ETSYConsumer Cyclical · Internet RetailThe 29 Wall Street analysts covering Etsy, Inc. hold a median 12-month price target of $88 — +10.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 12 Aug 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 (29): 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.
The green dot is the last close — the median target sits +10.5% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 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 | — |
| 14 July 2026 | Jefferies | Maintains | Hold | — |
| 12 June 2026 | JP Morgan | Maintains | Neutral | — |
| 28 May 2026 | B of A Securities | Maintains | Neutral | — |
| 21 May 2026 | Argus Research | Upgrade | Buy | — |
| 30 Apr 2026 | Barclays | Maintains | Overweight | — |
| 30 Apr 2026 | Bernstein | Maintains | Market Perform | — |
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.
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 47% of US stocks
Cheaper than 96% 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 33% of US stocks
Higher than 93% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
Zacks Investment Research highlighted the use of its Earnings ESP tool to identify retail and wholesale stocks, including ETSY, that could potentially beat earnings expectations.
Why it matters — ETSY watchers may take note of the Earnings ESP signal as an indicator that the company could potentially outperform earnings forecasts.
The piece notes that consumers remain resilient but that spending is shifting toward value, convenience, and frequent everyday purchases. It highlights how retail ETFs can bridge exposure to both staples and discretionary spending.
Why it matters — A shift in consumer spending toward value and everyday purchases could affect the discretionary retail environment in which Etsy operates.
Etsy, Inc. presented at Canaccord Genuity's 46th Annual Growth Conference, and the presentation transcript was published by Seeking Alpha.
Why it matters — A transcript of Etsy's conference remarks gives investors insight into how the company is positioning itself to growth-oriented analysts.
Etsy reported accelerating second-quarter marketplace growth, raised its full-year 2026 outlook, and authorized a new $2 billion share repurchase program. The company also announced a restructuring that will cut its workforce by roughly 12%.
Why it matters — An ETSY watcher would care because the accelerated growth, raised outlook, and new buyback program signal improving performance, while the workforce reduction indicates cost restructuring.
Etsy reported a double beat in Q2, though the stock declined. Gross merchandise sales on Etsy's core marketplace have turned positive, masked by the divestment of Reverb and Depop.
Why it matters — A watcher would care because the positive inflection in core GMS, stable take rate, and cost efficiencies prompted a rating upgrade from value trap to GARP investment.
The 29 Wall Street analysts covering Etsy, Inc. have a median 12-month price target of $88, with estimates ranging from $58 to $100. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering Etsy, Inc., 8 rate it a Buy, 19 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Etsy, Inc. 90 out of 100 across roughly 4,600 US stocks as at 12 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Aug 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 29 analysts implies +10.5% from the last close, and Ticker Nerd's factor model ranks Etsy, Inc. 90 out of 100 as at 12 Aug 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: $58 to $100 over the next 12 months.
Etsy, Inc. returned +19.8% over the 12 months to 12 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Etsy Inc. is an American e-commerce company that operates a global online marketplace focused on unique, handmade, vintage, and craft-oriented products.
The most recent item we track (Zacks Investment Research, 13 Aug 2026): "These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar". Zacks Investment Research highlighted the use of its Earnings ESP tool to identify retail and wholesale stocks, including ETSY, that could potentially beat earnings expectations.
Etsy Inc. is an American e-commerce company that operates a global online marketplace focused on unique, handmade, vintage, and craft-oriented products. Through its core Etsy marketplace, along with platforms such as Depop and Reverb, the company connects millions of independent sellers with buyers seeking personalized goods, apparel, accessories, home décor, craft supplies, and musical instruments. Etsy Inc. generates revenue primarily from listing fees, transaction commissions, on-site advertising services, payment processing, and related seller tools that support merchandising and customer engagement. The platform plays a significant role in enabling small businesses, artisans, and creators to reach a worldwide audience without managing their own standalone e-commerce infrastructure. Headquartered in New York and founded in 2005, Etsy Inc. is positioned within the broader internet retail and digital commerce ecosystem, serving as a differentiated marketplace centered on creativity, individuality, and niche consumer demand.
CEO Ms. Kruti Patel Goyal · 2,375 employees · United States · https://www.etsy.com