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Etsy, Inc. (ETSY)

76.51 -5.52 (-6.73%)
At close: September 4 at 4:00:03 PM EDT
76.50 -0.01 (-0.01%)
After hours: September 4 at 7:55:01 PM EDT
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What's happening with ETSY?

37m ago
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Etsy reported stronger-than-expected Q2 2026 results, with EPS of $1.34and revenues of $668 million, driven by robust marketplace growth. The company has authorized a $2 billion buybackand raised its full-year guidance amid a strategic restructuring, despite some concerns over buyer engagement and market competition.

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  • Previous Close 82.03
  • Open 81.69
  • Bid 77.28 x 10000
  • Ask 77.11 x 20000
  • Day's Range 76.35 - 81.86
  • 52 Week Range 44.00 - 87.97
  • Volume 3,046,171
  • Avg. Volume 2,912,411
  • Market Cap (intraday) 7.022B
  • Beta (5Y Monthly) 1.81
  • PE Ratio (TTM) 24.21
  • EPS (TTM) 3.16
  • Earnings Date Nov 4, 2026
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est 87.04

Etsy, Inc., together with its subsidiaries, operates two-sided online marketplaces that connect buyers and sellers in the United States, the United Kingdom, and internationally. It operates through Etsy and Depop segments. The company operates Etsy marketplace that connects artisans with various consumers; and Depop, a fashion resale marketplace. It also provides marketplace activities, including transaction offsite advertising, payments processing, and listing fees, as well as from optional seller services, which include on-site advertising and shipping labels. The company was formerly known as Indieco, Inc changed its name to Etsy, Inc. in June 2006. Etsy, Inc. was founded in 2005 and is headquartered in Brooklyn, New York.

www.etsy.com

2,375

Full Time Employees

December 31

Fiscal Year Ends

Internet Retail

Industry

Performance Overview

Trailing total returns as of 9/4/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

ETSY
38.01%
S&P 500 (^GSPC)
12.75%

1-Year Return

ETSY
46.54%
S&P 500 (^GSPC)
18.71%

3-Year Return

ETSY
2.51%
S&P 500 (^GSPC)
70.93%

5-Year Return

ETSY
65.28%
S&P 500 (^GSPC)
70.18%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 668.31M
Earnings -46.65M
Profit Margin -6.98%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
200M
400M
600M
800M
-5.0%
0.0%
5.0%
10.0%

Analyst Insights

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Top Analyst

Canaccord Genuity
68/100
Latest Rating
Buy

Analyst Price Targets

58.00 Low
87.04 Average
76.51 Current
105.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 8/20/2026
Analyst Rosenblatt
Rating Action Initiated
Rating Buy
Price Action Announces
Price Target 95

Statistics

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Valuation Measures

Annual
As of 9/3/2026
  • Market Cap

    7.53B

  • Enterprise Value

    9.48B

  • Trailing P/E

    25.96

  • Forward P/E

    17.09

  • PEG Ratio (5yr expected)

    0.90

  • Price/Sales (ttm)

    3.65

  • Price/Book (mrq)

    --

  • Enterprise Value/Revenue

    3.22

  • Enterprise Value/EBITDA

    16.35

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    7.11%

  • Return on Assets (ttm)

    10.53%

  • Return on Equity (ttm)

    --

  • Revenue (ttm)

    2.94B

  • Net Income Avi to Common (ttm)

    371.43M

  • Diluted EPS (ttm)

    3.16

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    1.12B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    169.67M

Compare

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Company Insights

Fair Value

76.51 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports

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  • Etsy Earnings: Recommerce Focus and App Momentum Accelerate Core Platform Growth; Shares Overvalued

    Founded in 2005, Etsy operates a leading global marketplace, connecting roughly 87 million active buyers and 6 million sellers of unique, handmade, and vintage goods. In fiscal 2025, the firm generated $2.9 billion in revenue and almost $12 billion in gross merchandise sales. The firm monetizes its marketplace primarily through transaction fees and advertising, with core categories spanning homeware, jewelry, apparel, and craft supplies. The US drives 74% of sales, though its core geographic reach extends to the UK, Germany, Canada, and Australia.

    Rating
    Price Target
  • Etsy Earnings: Recommerce Focus and App Momentum Accelerate Core Platform Growth; Shares Overvalued

    Founded in 2005, Etsy operates a leading global marketplace, connecting roughly 87 million active buyers and 6 million sellers of unique, handmade, and vintage goods. In fiscal 2025, the firm generated $2.9 billion in revenue and almost $12 billion in gross merchandise sales. The firm monetizes its marketplace primarily through transaction fees and advertising, with core categories spanning homeware, jewelry, apparel, and craft supplies. The US drives 74% of sales, though its core geographic reach extends to the UK, Germany, Canada, and Australia.

    Rating
    Price Target
  • Etsy's Strategic Reset Should Bolster Long-Term Margin Potential and Support Its Competitive Edge

    Founded in 2005, Etsy operates a leading global marketplace, connecting roughly 87 million active buyers and 6 million sellers of unique, handmade, and vintage goods. In fiscal 2025, the firm generated $2.9 billion in revenue and almost $12 billion in gross merchandise sales. The firm monetizes its marketplace primarily through transaction fees and advertising, with core categories spanning homeware, jewelry, apparel, and craft supplies. The US drives 74% of sales, though its core geographic reach extends to the UK, Germany, Canada, and Australia.

    Rating
    Price Target
  • Argus Quick Note: Weekly Stock List for 06/08/2026: AI Series #5, AI & Consumer Stocks

    AI is helping lift profits at consumer companies on multiple levels. It allows companies to better understand their customers, which can improve target marketing and customization. Companies can hone menus, goods, and services to achieve broader appeal and to reach new audiences. Consumer companies are also harnessing AI technology to help with processes, inventory control, and supply-chain management, and in many other ways. By way of examples, restaurants are using smart robots to take orders, and prep and serve food. They also have front and back offices, and AI is helping make both more efficient and cost effective. As well, consumer companies utilize a lot of data, and AI helps elevate the use of that data. We recently concluded our five-part webinar series on AI, looking at how different industries are using AI. Our final event spotlighted consumer companies. For this week's list, we offer details on the BUY-rated stocks we highlighted during the webinar.

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