Etsy, Inc. ETSY

The Motley Fool 12 nov

The article compares Chewy and Etsy as investment options for 2027. Chewy relies on a subscription-based pet supply model with predictable revenue, while Etsy operates an asset-light marketplace for unique goods. Despite their different strengths, the author concludes neither stock is attractive, as both have underperformed the S&P 500 since their respective public debuts, recommending investors sit out this comparison.

Zacks Investment Research 3 nov

Etsy exceeded Q3 earnings expectations with $1.55 EPS and $692.47M revenue, reporting 8.8% GMS growth. The company projects 5-7% Q4 growth and highlighted AI-driven personalization contributing ~2 percentage points to annualized GMS growth. Active buyers increased 1% to 88 million, but purchase frequency remains pressured. Management emphasized marketplace improvements, expanded marketing efficiency, and capital returns through $394.6M in share repurchases.

Zacks Investment Research 29 oct

Etsy reported Q3 2026 earnings of $1.55 per share, beating estimates by 15.67%, with revenues rising 10.9% to $692.5M. Marketplace GMS grew 8.8% to $2.65B driven by improved ad matching and higher spending per buyer. Active buyers increased year-over-year for the first time in two years, reaching 87.5M. The company forecasts Q4 GMS growth of 5%-7% and maintains a 30% adjusted EBITDA margin outlook for full-year 2026.

Zacks Investment Research 28 oct

Markets opened higher on October 28, 2026, driven by positive AI sentiment ahead of earnings reports from Alphabet and Microsoft. Several companies beat Q3 expectations: Etsy exceeded earnings by 15.67%, Biogen posted a 27.2% earnings surprise, and Phillips 66 crushed revenue estimates. The Fed is expected to hold rates steady at 2pm ET, while oil prices remain elevated at $102/bbl WTI following a Saudi refinery attack.

The Motley Fool 27 oct

Anthropic has filed as a Public Benefit Corporation (PBC), a legal status that requires balancing shareholder interests with public benefit and stakeholder concerns. As a PBC focused on AI safety, Anthropic must consider responsible development of AI technology. While PBC status typically has minimal impact on investors, it may provide Anthropic a reputational advantage in the controversial AI space and demonstrates commitment to safety over pure profit maximization.