerage raised its 2027 non-GAAP earnings outlook for the online marketplace to $6.38 a share from $5.91 and its Etsy Marketplace gross merchandise sales, or GMS, growth estimate to 4.5% from 3%. GMS measures the total dollar amount of items sold on the platform."Execution under (Chief Executive) Kruti Patel Goyal's four growth pillars appears more durable than expected, and recent (third-party) data continues to imply conservative guidance," BofA analyst Michael McGovern said in a note to clients.The four pillars are the platform showing up where shoppers discover, better matching and personalization, loyalty, and human connection, according to the note.BofA upgraded its rating on the Etsy stock to buy from neutral and raised its price objective to $105 from $88."We think conservative estimates and an underappreciated capital-return story leave meaningful upside potential from here," McGovern said. "We are raising estimates further above (Wall) Street to reflect what we believe is durable growth, and improved potential efficiency post-(reduction in force)."Etsy shares were up 1.8% in Thursday afternoon trade. The stock has jumped nearly 48% so far this year.Earlier in the month, the company said it will reduce its marketplace workforce by 220 employees as part of a restructuring plan. Late last month, Etsy completed the sale of consumer-to-consumer fashion marketplace Depop to eBay (EBAY)."(Etsy's) growth looks increasingly structural rather than a spike, with more than $1 (billion) of dry powder for capital returns from the Depop sale providing a meaningful (earnings-per-share) tailwind," McGovern said Thursday. "Mobile app gains are creating richer buyer profiles, improving personalization and marketing efficiency, which reinforces both conversion and (lifetime value)."Earlier this month, Etsy raised its full-year GMS growth outlook to the mid-single-digit range."We believe that higher GMS and revenue growth sustained over time can create far greater absolute cash flow and shareholder value than can margin expansion alone," Chief Financial Officer Lanny Baker on an earnings conference call at the time, according to a FactSet transcript.Price: $81.96, Change: $+1.50, Percent Change: +1.86%

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Wire

Etsy's Growth Appears Structural Amid Durable Execution, BofA Securities Says

Etsy's (ETSY) growth appears more structural, instead of a spike, amid durable execution under CEO Kruti Patel Goyal's leadership, BofA Securities said in a Thursday note.Goyal has been executing on her growth pillars, evidenced by the inflection in average order value, the investment firm said. Mobile applications gains are leading to richer buyer profiles, backing conversion and customer lifetime value, BofA Securities added.Etsy is also positioned to ramp capital returns with more than $1 billion of funds from the Depop sale, serving as a tailwind for earnings per share, the brokerage noted.BofA Securities raised its 2027 non-GAAP EPS forecast for the company to $6.38, compared with the $6.27 Street consensus.BofA upgraded Etsy to buy from neutral, with a price target of $105, up from $88.Third-party data suggests conservative guidance and further growth upside, BofA Securities said.Price: $81.88, Change: $+1.42, Percent Change: +1.76%

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Research

Update: BofA Securities Upgrades Etsy to Buy From Neutral, Raises Price Target to $105 From $88

(Updated to include BofA's commentary)BofA Securities upgraded Etsy (ETSY) to buy from neutral and raised its price target to a street-high $105, citing more durable-than-expected execution under Chief Executive Kruti Patel Goyal's four growth pillars, and recent 3P data implying conservative guidance.Despite noting that the stock is up 47% YTD, the brokerage sees further upside from higher AOV trends, continued growth momentum, marketing efficiency gains, significantly accelerating capital returns, and the company's unique inventory positioning it well for AI and conversational search.Etsy has an average rating of overweight and mean price target of $89.20, according to analysts polled by FactSet.

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Research

BofA Securities Upgrades Etsy to Buy From Neutral, Adjusts PT to $105 From $88

Etsy (ETSY) has an average rating of overweight and mean price target of $89.20, according to analysts polled by FactSet.

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Insider Trading

Etsy Insider Sold Shares Worth $677,394, According to a Recent SEC Filing

Richard Edward Colburn III, Chief Product & Technology Officer, on August 10, 2026, sold 8,252 shares in Etsy (ETSY) for $677,394. Following the Form 4 filing with the SEC, Colburn has control over a total of 6,503 common shares of the company, with 6,503 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1370637/000206822926000013/xslF345X05/form4-08122026_090836.xml

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Wire

Etsy's Workforce Reduction May Help Sustain Gross Merchandise Sales Uptrend, Wedbush Says

Etsy's (ETSY) workforce reduction will lead to some margin improvement to help sustain the uptrend in gross merchandise sales, Wedbush said in a Friday research report.The brokerage said it now expects Q3 EPS of $0.86 on revenue of $669 million, up from prior estimates of $0.74 and $651 million, respectively.The company is seeing efficiency in its market spend as "richer listings data" shared with Alphabet's (GOOG/GOOGL) Google is enabling competitive bids across auctions, bolstering performance, according to Wedbush.All GMS growth levers are moving in the right direction, but the setup becomes more complex in H2 as purchase frequency remains below prior-year levels, the analysts said.Wedbush reiterated its neutral rating and boosted its price target to $88 per share from $80.Price: $85.43, Change: $+3.16, Percent Change: +3.85%

