Etsy (ETSY) Sees Analyst Upgrades, Insider Selling
Snack-Sized Version:
Etsy analyst ratings are showing new optimism, but insiders are selling stock. Zacks Research, for example, upgraded Etsy (ETSY) from “hold” to “strong-buy.” Raymond James also boosted its price target to $80.00. However, this optimism contrasts with recent insider activity. CEO Josh Silverman sold 150,000 shares for nearly $10.9 million. In total, insiders sold $26.4 million in stock over the last 90 days, as noted in SEC filings.
| Analyst moves: At a Glance | |
|---|---|
| Firms | Zacks to “strong-buy”; Raymond James to $80; Wells Fargo to $58 (“underweight”). |
| Key watch items | Consensus remains “Hold.” Heavy insider selling ($26.4M) contrasts with upgrades. |
| Earnings timing | Last results were July 30th. Next Q3 earnings date is not yet set. |
| Recent signal | Upgrades from Zacks and Arete conflict with large, multi-million dollar insider sales. |
Source: Analyst notes; SEC filings.
Related Company News
Read the Full Meal:
Etsy (ETSY) stock is sending conflicting signals to investors. On one hand, several Wall Street analysts boosted their outlooks in October. Zacks Research issued a “strong-buy” upgrade. Bank of America also lifted its target price to $75.00. On the other hand, top company insiders are selling large blocks of stock. CEO Josh Silverman sold $10.88 million worth of shares. This followed a $909k sale by Director M Michele Burns. These sales are documented in filings with the SEC. This specialty retailer previously beat revenue estimates but missed EPS targets in its July report.
Institutional Buys vs. Insider Sales
- Institutional buyers: Allianz Asset Management increased its stake by 85.3% in the second quarter.
- Other funds: Signaturefd, Allworth, and Brooklyn Investment Group also grew their positions recently.
- Insider sales (CEO): Josh Silverman sold 150,000 shares, a 70.5% decrease in his holdings.
- Insider sales (Director): M Michele Burns sold 14,464 shares, reducing her ownership by 42%.
Quick links
- Official source: SEC Insider Filings
- IR hub: events & presentations · filings
- Our coverage: Etsy Previous News · Etsy News Hub · Latest: Etsy (ETSY) Beats Q3 Earnings; Insiders Sell Stock
Why this can matter for ETSY holders
- Conflicting signals: Investors must weigh bullish analyst upgrades against bearish insider selling.
- Valuation consensus: Despite some upgrades, the consensus rating from 30 analysts remains a “Hold.”
- Underlying performance: The company’s revenue grew 3.8% year-over-year in its last report, beating estimates.
What to watch next
- Insider filings: Monitor SEC Form 4 filings for any continued insider sales.
- Next earnings: Etsy last reported on July 30th. Watch the IR hub for the Q3 date.
- Analyst consensus: See if the $62.00 average price target shifts after the recent upgrades.
Mini FAQ
What is the consensus rating for Etsy stock?
The current consensus rating for Etsy (ETSY) is “Hold,” based on 30 analyst reports.
Are Etsy insiders selling stock?
Yes, insiders sold over $26.3 million in company stock in the last 90 days.
Did Etsy beat its last earnings?
Etsy beat revenue estimates but missed EPS estimates in its July 30th report.
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