Oppenheimer Upgrades Etsy to Outperform on AI Search and App Gains
The firm cites AI search, easier product discovery, stronger app engagement, and a durable competitive moat.
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Analysts See Durable Comeback for Etsy — Buy Ratings and Higher Price Targets
Etsy stock rises in analysts’ eyes: BofA to Buy with $105 PT, Rosenblatt initiates at $95. Growth under new CEO looks more durable.
Etsy Beats Q1 2026 Expectations: GMS Up 5.5% Despite Tariffs & Inflation
Etsy beat Q1 forecasts as sales grew, more buyers spent slightly more, and it stays strong despite inflation and tariffs.
Etsy Faces Headwinds as Rising Gas Prices Hit Discretionary Spending
Oppenheimer lowers Etsy’s first-half sales estimates due to higher gas prices and plateauing buyers. Shares fall sharply.
eBay Acquires Depop for $1.2B to Target Gen Z Fashion Shoppers
eBay buys Depop from Etsy for ~$1.2B, boosting its fashion resale with 7M young buyers (90% under 34). Q4 revenue +15% to $3B, shares up 7%.
Etsy Announces New CEO Amidst Sales Challenges and Focus on AI
Etsy has a new CEO, Kruti Patel Goyal. Sales forecasts are muted, stock fell, and the company is focusing on AI to lift growth.