Etsy (NASDAQ:ETSY) Given New $51.00 Price Target at Cantor Fitzgerald

Etsy (NASDAQ:ETSY) had its price objective reduced by Cantor Fitzgerald from $55.00 to $51.00 in a research note released on Friday morning, Marketbeat.com reports. Cantor Fitzgerald currently has a neutral rating on the specialty retailer’s stock.

Other analysts have also recently issued reports about the stock. Wedbush lowered their price target on shares of Etsy from $72.00 to $66.00 and set a “neutral” rating on the stock in a report on Friday, December 19th. Jefferies Financial Group lowered their target price on shares of Etsy from $62.00 to $55.00 and set a “hold” rating for the company in a research note on Thursday, February 12th. Barclays upped their price target on Etsy from $60.00 to $62.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 30th. BTIG Research decreased their price objective on shares of Etsy from $74.00 to $65.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Raymond James Financial restated an “outperform” rating and set a $78.00 price target (down previously from $80.00) on shares of Etsy in a research report on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eighteen have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, Etsy presently has a consensus rating of “Hold” and an average target price of $61.12.

Etsy Price Performance

Shares of NASDAQ ETSY opened at $52.20 on Friday. Etsy has a 1-year low of $40.05 and a 1-year high of $76.51. The business has a fifty day moving average price of $55.62 and a 200 day moving average price of $59.45. The stock has a market capitalization of $5.15 billion, a P/E ratio of 42.10, a price-to-earnings-growth ratio of 10.65 and a beta of 1.77.

Etsy declared that its board has authorized a share buyback program on Thursday, December 18th that authorizes the company to buyback $750.00 million in shares. This buyback authorization authorizes the specialty retailer to purchase up to 14.2% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Etsy

In other news, CAO Merilee Buckley sold 5,636 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $58.45, for a total transaction of $329,424.20. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Josh Silverman sold 86,666 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $57.46, for a total transaction of $4,979,828.36. Following the transaction, the insider owned 90,661 shares of the company’s stock, valued at approximately $5,209,381.06. This trade represents a 48.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 135,934 shares of company stock worth $7,661,068. Insiders own 2.80% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in ETSY. Public Sector Pension Investment Board boosted its position in Etsy by 21.2% during the third quarter. Public Sector Pension Investment Board now owns 430,824 shares of the specialty retailer’s stock worth $28,602,000 after acquiring an additional 75,295 shares during the last quarter. Allianz Asset Management GmbH lifted its stake in Etsy by 1,648.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 706,679 shares of the specialty retailer’s stock worth $46,916,000 after purchasing an additional 666,253 shares in the last quarter. Monaco Asset Management SAM acquired a new position in shares of Etsy during the 2nd quarter worth approximately $1,254,000. Y Intercept Hong Kong Ltd purchased a new stake in shares of Etsy in the second quarter valued at approximately $8,671,000. Finally, Great Lakes Advisors LLC acquired a new stake in shares of Etsy in the third quarter valued at approximately $1,889,000. 99.53% of the stock is owned by institutional investors and hedge funds.

Etsy News Roundup

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Sale of Depop to eBay for $1.2 billion in cash — provides >$1B of immediate liquidity, lets Etsy refocus on its core marketplace and was the main fundamental catalyst for the move higher. TechCrunch: Etsy sells Depop to eBay
• Positive Sentiment: Q4 beat on EPS and return to slight year-over-year GMS growth — Etsy topped EPS estimates and showed early stabilization in buyer engagement, helping investors look past near-term margin pressure. PR Newswire: Etsy Q4 and FY2025 results
• Positive Sentiment: Selected bullish analyst moves (Truist raise to $83, Needham buy maintained) give headline upside narratives that supported momentum for some buyers. Benzinga: analyst coverage
• Positive Sentiment: Wider market catalyst — a Supreme Court ruling that lifted e‑commerce names provided an additional short‑term bid to Etsy along with peers. CNBC: e‑commerce stocks pop after Supreme Court ruling
• Neutral Sentiment: Technical factors — elevated short interest amplified the rally (short squeeze component), so part of the move appears driven by positioning rather than new fundamentals. Benzinga: short interest note
• Neutral Sentiment: UBS and other cautious notes: some analysts view the Depop divestiture as improving profitability but still flag modest GMS growth and a valuation reset — a watch‑and‑wait stance. TipRanks: UBS commentary
• Negative Sentiment: Multiple analyst price‑target cuts and downgrades (JPMorgan, Wells Fargo, Morgan Stanley, Stifel, Cantor Fitzgerald and others) signal medium‑term caution on growth and valuation — these offsets could cap upside without clearer margin/GMS improvement. MarketScreener: analyst cuts
• Negative Sentiment: Mixed fundamentals and margin pressure — revenue roughly inline but profit and operating metrics showed strain, supporting views that a valuation reset may be underway. WSJ: profit vs revenue note
• Negative Sentiment: Insider sale disclosed (director sold 300 shares) — small in dollar terms but sometimes noted by traders as a modest negative signal. SEC Form 4: director sale

About Etsy

Etsy, Inc (NASDAQ: ETSY) operates a global e-commerce marketplace focused on handmade, vintage and unique goods. The platform connects individual artisans, small businesses and collectors with buyers seeking one-of-a-kind items, ranging from handcrafted jewelry and clothing to home décor and art supplies. Etsy’s revenue is primarily generated through listing fees, transaction fees on sales and optional seller services such as advertising and shipping labels.

Founded in 2005 and headquartered in Brooklyn, New York, Etsy has cultivated a community-driven ethos, encouraging sustainable practices and personal entrepreneurship.