Etsy, the prominent online marketplace for handcrafted and vintage items, is once again at the forefront of financial discussions as B. Riley analysts have unveiled their detailed earnings per share forecasts for the upcoming quarters, providing a critical barometer for investor sentiment.
Specifically, B. Riley’s seasoned analyst, N. Khan, projects that the specialty retailer will achieve earnings per share of $0.54 for the first quarter of 2026. This projection underpins their current ‘Buy’ rating on Etsy stock, complemented by a confident target price of $55.00, signaling a positive outlook for the company’s near-term financial trajectory and market position.
Beyond the immediate Q1 projections, B. Riley has also extended their analytical lens to future periods, estimating Q2 2026 earnings at $0.50 EPS and Q3 2026 earnings at $0.53 EPS. These forecasts align with broader market expectations, as the consensus estimate for Etsy’s current full-year earnings stands at a robust $2.57 per share, reflecting a collective optimism regarding its sustained financial health.
However, recent disclosures from Etsy’s past earnings reveal a more nuanced picture. The specialty retailer reported $0.25 earnings per share for its latest quarter, notably falling short of analysts’ consensus estimates of $0.54. Despite this EPS miss, the company demonstrated strong revenue generation, posting $672.66 million against a consensus estimate of $645.16 million, showcasing underlying strength in its operational model.
Delving into core financial metrics, Etsy recorded a negative return on equity of 31.10% and a net margin of 5.78%, while impressively, its quarterly revenue saw a 3.8% increase year-over-year. On the market front, Etsy stock opened at $58.77, boasting a market capitalization of $5.82 billion, a P/E ratio of 47.40, a PEG ratio of 3.18, and a beta of 1.73, indicating its market valuation and volatility.
The stock’s recent performance shows a 50-day simple moving average of $56.91 and a two-hundred-day simple moving average of $51.44, alongside a 52-week trading range spanning from a low of $40.05 to a high of $68.45. This market activity has also coincided with significant insider trading, with key executives like CTO Richard Edward Colburn III selling a substantial number of shares, underscoring ongoing shifts in ownership within the company.
Furthermore, institutional investors and hedge funds have actively reshaped their positions in Etsy shares, with notable increases from firms like Versant Capital Management Inc. and JBGlobal.com LLC, while Brooklyn FI LLC and Praxis Investment Management Inc. also established new significant holdings. These movements collectively demonstrate robust institutional interest, with hedge funds and other large investors now collectively owning 99.53% of the company’s stock, highlighting confidence in Etsy’s long-term potential despite short-term fluctuations.
