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Etsy stock jumps as investors appear to lean on improving fundamentals and a fresh earnings setup

Investivoq PriceTracker

Etsy (ETSY) is up 8.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a mix of improving business momentum and a new near-term event on the calendar, rather than one major breaking development. Etsy scheduled its third-quarter 2026 results for October 28, and investors may also be continuing to price in the stronger marketplace trends, buyback support, and cost actions the company outlined in recent disclosures. This could also be a momentum move as the stock presses toward its recent highs.

Details:

  • Etsy said on October 14 that it will release third-quarter 2026 financial results on October 28, creating a fresh catalyst for investors focused on the next update.
  • In its second-quarter materials, Etsy said Etsy marketplace gross merchandise sales grew 7.5% year over year and revenue rose 6.2%, signaling better operating momentum in the core marketplace.
  • The company also highlighted a new $2 billion share repurchase authorization, while noting that cash from the Depop sale could help accelerate buybacks.
  • Recent analyst actions had already turned more constructive, with upgrades and higher price targets in September as firms pointed to better buyer trends, app engagement, AI-driven discovery, and improving sales patterns.

    • Sources:

    Etsy Investor Relations, SEC, MarketBeat, Benzinga

    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 Insider Trades

    $ETSY insiders have traded $ETSY stock on the open market 63 times in the past 6 months. Of those trades, 0 have been purchases and 63 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 24 sales selling 667,014 shares for an estimated $48,476,236.
    • FREDERICK R WILSON has made 0 purchases and 11 sales selling 80,000 shares for an estimated $6,022,004.
    • RICHARD EDWARD III COLBURN (Chief Product & Tech Officer) has made 0 purchases and 10 sales selling 20,413 shares for an estimated $1,546,327.
    • MELISSA REIFF has made 0 purchases and 2 sales selling 7,399 shares for an estimated $593,475.
    • CHARLES ANDREW BALLARD sold 4,500 shares for an estimated $368,325
    • CHARLES BAKER (Chief Financial Officer) has made 0 purchases and 5 sales selling 3,594 shares for an estimated $263,209.
    • MERILEE BUCKLEY (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 7 sales selling 2,682 shares for an estimated $198,187.
    • MARLA J BLOW has made 0 purchases and 3 sales selling 300 shares for an estimated $23,868.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $ETSY Hedge Fund Activity

    We have seen 259 institutional investors add shares of $ETSY stock to their portfolio, and 229 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • VAN ECK ASSOCIATES CORP removed 3,574,390 shares (-95.7%) from their portfolio in Q2 2026, for an estimated $269,258,798
    • 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
    • ASSENAGON ASSET MANAGEMENT S.A. removed 1,449,168 shares (-89.8%) from their portfolio in Q3 2026, for an estimated $103,601,020
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,099,706 shares (+inf%) to their portfolio in Q2 2026, for an estimated $82,840,852
    • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,005,684 shares (-30.7%) from their portfolio in Q2 2026, for an estimated $75,758,175

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq 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 Investivoq'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 Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.