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Etsy Inc. ($ETSY) Stock Forecast: Down 8.9% Today

Morpher AI identified a bearish signal. The stock price may continue to fall based on the momentum of the negative news.

What is Etsy Inc.?

Etsy Inc. (ETSY) is an e-commerce company that focuses on handmade, vintage, and unique factory-manufactured items. The company operates a global online marketplace that connects millions of buyers and sellers.

Why is Etsy Inc. going down?

ETSY stock is down 8.9% on Mar 24, 2026 13:50

  • Etsy Inc. stock faced a bearish movement despite reporting Q4 results in line with expectations and EBITDA above estimates. The strategic sale of Depop for $1.2 billion to fund buybacks and core investments was seen as a positive move, but the stock still faced pressure.
  • The average "Hold" rating by thirty research firms and the recent lowering of price targets by some brokerages may have contributed to the bearish sentiment, reflecting softer near-term outlooks for the company.
  • The awarding of a significant number of restricted stock units to the Chief Legal Officer may have raised concerns about potential dilution or insider selling activity, impacting investor confidence in the stock.
  • Overall, despite positive strategic shifts and financial performance, external factors such as analyst ratings, insider transactions, and equity compensation news may have influenced the bearish movement in Etsy's stock.

ETSY Price Chart

ETSY Technical Analysis

ETSY News

Etsy Inc stock faces pressure amid Q4 results and strategic Depop sale

Etsy Inc reported Q4 gross merchandise sales in line with expectations and EBITDA 4% above estimates. The company anticipates Q1 GMS growth of around 3% and positive full-year 2026 growth, supported by new product launches and marketing, as well as the $1.2 billion sale of Depop, which will fund buybacks and core investments. This strategic shift and the recent change in OpenAI's Instant Checkout policy are seen as positive signals for the company's future and its focus on profitability.

https://www.ad-hoc-news.de/boerse/news/ueberblick/etsy-inc-stock-faces-pressure-amid-q4-results-and-strategic-depop-sale/68957046

0 News Article Image Etsy Inc stock faces pressure amid Q4 results and strategic Depop sale

Form 144 ETSY INC For: 24 February

This article announces the filing of Form 144 for ETSY INC on February 24. It emphasizes the high risks involved in trading financial instruments and cryptocurrencies, advising potential investors to be fully informed about market risks and to seek professional advice. The content also disclaims liability for any losses incurred from reliance on its provided data, reminding users that market data may not be real-time or accurate.

https://m.investing.com/news/filings/form-144-etsy-inc-for-24-february-93CH-4522652?ampMode=1

1 Missing News Article Image Form 144 ETSY INC For: 24 February

Etsy Inc (NYSE:ETSY) Given Average Rating of "Hold" by Brokerages

Thirty research firms have issued a consensus "Hold" rating for Etsy Inc (NYSE:ETSY), with an average 12-month price target of $60.80. Several brokerages recently lowered their price targets, reflecting softer near-term outlooks, even as Etsy announced a $750 million share buyback program. Insider transactions also show some selling activity from executives.

https://www.marketbeat.com/instant-alerts/etsy-inc-nyseetsy-given-average-rating-of-hold-by-brokerages-2026-03-20/

2 News Article Image Etsy Inc (NYSE:ETSY) Given Average Rating of "Hold" by Brokerages

Etsy (NYSE:ETSY) - Stock Analysis

This Simply Wall St analysis provides an overview of Etsy (NYSE:ETSY), highlighting its current stock performance, fair value estimations, and key financial metrics. The article notes that Etsy is trading below its estimated fair value but faces risks due to negative shareholder equity and high debt levels. It also discusses how AI integration and focus on unique, creator-driven products are expected to drive future growth and enhance platform stickiness.

https://simplywall.st/stocks/us/retail/nyse-etsy/etsy

3 News Article Image Etsy (NYSE:ETSY) - Stock Analysis

Etsy (ETSY) awards 79,954 restricted stock units to chief legal officer

Etsy Inc. (ETSY) has awarded Chief Legal Officer Colin Stretch 79,954 restricted stock units (RSUs) as equity-based compensation. These RSUs, which convert 1-for-1 to common stock, will vest in 12 equal quarterly installments starting July 1, 2026, provided he remains continuously employed or becomes retirement eligible. Taxes on the RSUs will be covered by Etsy withholding a sufficient number of shares upon delivery.

https://www.stocktitan.net/sec-filings/ETSY/form-4-etsy-inc-insider-trading-activity-99895286b820.html

