Etsy (ETSY)
Connects buyers with creative entrepreneurs through Etsy.com's marketplace for unique and creative goods.
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Operates Etsy.com, a two-sided marketplace for unique and creative goods from creative entrepreneurs. Seller-made or curated inventory, seller tools, and buyer-seller connection underpin the marketplace, while Reverb's divestiture and the pending Depop sale refocus the business on Etsy.
Operates Etsy.com, a two-sided marketplace that connects buyers seeking unique and creative goods with creative entrepreneurs. Its differentiation rests on seller-made or curated inventory, tools for sellers, and direct buyer-seller connection; it does not mean every listing is handmade.
Once a house of brands, the company divested Reverb and still owns Depop, whose sale to eBay is pending. That sequence puts the focus back on the Etsy marketplace.
Marketplace performance remains tied to its ability to gain share versus broader e-commerce while discretionary spending and macroeconomic conditions pressure GMS. The company frames its operating identity around the “Keep Commerce Human” mission.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 18, 2026 | GLJ Research | Downgrade | Rating: — | |
| Sep 18, 2026 | Citigroup | Initiate | Rating: — | |
| Sep 18, 2026 | Seaport Global | Initiate | Rating: — | |
| Sep 18, 2026 | Morgan Stanley | Downgrade | ||
| Sep 18, 2026 | Wolfe Research | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.12B · Total debt $3.08B · Total assets $2.44B · Shareholders' equity −$1.40B
- Revenue
- $668.3M
- Operating income
- $125.3M
- Net income
- −$46.4M
No dividends on record.
| Institutions | 119.37% | 109.56M shares | |
|---|---|---|---|
| 602 holders · as of Jun 30, 2026 | |||
| Insiders | 1.41% | 1.29M shares | |
| 21 holders · as of Sep 3, 2026 | |||
| Adds to | 120.78% | ||
91.78M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 120.78%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.75% | 12.62M | as of Jun 30, 2026 |
Renaissance Technologies LLCInstitution | 6.53% | 5.99M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.06% | 5.56M | as of Jun 30, 2026 |
Elliott Investment Management L.P.Institution | 5.45% | 5.00M | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 4.67% | 4.29M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 3, 2026 | Josh Silverman | director, other: Executive Chair of the Board | −1,671 | $84.00 |
| Sep 1, 2026 | Josh Silverman | director, other: Executive Chair of the Board | −11,696 | $81.85 |
| Sep 1, 2026 | Frederick R. Wilson | director | −20,000 | $81.86 |
| Sep 3, 2026 | Richard Edward III Colburn | officer: Chief Product & Tech Officer | −2,913 | $82.11 |
| Aug 26, 2026 | Charles Andrew Ballard | director | −4,500 | $81.85 |
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