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

Etsy (NASDAQ:ETSY) had its target price lowered by Cantor Fitzgerald from $55.00 to $51.00 in a report published on Friday morning, Marketbeat Ratings reports. Cantor Fitzgerald currently has a neutral rating on the specialty retailer’s stock.

Other research analysts have also issued reports about the stock. Raymond James Financial reiterated an “outperform” rating and set a $78.00 price target (down from $80.00) on shares of Etsy in a research note on Thursday, October 30th. Evercore lowered Etsy from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 30th. Stifel Nicolaus dropped their target price on Etsy from $65.00 to $62.00 and set a “hold” rating on the stock in a research report on Tuesday, January 27th. BNP Paribas Exane began coverage on Etsy in a report on Monday, November 24th. They issued a “neutral” rating for the company. Finally, UBS Group decreased their price target on Etsy from $74.00 to $53.00 and set a “neutral” rating on the stock in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eighteen have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $61.12.

Etsy Stock Performance

Shares of ETSY opened at $52.20 on Friday. The stock has a market capitalization of $5.15 billion, a P/E ratio of 42.10, a P/E/G ratio of 10.65 and a beta of 1.77. Etsy has a 1 year low of $40.05 and a 1 year high of $76.51. The company’s fifty day moving average is $55.62 and its two-hundred day moving average is $59.50.

Etsy declared that its board has authorized a stock repurchase plan on Thursday, December 18th that permits the company to repurchase $750.00 million in shares. This repurchase authorization permits the specialty retailer to purchase up to 14.2% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

Insider Buying and Selling at Etsy

In other Etsy news, insider Josh Silverman sold 86,666 shares of the business’s stock in a transaction on 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 directly owned 90,661 shares in the company, valued at approximately $5,209,381.06. The trade was a 48.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Merilee Buckley sold 5,636 shares of the firm’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $58.45, for a total value of $329,424.20. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 135,934 shares of company stock valued at $7,661,068. 2.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Etsy

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Holocene Advisors LP grew its position in shares of Etsy by 697.4% in the second quarter. Holocene Advisors LP now owns 5,343,797 shares of the specialty retailer’s stock valued at $268,045,000 after purchasing an additional 4,673,615 shares during the last quarter. AQR Capital Management LLC lifted its stake in Etsy by 40.1% in the 4th quarter. AQR Capital Management LLC now owns 4,111,639 shares of the specialty retailer’s stock valued at $227,785,000 after buying an additional 1,177,301 shares in the last quarter. Lone Pine Capital LLC acquired a new stake in Etsy during the 3rd quarter valued at $257,614,000. Van ECK Associates Corp grew its holdings in Etsy by 1.1% during the 4th quarter. Van ECK Associates Corp now owns 3,734,156 shares of the specialty retailer’s stock valued at $207,022,000 after buying an additional 39,067 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its position in Etsy by 62.3% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,692,134 shares of the specialty retailer’s stock worth $185,197,000 after buying an additional 1,416,772 shares in the last quarter. Institutional investors and hedge funds own 99.53% of the company’s stock.

Key Headlines Impacting Etsy

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Sale of Depop to eBay for $1.2 billion in cash — provides >$1B of immediate liquidity, lets Etsy refocus on its core marketplace and was the main fundamental catalyst for the move higher. TechCrunch: Etsy sells Depop to eBay
• Positive Sentiment: Q4 beat on EPS and return to slight year-over-year GMS growth — Etsy topped EPS estimates and showed early stabilization in buyer engagement, helping investors look past near-term margin pressure. PR Newswire: Etsy Q4 and FY2025 results
• Positive Sentiment: Selected bullish analyst moves (Truist raise to $83, Needham buy maintained) give headline upside narratives that supported momentum for some buyers. Benzinga: analyst coverage
• Positive Sentiment: Wider market catalyst — a Supreme Court ruling that lifted e‑commerce names provided an additional short‑term bid to Etsy along with peers. CNBC: e‑commerce stocks pop after Supreme Court ruling
• Neutral Sentiment: Technical factors — elevated short interest amplified the rally (short squeeze component), so part of the move appears driven by positioning rather than new fundamentals. Benzinga: short interest note
• Neutral Sentiment: UBS and other cautious notes: some analysts view the Depop divestiture as improving profitability but still flag modest GMS growth and a valuation reset — a watch‑and‑wait stance. TipRanks: UBS commentary
• Negative Sentiment: Multiple analyst price‑target cuts and downgrades (JPMorgan, Wells Fargo, Morgan Stanley, Stifel, Cantor Fitzgerald and others) signal medium‑term caution on growth and valuation — these offsets could cap upside without clearer margin/GMS improvement. MarketScreener: analyst cuts
• Negative Sentiment: Mixed fundamentals and margin pressure — revenue roughly inline but profit and operating metrics showed strain, supporting views that a valuation reset may be underway. WSJ: profit vs revenue note
• Negative Sentiment: Insider sale disclosed (director sold 300 shares) — small in dollar terms but sometimes noted by traders as a modest negative signal. SEC Form 4: director sale

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.