Etsy Inc.
Negative Price Trends Persist
The Benzinga Edge rankings currently signal broad technical weakness for Etsy, with the stock showing negative price trends across short, medium, and long-term horizons. These indicators signify that the stock has remained in a downward trajectory over the past several months, quarters, and full year.
Alongside a low value score of 28.63, the data suggests that the market continues to discount ETSY's relative worth against its fundamental assets and operating performance, as per the Benzinga Edge's Stock Rankings.
Mixed Q4 Results And Strategic Divestiture
Etsy's latest financial print delivered an EPS of $0.92, surpassing the analyst estimate of $0.86. However, revenue of $881.64 million slightly missed the $882.89 million consensus.
While the core Etsy marketplace returned to positive Gross Merchandise Sales (GMS) growth of 0.1% in the fourth quarter, analysts remain cautious.
KeyBanc analysts noted that while the Depop sale provides a cash infusion for share repurchases, it removes a key growth asset, leaving Etsy's ability to revive its core marketplace growth "unproven".
Focusing On Core And AI Discovery
CEO Kruti Patel Goyal is pivoting the company toward "human connection" and Agentic Shopping, reporting that AI-driven traffic grew 15x year-over-year.
Management intends to use the Depop proceeds to reinvest in the core platform and fund continued share buybacks, which totaled $777 million in 2025.
What's Going On With ETSY Stock?
Shares of ETSY have declined by 8.57% year-to-date, while the S&P 500 index has declined by 0.30% in the same period.
The stock was 8.75% lower over the last six months and 1.63% over the year. On Monday, the stock closed 0.36% higher at $52.37 apiece, and it was down 1.60% in premarket on Tuesday.
