
Etsy (ETSY) Stock Forecast & Price Target
Etsy (ETSY) Analyst Ratings
Bulls say
Etsy is projected to achieve a consolidated gross merchandise volume (GMS) of $12.5 billion in 2024, indicating its substantial presence in the e-commerce sector as one of the largest players in the vintage and craft goods marketplace. The firm has successfully connected approximately 95 million buyers with 8 million sellers, while GMS from gifting has shown significant growth, now representing 29% of total GMS. Positive expectations for revenue growth exceeding GMS growth, driven by enhanced advertising and operational leverage, suggest the company's ability to navigate current e-commerce headwinds, potentially positioning Etsy for a stronger recovery as consumer behaviors evolve.
Bears say
Etsy's financial outlook is negatively impacted by a projected 10% decrease in EBITDA estimates, attributed to lower gross merchandise sales (GMS) and anticipated reduced profit margins due to increased investments in product development. The company's guidance for first-quarter GMS indicates a year-over-year decline similar to that observed in the fourth quarter, driven by ongoing pressures on consumer discretionary spending and a shift towards long-term initiatives over immediate growth. Furthermore, the decline in active buyers and sellers, alongside a decrease in brand strength and GMS growth expectations adjusted down by 6% for 2025, highlights the challenges Etsy faces in maintaining market momentum.
This aggregate rating is based on analysts' research of Etsy and is not a guaranteed prediction by Public.com or investment advice.
Etsy (ETSY) Analyst Forecast & Price Prediction
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