Currently 1 bullish, 2 bearish — stable.
Analysts are holding steady at 1 bullish to 2 bearish.
3 YouTube analysts cover ETSY INC (ETSY).
3 analysts have covered ETSY so far…
Etsy is a stock he dropped in 2022, so it doesn’t fit his current allocation preferences.
Etsy was singled out as a position he eliminated from his Roth after 2022. That indicates the current view is that Etsy no longer matches his reallocation priorities.
ETSY is described as down about 10%, reflecting the broader heavy selling in previously explosive retail names.
Etsy is cited as down 10% among other retailers that had strong past growth but are now sold heavily. The rationale is that retail remains cyclical and vulnerable to the macro-driven consumer backdrop.
ETSY is the better strategic buy because it’s cheaper on valuation despite still producing earnings (net income cited ~ $70M), and a GameStop-led meme/M&A narrative could provide upside leverage versus eBay’s comparatively smaller relative attractiveness.
ETSY trades at a lower valuation than eBay despite ~$70M net income, and a potential GameStop-led M&A or meme narrative could provide additional leverage. The valuation discount versus growth makes it the more attractive strategic entry in the marketplace space.
No official filings surfaced for ETSY yet.
