A huge rally since early 2023 has made it harder for investors to find obvious values in the stock market. That's especially true in the tech world. The Nasdaq Composite index is up 40% in the past year, after all, and many popular stocks have logged gains of double or triple that result.Etsy (ETSY 1.17%) stock isn't one of these winners. The marketplace platform specialist sat out the recent rally, with shares down more than 30% in a year.You don't usually see that level of underperformance unless there ar ...

grinvalds This is the third article in a series, where my wife's favorite pursuits are highlighted as stock buys. I am looking for inexpensive company valuations, on top of strong everyday consumer trends. The first effort discussed the crafting-demand angle for Dollar Tree (DLTR) in September here. My second suggestion was the leading perfume and make-up company Estée Lauder (EL), written in December here. Both have performed admirably, with Dollar Tree initially rising better than +40% in the months after ...

业绩总结 - Etsy的总交易额从2017年的33亿美元增长至2023年的120亿美元，销售额增长四倍[6] - Etsy的卖家数量从2017年的200万增长至700万，买家数量从3300万增长至9200万[6] - Etsy的EBITDA从2017年的8000万美元增长至2023年的7.54亿美元，增长九倍[6] - Etsy在2023年第四季度创下了有史以来最高的活跃买家人数，比COVID期间的峰值还要高[54] 未来展望 - Etsy对2024年Q1和全年的业绩展望包括GMS下降、提高收费率和EBITDA利润率为26%[38] - 公司预计全年营收的收入率将与第一季度大致保持一致[43] - 公司表示全年利润率将至少与2023年的27.4%的利润率相同[43] - Etsy预测将继续保持独特和特殊的地位，继续吸引用户[89] 新产品和新技术研发 - Etsy推出了Gift Mode，旨在提高买家对Etsy的考虑度，认为礼品市场是一个巨大的机会[13] - Etsy计划通过提供更快的交货时间和更可预测的运费来消除购物者在购买时的顾虑，以提高买家对Etsy的考虑度[18] - Etsy正在进行实验，投资于聊天机器人技术，预计未来将带来实质性收益[87] 市场扩张和并购 - Etsy估计美国礼品市场规模为2000亿美元，每提升1%的市场份额将带来20亿美元的总交易额增长[15] - Etsy的子公司的利润率正在改善，其中Depop的利润率的负面影响正在减少[47] - Etsy与全球大型合作伙伴合作，调整模型以适应特定用例[84]

Etsy市场表现 - Etsy是领先的非商品化和可定制产品市场，具有持久的竞争优势[4] - 尽管销售额下降，但Etsy仍然成功增长收入，第四季度收入增长4.3%，全年增长7.1%[5] - Etsy通过提高卖家费用和推动更多卖家使用其广告平台，成功增加收入[6][7]

Michael M. Santiago Most tech stocks, alongside the S&P 500, are at multi-year highs driven by enthusiasm for AI and hope for a more benign Fed rate policy. But amid such expensive conditions in the market, I'm on the hunt for stocks that have less downside risk and have already corrected somewhat this year. Etsy (NASDAQ:ETSY) is one of these names. The arts-and-crafts e-commerce website has sunk more than 10% year to date, with losses picking up after the company posted a mixed Q4 earnings quarter in l ...

The most recent trading session ended with Etsy (ETSY) standing at $68.40, reflecting a -0.31% shift from the previouse trading day's closing. This change lagged the S&P 500's 1.03% gain on the day. Elsewhere, the Dow saw an upswing of 0.34%, while the tech-heavy Nasdaq appreciated by 1.51%.Shares of the online crafts marketplace have depreciated by 6.35% over the course of the past month, underperforming the Computer and Technology sector's gain of 2.52% and the S&P 500's gain of 3.21%.The investment commu ...

Etsy业务表现 - Etsy在疫情期间销售额飙升，但目前业务增长明显放缓[1] - 公司股价已经下跌了77%，从2021年11月的最高点开始计算[2] - 尽管股价表现不佳，但Etsy仍然是一家值得购买的增长股[3] Etsy市场定位 - Etsy在零售领域成功打造了独特的市场定位，强调独特、手工制作和复古商品[4] Etsy用户规模 - 公司吸引了9650万活跃买家和900万活跃卖家，2023年的总商品销售额达到132亿美元[6] Etsy财务表现 - Etsy的盈利能力稳定，过去七年中有六年实现了正净收入[8] - 公司运营利润率从2016年的5.1%增长到2023年的13.7%，过去12个月内产生了6.66亿美元的自由现金流[10] Etsy投资潜力 - Etsy的股价目前估值便宜，前瞻市盈率为14.6，相对于标普500指数的21倍，显示出潜在投资回报的上升空间[12] - 尽管Etsy面临着经济不确定性和消费者支出下降的挑战，但对于能够关注未来五年而非短期的投资者来说，公司可能会有不错的回报[14]

In the last five years, the Nasdaq Composite Index has climbed 112%, a spectacular gain that investors can be pleased with. But not all stocks have done this well.Take Etsy (ETSY -2.62%). Its shares are only up 24% since February 2019. They even missed the market's impressive rally in 2023. Investors have completely soured on Etsy, which currently trades at a dirt cheap forward price-to-earnings ratio of 15.6.Before you buy this top e-commerce stock, here are three facts you need to know about the business. ...

特斯拉(Tesla)分析 - 摩根士丹利的分析师Adam Jonas给特斯拉设定了一个12个月的股价目标为每股345美元，暗示着当前股价202美元的71%上涨空间[2] - 特斯拉第四季度财务业绩令人失望，营收仅同比增长3%，净利润下降39%，管理层警告称今年车辆销量增长可能较低，因为公司加大对下一代车辆平台的投资[4] - 特斯拉的未来展望包括停止或逆转价格下调、推出下一代汽车、提高毛利率等措施，公司预计电动车销量和自动驾驶车辆收入将持续增长，有望在未来几年实现超过20%的年销售增长[7][8][9] - 投资者应该考虑购买特斯拉的股票，但不应该指望股价很快上涨，短期前景不明朗[10] Etsy分析 - 摩根士丹利的分析师Sean Dunlop给Etsy设定了一个12个月的股价目标为每股140美元，暗示着当前股价70美元的100%上涨空间[2] - Etsy第四季度财务业绩表现不佳，虽然总收入增长4%，但商品销售额下降1%，管理层预计第一季度商品销售额将继续下降，但从第二季度开始将有所改善[11][12] - Etsy正在利用人工智能改善搜索和发现功能，以吸引更多买家和提高购买频率，公司专注于非商品化库存，定位良好，有望在电子商务普及、经济状况改善和业务投资见效的情况下受益[13][15] - Etsy的当前估值为销售额的3.6倍，未来可能会面临挑战，但在未来五年内有望超越市场表现[16]

Etsy (ETSY) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this online crafts marketplace have returned +6.4% over the past month versus the Zacks S&P 500 composite's +4.7% change. The Zacks Internet - Services industry, to which Etsy belongs, has lost 1.2% over this period. Now the key question is: Where could the stock be headed in the near term?Althou ...