Wall Street expects a year-over-year decline in earnings on higher revenues when Etsy (ETSY) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 30, 2024, might help the stock move higher if these key numbers are better than expecta ...

文章核心观点 - Etsy是疫情期间最大的赢家之一,因为人们被困在家中无法外出消费,转而选择了网上购物 [1] - 消费者手头充裕,有大量刺激性消费支票,因此网上购物大增 [1] 公司概况 - Etsy是一家电子商务平台公司,在纳斯达克上市(股票代码:ETSY) [1] - 公司专注于手工艺品、艺术品等独特商品的在线销售 [1] 业绩表现 - 疫情期间,公司业务大幅增长,成为最大赢家之一 [1] - 消费者手头充裕,有大量刺激性消费支票,因此网上购物大增 [1] 投资价值 - 公司拥有持久、可持续的护城河,是自由现金流的生成者 [1] - 管理层对股东友好,有明确的价值释放催化剂 [1] - 公司被低估,是一家不错的价值投资标的 [1]

BROOKLYN, N.Y., Oct. 16, 2024 /PRNewswire/ -- Etsy, Inc. (Nasdaq: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, plans to release its third quarter 2024 financial results after market close on Wednesday, October 30, 2024. The press release can be accessed on the Etsy Investor Relations website (investors.etsy.com). Etsy will also host a video webcast conference call to discuss those results at 5:00 p.m. Eastern Time o ...

Shares of Etsy Inc ETSY have lost around 38% year to date, with the company facing intensifying competition. According to Goldman Sachs, the current Street estimates for Etsy are at risk, given the low visibility into gross merchandise sales, the potential for persistent share losses, and the risk of margin compression in 2025. Analyst Eric Sheridan downgraded Etsy's rating from Neutral to Sell and slashed the price target from $70 to $45. The Etsy Thesis: The company's gross merchandise sales have been dec ...

文章核心观点 - 高盛下调Etsy Inc(NASDAQ:ETSY)评级至"卖出",并将目标价从70美元下调至45美元 [1] - 分析师预计该电子商务股票将继续失去市场份额,因为面临更激烈的竞争 [1] 公司相关 - Etsy股价下跌39.3%,昨日创下4年多来新低48.06美元,目前低于20日至320日均线 [1] - 期权市场上,Etsy看涨期权交易量增加,10月52美元和55美元看涨期权最受关注 [1] - 空头头寸占Etsy可流通股的15%,需要4天才能完全平仓 [2]

Shares in this e-commerce company have languished since the pandemic's height. Will it ever recover to previous highs? The COVID-19 pandemic shut the world down, and lockdowns and movement restrictions boosted demand for stay-at-home activities. Online craft marketplace Etsy (ETSY -0.16%) was a natural beneficiary of this trend. Its stock price soared, with investors seeming to believe that the boom times would never end. Now, the company's price tag has dropped substantially -- potentially putting it on th ...

文章核心观点 - 电商公司Etsy股价今年下跌36%,被剔除出标准普尔500指数,转而纳入标准普尔小型股600指数 [1] - 尽管Etsy面临消费者支出压力和实体店竞争,但公司仍有良好的客户粘性和盈利能力 [2][3][4][5][6] - Etsy目前估值较低,是一个有潜力的长期投资机会 [7] 公司概况 - Etsy是一家连接手工品制造商和买家的在线市场平台 [1] - 公司采取轻资产的业务模式,专注于营销和使用人工智能提升平台效率,资产负债表健康 [5] - 公司拥有超过10亿美元现金,能够将90%的调整后EBITDA转化为自由现金流 [5] 客户粘性 - Etsy的活跃买家和习惯性买家数量保持在较高水平,客户留存率优于疫情前 [3] - 公司正在推出付费会员计划Etsy Insider,有望进一步提高客户忠诚度 [4] 财务表现 - 公司最新一季度调整后EBITDA超出预期28% [7] - 尽管短期内可能需要一定时间恢复,但Etsy的长期增长前景仍然看好 [7]

Buoyed by its unique goods, strong cash generation, and hefty share repurchases, Etsy looks to prove history right again. Usually, a company's deletion from the S&P 500 index makes it feel like a stock to avoid. However, a study from Research Affiliates analyzed stocks deleted from the S&P 500, Nasdaq-100, and Russell 2000 indexes and showed that the exact opposite may be the case. Running a backtest from 1991 to 2018, Research Affiliates found that stocks removed from the major indexes went on to outperfor ...

The market isn't enthused about Etsy right now. Investors have moved on from former growth stock Etsy (ETSY 2.49%). The niche e-commerce platform hasn't been able to keep up its pandemic-era growth, and although it's become more mainstream, it's struggling to grow. It was included in the S&P 500 index for the first time in 2020, smack in the middle of its highest growth period, but it was recently removed along with American Airlines and Bio-Rad Laboratories. Looking for an excellent alternative to Etsy? Co ...

This fallen angel is gaining the attention of contrarian investors. It has been a challenging time for investors in Etsy (ETSY -0.73%). The stock hit a multi-year low when the general market reached multiple all-time highs. Weak business performance and its recent removal from the S&P 500 index are critical drivers for its poor stock performance. Still, contrarian investors have started to pay attention to the stock as they look for opportunities to buy it cheaply. But is now a good time to load up on Etsy' ...