ETSYConsumer Cyclical · Internet RetailThe 30 Wall Street analysts covering Etsy, Inc. hold a median 12-month price target of $90 — +19.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 7 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Etsy, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (92): The business earns solid, repeatable profits on what it owns.
Volatility (28): The share price moves around a lot.
Size (19): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ETSY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +19.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Sept 2026 | BTIG | Upgrade | Buy | — |
| 15 Sept 2026 | Oppenheimer | Upgrade | Outperform | — |
| 8 Sept 2026 | Argus Research | Maintains | Buy | — |
| 20 Aug 2026 | B of A Securities | Upgrade | Buy | — |
| 20 Aug 2026 | Rosenblatt | Initiates | Buy | — |
| 10 Aug 2026 | B. Riley Securities | Maintains | Neutral | — |
| 7 Aug 2026 | Barclays | Maintains | Overweight | — |
| 7 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | — |
| 7 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 7 Aug 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 7 Aug 2026 | Guggenheim | Maintains | Buy | — |
| 7 Aug 2026 | JP Morgan | Upgrade | Overweight | — |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 7 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 7 Aug 2026 | UBS | Maintains | Neutral | — |
| 7 Aug 2026 | Wells Fargo | Maintains | Underweight | — |
| 22 July 2026 | Truist Securities | Maintains | Buy | — |
| 21 July 2026 | Raymond James | Maintains | Outperform | — |
| 16 July 2026 | BTIG | Downgrade | Neutral | — |
| 15 July 2026 | JP Morgan | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ETSY appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Etsy, Inc. returned +7.1% against +16.7% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 36% of US stocks
Cheaper than 49% of US stocks
Cheaper than 97% of US stocks
Cheaper than 17% of US stocks
Higher than 42% of US stocks
Higher than 35% of US stocks
Higher than 85% of US stocks
Higher than 77% of US stocks
Higher than 64% of US stocks
Higher than 34% of US stocks
Higher than 93% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Etsy, Inc. has a market value of $6.6B and an enterprise value of $8.5B.
Revenue in the twelve months to 30 June 2026: $2.9B. The latest quarter grew 6.2% year on year.
Net income over the same four quarters: $209.3M, a 7.3% net margin.
Diluted earnings per share, trailing twelve months: $1.66.
Free cash flow in the twelve months to 30 June 2026: $613.5M.
Etsy, Inc. spent $648.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 20.9×; forward P/E: 10.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Etsy, Inc. employs 2,375 people — $1.2M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Etsy, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
A Zacks Investment Research article compares the year-to-date performance of Etsy (ETSY) and Urban Outfitters (URBN) against their retail-wholesale sector, examining how the two stocks have fared relative to the broader sector this year.
Why it matters — ETSY watchers would gain insight into how the company is tracking against its sector peers so far this year.
Citing Bank of America data showing hobby spending grew 7.9% year over year in August 2026, MarketBeat highlighted Etsy among stocks positioned to ride the hobby-spending trend, contrasting it with travel-related plays.
Why it matters — Etsy watchers would care because rising hobby spending could be a tailwind for the marketplace, which depends heavily on consumer discretionary and hobby-related purchases.
Etsy is using detailed shopper profiles and artificial intelligence to better understand its customers. The strategy is intended to make the marketplace more personal and support business growth.
Why it matters — Etsy watchers would care because the company is investing in AI-driven personalisation to deepen customer understanding and strengthen its business.
Etsy is highlighted as differentiating itself through creativity, craftsmanship, and connections between buyers and unique sellers, with its handmade inventory and seller individuality seen as core competitive advantages. The company identifies growth opportunities in enhancing buyer-seller connections, particularly through social media and brand marketing.
Why it matters — Etsy watchers would care because the piece points to potential growth drivers in buyer-seller engagement and social media marketing that could support the platform's distinct brand positioning.
The headline reports upgrades for Southwest Airlines and Etsy, along with a price target hike for Airbnb. The excerpt details Redburn's upgrade of Southwest to neutral and Citizens' price target increase for Airbnb, but provides no specifics on the Etsy upgrade.
Why it matters — The headline indicates an analyst upgrade for Etsy, which ETSY watchers would want to note even though the excerpt offers no further detail.
The 30 Wall Street analysts covering Etsy, Inc. have a median 12-month price target of $90, with estimates ranging from $73 to $105. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering Etsy, Inc., 11 rate it a Buy, 18 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Etsy, Inc. 90 out of 100 across roughly 4,600 US stocks as at 7 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 7 Oct 2026, Etsy, Inc. ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (92 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +19.8% from the last close, and Ticker Nerd's factor model ranks Etsy, Inc. 90 out of 100 as at 7 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Etsy, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ETSY are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $73 to $105 over the next 12 months.
Etsy, Inc. returned +7.1% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Etsy Inc. is a global e-commerce marketplace focused on unique and creative goods.
The most recent item we track (Zacks Investment Research, 5 Oct 2026): "Are Retail-Wholesale Stocks Lagging Etsy (ETSY) This Year?". A Zacks Investment Research article compares the year-to-date performance of Etsy (ETSY) and Urban Outfitters (URBN) against their retail-wholesale sector, examining how the two stocks have fared relative to the broader sector this year.
Etsy Inc. is a global e-commerce marketplace focused on unique and creative goods. The company connects independent sellers with buyers seeking handmade items, vintage products, craft supplies, and personalized merchandise. Its platform is built around a two-sided marketplace model that supports product discovery, listing management, payments, advertising tools, and shipping-related services for sellers. Etsy also operates complementary marketplaces such as Depop and Reverb, extending its presence into fashion resale and musical instruments. Etsy Inc. serves a broad mix of individual creators, small businesses, and consumers who value distinctive products over mass-market retail offerings. Headquartered in Brooklyn, New York, Etsy plays a notable role in online specialty retail by enabling small-scale commerce and direct seller-to-buyer transactions across international markets.
CEO Ms. Kruti Patel Goyal · 2,375 employees · United States · https://www.etsy.com
