ETSYConsumer Cyclical · Internet RetailThe 31 Wall Street analysts covering Etsy, Inc. hold a median 12-month price target of $100 — +12.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 95 of 100 as at 31 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
Revisions (98): Analysts have, on balance, been raising their forecasts.
Volatility (28): The share price moves around a lot.
Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +12.4% 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.
ETSY appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Etsy, Inc. returned +43.6% against +12.4% 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 32% of US stocks
Cheaper than 44% of US stocks
Cheaper than 97% of US stocks
Cheaper than 19% of US stocks
Higher than 55% of US stocks
Higher than 97% of US stocks
Higher than 85% of US stocks
Higher than 80% of US stocks
Higher than 91% of US stocks
Higher than 34% of US stocks
Higher than 92% 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 $8.4B and an enterprise value of $8.7B.
Revenue in the twelve months to 30 June 2026: $2.9B. The latest quarter grew 10.9% 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: 23.7×; forward P/E: 12.9× — 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 →
Etsy beat Q3 earnings and revenue estimates, with GMS and advertising growth supporting results. Active buyers returned to growth, and management forecast 5%-7% GMS gains in Q4.
Why it matters — The report highlights improving buyer activity and advertising alongside the company’s Q4 GMS outlook.
Seeking Alpha reports that Etsy posted a strong Q3 beat-and-raise, with FX-neutral GMS growth above 9%. The article highlights Etsy Ads attach rates and restructuring as supporting rising take rates and adjusted EBITDA margins above 30%.
Why it matters — The reported sales growth and profitability trends are relevant indicators for investors following Etsy’s operating performance.
Etsy reported strong third-quarter results, with revenue growth of 10.9% and positive user growth. The company said platform momentum is improving and margins remain very strong despite incremental marketing investments.
Why it matters — ETSY watchers may note the reported acceleration in platform momentum alongside revenue and user growth, with margins holding strong.
The provided item is the transcript of Etsy, Inc.’s Q3 2026 earnings call; no further details from the call are included in the excerpt.
Why it matters — Etsy watchers may use the earnings call transcript to review the company’s Q3 2026 discussion, but the supplied text gives no specific business updates.
Etsy reported third-quarter gross merchandise sales of $2.6 billion, up 8.8%. Active buyers increased 1% year over year to 88 million.
Why it matters — The figures give ETSY watchers an update on marketplace sales volume and buyer growth.
The 31 Wall Street analysts covering Etsy, Inc. have a median 12-month price target of $100, with estimates ranging from $59 to $115. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 31 analysts covering Etsy, Inc., 12 rate it a Buy, 17 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Etsy, Inc. 95 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Etsy, Inc. ranks 95 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 Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 31 analysts implies +12.4% from the last close, and Ticker Nerd's factor model ranks Etsy, Inc. 95 out of 100 as at 31 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: $59 to $115 over the next 12 months.
Etsy, Inc. returned +43.6% over the 12 months to 30 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, 29 Oct 2026): "ETSY Q3 Earnings Beat Estimates on GMS & Ads Growth, Revenues Rise Y/Y". Etsy beat Q3 earnings and revenue estimates, with GMS and advertising growth supporting results. Active buyers returned to growth, and management forecast 5%-7% GMS gains in Q4.
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
