ETSY → $40.00 by Sep 15, 2026.

Etsy is a company continues to face slowing growth in its core marketplace as consumers pull back on discretionary spending and competition from platforms like Amazon, Temu, and Shopify merchants intensifies. Gross merchandise sales have struggled to return to pandemic-era levels, while active buyer growth has largely stalled/ if not fallen. With revenue growth decelerating and investor expectations still assuming a meaningful reacceleration, any further weakness in consumer demand, seller engagement, or marketplace traffic could pressure both earnings estimates and …