4 News Article Image Etsy (ETSY) awards 79,954 restricted stock units to chief legal officer

Etsy Inc. Price History

24.01.2026 - ETSY Stock was up 5.2%

  • Etsy's stock surged due to the merchandise frenzy sparked by Jack Hughes' gold-winning goal at the Milan Winter Olympics, leading to a boom in sales on the platform.
  • The sale of Depop to eBay for $1.2 billion provided Etsy with a significant cash infusion, boosting investor confidence and driving the stock price up by 9%.
  • Positive analyst recommendations, including a target price increase to $83 by Truist following strong Q4 results, also contributed to the bullish movement in Etsy's stock.
  • The company's focus on core marketplace operations and product development, coupled with impressive gross profit margins and revenue growth, further supported the upward momentum in Etsy's stock price.

20.01.2026 - ETSY Stock was up 6.3%

  • Following the news of the Depop sale to eBay, Etsy's stock experienced a 9.28% increase, reflecting positive investor sentiment towards the company's strategic choices.
  • Despite a 46.3% decline in net income reported for the previous year, robust revenues in the fourth quarter and full-year 2025, coupled with the proceeds from the sale allocated for corporate objectives and share repurchases, bolstered investor confidence.
  • eBay's acquisition of Depop for $1.2 billion is viewed as a strategic move to enter the expanding recommerce sector and captivate a younger consumer base, aligning with eBay's efforts to elevate its fashion offerings and customer engagement.
  • Etsy's emphasis on restructuring its asset portfolio, strengthening its primary marketplace, and gearing up for future operational efficiency and consumer interaction through product enhancements and stock buybacks played a role in the positive market response.

30.00.2026 - ETSY Stock was down 5.3%

  • The comparison between Fiverr (FVRR) and Etsy (ETSY) highlighted challenges for Etsy, particularly with declining active buyers and limited growth from its AI initiatives, contributing to the bearish movement.
  • Y Intercept Hong Kong Ltd's significant reduction in its stake in Etsy, despite strong Q3 earnings and a share buyback program, might have signaled concerns about the company's long-term growth prospects.
  • Stifel's analyst maintaining a 'Hold' rating on Etsy but lowering the target price could have added to investor uncertainty, impacting the stock negatively.
  • The advice to avoid investing in Etsy due to concerns about active buyers plateauing, low revenue growth projections, and declining EPS over the past years likely influenced market sentiment, leading to the bearish movement.

20.01.2026 - ETSY Stock was up 9.8%

  • Etsy's stock experienced a strong bullish movement, jumping 9.28% after announcing the sale of its secondhand clothing app, Depop, to eBay for $1.2 billion.
  • Analysts have adjusted their price targets for Etsy, with one company lowering it to $55 and another reducing it to $72, citing factors like the Depop sale and Q4 results.
  • Despite challenges like increased competition and regulatory burdens, Etsy's strategic initiatives, including AI-driven personalization and core marketplace improvements, are aimed at driving future growth.
  • The company's focus on profitability, operational improvements, and reinvestment of proceeds from the Depop sale into product innovation and marketing are contributing to investor optimism and the bullish market movement.

05.01.2026 - ETSY Stock was up 6.2%

  • A notable increase in stake by Allianz Asset Management GmbH in Etsy, Inc. suggests growing confidence in the company's future prospects, potentially contributing to the bullish movement.
  • Factors such as improved mobile engagement, expansion of monetization efforts, and positive momentum from Depop are highlighted in the bullish thesis on Etsy, likely boosting investor sentiment and driving the stock price up.
  • Great Lakes Advisors LLC's recent investment in Etsy, combined with the company's strong quarterly earnings and share buyback program, further propelled the stock in a positive direction.
  • Despite institutional selling by Mitsubishi UFJ Trust & Banking Corp, Etsy's robust financial performance and strategic initiatives appear to have overshadowed any negative impact, leading to a bullish market trend.

06.01.2026 - ETSY Stock was up 6.4%

  • Maintaining a "Hold" rating for Etsy while reducing the price target, reflects caution amid near-term consumer pressure, despite the company's solid e-commerce performance according to Stifel.
  • The upcoming disclosure of Etsy's financial results for Q4 and full year 2025 may offer additional insights into the company's recent performance and future prospects.
  • Allianz Asset Management GmbH's significant 1,648.1% increase in stake in Etsy during the third quarter signifies confidence in the company's long-term potential, despite internal selling activity.
  • The change in leadership at Etsy, with a new CEO taking the helm, indicates a strategic shift focused on ensuring continuity and effective execution, potentially driving positive growth for the company.

