Etsy, Inc. (ETSY) Stock Price & Analysis
Etsy, Inc. (ETSY) closed at USD 90.82 on Thursday, October 22, 2026, up 4.12% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 90.82; the Oct 22, 2026 session ranged USD 86.06–91.06 on volume of 3,190,374 shares. Market capitalization is —, with a 52-week range of USD 44–91.06 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ETSY.md
Key facts (ETSY)
- Last four reported quarters (through Jun 30, 2026): revenue $2.86B, net income $209M (7.3% margin), free cash flow $649M (SEC filings).
- Valuation: P/E 39.8x (avg 34.0x at the last 3 fiscal year-ends), EV/EBITDA 18.3x, net debt $1.86B.
- 1 of 80 tracked superinvestors hold ETSY (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Total return with dividends: 1Y +22.9% vs S&P 500 +14.9%; 5Y -62.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 0.74, revenue estimate $668M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ETSY)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.33B | $2.57B | $2.75B | $2.81B | $2.88B | $2.86B |
| Gross profit | $1.67B | $1.82B | $1.92B | $2.03B | $2.07B | — |
| Operating income | $466M | -$659M | $280M | $380M | $266M | $457M |
| Net income | $494M | -$694M | $308M | $303M | $163M | $209M |
| EPS (diluted) | $3.40 | -$5.48 | $2.24 | $2.35 | $1.39 | — |
| Free cash flow | $640M | $673M | $693M | $738M | $678M | $649M |
| Gross margin | 71.9% | 71.0% | 69.8% | 72.4% | 71.6% | — |
| Operating margin | 20.0% | -25.7% | 10.2% | 13.5% | 9.2% | 16.0% |
| Net margin | 21.2% | -27.1% | 11.2% | 10.8% | 5.7% | 7.3% |
| Revenue growth | +35.0% | +10.2% | +7.1% | +2.2% | +2.7% | — |
| Cash + short-term investments | $985M | $1.17B | $1.15B | $1.04B | $1.58B | — |
| Total debt | $2.28B | $2.28B | $2.28B | $2.29B | $2.98B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ETSY)
P/E 39.8x · P/S 2.9x · EV/EBITDA 18.3x · EV/Sales 3.6x · P/FCF 12.8x · FCF yield 7.79% · Earnings yield 2.51% · Buyback yield (TTM) 7.77% · Net debt $1.86B · EV $10.2B
P/E at fiscal year-ends: Dec 2025 42.2x, Dec 2024 23.0x, Dec 2023 36.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (ETSY)
1 of 80 tracked investors hold ETSY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | <0.01% | $224K | New position |
Analysts (ETSY)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-18 | BTIG | Upgrade | Neutral → Buy | $90 |
| 2026-09-15 | Oppenheimer | Upgrade | Perform → Outperform | $90 |
| 2026-09-08 | Argus Research | Target raised | Buy | $67 → $89 |
| 2026-08-20 | Rosenblatt | Initiated | Buy | $95 |
| 2026-08-20 | B of A Securities | Upgrade | Neutral → Buy | $88 → $105 |
| 2026-08-10 | B. Riley Securities | Target raised | Neutral | $75 → $82 |
| 2026-08-07 | UBS | Target raised | Neutral | $74 → $86 |
| 2026-08-07 | Citigroup | Target raised | Neutral | $60 → $92 |
| 2026-08-07 | Guggenheim | Target raised | Buy | $85 → $95 |
| 2026-08-07 | Piper Sandler | Target raised | Neutral | $70 → $80 |
| 2026-08-07 | Wells Fargo | Target raised | Underweight | $61 → $76 |
| 2026-08-07 | Evercore ISI Group | Target raised | In-Line | $72 → $83 |
Total return (dividends reinvested) (ETSY)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +22.9% | -62.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +23.0% | -17.7% |
| Volatility (annualized) | 50.7% | 53.1% |
| Max drawdown | -41.7% (Oct 2025→Feb 2026) | -85.2% (Nov 2021→Apr 2025) |
ETSY revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Marketplace revenue | $456.1M | 68.2% | +4.8% |
| Services revenue | $212.2M | 31.8% | +9.3% |
| Total revenue | $668.3M | 100% | — |
ETSY revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $315.9M | 47.3% | +2.2% |
| All Other | $289.0M | 43.2% | +13.0% |
| United Kingdom | $63.4M | 9.5% | -1.1% |
| Total revenue | $668.3M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ETSY suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Alphabet (Google) (GOOGL) | “We rely on Google Cloud for a substantial portion of the computing, storage, data processing, networking, and other services for the Etsy Marketplace.” |
| Customer | Depop | “Innovative Technology - our engineering and product development organizations drive customer experiences: The engineering and product teams of both Etsy and Depop design, build, and maintain the platforms that enable millions of buyers and sellers to transact across geographies, languages, and devices.” |
| Partner | Nest | “Through our partnership with Nest, Inc., we continue to develop resources that make it easier for sellers and artisans in the U.S. to access climate-related disaster information and funding.” |
Quoted from the company's 10-K filed Feb 19, 2026.
