$ETSY

eBay (EBAY) and Etsy (ETSY) stocks rose 5% and 7% respectively on unconfirmed takeover speculation, while Shopify (SHOP) remained flat. Morgan Stanley raised eBay's price target to $132. The Amplify Online Retail ETF (IBUY) gained 3%, outperforming the flat S&P 500 ETF (SPY). Neither eBay nor GameStop (GME) has confirmed the takeover chatter.

The Amplify Online Retail ETF (IBUY) rose 3.14% in October as of the 14th, driven by gains in key holdings like FIGS, Etsy, Maplebear, Chewy, and Lyft. The ETF declined 3.64% in Q3, but e-commerce growth and AI tools support its outlook. U.S. e-commerce sales grew 12.2% YoY in Q2, per Census Bureau data.

Etsy Inc. (NYSE: ETSY) stock rose 7.08% after strong earnings, upbeat guidance, and a Payoneer deal extension. Analysts Oppenheimer and BTIG upgraded ETSY to Outperform/Buy with $90 targets, citing AI-driven growth and strong margins. Revenue was $2.88B, with gross and EBIT margins at 70% and 18%, respectively. The stock trades at a P/E of 41 and price-to-sales of 2.5. ETSY reports Q3 earnings on October 28, 2026.

Etsy's stock surged 8.14% on optimism ahead of its Q3 2026 earnings report. Analysts highlight its strong marketplace activity and cash generation, but note risks from debt and uneven revenue. Separately, Richemont is in talks to join a $1B bid for De Beers, owned by Anglo American, amid industry recovery and competition from lab-grown diamonds.

Etsy (ETSY) plans to release its Q3 2026 financial results on October 28, 2026, before market open, followed by a webcast conference call at 8:30 a.m. ET. The results and a replay will be available on the company's Investor Relations website. Etsy operates a marketplace for unique and creative goods, connecting sellers with buyers globally.

Texas Comptroller Don Huffines ordered a review to remove sales tax on online marketplace fees, affecting Amazon, eBay, Etsy, and others. The rule, expanded in 2025, had added costs for sellers. Huffines argues the tax was improper, but refunds and retroactivity are unclear. The proposal is open for public comment until November 15.

Analysts updated ratings and price targets for multiple companies. Humana (HUM) was upgraded to outperform with a target raised to $596. Etsy (ETSY) was kept underweight with a target cut to $59. PepsiCo (PEP) maintained overweight but target reduced to $140. Zscaler (ZS) kept market outperform with target raised to $265. Other companies also saw changes.

Analysts updated ratings and price targets for several companies. Constellation Brands (STZ) was downgraded to hold with a target of $135. Etsy (ETSY) was downgraded to neutral with a target of $77. Micron (MU) was upgraded to outperform with a target of $1,202. Hilton (HLT) was upgraded to outperform with a target of $370. Other companies also received rating changes and target adjustments.

Etsy is using Class 8 battery-electric trucks in Texas to reduce emissions, aiming for net-zero by 2040. The company is part of a coalition including Amazon, eBay, and Google, which plans to launch the project in early 2027. Etsy seeks to cut scope 3 emissions per dollar of gross profit by 52% by 2030. The initiative involves Environmental Attribute Certificates (EACs) to offset the cost of electric trucks.

Payoneer and Etsy renewed their partnership until 2029, enabling cross-border payouts for Etsy sellers in 16 markets. Payoneer will remain a strategic payments partner, facilitating secure transactions and earnings management. Both companies highlight the importance of cross-border commerce for small businesses, with Etsy sellers in markets like Ukraine and India relying heavily on international sales.