ETF Analysis: The iShares Dow Jones U.S. ETF (IYY) has an implied analyst target price of $185.58, indicating an 11.60% upside from its current trading price of $166.30.
Notable Holdings: Key underlying holdings with significant upside potential include Noble Corporation (NE), Etsy Inc (ETSY), and Tenet Healthcare Corp (THC), with expected price increases of 14.35%, 13.53%, and 13.41% respectively.
Analyst Target Justification: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to future downgrades if they are based on outdated information.
Investor Research: Investors are encouraged to conduct further research to assess the validity of analyst targets in light of recent company and industry developments.
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: 62.490
Low
52.00
Averages
67.71
High
80.00
Current: 62.490
Low
52.00
Averages
67.71
High
80.00
Cantor Fitzgerald
Deepak Mathivanan
Neutral
downgrade
$64 -> $55
2026-01-08
Reason
Cantor Fitzgerald
Deepak Mathivanan
Price Target
$64 -> $55
AI Analysis
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.
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.
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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.
Citi
Neutral
downgrade
$73 -> $60
2025-12-15
Reason
Citi
Price Target
$73 -> $60
2025-12-15
downgrade
Neutral
Reason
Citi lowered the firm's price target on Etsy to $60 from $73 and keeps a Neutral rating on the shares after meeting with management. The firm says the company expects to get back to sustainable merchandise sales growth in the coming quarters.
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.
