ETSY Share Price Performance
US$53.44
1.74 (3.37%)
13.9% undervalued intrinsic discount
US$62.08
Fair Value
Price US$53.44
AnalystConsensusTarget US$62.08
AnalystHighTarget US$80.00
AnalystLowTarget US$39.11
Fair ValueUS$62.08
Share Pricen/a
Etsy, Inc. Stock Price
- 4 Narratives written by author
- 0 Comments on narratives written by author
- 140 Fair Values set on narratives written by author
ETSY Community Narratives
AN
Fair Value US$62.08 13.9% undervalued intrinsic discount
AI Integration And User Experience Will Drive E-Commerce Momentum Ahead
1users have liked this narrative
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37users have followed this narrative
AN
Fair Value US$80 33.2% undervalued intrinsic discount
Generative AI And Sustainable Trends Will Drive Global Marketplace Expansion
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value US$39.11 36.6% overvalued intrinsic discount
E-commerce Competition Will Trigger Enduring Operational Setbacks
0users have liked this narrative
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Etsy - The e-commerce platform for handmade items.
Business model Etsy is a US e-commerce website and online marketplace for buying and selling handmade products founded in 2005. Revenue comes mainly from services, subscriptions and fees.Read more
26
users have viewed this narrative1users have liked this narrative
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3users have followed this narrative
IN
US$72.65
26.4% undervalued intrinsic discount
IndusyHoldings's Fair Value
Revenue
2.74% p.a.
Profit Margin
14.01%
Future PE
27.9x
Price in 2028
US$93.36
AI Integration And User Experience Will Drive E-Commerce Momentum Ahead
Key Takeaways Investment in AI personalization and mobile app engagement is expected to drive higher buyer retention, increased loyalty, and improved revenue margins over time. Differentiation through unique, creator-driven products and social commerce aligns Etsy with shifting consumer preferences, enhancing long-term growth prospects and platform stickiness.Read more
314
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
37users have followed this narrative
AN
US$62.08
13.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
2.65% p.a.
Profit Margin
13.24%
Future PE
16.48x
Price in 2029
US$82.93
Generative AI And Sustainable Trends Will Drive Global Marketplace Expansion
Key Takeaways AI-driven personalization and app improvements could significantly boost user engagement, conversion rates, and lifetime value, accelerating revenue and margin expansion. Unique brand positioning and integration with AI platforms position Etsy to capture robust demand from ethical shoppers and new buyer cohorts, sustaining long-term growth.Read more
55
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$80
33.2% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
11.78% p.a.
Profit Margin
11.89%
Future PE
17.75x
Price in 2029
US$105.92
E-commerce Competition Will Trigger Enduring Operational Setbacks
Key Takeaways Strategic shifts from conversion to improved customer experiences and marketing strategies risk impacting revenue, profitability, and traditional growth metrics. E-commerce competition and new seller fees may hinder growth by reducing seller activity and exerting pressure on Etsy's differentiation efforts.Read more
3
users have viewed this narrative0users have liked this narrative
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AN
US$39.11
36.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-0.67% p.a.
Profit Margin
8.76%
Future PE
17.97x
Price in 2028
US$50.29
Trending Discussion
Recently Updated Narratives
IN
Etsy - The e-commerce platform for handmade items.
Fair Value: US$72.65 26.4% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
ETSY: AI Initiatives And Depop Sale Will Support Core Marketplace Renewal
Fair Value: US$62.08 13.9% undervalued intrinsic discount
37 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
ETSY: AI Efficiencies And Share Buybacks Will Support Stronger Marketplace Engagement
Fair Value: US$80 33.2% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Etsy, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 1.69
- 71.64%
- 5.65%
- -271.6%
About ETSY
- Founded
- 2005
- Employees
- 2375
- CEO
- WebsiteView website
Etsy, Inc., together with its subsidiaries, operates two-sided online marketplaces that connect buyers and sellers in the United States, the United Kingdom, and internationally. It operates through Etsy and Depop segments. The company operates Etsy marketplace that connects artisans with various consumers; and Depop, a fashion resale marketplace. It also provides marketplace activities, including transaction offsite advertising, payments processing, and listing fees, as well as from optional seller services, which include on-site advertising and shipping labels. The company was formerly known as Indieco, Inc changed its name to Etsy, Inc. in June 2006. Etsy, Inc. was founded in 2005 and is headquartered in Brooklyn, New York.
