Etsy to Announce Q4 Earnings on February 19
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy ETSY?
Source: seekingalpha
- Earnings Announcement Schedule: Etsy (ETSY) is set to announce its Q4 earnings on February 19 before market open, with consensus EPS estimate at $1.36 and revenue expected to reach $884 million, reflecting a 3.7% year-over-year growth, marking a significant moment for financial transparency and investor confidence.
- Historical Performance Review: Over the past year, Etsy has not missed EPS estimates, achieving a 0% miss rate, while successfully exceeding revenue estimates 75% of the time, indicating stability in revenue growth, although poor EPS performance may dampen market sentiment.
- Expectation Adjustment Dynamics: In the last three months, EPS estimates have seen 2 upward revisions and 1 downward revision, while revenue estimates experienced 5 upward revisions and 1 downward revision, suggesting a divergence in analyst outlooks on Etsy's future performance, which could influence investor decisions.
- Stock Buyback Plan: Etsy recently increased its stock repurchase agreement by $750 million and appointed an independent director, reflecting the company's confidence in its stock value and potentially boosting market expectations regarding its future growth potential.
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Analyst Views on ETSY
Wall Street analysts forecast ETSY stock price to rise
26 Analyst Rating
6 Buy
18 Hold
2 Sell
Hold
Current: 44.360
Low
52.00
Averages
67.71
High
80.00
Current: 44.360
Low
52.00
Averages
67.71
High
80.00
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.
Etsy to Announce Q4 Earnings on February 19
- Earnings Announcement Schedule: Etsy (ETSY) is set to announce its Q4 earnings on February 19 before market open, with consensus EPS estimate at $1.36 and revenue expected to reach $884 million, reflecting a 3.7% year-over-year growth, marking a significant moment for financial transparency and investor confidence.
- Historical Performance Review: Over the past year, Etsy has not missed EPS estimates, achieving a 0% miss rate, while successfully exceeding revenue estimates 75% of the time, indicating stability in revenue growth, although poor EPS performance may dampen market sentiment.
- Expectation Adjustment Dynamics: In the last three months, EPS estimates have seen 2 upward revisions and 1 downward revision, while revenue estimates experienced 5 upward revisions and 1 downward revision, suggesting a divergence in analyst outlooks on Etsy's future performance, which could influence investor decisions.
- Stock Buyback Plan: Etsy recently increased its stock repurchase agreement by $750 million and appointed an independent director, reflecting the company's confidence in its stock value and potentially boosting market expectations regarding its future growth potential.
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Etsy to Announce Q4 Earnings on February 19
- Earnings Announcement Schedule: Etsy (ETSY) is set to announce its Q4 earnings on February 19 before market open, with consensus EPS estimate at $1.36 and revenue expected to reach $884 million, reflecting a 3.7% year-over-year growth, marking a significant moment for financial transparency and investor confidence.
- Historical Performance Review: Over the past year, Etsy has not missed EPS estimates, achieving a 0% miss rate, while successfully exceeding revenue estimates 75% of the time, indicating stability in revenue growth, although poor EPS performance may dampen market sentiment.
- Expectation Adjustment Dynamics: In the last three months, EPS estimates have seen 2 upward revisions and 1 downward revision, while revenue estimates experienced 5 upward revisions and 1 downward revision, suggesting a divergence in analyst outlooks on Etsy's future performance, which could influence investor decisions.
- Stock Buyback Plan: Etsy recently increased its stock repurchase agreement by $750 million and appointed an independent director, reflecting the company's confidence in its stock value and potentially boosting market expectations regarding its future growth potential.
See More
Ten-Year Review: Performance of Five Stocks in a Bear Market
- Market Performance Comparison: Over the past decade, the S&P 500 has risen by 274.3%, while the average return of the five stocks stands at 568.5%, highlighting the potential and importance of stock selection during bear markets.
- Carter's Poor Performance: Carter's stock price fell from $85.04 to $38.07, a 55% decline, primarily due to a decreasing birth rate in the U.S. and a deteriorating retail environment, leading to insufficient demand and margin compression.
- Challenges for IPG Photonics: Although IPG Photonics' stock rose from $81.59 to $113.26, a 39% increase, it faced four consecutive years of declining revenue, indicating intensified industry competition and weak market demand.
