Etsy Inc. ($ETSY) Stock Forecast: Up 9.8% Today

What is Etsy Inc.?

Etsy (NASDAQ: ETSY) is an e-commerce platform known for its unique, handmade, and vintage goods. The company has been focusing on improving its core marketplace and expanding internationally to maintain its position in the market.

Why is Etsy Inc. going up?

ETSY stock is up 9.8% on Feb 20, 2026 20:05

• 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.

ETSY Price Chart

ETSY Technical Analysis

ETSY News

Stifel lowers Etsy stock price target to $55 on Depop sale

Stifel has lowered its price target for Etsy (NASDAQ:ETSY) to $55 from $62, maintaining a Hold rating, due to the pending sale of Depop. The firm notes that while fourth-quarter results were mixed, the Depop sale is expected to improve EBITDA margins, allowing Etsy to focus on its core product. Despite recent headwinds, Etsy maintains a strong gross profit margin of 71.64%, and analysts indicate the stock is currently undervalued.

https://m.investing.com/news/analyst-ratings/stifel-lowers-etsy-stock-price-target-to-55-on-depop-sale-93CH-4516696?ampMode=1

Canaccord Genuity cuts Etsy stock price target on Q4 results

Canaccord Genuity has reduced its price target for Etsy (NASDAQ: ETSY) to $72 from $80, while maintaining a Buy rating, following the company's Q4 results. Despite the lowered price target, InvestingPro analysis indicates that Etsy is undervalued at its current trading price of $48.14, which is down 26% over the past six months. The report highlights Etsy's impressive 72% gross profit margin, $678 million in free cash flow, and positive outlook for its core marketplace.

https://www.investing.com/news/analyst-ratings/canaccord-genuity-cuts-etsy-stock-price-target-on-q4-results-93CH-4516309

The Craft of Survival: Can Etsy’s 2026 Turnaround Strategy Reclaim Its Creative Crown?

Etsy Inc. is at a critical juncture in 2026, attempting a high-stakes pivot under new leadership to reclaim its identity as the premier destination for unique, human-made goods after a post-pandemic "growth hangover." The company is focusing on core marketplace improvements, AI-driven personalization like "Gift Mode," and international expansion, while facing intense competition from Amazon Handmade and ultra-cheap retailers like Temu and Shein. Despite significant stock volatility and ongoing challenges like "Enshittification" and increased regulatory burdens, Etsy aims to leverage growing consumer demand for authentic, conscious consumption to drive future growth.

https://markets.financialcontent.com/stocks/article/finterra-2026-2-20-the-craft-of-survival-can-etsys-2026-turnaround-strategy-reclaim-its-creative-crown

ETSY Q4 Deep Dive: Core Marketplace Refocus and Early AI Gains Amid Buyer Headwinds

Etsy's Q4 CY2025 results saw revenue meet Wall Street expectations, while adjusted EPS slightly missed. Despite soft buyer activity, the company's profitability exceeded estimates due to operational improvements, a refocus on its core marketplace, and early gains from AI and personalized marketing. Etsy plans to reinvest proceeds from the Depop sale into product innovation and marketing to drive sustainable long-term growth.

https://finviz.com/news/316916/etsy-q4-deep-dive-core-marketplace-refocus-and-early-ai-gains-amid-buyer-headwinds

Etsy (ETSY) Jumps 9% on Depop Sale, Earnings Blowout

Etsy's stock jumped 9.28% after the company announced it would sell its secondhand clothing app, Depop, to eBay for $1.2 billion. This sale, combined with strong fourth-quarter and full-year 2025 revenues, helped investors overlook a reported 46.3% drop in net income for the previous year. The proceeds from the sale are intended for corporate purposes, a share buyback program, and core marketplace investments.

https://www.insidermonkey.com/blog/etsy-etsy-jumps-9-on-depop-sale-earnings-blowout-1699479/

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Etsy Inc. Price History

29.00.2026 - ETSY Stock was down 6.0%

• An analyst's decision to maintain a 'Hold' rating on Etsy (ETSY) while reducing the target price to $62 likely impacted investor sentiment negatively, indicating a sense of caution in the market.
• Concerns regarding stagnant active buyers, subdued revenue growth forecasts, and a decline in earnings per share over recent years may have exacerbated the bearish sentiment towards the stock.
• Reductions in Etsy holdings by Campbell & CO Investment Adviser LLC, alongside internal selling activities and a share repurchase initiative, could have intensified selling pressure on the stock, contributing to its downtrend.
• Despite conflicting analyst recommendations with some raising and others lowering their assessments of the stock the prevailing consensus 'Hold' rating and downward revisions in target prices appear to have influenced a pessimistic view of Etsy's current position and future performance.

07.00.2026 - ETSY Stock was up 5.7%

• Insider selling: Despite insider selling by Josh Silverman, Etsy's CEO, the market remained bullish, indicating that investors are focusing more on the company's recent strong quarterly earnings and $750 million share buyback program rather than insider actions.
• Analysts' rating: The stock's bullish movement could be attributed to the positive quarterly earnings report and the share buyback program, which are boosting investor confidence, despite an analyst rating of "Hold," suggesting a cautious outlook.
• Market sentiment: The company's cost-cutting successes and potential for margin expansion appear to outweigh concerns about long-term growth, driving the bullish movement amidst choppy trading.
• Competition and momentum: Etsy, recognized as an Amazon competitor, is benefiting from renewed momentum and an increased Momentum score, supported by a share repurchase program, positioning the company favorably in the market and contributing to today's bullish movement.

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.

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.

22.00.2026 - ETSY Stock was up 5.7%

• Etsy's bullish movement today can be attributed to President Trump's announcement of canceling scheduled tariffs on European allies, easing trade war fears and boosting investor confidence in the market.
• Analysts maintaining a Neutral rating on Etsy with mixed price target adjustments indicate a cautious yet optimistic outlook on the stock's performance.
• Despite concerns raised about Etsy's long-term investment potential and market position compared to competitors like Amazon and Shopify, the bullish movement today suggests that investors are currently focusing more on the positive market sentiment and macroeconomic factors driving the stock's performance.

22.00.2026 - ETSY Stock was up 6.8%

• Analysts from Cantor Fitzgerald and BTIG have mixed views on Etsy, maintaining ratings but adjusting price targets. This could have contributed to the bullish movement as investors may see potential in the company despite macro issues.
• The debate about Etsy being a hidden gem or a fading trend might have sparked interest among investors, leading to increased buying activity and driving the stock price up.
• The overall positive sentiment towards global internet equities and AI advancements in 2026 could have also influenced the bullish movement in Etsy's stock as investors seek growth opportunities in the tech sector.