
Etsy (ETSY) Stock Forecast & Price Target
Etsy (ETSY) Analyst Ratings
Bulls say
Etsy is well-positioned for sustained positive growth with its core marketplace seeing an uptick in active customers for the first time since 4Q 2023 and an 11% growth in app GMS while maintaining a take rate of 25.7% during Q1 of 2026. The sale of Depop for $1.2B in cash should help the management narrow focus and double down on Etsy's core growth plans, making the stock an attractive opportunity with a BUY rating and a raised price target to $85.
Bears say
Etsy is facing significant challenges, including competition from other e-commerce platforms, increasing inflation and economic uncertainty affecting demand, and difficulties in acquiring and retaining customers in a cost-efficient manner. While efforts to drive personalization and loyalty may help boost sales, there are concerns about the sustainability of their efforts to increase average order values with factors such as FX tailwinds and seller price increases. The company's current outlook for the second quarter and full year of 2026 suggests modest growth in gross merchandise sales, and maintaining operating margins, but it remains to be seen if they can effectively execute their growth initiatives.
This aggregate rating is based on analysts' research of Etsy and is not a guaranteed prediction by Public.com or investment advice.
Etsy (ETSY) Analyst Forecast & Price Prediction
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