Etsy, Inc. (NASDAQ:ETSY) Given Consensus Recommendation of “Hold” by Analysts

Etsy, Inc. (NASDAQ:ETSY) has been assigned a consensus recommendation of “Hold” from the thirty analysts that are currently covering the company, MarketBeat reports. Three analysts have rated the stock with a sell rating, eighteen have assigned a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $61.12.

A number of equities analysts have weighed in on the stock. The Goldman Sachs Group raised their target price on shares of Etsy from $48.00 to $57.00 and gave the company a “sell” rating in a research note on Thursday, October 30th. Needham & Company LLC lowered their price target on Etsy from $76.00 to $65.00 and set a “buy” rating for the company in a research report on Friday. B. Riley Financial lowered their price objective on Etsy from $78.00 to $70.00 and set a “buy” rating on the stock in a research report on Friday. BNP Paribas Exane started coverage on shares of Etsy in a report on Monday, November 24th. They set a “neutral” rating on the stock. Finally, Piper Sandler reaffirmed a “neutral” rating on shares of Etsy in a report on Wednesday, October 29th.

Insider Buying and Selling at Etsy

In other Etsy news, insider Josh Silverman sold 21,666 shares of Etsy stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $53.26, for a total transaction of $1,153,931.16. Following the transaction, the insider owned 90,661 shares of the company’s stock, valued at $4,828,604.86. The trade was a 19.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Merilee Buckley sold 5,636 shares of the company’s 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. Insiders sold a total of 135,934 shares of company stock valued at $7,661,068 over the last 90 days. 2.80% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in ETSY. Holocene Advisors LP grew its holdings in Etsy by 697.4% during the 2nd quarter. Holocene Advisors LP now owns 5,343,797 shares of the specialty retailer’s stock valued at $268,045,000 after buying an additional 4,673,615 shares in the last quarter. AQR Capital Management LLC grew its stake in Etsy by 40.1% during the fourth quarter. AQR Capital Management LLC now owns 4,111,639 shares of the specialty retailer’s stock valued at $227,785,000 after acquiring an additional 1,177,301 shares in the last quarter. Lone Pine Capital LLC bought a new position in shares of Etsy during the 3rd quarter valued at about $257,614,000. Van ECK Associates Corp grew its position in shares of Etsy by 1.1% during the fourth quarter. Van ECK Associates Corp now owns 3,734,156 shares of the specialty retailer’s stock valued at $207,022,000 after purchasing an additional 39,067 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of Etsy by 62.3% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,692,134 shares of the specialty retailer’s stock worth $185,197,000 after purchasing an additional 1,416,772 shares during the last quarter. 99.53% of the stock is owned by hedge funds and other institutional investors.

Etsy Trading Up 8.4%

Shares of ETSY stock opened at $52.20 on Monday. The company’s fifty day moving average price is $55.62 and its 200-day moving average price is $59.50. The stock has a market cap of $5.15 billion, a PE ratio of 42.10, a price-to-earnings-growth ratio of 10.65 and a beta of 1.77. Etsy has a 12 month low of $40.05 and a 12 month high of $76.51.

Etsy declared that its Board of Directors has authorized a stock buyback 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 reacquire up to 14.2% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board of directors believes its stock is undervalued.

More 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

Etsy Company Profile

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.