US · Consumer Cyclical · Internet Retail
EPS came in at 0.98 against a street estimate of 0.77 — a beat of 27.3%.
Analysts rate Etsy, Inc. a hold (9 buy, 20 hold, 1 sell out of 30) with an average price target of $88.20.
CONFIDENT Etsy's Q2 showed accelerating GMS growth (7.5% YoY) and improving marketplace health. Management executed strategic priorities around discovery, personalization, and younger buyer engagement. Restructuring 12% of workforce to deepen ML capabilities and maintain growth momentum. Q2 2026 U.S. buyers and non-U.S. buyers both showed growth; U.S. imports channel strong. Management noted cross-segment strength across household income levels. Analysts probed durability of AOV gains post-tariff, organization effectiveness post-restructuring, and marketing spend efficiency. Management emphasized durability of pricing and execution focus over cost-cutting; marketed efficiency translating to more effective spend, not ceiling. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.37% |
| Renaissance Technologies Corp | 6.50% |
| Vanguard Portfolio Management, LLC | 6.00% |
| Elliott Investment Management LP | 5.45% |
| Barclays PLC | 5.27% |
| Balyasny Asset Management LLC | 4.97% |
| Vanguard Capital Management, LLC | 4.56% |
| The Goldman Sachs Group Inc | 4.54% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ETSY, INC. - FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Revenue (Q2 2026): $668,313 thousand; Six months 2026: $1,299,590 thousand • Revenue (Q2 | 2026-08-05 |
| Results announced · Q3 2026 ETSY Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • GMS (Gross Merchandise Sales): $2.6B in Q2 2026, up 7.5% year-over-year for Etsy Marketpl | 2026-08-05 |
| Material agreement · Q3 2026 ETSY, INC. - FORM 8-K SUMMARY (July 30, 2026) HEADLINE NUMBERS • Sale price of Depop: $1.2 billion base purchase price • Total cash received at clos | 2026-07-30 |
| Material agreement · Q3 2026 ETSY INC. - FORM 8-K SUMMARY (July 12, 2026) HEADLINE NUMBERS • Depop sale closing date: July 30, 2026 (expected) • Termination fee if deal breaks a | 2026-07-16 |
| Shareholder vote results · Q2 2026 ETSY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Stockholder Meeting held June 9, 2026 • Total votes cast across proposals ranged from approx | 2026-06-12 |
| Quarterly report · Q1 2026 ETSY, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q1 2026): $631.3 million vs. $612.2 million (Q1 2025) — 3.1% increase • Net Income (Q1 | 2026-04-29 |
| Proxy statement · Q2 2026 ETSY, INC. PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Elect Three Class II Directors: M. Miche | 2026-04-17 |
| Annual report FY2025 ETSY, INC. - 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Total consolidated GMS: $11,916.9 million in 2025 • Etsy marketplace GMS: $10,460.7 milli | 2026-02-19 |
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| Announcement | Date |
|---|---|
| $2 billion stock repurchase program authorized Etsy announced a restructuring plan approved on August 3, 2026, that will reduce its workforce by approximately 220 employees (12% of staff), bringing headcount down to around 1,600 people. | 2026-08-05 |
| eBay acquires Depop subsidiary; CMA clearance received, closing expected July 30 Etsy announced it is selling its Depop subsidiary to eBay, with the deal now expected to close on July 30, 2026, after receiving UK regulatory approval from the Competition and Markets Autho | 2026-07-16 |
| Letter agreement amendment for pending acquisition with business disruption fee structure eBay is acquiring Etsy under a deal that was originally signed February 15, 2026. This letter agreement, dated May 21, 2026, addresses delays in regulatory approval and commercial pressures | 2026-05-28 |
| Sale and purchase agreement to acquire another business executed eBay Inc. has agreed to acquire Etsy, Inc. in an all-stock or cash transaction dated February 15, 2026. This is a significant strategic move combining two major e-commerce marketplace platfo | 2026-02-18 |
| New $750 million share repurchase authorization approved by Board Etsy announced three corporate governance updates effective December 16, 2025: First, the company updated its bylaws to modernize shareholder nomination procedures and meeting governance rul | 2025-12-19 |
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Google PlayApp StoreData updated 2026-09-18.