Cantor Fitzgerald Lowers Etsy (NASDAQ:ETSY) Price Target to $51.00

Etsy (NASDAQ:ETSY) had its price objective decreased by equities researchers at Cantor Fitzgerald from $55.00 to $51.00 in a report released on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the specialty retailer’s stock. Cantor Fitzgerald’s target price indicates a potential upside of 5.69% from the stock’s previous close.

ETSY has been the subject of several other research reports. Jefferies Financial Group dropped their price target on shares of Etsy from $62.00 to $55.00 and set a “hold” rating for the company in a research note on Thursday, February 12th. BNP Paribas Exane initiated coverage on Etsy in a report on Monday, November 24th. They issued a “neutral” rating for the company. Citigroup reissued a “buy” rating on shares of Etsy in a research note on Tuesday, December 30th. Stifel Nicolaus reduced their price target on Etsy from $65.00 to $62.00 and set a “hold” rating on the stock in a research report on Tuesday, January 27th. Finally, Wedbush lowered their price objective on Etsy from $72.00 to $66.00 and set a “neutral” rating for the company in a research report on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eighteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Etsy has a consensus rating of “Hold” and an average price target of $61.36.

Etsy Stock Performance

NASDAQ ETSY opened at $48.25 on Friday. The firm has a market cap of $4.76 billion, a price-to-earnings ratio of 38.91, a PEG ratio of 10.65 and a beta of 1.77. The firm has a 50 day simple moving average of $55.66 and a 200-day simple moving average of $59.49. Etsy has a one year low of $40.05 and a one year high of $76.51.

Etsy declared that its board has initiated a stock buyback program on Thursday, December 18th that allows the company to buyback $750.00 million in shares. This buyback authorization allows the specialty retailer to purchase up to 14.2% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its stock is undervalued.

Insider Transactions at Etsy

In other news, insider Josh Silverman sold 86,666 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $57.46, for a total transaction of $4,979,828.36. Following the sale, the insider owned 90,661 shares of the company’s stock, valued at approximately $5,209,381.06. This trade represents a 48.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Merilee Buckley sold 5,636 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $58.45, for a total value of $329,424.20. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 135,934 shares of company stock worth $7,661,068. Company insiders own 2.80% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Heritage Wealth Advisors lifted its position in Etsy by 476.5% in the second quarter. Heritage Wealth Advisors now owns 490 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 405 shares during the last quarter. EFG International AG acquired a new stake in shares of Etsy during the fourth quarter worth about $33,000. Elevation Point Wealth Partners LLC purchased a new stake in shares of Etsy in the 2nd quarter valued at about $35,000. Employees Retirement System of Texas acquired a new stake in shares of Etsy in the 2nd quarter valued at about $47,000. Finally, SJS Investment Consulting Inc. grew its stake in Etsy by 12,600.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 762 shares of the specialty retailer’s stock worth $51,000 after buying an additional 756 shares during the last quarter. 99.53% of the stock is owned by hedge funds and other institutional investors.

Etsy News Summary

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Etsy agreed to sell Depop to eBay for $1.2 billion in cash — the deal provides >$1B in liquidity, reduces exposure to a cash‑consuming non‑core business, and was the primary reason shares jumped. Forbes: Ebay Goes Long On Fashion Resale
• Positive Sentiment: Q4 results beat EPS estimates (reported $0.92 vs. ~$0.87 consensus) and the marketplace returned to slight year‑over‑year GMS growth — signs management can stabilize core metrics. PR Newswire: Etsy Q4 and FY2025 Results
• Positive Sentiment: Management’s refocus (capital and execution) on AI and mobile engagement to restart buyer growth is being highlighted as the strategic plan post‑Depop, which could drive longer‑term GMV and monetization gains. PYMNTS: Etsy Sells Depop, Pushes AI and Mobile
• Neutral Sentiment: Needham cut its price target from $76 to $65 but kept a Buy rating — the revised target signals tempered upside expectations while still suggesting material upside vs. current levels. Benzinga: Needham Lowers Target
• Neutral Sentiment: UBS maintained a Hold rating and lowered its target to $53, reflecting a valuation reset tied to modest near‑term GMS growth despite the cash infusion. TipRanks/UBS: Hold Rating
• Negative Sentiment: Coverage noted Etsy sold Depop at a markdown versus what it previously paid, meaning the divestiture is being recognized as a loss on the investment even if it improves near‑term cash and profitability. The Information: Depop Sale at a Loss
• Negative Sentiment: Despite the EPS beat, revenue roughly matched/trimmed expectations and the company reported lower profits in Q4; some analysts caution demand pressures persist — a reason for caution on sustained momentum. WSJ: Lower Profit Despite Higher Revenue
• Negative Sentiment: Insider activity: a director sold 300 shares recently — a small disclosure but sometimes read negatively by investors. SEC Form 4

About Etsy

Etsy, Inc (NASDAQ: ETSY) operates a global e-commerce marketplace focused on handmade, vintage and unique goods. The platform connects individual artisans, small businesses and collectors with buyers seeking one-of-a-kind items, ranging from handcrafted jewelry and clothing to home décor and art supplies. Etsy’s revenue is primarily generated through listing fees, transaction fees on sales and optional seller services such as advertising and shipping labels.

Founded in 2005 and headquartered in Brooklyn, New York, Etsy has cultivated a community-driven ethos, encouraging sustainable practices and personal entrepreneurship.