ETSY Earnings

ETSY reported its earnings on 2026-04-29, showcasing a revenue of 631.28M against an estimate of 616.46M, resulting in a 2.4% surprise. The EPS was 0.89, surpassing the expected 0.62 by 43.55%. The stock experienced a 10.11% price change on the earnings day and a 1.31% change over the next five days, reflecting market reactions to the results.

Following ETSY's earnings announcement on 2026-04-29, the stock price moved by 10.11% on the day of the release. Over the subsequent five days, it saw a 1.31% change. Historically, ETSY's stock price tends to shift by an average of 1.5% in the 10 days leading up to earnings and 2.75% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate ETSY's annual revenue to reach 685.06M, while the EPS is projected at 0.94. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ETSY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ETSY's stock price typically moves by 1.5% in the 10 days before its earnings and 2.75% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.94 and revenue of 685.06M.

The earnings call showed positive financial performance with a 10% revenue increase and improved net income, but gross margin slightly declined. Operating expenses rose, impacting overall sentiment. The lack of strategic, risk, and return discussions, along with unchanged guidance, suggests a neutral sentiment. The market cap is unavailable, but without strong catalysts or new partnerships, the stock price is likely to remain stable, leading to a neutral prediction.