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Etsy (ETSY) Stock News, Sep 2025-Feb 2026

ETSY NYSE

Etsy, Inc. reports developments tied to its two-sided online marketplaces, including Etsy.com for unique and creative goods and Depop for fashion resale. Company news commonly addresses operating and financial results, gross merchandise sales trends, buyer and seller engagement, seller tools and services, and the product, marketing, technology, and customer support expertise shared across its marketplace portfolio.

Recurring updates also include shareholder letters, investor conference participation, governance and executive-team matters, capital-structure disclosures, and business portfolio changes such as the completed sale of Reverb.

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Etsy (NYSE: ETSY) reported Q4 2025 consolidated GMS of $3.59B, revenue $881.6M and diluted EPS $0.92. Q4 consolidated Adjusted EBITDA was $222.5M (25.2% margin). Etsy completed Reverb sale in June 2025 and announced a definitive agreement to sell Depop to eBay for $1.2B, expected to close in Q2 2026. Q1 2026 guidance: GMS $2.38B–$2.43B, take rate ~25.5%, and Adjusted EBITDA margin ~28–30% for continuing operations.

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eBay (Nasdaq: EBAY) will acquire Depop from Etsy for approximately $1.2 billion in cash, subject to purchase price adjustments, in a deal expected to close in Q2 2026 pending regulatory approvals. Depop reported ~$1 billion GMS in 2025, 7 million active buyers and strong U.S. growth.

The acquisition aims to deepen eBay's C2C fashion presence, reach younger Gen Z and Millennial consumers, and leverage cross-listing, shipping, and authentication capabilities to scale Depop globally while Etsy focuses on its core marketplace.

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Etsy (NYSE: ETSY) will release its fourth quarter and full year 2025 financial results before market open on Thursday, February 19, 2026.

A video webcast conference call to discuss results will be held at 8:30 a.m. ET the same day with live analyst Q&A; a replay will be available from 12:00 p.m. ET for at least three months on the Etsy Investor Relations website.

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Etsy (NYSE: ETSY) announced a new $750 million share repurchase authorization, which combined with an estimated remaining capacity of over $200 million under the existing program gives the company close to $1 billion of potential repurchase capacity. The Board also appointed current Chair Fred Wilson as Lead Independent Director effective January 1, 2026, concurrent with a leadership transition to Kruti Patel Goyal as CEO and Josh Silverman becoming Executive Chair.

The company said it had approximately $1.6 billion in cash and equivalents as of the most recent quarter-end and noted continued free cash flow as a rationale for the authorization.

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Etsy (NYSE: ETSY) announced executive participation at multiple investor conferences in November–December 2025. Key events include the Raymond James TMT & Consumer Conference in New York City with a webcasted fireside chat on December 9, 2025 at 1:40pm ET available at investors.etsy.com.

Additional non‑webcast investor meetings are scheduled: Oppenheimer Virtual Internet Bus Tour on November 20, 2025, Needham Tech Week Virtual One‑on‑One on November 24, 2025, and the UBS Global Technology and AI Conference in Scottsdale, AZ on December 2, 2025.

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Etsy (NYSE: ETSY) reported third quarter 2025 results: consolidated GMS $2.725B (down 6.5% as reported; +0.9% excluding Reverb), revenue $678.0M (up 6.1% year‑over‑year excluding Reverb), and non‑GAAP Adjusted EBITDA $171.9M with a 25.4% margin. Etsy ended the quarter with $1.6B in cash and equivalents and repurchased ~$120M of stock in Q3. Etsy marketplace showed sequential GMS improvement while Depop delivered GMS +39.4% YoY. Company provided Q4 2025 guidance of GMS $3.5B–$3.65B, ~24.5% take rate, and ~24% adjusted EBITDA margin.

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Etsy (NYSE: ETSY) announced a leadership transition effective January 1, 2026: Kruti Patel Goyal will become CEO and join the Board. Current CEO Josh Silverman will step down as CEO on December 31, 2025 and is expected to serve as Executive Chair through December 31, 2026. Fred Wilson will step down as Board chair but remain on the Board.

Management highlights cited: Kruti's prior role as CEO of Depop and recent leadership of Etsy growth initiatives, plus historical company metrics noting shoppers have more than tripled, GMS grown fourfold, revenue nearly eightfold, and share price up more than seven times.

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Etsy (NYSE: ETSY) will release its third quarter 2025 financial results before market open on Wednesday, October 29, 2025. The company said the press release and the earnings presentation will be posted on its Investor Relations website (investors.etsy.com).

Etsy will host a live video webcast conference call at 8:30 a.m. Eastern Time on October 29, 2025, where publishing research analysts may ask management live questions. A replay of the webcast will be available via the same investor site starting at 12:00 p.m. Eastern Time on the same day and will remain accessible for at least three months.

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Etsy (NASDAQ: ETSY) has announced plans to transfer its Common Stock listing from Nasdaq to the New York Stock Exchange (NYSE). The transition will take effect on October 13, 2025, with the Nasdaq listing ceasing on October 10, 2025.

CEO Josh Silverman emphasized Etsy's 20-year legacy of connecting shoppers with creative entrepreneurs and expressed enthusiasm about joining the NYSE alongside other innovative companies. NYSE Group President Lynn Martin welcomed Etsy, highlighting the alignment between Etsy's "Keep Commerce Human" mission and NYSE's community of industry leaders.

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Etsy (NASDAQ:ETSY) has appointed Rafe Colburn as Chief Product and Technology Officer, effective September 8, 2025. Colburn, currently serving as Chief Technology Officer, will expand his responsibilities to oversee both product and engineering organizations for the Etsy marketplace, reporting to Kruti Patel Goyal, President and Chief Growth Officer.

The appointment follows the departure of Nick Daniel, the current Chief Product Officer, who will leave on September 5, 2025. Colburn brings significant experience from his previous roles, including serving as Chief Product and Technology Officer at Depop and Vice President of Engineering at Etsy, where he led various critical teams and established the company's Data Engineering division.

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FAQ

What is the current stock price of Etsy (ETSY)?

Etsy (ETSY) last closed at $75.14.

What is the market cap of Etsy (ETSY)?

The market cap of Etsy (ETSY) is approximately $6.9B.