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Etsy (ETSY) Reiterated at Hold by Stifel: Etsy App a 'Worthwhile Bet'

Thu, 12 Mar 2026 08:04:32 -0400

Stifel analyst Mark Kelley reiterated a Hold rating on Etsy (NASDAQ: ETSY).

The analyst commented, "Etsy continues to focus some of its efforts on the Etsy App, which has proven to be a worthwhile bet as the App now accounts for 46% of Etsy GMS (+5ppts since 2023) yet remains underpenetrated vs. competitors (50%'s or higher penetration). Email and push notifications and LLM-led personalization remain focus investments as the company looks to grow its app users, who have a 40% higher LTV vs. non-app buyers (higher frequency, necessitating less performance marketing spend with push notifications, etc.)."

For an analyst ratings summary and

Argus on Etsy (ETSY): 'Looking for more favorable entry point'

Wed, 11 Mar 2026 08:15:37 -0400

Argus analyst Chris Graja reiterated a Hold rating on Etsy (NASDAQ: ETSY).

The analyst comments "• Looking for more favorable entry point • ETSY shares have outperformed over the past quarter, rising 1% compared to declines of 1% for the S&P 500 index and 2% the industry ETF IYC. • Etsy recently reported fiscal 4Q25 results that topped analyst expectations. • We anticipate near-term challenges from changes in the company's business model as well as the impact of inflation and other macroeconomic pressures."

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

Form 4 ETSY INC For: Mar 06 Filed by: PATEL GOYAL KRUTI

Tue, 10 Mar 2026 16:37:00 -0400

si-local-file:///var/storage/secattach/20260310/26140074.html

Form 4 ETSY INC For: Mar 06 Filed by: PATEL GOYAL KRUTI

Tue, 10 Mar 2026 16:37:00 -0400

si-local-file:///var/storage/secattach/20260310/26140074.html

Form 4 ETSY INC For: Mar 06 Filed by: Stretch Colin

Tue, 10 Mar 2026 16:35:00 -0400

si-local-file:///var/storage/secattach/20260310/26140047.html

Form 4 ETSY INC For: Mar 06 Filed by: Stretch Colin

Tue, 10 Mar 2026 16:35:00 -0400

si-local-file:///var/storage/secattach/20260310/26140047.html

Form 4 ETSY INC For: Mar 06 Filed by: Silverman Josh

Tue, 10 Mar 2026 16:33:00 -0400

si-local-file:///var/storage/secattach/20260310/26140012.html

Form 4 ETSY INC For: Mar 06 Filed by: Silverman Josh

Tue, 10 Mar 2026 16:33:00 -0400

si-local-file:///var/storage/secattach/20260310/26140012.html

Form 4 ETSY INC For: Mar 04 Filed by: BALLARD CHARLES ANDREW

Thu, 05 Mar 2026 16:31:00 -0400

si-local-file:///var/storage/secattach/20260305/26119497.html

Form 4 ETSY INC For: Mar 04 Filed by: BALLARD CHARLES ANDREW

Thu, 05 Mar 2026 16:31:00 -0400

si-local-file:///var/storage/secattach/20260305/26119497.html

Booking.com stock gains favor at Mizuho after ChatGPT checkout shift