11.01.2026 - ETSY Stock was down 8.4%

  • Etsy's stock experienced a 3.23% decrease on February 9th, dropping to an intraday low of $54.43.
  • The stock's high valuation, with a price-to-earnings ratio of 31.33x compared to the industry average of 18.37x, may have raised concerns among investors about overvaluation.
  • Analysts are positive about Etsy's future growth prospects, predicting a doubling of earnings in the upcoming years despite the recent price decline.
  • Stifel's choice to uphold a "Hold" rating on Etsy while lowering the price target indicates ongoing worries about immediate consumer pressure, hinting at a cautious outlook for the company's short-term performance.

04.02.2026 - ETSY Stock was up 9.0%

  • Etsy's bullish movement is supported by positive analyst forecasts pointing towards significant earnings and revenue growth, as well as a promising future return on equity.
  • Upgrade actions from certain financial firms and the adjustment of price targets likely bolstered investor confidence in Etsy's performance and growth potential.
  • In contrast to insider selling and analyst price target reductions, Etsy's approval of a large share buyback program may have demonstrated a commitment to improving shareholder value and boosting confidence in the company's financial strength.
  • Comparisons with Shopify as a more attractive investment option in the e-commerce industry may have also drawn in investors seeking a more compelling opportunity, contributing to Etsy's bullish market movement.

20.01.2026 - ETSY Stock was up 7.1%

  • Despite a price target reduction by an analyst, Etsy's stock surged 9.28% following the sale of Depop to eBay for $1.2 billion. This move is seen as strategic to drive corporate purposes and core marketplace investments.
  • Despite competition from rivals such as Amazon Handmade and fast-fashion retailers, Etsy's strategic focus on core marketplace improvements, AI-driven personalization, and international expansion appears to be resonating with investors, leading to positive market performance.
  • Etsy's Q4 results, which emphasized operational enhancements, profitability surpassing estimates, and initial benefits from AI and personalized marketing, contributed to the optimistic sentiment surrounding the company's stock.
  • The pre-market rise of Etsy's stock to €42.81, with a target set at €45, reflects positive earnings updates and improved seller metrics, signaling rising investor confidence in the company's future growth trajectory.

19.01.2026 - ETSY Stock was up 6.1%

  • Today's rise in Etsy's stock price is linked to the announcement of its agreement to sell Depop to eBay for $1.2 billion. This move is viewed positively by investors for multiple reasons:
  • By selling Depop, Etsy can concentrate on its main marketplace, potentially boosting operational efficiency and profitability.
  • The proceeds from the sale can support Etsy's corporate needs, share buybacks, and investments in its primary platform, fostering further growth and innovation.
  • eBay's acquisition of Depop is seen as mutually beneficial, as eBay aims to enhance its consumer-to-consumer fashion segment, attract a younger audience, and broaden its market presence and revenue sources.
  • Analysts and financial institutions are monitoring Etsy closely, adjusting price targets and ratings based on industry trends and upcoming earnings. Despite challenges in the consumer internet stocks sector, Etsy's strategic focus on its core business and operational streamlining has resonated well with the market, reflected in the bullish stock performance.

17.02.2026 - ETSY Stock was up 5.1%

  • Recent institutional investments and insider activities likely boosted market confidence in Etsy, leading to a bullish movement.
  • Despite one institutional investor selling a large number of shares, Etsy's positive quarterly EPS results and announcement of a $750 million share buyback program may have reassured investors.
  • Another institutional investor increasing its stake alongside insider selling and a share repurchase program could signal faith in the company's future prospects, driving positive market sentiment.
  • The increase in Etsy's stock price after selling its Depop subsidiary to eBay for $1.2 billion indicates a well-received strategic shift, although concerns about valuation risks and growth deceleration persist, highlighting the importance of sustained growth strategies.

24.02.2026 - ETSY Stock was down 8.9%

  • Etsy Inc. stock faced a bearish movement despite reporting Q4 results in line with expectations and EBITDA above estimates. The strategic sale of Depop for $1.2 billion to fund buybacks and core investments was seen as a positive move, but the stock still faced pressure.
  • The average "Hold" rating by thirty research firms and the recent lowering of price targets by some brokerages may have contributed to the bearish sentiment, reflecting softer near-term outlooks for the company.
  • The awarding of a significant number of restricted stock units to the Chief Legal Officer may have raised concerns about potential dilution or insider selling activity, impacting investor confidence in the stock.
  • Overall, despite positive strategic shifts and financial performance, external factors such as analyst ratings, insider transactions, and equity compensation news may have influenced the bearish movement in Etsy's stock.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.