Etsy's revenue growth has decelerated to -0.6% year-over-year in 2026Q2, signaling intensifying competitive pressure and potential structural stagnation. While gross margins remain resilient at 72.4%, operating margin compression to 18.7% and rising SG&A costs...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to -0.6% year-over-year in 2026Q2, while gross margin remained robust at 72.4%, but operating margin compressed to 18.7% due to rising SG&A and R&D costs.
Etsy operates a global online marketplace for unique, handmade, and vintage items, attracting a diverse buyer and seller base.
TickerTrends Research has published a bullish thesis on Etsy, highlighting potential upside in the stock.
Despite bearish concerns, Etsy's stock price has appreciated by approximately 5.69%, indicating positive market sentiment.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.98+31.2% vs $0.75 | $668M+3.4% vs $646M |
Q2 2026 Apr 29, 2026 | $0.89+43.5% vs $0.62 | $631M+1.6% vs $621M |
Q1 2026 Feb 19, 2026 | $0.92+4.5% vs $0.88 | $882M-0.3% vs $884M |
Q4 2025 Oct 29, 2025 | $0.63+21.2% vs $0.52 | $678M-23.3% vs $884M |
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Here is how Etsy (ETSY) and El Pollo Loco Holdings (LOCO) have performed compared to their sector so far this year.
Etsy stock rose by over 3% on Tuesday as analysts started turning bullish on the company. It rose to $76.45, up by nearly 10% from its lowest level this month.
Stock futures are rangebound as the 10-year Treasury yield surges to its highest level since 2007
Benchmark ETSY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Etsy, Inc. (ETSY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $75.14 | $7.13B | 54.06 | 2.68% | 5.65% | — | — | |
| $109.28 | $48.52B | 25.18 | 7.95% | 18.5% | 48.28% | — | |
| $9.90 | $1.19B | -14.14 | 15.38% | -10.82% | — | — | |
| $254.98 | $2.74T | 35.56 | 12.38% | 17.44% | 30.5% | — | |
| $147.74 | $191.72B | 157.17 | 30.14% | 14.53% | 15.06% | — | |
| $80.09 | $4.2B | 91.01 | 13.2% | -8.19% | — | — |
Etsy, Inc. (ETSY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Etsy, Inc. (ETSY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 30, 2026·SEC
Jul 16, 2026·SEC
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Etsy, Inc. (ETSY) stock FAQ — growth, dividends, profitability & financials explained
Etsy, Inc. (ETSY) reported $2.86B in revenue for fiscal year 2025. This represents a 3733% increase from $74.6M in 2012.
Etsy, Inc. (ETSY) grew revenue by 2.7% over the past year. Growth has been modest.
Yes, Etsy, Inc. (ETSY) is profitable, generating $209.5M in net income for fiscal year 2025 (5.7% net margin).
Etsy, Inc. (ETSY) generated $616.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
