Dec 30, 2025 • FinancialContent
NEUTRAL
The Artisan’s Dilemma: Etsy Faces a Critical 2026 Pivot Amid Tariff Turmoil and Leadership Shuffles
Etsy (NASDAQ: ETSY) is at a critical juncture as 2025 ends, dealing with stagnant buyer growth, leadership changes with Kruti Patel Goyal taking over as CEO, and the impact of suspended de minimis tariff exemptions. The company is leaning on its "anti-Temu" branding, AI-driven gifting tools, and solidifying its financial position with share buybacks to navigate increased competition and rising costs for its sellers. Etsy's ability to revitalize its brand and grow its user base amidst macroeconomic headwinds will determine its future as a top-tier e-commerce player.
Dec 30, 2025 • Fortune Herald
BULLISH
Depop Parent Company Etsy Is Reshaping Vintage Fashion for Gen Z
Etsy's acquisition of Depop in 2021 for $1.62 billion proved to be a strategic move, allowing Etsy to tap into the Gen Z resale fashion market. Instead of integrating Depop fully, Etsy maintained a detached stance, providing resources while preserving Depop's distinct identity and community-driven culture. This approach has enabled Depop to grow sustainably, appealing to a younger demographic interested in circular fashion and authentic self-expression.
Dec 29, 2025 • AD HOC NEWS
NEUTRAL
Etsy Inc. stock: Cautious optimism returns as Wall Street re?rates the handmade marketplace
Etsy Inc. stock is stabilizing after a turbulent quarter, with investors now evaluating cost cuts against a still-challenging e-commerce environment. The company's future stock performance depends on execution, pricing strategy, and continued buyer engagement in its unique marketplace. Wall Street's sentiment has shifted from skepticism to cautious optimism, with some analysts seeing moderate upside if Etsy can deliver on efficiency and renewed demand.
Dec 27, 2025 • MarketBeat
NEUTRAL
Pacer Advisors Inc. Has $31.99 Million Position in Etsy, Inc. $ETSY
Pacer Advisors Inc. significantly reduced its stake in Etsy, Inc. by 52.5% in the third quarter, now owning 481,897 shares valued at $31.99 million. Despite this, other institutional investors have increased their holdings, and Etsy's board approved a $750 million share repurchase program. The company recently beat Q3 earnings estimates with $0.63 EPS and $678.03 million in revenue, although revenue growth was modest at 2.4% year-over-year.
Dec 24, 2025 • MarketBeat
NEUTRAL
DAVENPORT & Co LLC Cuts Stake in Etsy, Inc. $ETSY
DAVENPORT & Co LLC significantly reduced its stake in Etsy, Inc. by 23.5% in Q3 2025, selling over 240,000 shares. This move aligns with a trend of insider selling, including by Etsy's CEO and CAO, suggesting internal perspectives on the company's valuation. Despite these sales, Etsy's board authorized a $750 million share buyback program, indicating confidence in the stock's undervaluation.
Dec 23, 2025 • Sahm
NEUTRAL
Is Etsy’s Nearly US$1 Billion Buyback And Board Shift Reframing Its Investment Case (ETSY)?
Etsy recently announced a new US$750 million share repurchase authorization, bringing its total approved buyback capacity to nearly US$1 billion, and a planned CEO transition with a new Lead Independent Director in January 2026. This move emphasizes capital return and governance while the company faces slowing gross merchandise sales and buyer engagement. The substantial buyback capacity is expected to support per-share metrics, but the long-term success hinges on reigniting buyer growth and stabilizing GMS through product innovation and AI.