Barclays Increases Etsy (NYSE:ETSY) Price Target to $82.00

Etsy (NYSE:ETSY) had its price target raised by research analysts at Barclays from $72.00 to $82.00 in a research report issued on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Barclays‘s target price indicates a potential upside of 29.84% from the stock’s previous close.

Other equities research analysts also recently issued research reports about the company. Raymond James Financial restated an “outperform” rating and issued a $75.00 target price on shares of Etsy in a research report on Thursday, April 23rd. Stifel Nicolaus reduced their target price on Etsy from $62.00 to $55.00 and set a “hold” rating on the stock in a research report on Friday, February 20th. Needham & Company LLC lifted their target price on Etsy from $65.00 to $85.00 and gave the company a “buy” rating in a research report on Thursday. Jefferies Financial Group reduced their target price on Etsy from $62.00 to $55.00 and set a “hold” rating on the stock in a research report on Thursday, February 12th. Finally, Morgan Stanley set a $64.00 target price on Etsy in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, nineteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Etsy has a consensus rating of “Hold” and an average price target of $70.09.

Etsy Stock Performance

Shares of Etsy stock opened at $63.16 on Thursday. Etsy has a one year low of $42.97 and a one year high of $76.51. The stock has a market capitalization of $5.99 billion, a P/E ratio of 26.32, a price-to-earnings-growth ratio of 9.65 and a beta of 1.77. The stock’s 50 day moving average is $55.48.

Etsy (NYSE:ETSY) last posted its earnings results on Thursday, February 19th. The company reported $0.92 EPS for the quarter, beating analysts’ consensus estimates of $0.88 by $0.04. Etsy had a negative return on equity of 28.60% and a net margin of 9.94%.The company had revenue of $881.64 million for the quarter. Equities analysts predict that Etsy will post 3.16 EPS for the current fiscal year.

Insider Activity

In other news, CAO Merilee Buckley sold 1,993 shares of Etsy stock in a transaction on Monday, April 6th. The stock was sold at an average price of $52.92, for a total value of $105,469.56. Following the completion of the sale, the chief accounting officer directly owned 809 shares of the company’s stock, valued at approximately $42,812.28. The trade was a 71.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Josh Silverman sold 36,443 shares of Etsy stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $69.00, for a total value of $2,514,567.00. Following the completion of the sale, the insider directly owned 130,694 shares of the company’s stock, valued at $9,017,886. The trade was a 21.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 205,079 shares of company stock valued at $12,768,270. 2.80% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Etsy

A number of institutional investors have recently modified their holdings of ETSY. Lone Pine Capital LLC acquired a new stake in shares of Etsy in the third quarter valued at $257,614,000. SG Americas Securities LLC grew its stake in shares of Etsy by 717.7% in the first quarter. SG Americas Securities LLC now owns 1,497,174 shares of the company’s stock valued at $74,829,000 after buying an additional 1,314,071 shares in the last quarter. AQR Capital Management LLC grew its stake in shares of Etsy by 40.1% in the fourth quarter. AQR Capital Management LLC now owns 4,111,639 shares of the company’s stock valued at $227,785,000 after buying an additional 1,177,301 shares in the last quarter. Allianz Asset Management GmbH grew its stake in shares of Etsy by 1,648.1% in the third quarter. Allianz Asset Management GmbH now owns 706,679 shares of the company’s stock valued at $46,916,000 after buying an additional 666,253 shares in the last quarter. Finally, Norges Bank acquired a new position in Etsy during the 4th quarter worth $33,903,000. 99.53% of the stock is owned by institutional investors and hedge funds.

Etsy News Roundup

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Q1 results beat estimates: revenue and EPS topped forecasts; Etsy reported mid-single-digit GMS growth and its first buyer growth in two years, signaling improving marketplace momentum. ETSY Q1 Earnings & Revenues Surpass Estimates
• Positive Sentiment: Gross merchandise sales (GMS) +5.5% in Q1 and improving revenue mix as advertising/services drive growth and margins — key fundamentals investors reward. Etsy marketplace GMS rises 5.5% in first quarter
• Positive Sentiment: Several brokers raised price targets and issued buy/overweight calls (Needham to $85 buy; Canaccord to $80 buy; Barclays to $82 overweight; Truist to $85 buy), providing bullish analyst support. Broker Price Target Actions
• Neutral Sentiment: Management commentary and coverage note a “cautious recovery” from the earnings call — positive operational signs but management is measured on cadence of improvement. Earnings Call Highlights
• Neutral Sentiment: Product/marketplace stories emphasize a platform rebuild and trend-tailwinds (nostalgia/bold design) that may support long-term engagement but are execution-dependent. Marketplace Rebuild Paying Off
• Neutral Sentiment: Press pieces highlight AI/SEO algorithm changes that create urgency for sellers — mixed near-term impact (implementation frictions vs. longer-term search improvements). AI SEO Urgency for Sellers
• Negative Sentiment: Insider sale: former CEO Josh Silverman sold ~36,443 shares under a 10b5?1 plan, reducing his stake by ~21.8% — often interpreted by markets as a near-term negative signal despite pre-arrangement. SEC Form 4
• Negative Sentiment: B. Riley downgraded ETSY from buy to neutral (PT $75) and Wells Fargo remains underweight despite a raised target — mixed-to-cautious analyst views could cap upside in the near term. B. Riley Downgrade
• Negative Sentiment: Morgan Stanley flagged sustainability questions even as growth returns — ESG scrutiny can pressure multiples and investor sentiment. Sustainability Questions

About Etsy

Etsy, Inc operates two-sided online marketplaces that connect buyers and sellers primarily in the United States, the United Kingdom, Germany, Canada, Australia, France, and India. Its primary marketplace is Etsy.com that connects artisans and entrepreneurs with various consumers. The company also offers Reverb, a musical instrument marketplace; Depop, a fashion resale marketplace; and Elo7, a Brazil-based marketplace for handmade and unique items. In addition, it offers various seller services, including Etsy Payments, a payment processing service; Etsy Ads, an advertising platform; and Shipping Labels, which allows sellers in the United States, Canada, the United Kingdom, Australia, and India to purchase discounted shipping labels.