Shares of ETSY.O declined sharply today, closing at $55.48, marking a significant drop as the stock hit a 20-day low. This decline comes in the wake of Target's recent earnings guidance cut, which has raised concerns about consumer spending and overall market conditions. The stock's performance is particularly alarming given its 52-week range, with a low of $40.05 and a high of $76.515, indicating heightened volatility.
The technical breakdown below the 20-day moving average suggests increased bearish momentum, reflecting broader market anxieties. Investors are closely monitoring the leadership transition at Target, where incoming CEO Michael Fiddelke faces substantial challenges in revitalizing the business amidst declining sales for the fourth consecutive quarter. This uncertainty may have contributed to the negative sentiment surrounding ETSY and similar stocks that have recently fallen below their 200-day moving averages, signaling potential further declines ahead.
As the market reacts to these developments, traders will be watching for any signs of stabilization in ETSY's stock price, particularly in light of the ongoing challenges facing the retail sector. The outlook remains cautious as investors weigh the implications of these earnings forecasts and leadership changes.
Wall Street analysts forecast ETSY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ETSY is 67.71 USD with a low forecast of 52.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
26 Analyst Rating
Wall Street analysts forecast ETSY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ETSY is 67.71 USD with a low forecast of 52.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
18 Hold
2 Sell
Hold
Current: 57.190
Low
52.00
Averages
67.71
High
80.00
Current: 57.190
Low
52.00
Averages
67.71
High
80.00
Stifel
Mark Kelley
Hold
downgrade
$65 -> $62
2026-01-27
New
Reason
Stifel
Mark Kelley
Price Target
$65 -> $62
AI Analysis
2026-01-27
New
downgrade
Hold
Reason
Stifel analyst Mark Kelley lowered the firm's price target on Etsy to $62 from $65 and keeps a Hold rating on the shares. Third-party data suggests the e-commerce group had a "healthy" Q4 overall, though recent commentary from Amazon suggests there may be incremental pricing pressure on the consumer in 2026, the analyst tells investors in a preview for the e-commerce and consumer app group.
Cantor Fitzgerald
Deepak Mathivanan
Neutral
downgrade
$64 -> $55
2026-01-08
Reason
Cantor Fitzgerald
Deepak Mathivanan
Price Target
$64 -> $55
2026-01-08
downgrade
Neutral
Reason
Cantor Fitzgerald analyst Deepak Mathivanan lowered the firm's price target on Etsy to $55 from $64 and keeps a Neutral rating on the shares. Despite lingering macro concerns, the outlook for Global Internet stocks into 2026 is increasingly positive as AI enters a "Synergy" phase that should drive accelerating revenue growth, improved value capture, and clearer long-term returns on capex, the analyst tells investors in a research note. With valuations still about 20% below medium-term ranges despite 2025 outperformance, the group is positioned to outperform in 2026 amid positive estimate revisions and improving sentiment, Cantor says.
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BTIG
Buy
downgrade
$81 -> $74
2025-12-30
Reason
BTIG
Price Target
$81 -> $74
2025-12-30
downgrade
Buy
Reason
BTIG lowered the firm's price target on Etsy to $74 from $81 and keeps a Buy rating on the shares, citing a more conservative view on valuation with no change to estimates. The firm continues to see Etsy shares as undervalued, but recognizes that investors are waiting to see how the Depop marketing campaign and the CEO transition unfold in 2026, the analyst says.
Wedbush
Neutral
downgrade
$72 -> $66
2025-12-19
Reason
Wedbush
Price Target
$72 -> $66
2025-12-19
downgrade
Neutral
Reason
Wedbush lowered the firm's price target on Etsy to $66 from $72 and keeps a Neutral rating on the shares. Consumer internet companies delivered strong returns in 2025, averaging 23% across 24 covered companies versus 19% for the NASDAQ, the analyst tells investors in a research note. In 2026, performance is expected to diverge as investors weigh factors such as AV disruption, AI monetization, ongoing investment cycles, and growing adoption of agentic AI, the firm says.
About ETSY
Etsy, Inc. operates two-sided online marketplaces that connect buyers and sellers around the world. The Company's primary marketplace, Etsy.com, is the global destination for goods made by independent sellers. In addition to its core Etsy marketplace, its House of Brand consists of Depop Limited (Depop), which is its fashion resale marketplace. Each marketplace primarily operates independently, while benefiting from shared expertise in product development, marketing, technology, and customer support. The Company's top six retail categories on the Etsy marketplace include homewares and home furnishings, jewelry and personal accessories, apparel, craft supplies, paper and party supplies, and toys and games.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
