Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$6.7B
92M shares
52-week range
$44.00 – $87.97
74% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NYSE
CS
P/S (TTM)
3.2
EV / FCF (TTM)
18.4
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.
www.etsy.comNo one on the platform currently holds ETSY.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 5,962,210 | $298.0M |
| The Baupost Groupas of 2025-09-30 | 3,880,316 | $257.6M |
No one on the platform has traded ETSY yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 41.8% | — | — | — | ||
| Rev. Growth % | 2.7% | 10.8% | ||||
| Profit Margin % | 5.7% | 4.4% | 7.7% | |||
| Free Cash Flow Margin % | 22.2% | 24.7% | 22.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +10.5% on the P/E track.
At today's price, your expected annual return is +16.6% on the P/E track.
At today's price, your expected annual return is +21.6% on the P/E track.
| 68,663 |
| $3.4M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.8B | -1.3% | $3.30 | $2.77–$3.85 | 23.3× | 19 |
| 2027 | $3.0B | +5.0% | $4.58 | $3.88–$5.29 | 16.8× | 19 |
| 2028 | $3.1B | +4.8% | $5.27 | $4.03–$7.03 | 14.6× | 17 |
| 2029 | $3.3B | +5.4% | $6.12 | $5.87–$6.31 | 12.5× | 12 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.75 | $0.98 | +31.2% |
| 2026-04-29 | $0.62 | $0.89 | +43.5% |
| 2026-02-19 | $0.88 | $0.92 | +4.5% |
| 2025-10-29 | $0.52 | $0.63 | +21.2% |
| 2025-07-30 | $0.54 | $0.25 | -53.7% |
| 2025-04-30 | $0.50 | $0.46 | -8.0% |
| 2025-02-19 | $0.94 | $1.03 | +9.6% |
| 2024-10-30 | $0.53 |
| $0.45 |
| -15.1% |
| $6.4B |
| — |
| GLBEGlobal-e Online Ltd. | $37.49 | +0.83% | $6.3B | — |
| LNWLight & Wonder, Inc. | $99.75 | +0.25% | $8.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Oppenheimer upgraded $ETSY from Perform to Outperform and set a $90 target, citing AI search benefits, product fixes, and stronger app use. https://notreload.xyz/oppenheimer-lifts-etsy-to-outperform-on-ai-search/
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$ETSY | Oppenheimer Upgrades Etsy to Outperform with $90 PT on AI Search Benefits and Product Improvements Oppenheimer stays bullish as AI search benefits, product improvements, and app engagement drive growth outlook. 🔹 Follow @tenet_research for more analyst insights on other tickers.
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Stocks making big moves premarket: Dave & Buster's Entertainment, Enova, Etsy $etsy Etsy — Shares of the online marketplace popped 3%. Oppenheimer upgraded Etsy to outperform from perform, saying it will likely get a boost from artificial intelligence for virtual shopping. The firm also set a $90 price target that suggests 21% upside from Monday’s close. https://www.cnbc.com/2026/09/15/stocks-making-the-biggest-moves-premarket-play-enva-etsy.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
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$TTAN looked like it was bouncing back today until $META announced MUSE and all the dick riders started piling up. Literally $ETSY $MELI $TTAN $SHOP have the same graph lol. Will start positions during weakness
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$SWK At least one laggard I managed to get rid off above 100$. Should have sold $ETSY and $SBUX too (really mad I didnt catch that ridiculous post-ER after hours bounce to 115$ recently).
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$ETSY Held up pretty nicely but I guess it’s time for ~68$ price again this month.
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$GRPN $ETSY $TSLA Groupon Super Bullish $40 coming
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Trade Ideas $ETSY (delayed) SEP18 95C - still actionable
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$PINS should cooperate with $ETSY and $SHOP imo
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.