Bernstein Reiterates Market Perform Rating on Etsy (ETSY)

Bernstein SocGen Group analyst Nikhil Devnani reiterated a Market Perform rating and $60.00 price target on Etsy (NASDAQ: ETSY).

The analyst commented: "ETSY’s 4Q25 print was largely in-line. The sale of Depop to EBAY unlocks some value and puts ETSY’s attention squarely back on execution around core marketplace consideration, product development (lots of AI talk both first-party and third-party), and retention. It makes the stock a bit more interesting near-term as ETSY will receive ~20% of its market cap in cash. But, over a longer-term horizon, the stock and multiple will be driven by the performance of the core business — namely, ETSY’s ability to return to consistent GMS growth. Active Buyer trends and the 1Q26 guide offered some reprieve, but tough comps make the near-term tricky."

For an analyst ratings summary and ratings history on Etsy click here. For more ratings news on Etsy click here.

Shares of Etsy closed at $68.73 yesterday.

You May Also Be Interested In

• J Capital Research cautious on Microchip: 'riding high on AI hype but looks weak'
• FedEx Freight (FDXF) call put ratio 2.7 calls to 1 put into quarter results
• Newmark hires ex-CBRE advisor to lead consulting group