Etsy Inc. (ETSY)
Etsy Shorts Vs. Reality: Q1 2026 Results Show Who Is Really Winning The Argument
Etsy demonstrated resilience in Q1 2026, with notable improvements across several key performance indicators. Despite a 5.98% YoY revenue decline to $612.2M, ETSY delivered $1.18 EPS, surpassing analyst expectations. Gross merchandise sales improved by 3-5% quarter-over-quarter, countering concerns about marketplace decline and discretionary spending pullback.
Etsy, Inc.: GMS And Inventory-Free Model Makes Us Re-Evaluate
Etsy demonstrates resilient operating leverage, with a 2025 turnaround from -6.5% to +0.9% YoY GMS growth by Q3. ETSY's asset-light model and rising take-rate (24.9% in Q3 2025) drive high-margin incremental EBITDA, with scenario modeling projecting 35.4%–39% margins by 2027. Share buybacks and disciplined capital allocation support shareholder returns, but aggressive fee hikes risk seller churn and platform erosion.
Etsy Taught AI to Find the Unfindable
Picture a flea market the size of a small country. Every stall is run by a different person.
Despite Previous Integration Failure, Etsy Launches Its App in ChatGPT
Etsy's current foray into ChatGPT may be less about making money and more about learning how to develop its own AI tools.
Etsy Pilots Conversational AI to Ignite Marketplace Sales
Etsy is working to offer conversational search both in OpenAI's ChatGPT and on its own platform. The company said in a Tuesday (May 5) blog post that the Etsy app in ChatGPT is now live in beta and that it is testing a beta conversational search experience on Etsy.
Etsy Marketplace Is Showing Signs Of Life (Upgrade)
Etsy is upgraded to a "Buy" as core marketplace sales accelerate and profit margins improve despite a challenging macro environment. Divestitures of Depop and Reverb signal a strategic return to Etsy's artisan-focused roots, enhancing operational focus and cost efficiency. Opex efficiencies are materializing, with general and administrative costs declining as a percentage of revenue, supporting healthier margins.
What Makes Etsy (ETSY) a Strong Momentum Stock: Buy Now?
Does Etsy (ETSY) have what it takes to be a top stock pick for momentum investors? Let's find out.
Is Etsy (ETSY) Stock Outpacing Its Retail-Wholesale Peers This Year?
Here is how Etsy (ETSY) and PC Connection (CNXN) have performed compared to their sector so far this year.
Etsy, Amazon, eBay, and Shopify in April: Why E-Commerce Stocks Diverged So Dramatically
April 2026 produced a striking four-way split across U.S. e-commerce stocks despite a shared consumer backdrop.
ETSY Q1 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
ETSY delivers strong Q1 results, topping earnings and revenue estimates as advertising and services drive growth and margins improve.
Why Etsy (ETSY) is a Top Momentum Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Etsy Bets on AI to Attract the Shoppers It's Been Losing
Artificial intelligence (AI) is changing how people shop. On Etsy, it's changing how they discover.
