Etsy Stock Jumps as Analyst Upgrade Adds to Post-Earnings Momentum

Etsy (ETSY) is up 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a recent analyst upgrade that turned more bullish on Etsy’s recovery story and lifted its price target. The rally also appears to be building on momentum from Etsy’s latest quarterly results, a large new share repurchase authorization, and the completed sale of Depop.

Details:

A major Wall Street firm upgraded Etsy to Buy on August 20 and raised its price target to $105 from $88, giving investors a fresh positive catalyst.

Etsy’s second-quarter update showed earnings and revenue ahead of expectations, which helped reinforce the view that operating trends are improving.

The company disclosed a new $2 billion stock repurchase program in early August, a move that can support sentiment by signaling confidence and reducing share count over time.

Etsy also completed the sale of Depop on July 30, which may have sharpened investor focus on the core marketplace and strengthened the company’s capital flexibility.

Sources:

Etsy Investor Relations, SEC, Yahoo Finance

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 56 times in the past 6 months. Of those trades, 0 have been purchases and 56 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 20 sales selling 669,396 shares for an estimated $48,152,868.
FREDERICK R WILSON has made 0 purchases and 9 sales selling 60,000 shares for an estimated $4,384,895.
RICHARD EDWARD III COLBURN (Chief Product & Tech Officer) has made 0 purchases and 6 sales selling 15,528 shares for an estimated $1,118,064.
CHARLES BAKER (Chief Financial Officer) has made 0 purchases and 7 sales selling 11,232 shares for an estimated $674,025.
MELISSA REIFF has made 0 purchases and 2 sales selling 7,399 shares for an estimated $593,475.
MERILEE BUCKLEY (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 9 sales selling 3,279 shares for an estimated $204,047.
MARLA J BLOW has made 0 purchases and 3 sales selling 300 shares for an estimated $23,868.

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 276 institutional investors add shares of $ETSY stock to their portfolio, and 290 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added 7,458,509 shares (+7217.3%) to their portfolio in Q2 2026, for an estimated $561,849,482
VAN ECK ASSOCIATES CORP removed 3,574,390 shares (-95.7%) from their portfolio in Q2 2026, for an estimated $269,258,798
IMPACTIVE CAPITAL LP removed 3,042,874 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $149,983,259
HOLOCENE ADVISORS, LP added 2,004,438 shares (+inf%) to their portfolio in Q2 2026, for an estimated $150,994,314
BALYASNY ASSET MANAGEMENT L.P. removed 1,868,027 shares (-41.0%) from their portfolio in Q2 2026, for an estimated $140,718,473
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 1,598,520 shares (+inf%) to their portfolio in Q2 2026, for an estimated $120,416,511
CITADEL ADVISORS LLC added 1,124,711 shares (+854.9%) to their portfolio in Q2 2026, for an estimated $84,724,479

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 3 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

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 14 analysts offer price targets for $ETSY in the last 6 months, with a median target of $76.5.

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.