Etsy (ETSY)
Coverage summary
Aardvark Labs Capital Research has covered Etsy (ETSY) since October 30, 2025. The company is in the Consumer Cyclical sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 29, 2026. The current rating is Hold, unchanged since the Q2 2026 Earnings Recap of August 7, 2026. The rating has changed twice since coverage began.
Translations: 4 in Chinese.
Rating history
All ETSY reports
Recap: Q3 2026
Etsy lifts its full-year marketplace sales outlook as growth broadens beyond the app
Recap: Q2 2026
Everything Went Right and the Stock Fell: Taking the Gain After a 71% Run
Recap: Q1 2026
The Flywheel Starts Turning: GMS Accelerates 540bp, Buyers Grow for the First Time in Two Years, and the Guide Goes Up
Recap: Q4 2025
Both Triggers Fired: The Core Turns Positive, Depop Goes to eBay for $1.2B, and the Margin Floor Comes Back
Recap: Q3 2025
Beat the Guide, Shrank the Business: Etsy's Take-Rate Quarter, a Negotiable Margin Floor, and a New CEO