Etsy Market Sentiment

Market sentiment signals for Etsy (ETSY): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 8, 2026	Argus Research	Taylor Conrad—	+19.5%	$67 → $89	Maintained	Buy
Aug 20, 2026	Rosenblatt	Scott Davis—	+27.6%	$95	Initiate	Buy
Aug 20, 2026	B of A Securities	Curtis Nagle—	+41.0%	$88 → $105	Upgrade	Neutral→Buy
Aug 17, 2026	Goldman Sachs	Eric Sheridan—	+19.5%	$89	Reinstates	Sell→Neutral
Aug 10, 2026	B. Riley Securities	Naved Khan—	+10.1%	$75 → $82	Maintained	Neutral
Aug 7, 2026	UBS	Stephen Ju—	+15.5%	$74 → $86	Maintained	Neutral
Aug 7, 2026	Citigroup	Ronald Josey—	+23.5%	$60 → $92	Maintained	Neutral
Aug 7, 2026	Guggenheim	Steven Forbes—	+27.6%	$85 → $95	Maintained	Buy
Aug 7, 2026	Piper Sandler	Anna Andreeva—	+7.4%	$70 → $80	Maintained	Neutral
Aug 7, 2026	Wells Fargo	Ken Gawrelski—	+2.1%	$61 → $76	Maintained	Underweight
Aug 7, 2026	Evercore ISI Group	Robert Coolbrith—	+11.5%	$72 → $83	Maintained	In-Line
Aug 7, 2026	Cantor Fitzgerald	Deepak Mathivanan—	+14.1%	$80 → $85	Maintained	Neutral
Aug 7, 2026	Barclays	Trevor Young—	+26.2%	$82 → $94	Maintained	Overweight
Aug 7, 2026	JP Morgan	Bryan Smilek—	+34.3%	$85 → $100	Upgrade	Neutral→Overweight
Aug 7, 2026	Needham	Bernie McTernan—	+34.3%	$85 → $100	Maintained	Buy
Jul 22, 2026	Truist Securities	Youssef Squali—	+20.9%	$85 → $90	Maintained	Buy
Jul 21, 2026	Raymond James	Rick Patel—	+23.5%	$75 → $92	Maintained	Outperform
Jul 16, 2026	Wedbush	Ygal Arounian—	+7.4%	$80	Assumes	Neutral
Jul 16, 2026	BTIG	Marvin Fong—	—	—	Downgrade	Buy→Neutral
Jul 15, 2026	JP Morgan	Bryan Smilek—	+14.1%	$78 → $85	Maintained	Neutral
Jul 14, 2026	Jefferies	John Colantuoni—	+7.4%	$62 → $80	Maintained	Hold
Jun 12, 2026	JP Morgan	Bryan Smilek—	+4.7%	$75 → $78	Maintained	Neutral
May 28, 2026	B of A Securities	Curtis Nagle—	+0.7%	$72 → $75	Maintained	Neutral
May 21, 2026	Argus Research	Taylor Conrad—	-10.0%	$67	Upgrade	Hold→Buy
Apr 30, 2026	Canaccord Genuity	Maria Ripps—	+7.4%	$72 → $80	Maintained	Buy