- Mercado Libre's Success: Mercado Libre's stock skyrocketed from $87.71 to $2041.50, a staggering 2227.6% increase, driven by its dominant market position in Latin America and robust growth in e-commerce, providing substantial returns for investors.
See More
Retail Giants Earnings Season Nears Conclusion
- Earnings Calendar: This week, several retail, energy, and tech giants are set to report earnings, with investors particularly focused on Medtronic, Energy Transfer, and HIVE, while Carvana's Q4 results are due after Wednesday's close.
- Carvana Earnings Expectations: Analysts forecast Carvana to report earnings of $1.10 per share on revenue of $5.26 billion, with strong year-over-year growth in retail units and gross profit per unit, although investor concerns linger over a recent short-seller report alleging accounting irregularities.
- Walmart Earnings Focus: Walmart is expected to report earnings on Thursday, with estimates of $0.72 per share and revenue of $190.24 billion, as investors will closely monitor the growth of high-margin segments and commentary on consumer health.
- Opendoor Earnings Outlook: Opendoor is set to release its Q4 results after Thursday's close, with investors looking for updates on its turnaround plans and progress towards profitability by 2026, particularly regarding improvements in gross margins and the success of its AI-driven “capital-light” platform.
See More
Wall Street Sentiment Dips as AI Summit Gains Attention
- Market Sentiment Dips: Despite the latest inflation data coming in slightly lower than expected, Wall Street failed to rally before the holiday weekend, with the S&P 500 dropping over 1% last week, reflecting concerns about the impact of artificial intelligence on industries like trucking, media, and real estate.
- Jesse Jackson Passes Away: Civil rights leader Jesse Jackson has died at the age of 84, prompting widespread tributes to his contributions to equality and justice, highlighting his significant role in the American civil rights movement.
- Pritzker Resigns: Hyatt Hotels Chairman Thomas Pritzker has stepped down due to his ties with the late sex offender Jeffrey Epstein, expressing regret over his judgment, a move that underscores the pressure business leaders face amid scandal revelations.
- AI Summit Held: Tech moguls are gathering in India for an artificial intelligence summit, with OpenAI's Sam Altman and others expected to attend, although Nvidia's Jensen Huang has pulled out due to
See More
US Stocks Struggle as Inflation Data Fails to Boost Market
- Market Weakness: Despite the latest inflation data coming in cooler than expected, the S&P 500 index still fell over 1% last week, reflecting concerns over disruptions from artificial intelligence in sectors like trucking, media, and real estate.
- Nasdaq's Losing Streak: The Nasdaq Composite slid more than 2% for its fifth consecutive week of losses, marking the longest losing streak since 2022, indicating a waning investor confidence in tech stocks and a generally bearish market sentiment.
- Jesse Jackson's Passing: Civil rights leader Jesse Jackson passed away at the age of 84, prompting widespread tributes to his contributions to the civil rights movement and highlighting his unwavering commitment to justice and equality.
- AI Summit Upcoming: Tech moguls are descending on India for an AI summit, with OpenAI's Sam Altman and others expected to attend, underscoring the intensifying competition in the AI sector, although Nvidia's Jensen Huang will not be present due to unforeseen circumstances.
See More
Next Week's Market Focus: Walmart Earnings
- Walmart Earnings Expectations: Analysts anticipate Walmart will report its fourth-quarter earnings on Thursday, with net sales expected to rise approximately 4% and operating income potentially increasing by 11%, further solidifying its status as a trillion-dollar company.
- Consumer Health Insights: Investors will closely monitor Walmart's commentary on consumer health and its 2026 financial guidance to assess future market trends and corporate strategy.
- FOMC Meeting Minutes Release: The minutes from the January FOMC meeting will be released on Wednesday, providing insights into policymakers' views on the path of interest rates, especially after holding rates steady at the start of the year, which has generated significant market interest.
- Personal Consumption Expenditures Data: On Friday, the Personal Consumption Expenditures (PCE) data will be released, which is the Fed's preferred inflation gauge, and the market will be keen to see if it confirms that inflation is steadily cooling or prompts the Fed to maintain a cautious stance.
See More
