Cantor Fitzgerald Has Lowered Expectations for Etsy (NASDAQ:ETSY) Stock Price

Etsy (NASDAQ:ETSY) had its price objective dropped by equities research analysts at Cantor Fitzgerald from $55.00 to $51.00 in a research report issued to clients and investors on Friday, MarketBeat.com reports. The firm currently has a “neutral” rating on the specialty retailer’s stock. Cantor Fitzgerald’s target price suggests a potential downside of 2.30% from the company’s previous close.

ETSY has been the topic of several other reports. Raymond James Financial reissued an “outperform” rating and set a $78.00 price target (down from $80.00) on shares of Etsy in a research report on Thursday, October 30th. Morgan Stanley increased their price target on Etsy from $61.00 to $65.00 and gave the company an “equal weight” rating in a research report on Wednesday, October 29th. Canaccord Genuity Group reduced their price target on Etsy from $80.00 to $72.00 and set a “buy” rating for the company in a research report on Friday. BNP Paribas Exane initiated coverage on Etsy in a research report on Monday, November 24th. They set a “neutral” rating on the stock. Finally, Wells Fargo & Company cut their price objective on Etsy from $58.00 to $52.00 and set an “underweight” rating for the company in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eighteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, Etsy has a consensus rating of “Hold” and an average target price of $61.12.

Etsy Stock Up 8.4%

Shares of ETSY stock opened at $52.20 on Friday. Etsy has a 12 month low of $40.05 and a 12 month high of $76.51. The company’s fifty day simple moving average is $55.62 and its 200-day simple moving average is $59.48. The firm has a market cap of $5.15 billion, a PE ratio of 42.10, a P/E/G ratio of 10.65 and a beta of 1.77.

Etsy declared that its board has authorized a share repurchase program on Thursday, December 18th that allows the company to buyback $750.00 million in outstanding shares. This buyback authorization allows the specialty retailer to repurchase up to 14.2% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s management believes its shares are undervalued.

Insiders Place Their Bets

In other Etsy news, insider Josh Silverman sold 21,666 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $53.26, for a total transaction of $1,153,931.16. Following the completion of the sale, the insider owned 90,661 shares of the company’s stock, valued at $4,828,604.86. This trade represents a 19.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Merilee Buckley sold 5,636 shares of Etsy stock in a transaction on Monday, January 5th. The stock was sold at an average price of $58.45, for a total transaction of $329,424.20. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 135,934 shares of company stock worth $7,661,068. 2.80% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Compound Planning Inc. lifted its position in Etsy by 16.6% during the fourth quarter. Compound Planning Inc. now owns 4,000 shares of the specialty retailer’s stock worth $222,000 after acquiring an additional 570 shares during the last quarter. Invesco Ltd. increased its stake in shares of Etsy by 26.8% during the fourth quarter. Invesco Ltd. now owns 361,193 shares of the specialty retailer’s stock worth $20,025,000 after purchasing an additional 76,379 shares during the period. Rare Wolf Capital LLC acquired a new stake in Etsy during the 4th quarter worth approximately $1,247,000. Corient Private Wealth LLC lifted its holdings in Etsy by 33.7% during the 4th quarter. Corient Private Wealth LLC now owns 23,023 shares of the specialty retailer’s stock worth $1,276,000 after purchasing an additional 5,797 shares during the last quarter. Finally, Mercer Global Advisors Inc. ADV grew its holdings in Etsy by 64.6% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 39,736 shares of the specialty retailer’s stock valued at $2,203,000 after buying an additional 15,596 shares in the last quarter. 99.53% of the stock is owned by institutional investors.

Key Etsy News

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Sale of Depop to eBay for $1.2 billion in cash — provides >$1B of immediate liquidity, lets Etsy refocus on its core marketplace and was the main fundamental catalyst for the move higher. TechCrunch: Etsy sells Depop to eBay
• Positive Sentiment: Q4 beat on EPS and return to slight year-over-year GMS growth — Etsy topped EPS estimates and showed early stabilization in buyer engagement, helping investors look past near-term margin pressure. PR Newswire: Etsy Q4 and FY2025 results
• Positive Sentiment: Selected bullish analyst moves (Truist raise to $83, Needham buy maintained) give headline upside narratives that supported momentum for some buyers. Benzinga: analyst coverage
• Positive Sentiment: Wider market catalyst — a Supreme Court ruling that lifted e‑commerce names provided an additional short‑term bid to Etsy along with peers. CNBC: e‑commerce stocks pop after Supreme Court ruling
• Neutral Sentiment: Technical factors — elevated short interest amplified the rally (short squeeze component), so part of the move appears driven by positioning rather than new fundamentals. Benzinga: short interest note
• Neutral Sentiment: UBS and other cautious notes: some analysts view the Depop divestiture as improving profitability but still flag modest GMS growth and a valuation reset — a watch‑and‑wait stance. TipRanks: UBS commentary
• Negative Sentiment: Multiple analyst price‑target cuts and downgrades (JPMorgan, Wells Fargo, Morgan Stanley, Stifel, Cantor Fitzgerald and others) signal medium‑term caution on growth and valuation — these offsets could cap upside without clearer margin/GMS improvement. MarketScreener: analyst cuts
• Negative Sentiment: Mixed fundamentals and margin pressure — revenue roughly inline but profit and operating metrics showed strain, supporting views that a valuation reset may be underway. WSJ: profit vs revenue note
• Negative Sentiment: Insider sale disclosed (director sold 300 shares) — small in dollar terms but sometimes noted by traders as a modest negative signal. SEC Form 4: director sale

About Etsy

Etsy, Inc (NASDAQ: ETSY) operates a global e-commerce marketplace focused on handmade, vintage and unique goods. The platform connects individual artisans, small businesses and collectors with buyers seeking one-of-a-kind items, ranging from handcrafted jewelry and clothing to home décor and art supplies. Etsy’s revenue is primarily generated through listing fees, transaction fees on sales and optional seller services such as advertising and shipping labels.

Founded in 2005 and headquartered in Brooklyn, New York, Etsy has cultivated a community-driven ethos, encouraging sustainable practices and personal entrepreneurship.