Etsy (NYSE:ETSY) Price Target Raised to $80.00

Etsy (NYSE:ETSY) had its target price increased by equities research analysts at Wells Fargo & Company from $59.00 to $80.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The firm presently has an “underweight” rating on the stock. Wells Fargo & Company‘s price target would suggest a potential downside of 12.59% from the company’s current price.

A number of other equities research analysts also recently weighed in on the company. Truist Financial set a $106.00 price objective on Etsy in a report on Wednesday. Jefferies Financial Group raised their target price on Etsy from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Wednesday. Weiss Ratings raised Etsy from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, October 16th. Citigroup reiterated a “neutral” rating on shares of Etsy in a research report on Thursday. Finally, Rosenblatt Securities boosted their target price on shares of Etsy from $95.00 to $105.00 and gave the company a “buy” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $92.52.

Etsy Stock Performance

Shares of ETSY stock traded down $0.82 during mid-day trading on Thursday, reaching $91.53. The company’s stock had a trading volume of 747,119 shares, compared to its average volume of 3,247,148. The firm’s 50-day moving average is $78.36 and its two-hundred day moving average is $67.92. The company has a market cap of $8.69 billion, a P/E ratio of 50.89, a PEG ratio of 2.17 and a beta of 1.81. Etsy has a 1-year low of $44.00 and a 1-year high of $94.49.

Etsy (NYSE:ETSY) last issued its earnings results on Wednesday, October 28th. The company reported $7.31 earnings per share for the quarter, beating the consensus estimate of $0.76 by $6.55. The business had revenue of $692.47 million for the quarter, compared to analyst estimates of $669.04 million. Etsy had a net margin of 7.32% and a negative return on equity of 34.18%. The firm’s revenue was up 10.9% on a year-over-year basis. During the same period in the previous year, the business earned $0.63 EPS. Sell-side analysts anticipate that Etsy will post 3.94 EPS for the current year.

Insider Activity at Etsy

In related news, CAO Merilee Buckley sold 5,076 shares of the business’s stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $90.00, for a total value of $456,840.00. Following the completion of the transaction, the chief accounting officer owned 5,076 shares in the company, valued at $456,840. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Richard Colburn, III sold 4,472 shares of the company’s stock in a transaction on Monday, October 5th. The stock was sold at an average price of $71.31, for a total value of $318,898.32. Following the transaction, the insider directly owned 6,503 shares in the company, valued at approximately $463,728.93. This represents a 40.75% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 133,251 shares of company stock valued at $10,966,499 over the last quarter. Corporate insiders own 2.50% of the company’s stock.

Hedge Funds Weigh In On Etsy

Several hedge funds have recently added to or reduced their stakes in the company. Sumitomo Mitsui Trust Group Inc. bought a new stake in Etsy during the 3rd quarter worth about $528,000. Mirae Asset Global Investments Co. Ltd. acquired a new stake in shares of Etsy during the 3rd quarter worth approximately $1,270,000. Vise Technologies Inc. grew its position in shares of Etsy by 38.5% during the 3rd quarter. Vise Technologies Inc. now owns 6,886 shares of the company’s stock worth $492,000 after buying an additional 1,914 shares during the period. Choreo LLC grew its position in shares of Etsy by 6.1% during the 3rd quarter. Choreo LLC now owns 12,785 shares of the company’s stock worth $916,000 after buying an additional 731 shares during the period. Finally, Signaturefd LLC raised its stake in shares of Etsy by 61.8% during the third quarter. Signaturefd LLC now owns 762 shares of the company’s stock worth $54,000 after buying an additional 291 shares during the last quarter. Institutional investors own 99.53% of the company’s stock.

Key Stories Impacting Etsy

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Q3 results beat expectations: Revenue rose 10.9% year over year to $692.5 million, exceeding the roughly $669 million consensus estimate. Reported EPS was $7.31 versus an expected $0.76, although adjusted EPS was approximately $1.00. Etsy Q3 2026 Results
• Positive Sentiment: Marketplace momentum improved: Gross merchandise sales increased 8.8% to $2.6 billion, active buyers grew 1% to 88 million, and AI-powered personalization helped buyer growth turn positive for the first time in two years. Etsy Key Earnings Takeaways
• Positive Sentiment: Profitability was a major strength: Adjusted EBITDA reached $210 million, representing a 30.4% margin. The strong margin profile reassured investors that Etsy can support growth and marketing investments without materially sacrificing profitability. Etsy Q3 Margin Analysis
• Positive Sentiment: Analyst sentiment strengthened: Needham raised its price target from $100 to $110, Rosenblatt lifted its target from $95 to $105, and BTIG increased its target from $90 to $102; all three firms assigned a “buy” rating. Needham Analyst Action
• Neutral Sentiment: Leadership transition announced: CFO Lanny Baker will leave Etsy on March 1, 2027, and remain as an advisor during the transition. The planned departure creates some execution uncertainty, but the company has begun searching for a successor. Etsy Leadership Transition
• Neutral Sentiment: Etsy’s efforts to distinguish human creativity from AI-generated content could strengthen marketplace quality and trust, though stricter policies may create friction for some sellers. Etsy CEO on AI and Creativity

Etsy Company Profile

Etsy, Inc operates an online marketplace that connects independent sellers with consumers seeking unique and creative goods. Its marketplace features products such as handmade items, personalized gifts, vintage merchandise, home décor, jewelry, clothing, craft supplies and other goods made, designed, selected or sourced by individual sellers and small businesses.

The company provides tools and services that support marketplace activity, including seller storefronts, search and discovery features, payment processing, advertising, shipping assistance and customer support.