Etsy (ETSY) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: A clear single-day catalyst is not obvious, so the move appears tied to investors continuing to reward Etsy’s improved 2026 outlook and better marketplace trends shown in its most recent quarterly update. This could also be because the stock has relatively high short interest, which can amplify upside when sentiment turns more positive.
Details:
In its latest quarterly update, Etsy said first-quarter 2026 marketplace gross merchandise sales grew 5.5% year over year to about $2.5 billion, showing a meaningful improvement in core marketplace demand.Management guided for second-quarter marketplace gross merchandise sales of about $2.48 billion to $2.53 billion, or roughly 3% to 5% year-over-year growth, and said it expects Etsy marketplace sales to grow in each quarter of 2026.Etsy also said full-year marketplace gross merchandise sales should rise in the low-single-digit range, an improved view versus earlier commentary, while maintaining its adjusted EBITDA margin outlook.Short interest has remained elevated at roughly 14.7 million shares, or close to 16% of the float in mid-June, which could have made the shares more reactive to buying pressure even without fresh company-specific news.Sources:
Etsy Investor Relations, SEC, MarketBeat, AP News
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ETSY Insider Trading Activity
$ETSY insiders have traded $ETSY stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $ETSY stock by insiders over the last 6 months:
- JOSH SILVERMAN has made 0 purchases and 15 sales selling 559,952 shares for an estimated $39,191,951.
- FREDERICK R WILSON has made 0 purchases and 7 sales selling 40,000 shares for an estimated $2,720,529.
- CHARLES BAKER (Chief Financial Officer) has made 0 purchases and 4 sales selling 9,668 shares for an estimated $539,713.
- RICHARD EDWARD III COLBURN (Chief Product & Tech Officer) has made 0 purchases and 2 sales selling 7,276 shares for an estimated $440,669.
- MELISSA REIFF sold 3,544 shares for an estimated $265,800
- MERILEE BUCKLEY (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 6 sales selling 2,874 shares for an estimated $171,850.
- MARLA J BLOW has made 0 purchases and 2 sales selling 300 shares for an estimated $13,405.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$ETSY Hedge Fund Activity
We have seen 203 institutional investors add shares of $ETSY stock to their portfolio, and 234 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- IMPACTIVE CAPITAL LP removed 3,042,874 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $149,983,259
- BALYASNY ASSET MANAGEMENT L.P. added 2,437,473 shares (+114.9%) to their portfolio in Q1 2026, for an estimated $120,143,044
- AQR CAPITAL MANAGEMENT LLC removed 1,482,724 shares (-36.1%) from their portfolio in Q1 2026, for an estimated $73,083,465
- POINT72 ASSET MANAGEMENT, L.P. removed 1,457,386 shares (-53.5%) from their portfolio in Q1 2026, for an estimated $71,834,555
- SG AMERICAS SECURITIES, LLC added 1,335,071 shares (+823.6%) to their portfolio in Q1 2026, for an estimated $65,805,649
- DEUTSCHE BANK AG\ removed 1,324,023 shares (-96.1%) from their portfolio in Q1 2026, for an estimated $65,261,093
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,112,520 shares (+51.4%) to their portfolio in Q1 2026, for an estimated $54,836,110
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ETSY Analyst Ratings
Wall Street analysts have issued reports on $ETSY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 04/30/2026
- Barclays issued a "Overweight" rating on 04/30/2026
- Wells Fargo issued a "Underweight" rating on 04/30/2026
- BTIG issued a "Buy" rating on 04/29/2026
- Needham issued a "Buy" rating on 02/20/2026
To track analyst ratings and price targets for $ETSY, check out Quiver Quantitative's $ETSY forecast page.
$ETSY Price Targets
Multiple analysts have issued price targets for $ETSY recently. We have seen 18 analysts offer price targets for $ETSY in the last 6 months, with a median target of $73.0.
Here are some recent targets:
- Bryan Smilek from JP Morgan set a target price of $78.0 on 06/12/2026
- Curtis Nagle from B of A Securities set a target price of $75.0 on 05/28/2026
- Taylor Conrad from Argus Research set a target price of $67.0 on 05/21/2026
- Youssef Squali from Truist Securities set a target price of $85.0 on 04/30/2026
- Bernie McTernan from Needham set a target price of $85.0 on 04/30/2026
- Steven Forbes from Guggenheim set a target price of $85.0 on 04/30/2026
- Trevor Young from Barclays set a target price of $82.0 on 04/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Etsy Shares Rise as Investors Appear to Build on Stronger 2026 Marketplace Outlook
Etsy (ETSY) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: A clear single-day catalyst is not obvious, so the move appears tied to investors continuing to reward Etsy’s improved 2026 outlook and better marketplace trends shown in its most recent quarterly update. This could also be because the stock has relatively high short interest, which can amplify upside when sentiment turns more positive.
Details:
Sources:
Etsy Investor Relations, SEC, MarketBeat, AP News
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ETSY Insider Trading Activity
$ETSY insiders have traded $ETSY stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $ETSY stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ETSY Hedge Fund Activity
We have seen 203 institutional investors add shares of $ETSY stock to their portfolio, and 234 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ETSY Analyst Ratings
Wall Street analysts have issued reports on $ETSY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $ETSY, check out Quiver Quantitative's $ETSY forecast page.
$ETSY Price Targets
Multiple analysts have issued price targets for $ETSY recently. We have seen 18 analysts offer price targets for $ETSY in the last 6 months, with a median target of $73.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »