股价表现 - Etsy (ETSY) 最新收盘价为 $64.98，较前一交易日下跌了 -0.88% [1] - Etsy 在过去一个月中股价下跌了 4.15%，未能跟上计算机和技术行业的涨幅 0.85% 和标普500指数的涨幅 0.48% [2] 收益预测 - Etsy 即将公布的收益披露备受分析师和投资者关注，预计每股收益为 $0.49，较去年同期下降了 7.55% [3] - Zacks Consensus Estimates 预测全年每股收益为 $2.60，营收为 $28.6 亿美元，较去年同期分别增长了 +7.44% 和 +4.04% [4] 评级和估值 - Etsy 目前持有的 Zacks Rank 为 3 (Hold)，过去30天内，公司的一致预期每股收益下调了 0.61% [7] - Etsy 目前的前瞻市盈率为 25.25，较行业平均前瞻市盈率 23.16 有溢价 [8] - ETSY 目前持有的 PEG 比率为 4.53，较互联网服务行业的平均 PEG 比率 1.81 有较大差距 [9] 行业排名 - 互联网服务行业属于计算机和技术行业，目前的 Zacks Industry Rank 为 63，在所有行业中排名前 25% [10] - Zacks Industry Rank 从最好到最差的顺序排列，我们的研究显示，排名前50%的行业的表现是排名后50%的两倍 [11]

Etsy is still struggling to grow sales on its e-commerce platform. Online marketplace Etsy (ETSY -0.05%) is struggling to grow in the post-pandemic world. Wells Fargo analyst Ken Gawrelski became a bit more pessimistic on Thursday, maintaining his underperform rating and dropping his price target for the stock from $62 to $60. This new price target represents a potential downside of about 8% over the next 12 months or so. Treading water Etsy gained customers during the pandemic as consumers shifted spending ...

In the latest market close, Etsy (ETSY) reached $65.15, with a -0.05% movement compared to the previous day. This move lagged the S&P 500's daily gain of 0.11%. Elsewhere, the Dow saw a downswing of 0.11%, while the tech-heavy Nasdaq appreciated by 0.23%. The online crafts marketplace's shares have seen a decrease of 4.92% over the last month, not keeping up with the Computer and Technology sector's gain of 1.54% and the S&P 500's gain of 1.5%. The upcoming earnings release of Etsy will be of great interest ...

Investors load up on growth stocks in hopes of outperforming popular stock market benchmarks like the S&P 500 and the Nasdaq 100. It’s possible to outshine these indices, but some growth stocks lose their charm. A corporation that previously reported superb financial growth can see its growth rates wither. If that happens, shareholder value can quickly get decimated. Other growth stocks are well past their primes and look ripe for a correction or a sharp decline as earnings approach. Not every growth stock ...

It’s been nearly one and a half years since ChatGPT went live, but it sure doesn’t feel like it. ChatGPT has shaken up many sectors, and triggered an AI revolution. I would argue that ChatGPT is the biggest reason why the ‘Magnificent 7’ stocks have done so well. This rally, in turn, has driven the broader market higher alongside these stocks. However, this does not mean that ChatGPT is the only AI model in town. Other companies have been racing to make their own AI models. Indeed, many AI models have found ...

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 ...

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 late ...