Etsy (NYSE:ETSY) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Etsy (NYSE:ETSY) had its price target increased by stock analysts at Rosenblatt Securities from $95.00 to $105.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The brokerage currently has a “buy” rating on the stock. Rosenblatt Securities‘s target price indicates a potential upside of 13.61% from the stock’s current price.

Several other equities analysts have also recently issued reports on ETSY. Arete Research set a $81.00 price target on Etsy and gave the company a “neutral” rating in a research report on Thursday, September 24th. B. Riley Financial increased their price objective on Etsy from $75.00 to $82.00 and gave the stock a “neutral” rating in a research report on Monday, August 10th. Bank of America reaffirmed a “buy” rating and set a $115.00 price objective on shares of Etsy in a research report on Thursday. Zacks Research downgraded Etsy from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 5th. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $100.00 target price on shares of Etsy in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seventeen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Etsy currently has a consensus rating of “Hold” and a consensus price target of $92.03.

Etsy Stock Performance

NYSE ETSY opened at $92.42 on Thursday. The firm’s fifty day moving average is $78.36 and its two-hundred day moving average is $67.92. Etsy has a one year low of $44.00 and a one year high of $94.49. The firm has a market cap of $8.77 billion, a PE ratio of 51.63, a P/E/G ratio of 2.17 and a beta of 1.81.

Etsy (NYSE:ETSY) last announced its earnings results on Wednesday, October 28th. The company reported $7.31 earnings per share for the quarter, topping the consensus estimate of $0.76 by $6.55. Etsy had a net margin of 7.32% and a negative return on equity of 34.18%. The business 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 earned $0.63 earnings per share. The business’s quarterly revenue was up 10.9% compared to the same quarter last year. Research analysts predict that Etsy will post 3.94 earnings per share for the current year.

Insider Activity

In related news, Director Charles Ballard sold 4,500 shares of the stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $81.85, for a total transaction of $368,325.00. Following the completion of the transaction, the director directly owned 4,239 shares of the company’s stock, valued at $346,962.15. This represents a 51.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, insider Josh Silverman sold 41,108 shares of the firm’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $83.11, for a total transaction of $3,416,485.88. Following the completion of the sale, the insider owned 171,932 shares of the company’s stock, valued at approximately $14,289,268.52. The trade was a 19.30% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 ninety days. 2.50% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Etsy

Large investors have recently modified their holdings of the business. Global Retirement Partners LLC acquired a new position in shares of Etsy during the 2nd quarter worth $34,000. EFG International AG purchased a new position in shares of Etsy in the 2nd quarter valued at about $45,000. Signaturefd LLC increased its holdings in shares of Etsy by 61.8% in the 3rd quarter. Signaturefd LLC now owns 762 shares of the company’s stock valued at $54,000 after purchasing an additional 291 shares in the last quarter. CoreCap Advisors LLC lifted its stake in shares of Etsy by 2,379.1% in the second quarter. CoreCap Advisors LLC now owns 1,066 shares of the company’s stock valued at $80,000 after purchasing an additional 1,023 shares during the period. Finally, Blue Trust Inc. lifted its stake in shares of Etsy by 19.3% in the first quarter. Blue Trust Inc. now owns 1,238 shares of the company’s stock valued at $62,000 after purchasing an additional 200 shares during the period. 99.53% of the stock is owned by hedge funds and other institutional investors.

Etsy News Summary

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Revenue and earnings beat estimates: Third-quarter revenue rose 10.9% year over year to approximately $692.5 million, surpassing the roughly $669 million consensus. Reported EPS also exceeded expectations, although figures varied by measure; adjusted EPS was reported near $1.00, while GAAP EPS benefited from unusually large items. Why are Etsy shares soaring today
• Positive Sentiment: Marketplace activity improved: Gross merchandise sales increased 8.8% to about $2.6 billion, active buyers grew 1% to 88 million, and buyer growth turned positive for the first time in two years. Etsy said AI-powered personalization and improvements to the shopping experience helped support engagement. Etsy key takeaways
• Positive Sentiment: Profitability remained a major focus: Adjusted EBITDA reached approximately $210 million, representing a 30.4% margin. Investors rewarded the combination of improving platform growth and sustained margin strength. BTIG Research also raised its price target from $90 to $102 and maintained a buy rating. Etsy Q3 margin report
• Neutral Sentiment: AI strategy remains a balancing act: Etsy is expanding AI personalization while tightening rules against mass-produced or misleading AI-generated merchandise, seeking to preserve its handmade brand identity. The approach could improve trust but may increase enforcement and seller-management costs. Etsy CEO addresses AI and creativity
• Negative Sentiment: CFO transition adds uncertainty: CFO Lanny Baker will leave Etsy on March 1, 2027, although he is expected to remain as an adviser through July. The departure introduces some execution risk following a quarter that otherwise strengthened the investment case. Etsy leadership transition

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.