ETSY
Etsy, Inc.
September 24, 2026 · pre-market open
- Rarity
- 1.58
- Peak move
- −8.06%
- Float cap
- $7.1B
Etsy, Inc. operates two-sided online marketplaces that connect creative entrepreneurs with buyers worldwide. Its Etsy marketplace sells unique, creative goods from independent sellers, including handmade, vintage, and personalized items, while Depop is a fashion resale marketplace. The company earns revenue primarily from transaction, payments processing, and listing fees, plus optional seller services such as advertising and shipping labels.
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What we found
9 events · 0 from SEC or newswire · 0 timed with the move- Key event
executive_remarkAt Meta Connect on Sept 23, CEO Mark Zuckerberg said Meta will earn from its Muse AI agent by taking a small transaction fee rather than selling ads inside it, and Meta's Alexandr Wang said Walmart, Best Buy, Sephora, Expedia, Instacart and Shopify's Shop Pay are integrated.
product_launchEtsy held its free virtual 'Etsy Up 2026' seller event on September 24, 2026 at 1pm ET, with CEO Kruti Patel Goyal presenting on new features, seller tools, holiday trends and Gen Z buyer insights, and revealing the 2026 Etsy Design Awards finalists.
- Key event
analyst_ratingCitigroup cut its price target on Etsy to $60 from $73 while maintaining a neutral rating.
- Key event
analyst_ratingGoldman Sachs' trading desk published a note naming a 'consumer inertia' basket of stocks it sees at risk as AI assistants improve at price comparison, travel booking and customer service, listing AT&T, T-Mobile, Allstate, Progressive, Netflix, Paramount Skydance, Expedia and Booking; the basket fell 2.6% on Sept 22 and more than 7% over six sessions.
product_launchEtsy published its September 'Newly Crafted' seller update, launching a 'Shared Access' feature letting shop owners invite up to 5 team members to manage orders, listings and buyer messages without sharing login credentials, plus a quick-list listing form, a third listing variation, redesigned payment accounts, faster Shop Stats, local search options and expanded listing appeals by end-2026.
peer_disclosureExpedia announced a strategic partnership with Meta to enable direct trip planning and bookings through the Muse AI agent.
peer_disclosureShopify CEO Tobi Lütke announced on Sept. 21, 2026 that Shop Pay went live for Meta's Muse AI agent across all Shopify-powered stores, auto-sharing Shopify Catalog products with the agent and enabling AI-driven checkout.
customer_lossAmazon began blocking Meta's Muse AI shopping agent from its marketplace on Sept. 20, 2026, citing unauthorized agent access and terms-of-service violations, after Meta declined a request to remove the bot.
analyst_ratingArete Research set an $81.00 price target on Etsy (NYSE:ETSY) on September 24, 2026, updating its outlook on the stock.