AlphaYou
Overview
Smart money at a glance
Filings to Oct 5, 2026Net selling: insiders sold $15.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$15.2M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 7 added, 0 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- 10+ awardsAwards on record
Market overview
Fundamentals Oct 4- 52-wk high
- $87.97
- 52-wk low
- $44.00
- Prev close
- $72.77
- Mkt cap
- $6.68B
- P/E
- 23.0x
- Fwd P/E
- 14.9x
- Beta
- 1.81
- P/S
- 2.3x
- P/B
- 21.4x
- Profit margin
- +7.1%
- Op margin
- +18.7%
- ROE
- -1224.0%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ETSY filings
Are insiders buying or selling Etsy, Inc. (ETSY) stock?
Net selling: insiders sold $15.2M and bought $0 of ETSY stock on the open market in the 90 days to Oct 5, 2026, according to SEC Form 4 filings. $14.8M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Silverman, Josh (Director), who sold $10.1M. The latest filing was on Sep 3, 2026.
Which members of Congress have traded ETSY recently?
None. No member of Congress disclosed a ETSY trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this ETSY smart-money data?
This summary uses filings available on Oct 5, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (3)
- CI
Citadel
$88.1M
added
- DS
D.E. Shaw
$82.4M
added
- BO
Bank of America
$56.7M
added
What insiders are doing
How top traders are positioned
No tracked top-trader positions in ETSY right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 27.3% above what analysts expected.
Last report
Aug 5, 2026
Period ending
Jun 30, 2026
Earnings per share
$0.77 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 5, 2026 | $0.98 / $0.77Alpha Vantage | +27.27% beat | Unavailable | Unavailable |
| Mar 31, 2026 | Apr 29, 2026 | $0.60 / $0.46Alpha Vantage | +30.78% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 19, 2026 | $0.92 / $0.85Alpha Vantage | +8.24% beat | Unavailable | Unavailable |
| Sep 30, 2025 | Oct 29, 2025 | $1.02 / $1.04Alpha Vantage | -1.92% miss | Unavailable | Unavailable |
| Jun 30, 2025 | Jul 30, 2025 | $0.69 / $1.09Alpha Vantage | -36.70% miss | Unavailable | Unavailable |
| Mar 31, 2025 | Apr 30, 2025 | -$0.49 / $0.47Alpha Vantage | -$0.96 miss | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 19, 2025 | $1.03 / $0.94Alpha Vantage | +9.64% beat | Unavailable | Unavailable |
| Sep 30, 2024 | Oct 30, 2024 | $0.45 / $0.53Alpha Vantage | -15.09% miss | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Reports Nov 4, 2026, in 30 days
Estimates as of Oct 4, 2026
EPS expected
$0.60 to $0.99
Revenue expected
24 analysts
Last 30 days
Analysts cutting estimates
Estimate drift
Change in 30 days
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $678.0M | $881.6M | $631.3M | $668.3M |
| Cost of what it sold | $194.6M | $237.5M | $175.7M | $184.3M |
| Gross profit | $483.4M | $644.1M | $455.6M | $484.0M |
| What it spent | ||||
| Research and development | $113.4M | $114.4M | $99.1M | $100.9M |
| Sales and admin | $79.5M | $94.4M | $62.5M | $66.9M |
| Other operating costs | $207.8M | $305.9M | $174.2M | $190.9M |
| Total operating expenses | $400.7M | $514.7M | $335.8M | $358.8M |
| What was left | ||||
| Operating profit | $82.7M | $129.4M | $119.8M | $125.3M |
| Interest on debt | $5.7M | $5.6M | — | $5.6M |
| Profit before tax | $92.1M | $136.8M | $129.3M | $135.0M |
| Tax | $16.6M | $26.0M | $24.6M | $20.6M |
| Net profit | $75.5M | $110.7M | $69.7M | -$46.4M |
| EBITDA | $122.0M | $167.3M | $144.6M | $125.2M |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
45 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is mixed
Etsy stock reports Q2 growth as analysts weigh valuation
Leans bullishOct 4Form 4 Etsy Inc For: 2 October By Investing.com
NeutralOct 3Form 4 Etsy Inc For: 2 October By Investing.com
NeutralOct 2Stock grant vesting brings 26,974 shares to Etsy (ETSY) CEO; 14,818 are withheld for taxes.
NeutralOct 2Music to the Ears of Etsy Sellers
NeutralOct 213,495 Etsy (ETSY) shares are proposed for sale by Josh Silverman around October 1, 2026.
NeutralOct 2US29786AAP1 Bond Profile: Coupon and Redemption
NeutralOct 1Etsy (NYSE:ETSY) Shares Up 5.5% - Here's Why
Leans bullishSep 30