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Wire

Etsy's Improving Growth Raises Questions About Durability, Morgan Stanley Says

Etsy (ETSY) delivered its strongest core gross merchandise sales growth since 2021 in Q2, reinforcing its growth potential, though a sustained recovery will depend on a meaningful increase in buyer purchase frequency, Morgan Stanley said in a note late Thursday.The company guided for about 4% to 6% Q3 GMS growth, raised the low end of its 2026 adjusted earnings before interest, taxes, depreciation and amortization margin outlook by about 100 basis points, and authorized a roughly $2 billion share repurchase program that the brokerage said will likely to utilized over the next 12 to 18 months.Morgan Stanley said the bullish case for Etsy is that it has emerged from its post-pandemic slowdown, with improving buyer trends, lower churn and AI-driven product discovery supporting stronger long-term GMS growth and profitability.The brokerage said the bear case is that Etsy's recent growth has been driven mainly by favorable industry conditions, while buyer purchase frequency remains below year-ago levels, raising the risk of slower GMS growth in 2027 as tailwinds fade.Morgan Stanley maintained its equal weight rating on the stock and raised its price target to $73 from $64.Etsy shares were up 3.1% in Friday trading.Price: $84.83, Change: $+2.57, Percent Change: +3.12%

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Wire

UBS Adjusts Price Target on Etsy to $86 From $74, Maintains Neutral Rating

Etsy (ETSY) has an average rating of hold and mean price target of $86.96, according to analysts polled by FactSet.Price: $84.50, Change: $+2.24, Percent Change: +2.72%

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Research

JPMorgan Upgrades Etsy to Overweight From Neutral, Adjusts Price Target to $100 From $85

Etsy (ETSY) has an average rating of hold and mean price target of $85.78, according to analysts polled by FactSet.

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Insider Trading

Etsy Insider Sold Shares Worth $1,664,365, According to a Recent SEC Filing

Frederick R Wilson, Director, on August 03, 2026, sold 20,000 shares in Etsy (ETSY) for $1,664,365. Following the Form 4 filing with the SEC, Wilson has control over a total of 421,329 common shares of the company, with 421,329 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1370637/000122768826000011/xslF345X05/form4-08042026_090830.xml

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Wayfair Second-Quarter Results Top Views Amid Top-Line Momentum; Shares Soar
US Markets

Wayfair Second-Quarter Results Top Views Amid Top-Line Momentum; Shares Soar

Wayfair (W) shares surged Tuesday after the company reported better-than-expected second-quarter results, driven by its strongest US revenue growth in the post-COVID period.The online furniture and home goods retailer's June quarter consolidated revenue grew 7.5% year over year to $3.52 billion, ahead of a FactSet-polled consensus of $3.47 billion. Adjusted earnings rose to $0.95 a share from $0.87, surpassing Wall Street's $0.90 views.US revenue increased to $3.13 billion from $2.87 billion, while international sales fell to $394 million from $399 million."Our US segment accelerated to nearly 9% year-over-year revenue growth, continuing the high-single-digit share spread we held since last fall," Chief Executive Niraj Shah said on an earnings conference call, according to a FactSet transcript. "In fact, revenue growth in the US was the best we've seen in the entire post-COVID period."Wayfair shares were up 30% in afternoon trade. The stock has jumped nearly 16% so far in 2026."This was another impressive quarter of share momentum from the US, buoyed by some macro improvement," Chief Financial Officer Kate Gulliver said on the call. "However, that macro improvement did not extend to our end markets in Canada or the UK, which both saw continued pressure on consumer sentiment and discretionary spending."Orders increased 6% year over year in the quarter. "We saw new order growth in (the second quarter) accelerate for the fourth consecutive quarter and reach a post-COVID high," Gulliver told analysts. For the ongoing quarter, Wayfair projects a high-single-digit top-line growth, according to Gulliver.UBS Securities expected the company's second-quarter sales to grow 5.8% and said the results would likely "keep the share-gainer narrative alive" for the retailer."Few discretionary retailers are generating this type of growth profile in the current macro backdrop," the brokerage said in a July 29 note to clients. "We think a key tenet of the bull case is that (Wayfair's) top-line is showing strength at a time when others in the industry are languishing."Last week, e-commerce giant Amazon.com (AMZN) reported second-quarter results that topped the Street's views amid cloud-computing business strength. E-commerce platforms EBay (EBAY) and Etsy (ETSY) are scheduled to report results Wednesday.Price: $117.24, Change: $+27.93, Percent Change: +31.27%

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Research

President Capital Upgrades Etsy to Buy From Neutral, Adjusts PT to $91 From $57

Etsy (ETSY) has an average rating of overweight and mean price target of $73.21, according to analysts polled by FactSet.

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Insider Trading

Etsy Insider Sold Shares Worth $265,800, According to a Recent SEC Filing

Melissa Reiff, Director, on June 17, 2026, sold 3,544 shares in Etsy (ETSY) for $265,800. Following the Form 4 filing with the SEC, Reiff has control over a total of 17,613 common shares of the company, with 17,613 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1370637/000158972326000008/xslF345X05/form4-06182026_080653.xml

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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.

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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%

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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.

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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.

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