ETSY icon

Etsy
ETSY

Overview Fund Activity
57.17 USD
-1.77
3%
At close Updated Sep 15, 1:34 PM EDT
1 day
-3%
5 days
-0.07%
1 month
-13.94%
3 months
6.09%
6 months
23.5%
Year to date
7.64%
1 year
6.11%
5 years
-48.5%
10 years
291.58%
 

About: Etsy operates a top-10 e-commerce marketplace in the US and the UK, with sizable operations in Germany, France, Australia, and Canada. The firm dominates an interesting niche, connecting buyers and sellers through its online market to exchange vintage and craft goods. With $12.5 billion in 2024 consolidated gross merchandise volume, Etsy has cemented itself as one of the largest players in a quickly growing space, generating revenue from listing fees, commissions on sold items, advertising services, payment processing, and shipping labels. The firm connects about 95 million buyers and 8 million sellers on its marketplace properties: Etsy and Depop (clothing resale).

Employees: 2,400

Consumer Discretionary Internet Retail
0
Funds holding %
of 7,463 funds
0
Analysts bullish %
of 16 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

85% more call options, than puts

Call options by funds: $867M | Put options by funds: $469M

27% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 77

10% more capital invested

Capital invested by funds: $5.71B [Q1] → $6.31B (+$598M) [Q2]

7.48% more ownership

Funds ownership: 113.09% [Q1] → 120.57% (+7.48%) [Q2]

2% more funds holding

Funds holding: 496 [Q1] → 508 (+12) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 5 (+0) [Q2]

18% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 180

See Fund Rankings

Research analyst outlook

16 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$47
18% downside
Avg. target
$63
10% upside
High target
$75
31% upside

16 analyst ratings

5  positive
31%
10  neutral
63%
1  negative
6%
Truist Securities
Youssef Squali
$75
Buy
Maintained
20 Aug 2025
Argus Research
Taylor Conrad
$71
Hold
Reiterated
14 Aug 2025
Barclays
Trevor Young
$60
Equal-Weight
Maintained
31 Jul 2025
Wells Fargo
Ken Gawrelski
$57
Underweight
Maintained
31 Jul 2025
Stifel
Mark Kelley
$64
Hold
Maintained
31 Jul 2025
See Analyst Rankings

Financial journalist opinion

Based on 9 articles about ETSY published over the past 30 days

Neutral
Seeking Alpha
5 days ago
Etsy, Inc. (ETSY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Etsy, Inc. (NASDAQ:ETSY ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 2:30 PM EDT Company Participants Joshua Silverman - CEO & Director Charles Baker - Chief Financial Officer Presentation Unknown Analyst In the interest of time and we'll let people get settled. We're going to get started with our next one.
Etsy, Inc. (ETSY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Positive
Proactive Investors
6 days ago
Etsy stock gains as leadership restructuring unifies product and tech teams
Etsy Inc (NASDAQ:ETSY, ETR:3E2) shares moved higher as the online marketplace announced a key leadership change aimed at unifying its product and technology strategy. The company said Rafe Colburn, its current chief technology officer, will expand his role to become chief product and technology officer.
Etsy stock gains as leadership restructuring unifies product and tech teams
Neutral
PRNewsWire
11 days ago
Etsy Appoints Rafe Colburn as Chief Product and Technology Officer
BROOKLYN, N.Y., Sept. 4, 2025 /PRNewswire/ -- Etsy, Inc. (NASDAQ: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, today announced that Rafe Colburn, the company's current Chief Technology Officer, will expand his remit to Chief Product and Technology Officer, effective September 8, 2025.
Etsy Appoints Rafe Colburn as Chief Product and Technology Officer
Negative
Zacks Investment Research
17 days ago
Why Is Etsy (ETSY) Down 7.6% Since Last Earnings Report?
Etsy (ETSY) reported earnings 30 days ago. What's next for the stock?
Why Is Etsy (ETSY) Down 7.6% Since Last Earnings Report?
Negative
CNBC
17 days ago
Retail panic: What the end of the 'de minimis' exemption means for brands across the globe
The de minimis exemption, which allowed shipments valued under $800 to enter the country duty free, came to an end globally on Friday. The provision had been slated to end in July of 2027 but an executive order from President Trump eliminated it much sooner, giving businesses, customs officials and postal services less time to prepare.
Retail panic: What the end of the 'de minimis' exemption means for brands across the globe
Negative
Market Watch
17 days ago
Trump is closing a shipping loophole. Shares in Etsy and eBay are tumbling.
The “de minimis” exemption for shipments worth $800 or less is ending at midnight.
Trump is closing a shipping loophole. Shares in Etsy and eBay are tumbling.
Neutral
PRNewsWire
18 days ago
Etsy to Participate in Upcoming Investor Conferences
BROOKLYN, N.Y., Aug. 27, 2025 /PRNewswire/ -- Etsy, Inc. (Nasdaq: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, today announced participation at the following investor conferences.
Etsy to Participate in Upcoming Investor Conferences
Negative
The Motley Fool
20 days ago
Why Etsy Stock Sank by Over 8% on Monday
The end of an advantageous purchasing loophole is putting a damper on shares of Etsy (ETSY -8.38%). The crafting site suffered a more than 8% decline in its stock price on Monday as that curtain is expected to come down later this week.
Why Etsy Stock Sank by Over 8% on Monday
Negative
Seeking Alpha
21 days ago
De Minimis Closure Will Have A Far Reaching Impact On Many Companies
The end of the de minimis rule will sharply disrupt cross-border commerce, raising costs and reducing shipments for many retailers and logistics firms. Etsy and ThredUp could benefit as higher import costs make second-hand and domestic goods more attractive, though profitability remains a concern for ThredUp. Amazon stands to gain competitive ground as rivals like Temu and Shein lose their price advantage, potentially strengthening Amazon's U.S. e-commerce dominance.
De Minimis Closure Will Have A Far Reaching Impact On Many Companies
Neutral
PRNewsWire
1 month ago
Etsy to Participate in Upcoming Investor Conferences
BROOKLYN, N.Y. , Aug. 4, 2025 /PRNewswire/ -- Etsy, Inc. (Nasdaq: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, today announced participation at the following investor conferences.
Etsy to Participate in Upcoming Investor Conferences
See News Rankings
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