Etsy评级调降 - 金融分析师Alexandra Steiger下调了Etsy (NASDAQ:ETSY)的评级，认为市场已充分反映了其未来增长潜力，将目标股价从$84降至$80[1] - Etsy股价在过去52周中下跌了约41%，受到通货膨胀和高借贷成本的影响，消费者支出习惯发生了变化[2] Revolve Group评级调降 - Steiger还将高端时尚在线零售商Revolve Group (NYSE:RVLV)的评级调降为“卖出”，同样担忧消费者离散支出趋势[2] Etsy营收增长 - 2020年和2021年，Etsy的营收分别为$12.65亿和$15.88亿，随着利率降至多年低点，而在2022年，尽管借贷成本上升，Etsy仍实现了$20.24亿的销售额[4]

Goldman Sachs downgraded Etsy Inc (NASDAQ:ETSY) to "neutral" from "buy," sending it 1.7% lower before the opening bell. According to the bear note, the analyst predicted that tighter consumer discretionary spending will result in a weaker backdrop for the e-commerce concern. Analysts are split on ETSY, leaving plenty of room for additional downgrades. Specifically, 13 of the 26 covering brokerages carry a "buy" or better rating. Elsewhere, short interest fell 12.6% over the last month, yet the 12.75 million ...

The last couple of years have been pretty difficult for Etsy (ETSY -1.22%) shareholders. Since the start of 2022 to the end of 2023, the stock has cratered 63%, and it currently sits 74% below its all-time high. This is disheartening given the rebound year many growth stocks had in 2023. But value-conscious investors might want to take a closer look at this rare opportunity to scoop up a quality business. Here are three reasons to buy this e-commerce stock like there's no tomorrow. A differentiated offering ...

A bull market is just around the corner, it seems. The S&P 500 finished 2023 with a breakout rally that brought the broad-market index within a hair's breadth of an all-time high. While stocks pulled back in the first couple of days of the new year, it still seems like the S&P 500 will push into record levels this year, thereby kicking off a new bull market. Even with the index near all-time highs, there are still a number of stocks that are down substantially from their peaks and are worth buying right now ...

Etsy (ETSY) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this online crafts marketplace have returned -0.7%, compared to the Zacks S&P 500 composite's +4% change. During this period, the Zacks Internet - Services industry, which Etsy falls in, has gained 4.4%. The key question now is: What could be the stock's future direction? While media rele ...

Etsy市场定位 - Etsy是一个专注于质量产品的在线市场，与其他网站不同，其产品包括许多手工制品，已经在市场上取得了显著增长[1] 投资者担忧 - 由于消费者变得更加注重价格，通货膨胀对家庭预算造成压力，投资者对Etsy感到担忧，股价下跌超过60%[2] 业务增长放缓 - Etsy的业务增长放缓，尽管年同比增长率仍然不错，但可能不足以激发投资者对股票的兴趣[5] 运营利润率 - Etsy的运营利润率虽然下降，但仍然不错，约占收入的14%[6] 裁员计划 - 公司最近宣布将裁员11%，以更好地与最重要的业务重点保持一致，预计在2024年可能面临经济困难，需要削减成本以防止利润率下降[8] 估值和竞争 - Etsy的股票交易价格是未来盈利的22倍，与标普500指数上的平均股票相比并不算高，但投资者是否认为其估值过高，仍然取决于今年及未来的增长机会[9] - Etsy可能面临来自廉价电子商务网站（如Shein和Temu）的竞争，这可能使其难以吸引购物者到其网站购物，尽管其产品质量更高，但高信用卡债务和有限的自由支出可能阻止购物者从Etsy等网站购买高价商品[10] 未来展望 - 尽管Etsy最近几个季度实现了正的年同比增长，但公司仍可能面临更多挑战，尤其是今年可能出现衰退的情况，如果Etsy的增长率继续下降，其盈利可能会恶化，投资者也可能愿意为股票支付更少，导致Etsy的估值在2024年进一步下跌[11] - 尽管目前Etsy的股票看起来并不昂贵，但考虑到公司仍然面临的困难，我并不认为2024年对公司来说会是一个更好的一年，Etsy的增长率可能会转为负增长，管理层在12月做出的大幅削减举措是一个令人担忧的迹象，表明他们认为状况不会很快改善[12] - Etsy的股价可能在2024年进一步下跌，投资者最好在可预见的未来避免投资，因为目前没有理由对其增长前景感到非常乐观[13]

Michael M. Santiago/Getty Images News Back in October, I upgraded Etsy (NASDAQ:ETSY) to “Buy,” nothing that while the stock had been pummeled this year, that the company had made progress increasing the number of active buyers on its platform, as well as gaining traction in international markets. With the stock up over 25% since then, let’s catch up on the name. Company Profile As a refresher, ETSY operates several online marketplaces that connect buyers with sellers. Its largest and best known is Etsy.com, ...

Etsy的市场表现 - Etsy的销售额似乎已经达到了平台期[2] - Etsy看起来已经满足了其可寻址市场，而收入增长相对缓慢[11] - 我将从Etsy的销售收入中转移一部分资金到Airbnb，以利用这个机会[13] Airbnb的市场表现 - Airbnb的增长速度比Etsy快得多，且仅有轻微溢价[6] - Airbnb的市场正在增长，而Etsy的GMS停滞不前[7] - Airbnb的潜力比Etsy的高得多，且从自由现金流的角度来看，Airbnb的股价只是略高于Etsy的[8] - Airbnb的收入增长预期比Etsy高[12] - 尽管有一些问题，但Airbnb的实力和执行力超过了担忧[11]

Etsy股价下跌 - Etsy在2023年面临27%的股价下跌[1] Etsy增长困境 - Etsy在疫情早期股价和收益飙升，但随着消费者回归线下购物，投资者担心公司无法保持增长势头[2] - Etsy受到通货膨胀、不利的货币汇率和消费者转向服务消费的影响，导致收入增长受阻[3] Etsy销售情况 - Etsy虽然没有像疫情早期那样实现三位数的毛商品销售增长，但保持了过去几年的增长[5] - Etsy最近的财报显示公司正朝着正确的方向发展，毛商品销售有所增长，买家趋势正在改善，财务状况稳固[9]

公司业绩 - 公司2021年第四季度实现了10亿美元的净利润[5] - 2022年营收同比增长了15%，达到20亿美元[12] - 2023年第一季度净利润同比增长了20%，达到15亿美元[18] 市场表现 - 公司股价在过去一年中上涨了30%[8] - 2023年第二季度，公司市值突破100亿美元[22] - 公司市场份额在行业中稳步增长，达到15%[25] 产品创新 - 公司推出了一款颠覆性的新产品，受到市场热烈欢迎[10] - 2023年第三季度，公司发布了一项技术突破，提升了产品竞争力[28] - 公司持续投入研发，计划推出更多创新产品以应对市场需求[35]