Etsy, Inc. (ETSY) shares tumbled 6.4% to $68.98 as of September 24, 2026, a significant decline from the prior close of $73.70. BestStocks flagged the session as a major change for ETSY. The move is tied to price move down. Below, we break down what changed for ETSY, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
What happened
ETSY fell 6.4% to $68.98
ETSY moved -5.12% from its $72.70 open to a $68.98 close on 2026-09-24. Monitor next session.
This summary describes the catalyst and move as first detected on Sep 24, 2026, 4:45 PM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
Material / EarningsMedium confidence
Rel. volume
1.6×
Above Avg
Vs peers
—
No comparable peers
Market cap
$6.5B
New York Stock Exchange
Analyst target
$86
+24.6% vs price
Price chart
Aug 24 – Sep 24
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details
What it means for Etsy, Inc. investors
For Etsy, Inc. investors, the recent signals add up to a bearish shift. On the constructive side: Positive price momentum. Weighing against that: Material negative event; Sharp 6.4% decline — elevated risk. Wall Street's consensus price target sits at $85.94, implying +24.6% upside from $68.98. Over the past 90 days analysts logged 4 upgrades and 1 downgrade. BestStocks rates the overall signal quality medium (63/100). With earnings roughly 41 days out, the next report is the most likely near-term test of the move.
ETSY price reaction
ETSY last traded at $68.98, down $4.72 (-6.40%) from the previous close of $73.70. The session traded on 1.6× average volume (above avg), so the move carried above-average conviction. Over the past month the stock has ranged between $68.98 and $87.03, and it currently sits about 0% of the way up that band.
Bullish and bearish analyst opinions on Etsy, Inc. (ETSY)
▼Latest catalyst·a bearish counterpoint
The latest catalyst — a materially negative development — a bearish counterpoint that challenges the prevailing bullish analyst view.
The consensus analyst price target on Etsy, Inc. (ETSY) is $85.94, 24.6% above the recent $68.98. Over the past 90 days analysts logged 4 upgrades, 15 maintains, and 1 downgrade. Here is how the bullish and bearish cases on ETSY line up.
▲ The bullish case
+Wall Street's consensus price target of $85.94 implies +24.6% upside from $68.98.
+The Street's most bullish target is $105.00 (+52.2%).
+4 analyst upgrades in the past 90 days, most recently BTIG to Buy (2026-09-18).
+Positive price momentum.
▼ The bearish case
−The most bearish analyst target is $65.00 (-5.8%).
−1 analyst downgrade in the past 90 days, most recently BTIG to Neutral (2026-07-16).
−Material negative event.
−Sharp 6.4% decline — elevated risk.
−Etsy, Inc. (ETSY) moved -4.81% from $84.47 to $80.40 on 2026-08-10.
Bull vs bear balanceBearish Shift
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Sep 24, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Etsy, Inc. (ETSY) moved -2.91% from $74.51 to $72.34 on 2026-09-17. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was near its 5-day average, indicating the decline occurred without unusual trading activity.
Material / Earnings2026-09-15-0.6%
Etsy, Inc. (ETSY) moved -3.19% from $76.44 to $74.00 on 2026-09-15. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average at 0.8x, indicating the decline occurred on subdued trading activity.
Etsy fell 2.75% to $70.81 following insider selling by executives including CEO Josh Silverman and broader macroeconomic profit-taking amid interest rate concerns, according to recent filings and market analysis tied to the Goldman Sachs Communacopia and Technology Conference. The decline reflects de-risking in consumer discretionary stocks following a strong August jobs report, with analysts noting the insider transactions were under pre-arranged 10b5-1 plans.
Etsy fell 5.72% to $72.14 following insider stock sales by CEO Josh Silverman and Chief Product & Technology Officer Colburn, compounded by a broader e-commerce sector selloff alongside peers like Shopify (per Yahoo Finance, Investing.com, and 247wallst.com). Volume of 1.67M shares ran 1.08x normal for this point in the session.
Material / Earnings2026-09-04-6.7%
Etsy, Inc. (ETSY) moved -6.34% from $81.69 to $76.51 on September 4, 2026, reaching a new 30-day low on modestly elevated volume (1.3x the 5-day average). The decline reflects investor concerns over profitability and margins, routine insider selling by executives, and cautious positioning ahead of the Goldman Sachs Conference scheduled for September 9.
Material / Earnings2026-08-26-3.2%
Etsy, Inc. (ETSY) moved -2.99% from $84.26 to $81.74 on 2026-08-26. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average.
Material / Earnings2026-08-25-3.0%
Etsy, Inc. (ETSY) moved -2.95% from $87.00 to $84.43 on 2026-08-25. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found.
Material / Earnings2026-08-24+7.4%
Etsy, Inc. (ETSY) moved +7.70% from $80.81 to $87.03 on 2026-08-24. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move appears to be technical, with ETSY reaching a new 30-day high.
Upcoming catalysts & outlook
Next earnings
2026-11-04 (est.)
in 41 days
Thesis shift
Bearish Shift
bearish signal
Risk level
Medium
from change events
Frequently asked questions about ETSY
Why did Etsy, Inc. (ETSY) stock move?
ETSY tumbled 6.4% to $68.98. The move is associated with price move down.
How much did ETSY stock fall?
ETSY lost 6.40% ($4.72) versus the prior close of $73.70, last trading at $68.98 on 1.6× average volume.
When is Etsy, Inc.'s next earnings date?
ETSY's next earnings report is estimated for 2026-11-04 — about 41 days away.
What is the analyst price target for ETSY?
The consensus analyst price target for ETSY is $85.94, about 24.6% above the current $68.98. Over the past 90 days, analysts recorded 4 upgrades, 15 maintains, and 1 downgrade.
How BestStocks tracks ETSY
This page is generated automatically by BestStocks' change-detection system after price move down was detected and verified against independent data sources. It draws on 20 tracked change events for ETSY, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 24, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.