ETSY company outlook (results filed Aug 5, 2026)
- “Full-Year Outlook for Continuing Operations With the sale of Depop, which has been classified as discontinued operations beginning in the first quarter of 2026, our outlook pertains to continuing operations only, or the Etsy marketplace.”
Quoted word-for-word from the SEC 8-K results press release.
ETSY analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.74 | $0.77 | -3.4% | $668.2M | 24 |
| Next quarter (ends Dec 2026) | $1.37 | $1.30 | +5.6% | $881.4M | 22 |
| Current fiscal year (ends Dec 2026) | $3.38 | $3.54 | -4.6% | $2.85B | 27 |
| Next fiscal year (ends Dec 2027) | $4.53 | $4.06 | +11.4% | $2.98B | 27 |
Key Statistics (as of October 23, 2026 at 09:21 UTC)
| Price | USD 90.82 |
|---|---|
| Change | ▲ 4.12% (up) |
| Previous Close | USD 90.82 |
| Open | USD 90.82 |
| Day Range | USD 86.06 – 91.06 |
| 52-Week Range | USD 44 – 91.06 |
| Volume | 3,190,374 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (ETSY)
Nexqual's technical model rates ETSY "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:21 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 72.41 (overbought) |
| vs SMA50 | Above (USD 77.7) |
| MACD | 3.65 (positive) |
Earnings (ETSY)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 1.3 |
| Revenue Estimate | $668.24M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.36 vs est 0.73 ▼ miss |
| 2026-03-31 | USD 0.6 vs est 0.62 ▼ miss |
| 2025-12-31 | USD 0.92 vs est 0.85 ▲ beat |
| 2025-09-30 | USD 0.63 vs est 0.52 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Financials & Fundamentals (ETSY)
| Total Revenue | $2.94B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +6.20% |
| Gross Margin | +71.40% |
| Operating Margin | +18.74% |
| Profit Margin | +7.11% |
| Current Ratio | 1.48 |
| Total Cash | $1.12B |
| Total Debt | $3.08B |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Ownership (ETSY)
| Insider Ownership | +1.38% |
|---|---|
| Institutional Ownership | +125.61% |
| Shares Outstanding | 91.78M |
| Float | 79.47M |
| Short % of Float | +16.72% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
From Etsy, Inc.'s Latest SEC 10-K Filing (filed 2026-02-19)
Key Strengths & Strategy (as disclosed to the SEC)
- For example, our $30 million Impact Investment Fund makes investments or provides loans to initiatives that are aligned with our Impact strategy, and, in 2025, Etsy made approximately $3.4 million in philanthropic donations to community-based organizations doing work that supports our Impact goals.
- In 2025, we sourced renewable energy for the electricity we measured or calculated to power our offices and employees working from home, as well as Etsy marketplace's computing load in Google Cloud.
- We also invested $3 million from our Impact Investment Fund in Hope Enterprise Corporation, a commercial loan fund that provides affordable lending services to local communities, organizations, and small business owners across the Southern United States.
- We see lasting value in businesses that balance people, planet, and profit, and we strive to align our growth strategy with this principle—using our platform to foster entrepreneurship and sustainable economic impact.
Partnerships
- Through our partnership with Nest, Inc., we continue to develop resources that make it easier for sellers and artisans in the U.S. to access climate-related disaster information and funding.
- In 2025, we continued our partnership with Nest to create educational videos for Etsy sellers who engage with production partners.
Legal & Regulatory Risks (Item 1A, quoted)
- Failure to deal effectively with fraud or other illegal activity could harm our business.
- Our brands may be harmed if third parties or members of our communities use or attempt to use our marketplaces as part of their illegal or unethical business practices.
- We are regularly involved in litigation, arbitration, and regulatory matters that are expensive and time-consuming and that may require changes to our strategy, the features of our platforms, and/or how our business operates.
- Privacy, data protection, information security, and AI regulations are complex and rapidly evolving areas that have and may adversely affect our and our sellers' business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| CHWY | Chewy, Inc. | USD 22.33 | ▲ 4.69% |
| GLBE | Global-E Online Ltd. | USD 41.33 | ▲ 0.46% |
| VIPS | Vipshop Holdings Limited | USD 12.77 | ▲ 1.43% |
| CART | Maplebear Inc. | USD 51.68 | ▲ 2.72% |
| W | Wayfair Inc. | USD 113.49 | ▲ 0.16% |
| PTRN | Pattern Group Inc. - Series A | USD 16.53 | ▼ 5.27% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:21 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt