Blow Marla J sold $24K of ETSY

Etsy's CFO, Lanny Baker, plans to leave the company. The article discusses potential implications for Etsy's future, based on historical data and analyst forecasts. Etsy is the subject of this analysis.

Shopify (SHOP) fell 17% after Q3 2026 results missed estimates for GMV ($119.15B vs. $120.08B) and subscription revenue ($836M vs. $850.2M). EPS beat at $0.49, revenue met at $3.74B. Wix (WIX) and Etsy (ETSY) also dipped. Shopify guided Q4 revenue growth in low 30s, gross profit in high 20s.

Etsy reported Q3 2026 revenue of $692.5M, beating estimates by 3.8%, with adjusted EPS of $1.56 (25.5% beat). Management highlighted active buyer growth and marketplace improvements. Analysts questioned personalization, marketing, and AI policies. Etsy's stock is up 1.9% post-earnings, trading at $89.18.

Guggenheim raised Etsy's (ETSY) price target to $105 from $95, citing Q3 2026 revenue and adjusted EBITDA beats. Etsy reported $692M revenue, $1.00 adjusted EPS, and 8.8% YoY gross merchandise sales growth. Analysts like BofA, Canaccord, and Needham also increased targets. ETSY trades near 52-week highs, up 67% YTD.

Etsy reported Q3 2026 GMS growth of 8.8% YoY to $2.65bn and revenue growth of 10.9% to $692.5m. Active buyers increased 1% to 87.5m. Q4 GMS is expected to grow 5-7%. CFO Lanny Baker will leave in March 2027.

BofA raised Etsy's (ETSY) price target to $115 from $105, citing strong Q3 results. Etsy reported $2.65B in gross merchandise sales and $692M in revenue, exceeding estimates. The company guided Q4 sales of $3.46B-$3.52B and repurchased $395M in stock. Etsy's stock is near its 52-week high, with a 67% YTD return. Other analysts also raised targets post-earnings.