Etsy Inc (NYSE:ETSY) Stock Has Consensus Target Price of $94.07

Shares of Etsy Inc (NYSE:ETSY) have received a consensus recommendation of “Hold” from the thirty-three research firms that are covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, sixteen have assigned a hold rating, fifteen have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month price objective among analysts that have covered the stock in the last year is $94.07.

Several equities research analysts have recently weighed in on the stock. B. Riley Financial increased their target price on shares of Etsy from $82.00 to $87.00 and gave the stock a “neutral” rating in a research note on Thursday. BTIG Research boosted their price target on Etsy from $90.00 to $102.00 and gave the company a “buy” rating in a research report on Wednesday, October 28th. Needham & Company LLC boosted their price target on Etsy from $100.00 to $110.00 and gave the company a “buy” rating in a research report on Thursday, October 29th. UBS Group upped their price objective on Etsy from $86.00 to $100.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, Weiss Ratings raised Etsy from a “hold (c)” rating to a “buy (b-)” rating in a research report on Friday.

Trending Headlines about Etsy

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Etsy’s new leadership is using artificial intelligence to identify and remove low-quality or misleading “AI slop” listings. Reports that the approach is improving marketplace quality could support user trust, buyer engagement and the company’s handmade-product positioning. Etsy’s New CEO Is Fighting AI Slop With AI, and It’s Working
• Neutral Sentiment: Etsy is tightening its rules around AI-generated products as Australian small businesses and other sellers push for stronger protections for original creative work. Clearer enforcement may strengthen the platform’s brand, although stricter policies could also create compliance costs or disputes with sellers. Etsy tightens AI rules as Australian small businesses fight to protect creative work
• Negative Sentiment: Commentary warns that AI-generated merchandise threatens Etsy’s promise of unique, handmade goods. If AI content increases competition, reduces product differentiation or weakens seller trust, it could pressure marketplace engagement and long-term brand value. AI is just the newest threat to Etsy’s handmade promise
• Negative Sentiment: Insider selling may weigh on sentiment while the stock trades at elevated levels. CEO Josh Silverman sold 42,689 shares for roughly $3.9 million, while directors Marla Blow and Frederick Wilson sold a combined 34,527 shares worth about $3.2 million. These transactions do not necessarily indicate deteriorating fundamentals, but they represent meaningful reductions in insider ownership.

Insiders Place Their Bets

In other news, insider Richard Colburn, III sold 4,472 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the insider directly owned 6,503 shares of the company’s stock, valued at $463,728.93. This trade represents a 40.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Marla J. Blow sold 6,000 shares of the stock in a transaction on Thursday, October 29th. The stock was sold at an average price of $92.67, for a total value of $556,020.00. Following the completion of the transaction, the director owned 7,024 shares of the company’s stock, valued at $650,914.08. The trade was a 46.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 141,501 shares of company stock valued at $12,314,562. Corporate insiders own 2.50% of the company’s stock.

Institutional Trading of Etsy

Several large investors have recently bought and sold shares of the company. William Blair Investment Management LLC acquired a new stake in shares of Etsy during the 2nd quarter valued at approximately $120,417,000. Arrowstreet Capital Limited Partnership boosted its holdings in Etsy by 51.4% in the first quarter. Arrowstreet Capital Limited Partnership now owns 3,278,123 shares of the company’s stock worth $163,841,000 after purchasing an additional 1,112,520 shares during the period. Findlay Park Partners LLP bought a new stake in Etsy during the second quarter valued at $66,170,000. Renaissance Technologies LLC increased its stake in Etsy by 11.1% during the first quarter. Renaissance Technologies LLC now owns 5,962,210 shares of the company’s stock valued at $297,991,000 after purchasing an additional 594,768 shares during the last quarter. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Etsy during the second quarter worth $42,781,000. Institutional investors and hedge funds own 99.53% of the company’s stock.

Etsy Stock Up 4.0%

Shares of Etsy stock opened at $92.52 on Friday. Etsy has a 52 week low of $44.00 and a 52 week high of $95.49. The firm’s 50 day moving average is $78.97 and its two-hundred day moving average is $68.37. The firm has a market capitalization of $8.78 billion, a P/E ratio of 22.97, a P/E/G ratio of 2.31 and a beta of 1.86.

Etsy (NYSE:ETSY) last released its quarterly earnings data on Wednesday, October 28th. The company reported $7.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $6.55. Etsy had a net margin of 34.36% and a negative return on equity of 43.65%. The company had revenue of $692.47 million during the quarter, compared to the consensus estimate of $669.04 million. During the same quarter in the prior year, the firm posted $0.63 earnings per share. Etsy’s revenue for the quarter was up 10.9% on a year-over-year basis. As a group, research analysts expect that Etsy will post 3.94 earnings per share for the current fiscal year.

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.