Etsy (ETSY) News Today

Shares of Etsy, Inc. (NASDAQ:ETSY) have seen mixed reactions as investors weigh a bullish research thesis against neutral analyst moves and several negative catalysts, including insider selling and earnings estimate cuts.

• Positive Sentiment: Bull case thesis from TickerTrends Research highlights ETSY’s turning corner, attractive forward P/E of 16.18, and potential upside. Etsy, Inc. (ETSY): A Bull Case Theory
• Neutral Sentiment: Arete raised its rating from “sell” to “neutral” with a $54 price target, implying limited near-term upside. Briefing.com Automated Import
• Neutral Sentiment: MarketBeat reports a consensus “Hold” rating from 28 brokerages covering ETSY, signaling balanced views. Etsy, Inc. (NASDAQ:ETSY) Receives Consensus Rating of "Hold" from Brokerages
• Neutral Sentiment: Lifestyle pieces on Etsy gift ideas and seller resources boost brand visibility but lack direct financial catalysts. Shop Unique Etsy Gifts Instead of Basic Presents The Etsy Starter Checklist That Will Jumpstart Your Side Hustle
• Negative Sentiment: Top executives and directors have sold stakes—CEO Josh Silverman (21,666 shares), CAO Merilee Buckley (5,817 shares) and director Nicholas Daniel (1,500 shares)—reducing insider ownership. Etsy, Inc. (NASDAQ:ETSY) Insider Sells
• Negative Sentiment: B. Riley and Wedbush cut their Q3 2025 EPS estimates for ETSY, reflecting concerns over near-term margin pressure. MarketBeat Analysts Report
• Negative Sentiment: IRS warning about targeting e-commerce sellers may raise compliance costs for Etsy’s marketplace participants. IRS Targeting E-Commerce Sellers in 2025