grinvalds I covered Etsy (NASDAQ:ETSY) six months ago with a neutral outlook. At that time, I believed the stock was likely oversold after tumbling 80%, having a far superior “P/E” valuation than in the past. I believe ETSY was trading in a clear bubble pattern from 2020 to 2022 as investors overestimated its growth rate…
Michael M. Santiago/Getty Images News Investment Thesis At the end of February, Etsy (NASDAQ:ETSY) is going to report its FY23 results. I wanted to take a look at the company´s financials to see if it’s a good time to start a small position. With uncertain revenue growth and not enough information to be certain that…
Michael M. Santiago/Getty Images News The online marketplace Etsy (NASDAQ:ETSY) hasn’t had a good start to 2024, with an almost 6% decline in share price. In fact, in yesterday’s trading, it was among the top 10 S&P 500 (SP500) fallers yesterday, which prompted me to look at it. This is a continuation of the trend…
Michael M. Santiago/Getty Images News Back in October, I upgraded Etsy (NASDAQ:ETSY) to “Buy,” nothing that while the stock had been pummeled this year, that the company had made progress increasing the number of active buyers on its platform, as well as gaining traction in international markets. With the stock up over 25% since then,…
MicroStockHub/iStock via Getty Images One of my favorite sectors to watch this year has been consumer retail. Retail generally had a solid performance from the end of 2020 through 2022 due to immense economic stimulus. Since last year, higher living costs and interest rates have spurred a sharp negative trend in total US retail sales….
ArtistGNDphotography Investment Thesis In my previous article on Etsy, Inc. (NASDAQ:ETSY), I covered the company’s vast addressable market and the company’s diversification into resale, which formed the central thesis of my bullish stance. In this article, I will discuss some of the company’s recent efforts to increase brand awareness and efficiency and will also take…
Etsy, Inc. (NASDAQ:ETSY) Oppenheimer 26th Annual Technology, Internet & Communications Conference August 8, 2023 9:55 AM ET Company Participants Josh Silverman – Chief Executive Officer Rachel Glaser – Chief Financial Officer Conference Call Participants Jason Helfstein – Oppenheimer Jason Helfstein Good morning, everyone. Thanks for joining us. I’m Jason Helfstein, I oversee Internet research for…