On January 8, 2026, Cantor Fitzgerald lowered its price objective for Etsy, Inc. (NYSE:ETSY) from $64 to $55. The firm kept a Neutral rating on the stock. An analyst pointed to ongoing macro issues but said that as AI enters a "Synergy" phase, the outlook for global internet equities into 2026 is turning more optimistic. Cantor expects better value capture, faster revenue growth, and clearer long-term capital expenditure returns. The group's valuations are nearly 20% below medium-term ranges, even after outperforming in 2025, positioning it for potential outperformance in 2026 with favorable estimate revisions and improving sentiment.
Earlier, on December 30, 2025, BTIG maintained a Buy rating on Etsy while reducing its price target from $81 to $74. BTIG described a more cautious valuation assessment without changing projections. The firm views the corporation's shares as still inexpensive and noted investors are monitoring the Depop marketing campaign and an upcoming CEO change.
Etsy, Inc. (NYSE:ETSY) ranks among the top-10 e-commerce marketplaces in the United States and the United Kingdom, with a notable presence in Germany, France, Australia, and Canada. The company was recently listed among the 7 Best Jewellery Stocks to Buy Now.