{"ticker": {"uuid": "65367348-7ef4-438e-acbf-b684df2131d2", "symbol": "ETSY", "name": "Etsy, Inc.", "exchange": "VIE", "country": "AT", "sector": "Consumer Cyclical", "industry": "Internet Retail"}, "articles": [{"title": "Etsy (ETSY) Q2 2026 Earnings Call Transcript", "summary": "Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Kruti Patel GoyalChief Financial Officer - Charles BakerVP of Investor Relations - Debra Wasser TAKEAWAYS Etsy Marketplace GMS -- $2.6 billion, up 7.5% year over year and marking the third consecutive quarter of growth.Total Revenue -- $668 million, representing 9.3% growth for the Etsy Marketplace stand-alone driven by solid increases in marketplace and services revenue.Take Rate -- 25.9%, an increase of 130 basis points year over year due to machine learning-driven improveme", "url": "https://www.nasdaq.com/articles/etsy-etsy-q2-2026-earnings-call-transcript", "source_name": "nasdaq.com", "published_at": "2026-08-12T23:44:01+00:00", "published_display": "12 Aug 2026 23:44", "sentiment": "neutral", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.287, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Ecommerce", "Free Cash Flow", "Growth Rate", "Marketplace"]}, {"title": "Is Etsy (ETSY) Losing Sellers Over Its AI Content Rules?", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Etsy (NYSE:ETSY) is facing rising pushback from long-term sellers over its AI content policies, with critics questioning how clearly AI generated products are labeled and governed. Industry observers warn that marketplace standards and transparency are under strain as Etsy adjusts its rules while relying more heavily on automated tools. Competing creator platforms that ban AI generated goods outright are drawing attention fr", "url": "https://finance.yahoo.com/markets/stocks/articles/etsy-etsy-losing-sellers-over-151039214.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:10:39+00:00", "published_display": "12 Aug 2026 15:10", "sentiment": "positive", "sentiment_pct": 61, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.237, "duplicate_count": 1, "topics": ["AI", "Creator Economy", "Investment Risks", "Marketplace", "Retail"]}, {"title": "Etsy (ETSY) On Earnings, Depop Sale And Buyback Looks Fully Valued", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Etsy (ETSY) is back in focus after second quarter 2026 results topped revenue expectations, followed by job cuts, the Depop sale to eBay, and a new US$2b share repurchase program. See our latest analysis for Etsy. Etsy's latest moves around Depop, workforce reshaping and the US$2b buyback come after a sharp shift in momentum, with the share price up 38.8% year to date and the 1 year total shareholder return at 19.5%, while the 5 year total shareholder return remains materially lower. If ", "url": "https://finance.yahoo.com/markets/stocks/articles/etsy-etsy-earnings-depop-sale-111340752.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:13:40+00:00", "published_display": "12 Aug 2026 11:13", "sentiment": "neutral", "sentiment_pct": 51, "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.191, "duplicate_count": 1, "topics": ["Discounted Cash Flow", "E Commerce", "Earnings", "Revenue Growth", "Share Price", "Share Buyback"]}, {"title": "Sea Earnings: What To Look For From SE", "summary": "Sea Earnings: What To Look For From SE E-commerce and gaming company Sea (NYSE:SE) will be reporting results this Tuesday before market hours. Here's what to expect. Sea beat analysts' revenue expectations last quarter, reporting revenues of $7.33 billion, up 43.2% year on year. It was a stunning quarter for the company, with a solid beat of analysts' EBITDA estimates and solid growth in its users. It reported 72.6 million users, up 12.4% year on year. Is Sea a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the market is expecting", "url": "https://finance.yahoo.com/markets/stocks/articles/sea-earnings-look-se-091722692.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:17:22+00:00", "published_display": "12 Aug 2026 09:17", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.291, "duplicate_count": 1, "topics": ["E Commerce", "Earnings", "Gaming", "Online Marketplace", "Price Target", "Revenue Growth"]}, {"title": "ETSY Q2 Deep Dive: Marketplace Fundamentals Strengthen Amid Product Investment and Restructuring", "summary": "ETSY Q2 Deep Dive: Marketplace Fundamentals Strengthen Amid Product Investment and Restructuring Online marketplace Etsy (NYSE:ETSY) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 6.2% year on year to $668.3 million. Its non-GAAP profit of $1.31 per share was 11.6% above analysts' consensus estimates. Is now the time to buy ETSY? Find out in our full research report (it's free). Etsy (ETSY) Q2 CY2026 Highlights: Revenue: $668.3 million vs analyst estimates of $646.3 million (6.2% year-on-year growth, 3.4% beat) Adjusted EPS: $1.31 vs analyst estimates of", "url": "https://finance.yahoo.com/markets/stocks/articles/etsy-q2-deep-dive-marketplace-142122072.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:21:22+00:00", "published_display": "11 Aug 2026 14:21", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.343, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Free Cash Flow", "Machine Learning", "Marketing", "Restructuring"]}, {"title": "1 Small-Cap Stock to Own for Decades and 2 We Ignore", "summary": "1 Small-Cap Stock to Own for Decades and 2 We Ignore Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors. The downside that can come from buying these securities is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here is one small-cap stock that could amplify your portfolio's re", "url": "https://finance.yahoo.com/markets/stocks/articles/1-small-cap-stock-own-145322816.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:53:22+00:00", "published_display": "10 Aug 2026 14:53", "sentiment": "negative", "sentiment_pct": 37, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.196, "duplicate_count": 1, "topics": ["Earnings", "Earnings Per Share", "Free Cash Flow", "Revenue Growth", "Revenue Growth", "Small Cap Stocks"]}, {"title": "eBay Slid This Past Month: Why a Leading Analyst Expects 32% Growth Ahead Anyway", "summary": "Quick Read eBay dropped 4% last month after Q3 EPS guidance missed Q2's $1.60 mark, prompting Wells Fargo to slash its target to $92 on Depop drag. BMO's Brian Pitz set a Street-high $145 target on EBAY, pointing to Focus Categories driving over 40% of GMV and AI seller tools lifting margins. ETSY now trades above its own consensus price target, while AMZN's 19% implied upside still trails BMO's lone 32% bull call on eBay. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and eBay didn't make the cut. Grab the names FREE today. Shares of eBay (NASDAQ:EBAY) curren", "url": "https://finance.yahoo.com/markets/stocks/articles/ebay-slid-past-month-why-143059038.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T14:30:59+00:00", "published_display": "08 Aug 2026 14:30", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.139, "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Guidance", "Marketplaces", "Operating Income"]}, {"title": "Etsy Q2 Earnings Call Highlights", "summary": "Key Points Interested in Etsy Inc? Here are five stocks we like better. Etsy's marketplace momentum accelerated: Second-quarter GMS rose 7.5% year over year to $2.6 billion, revenue reached $668 million, and adjusted EBITDA was $195 million. Active buyers increased sequentially to about 87 million, while app GMS growth accelerated to 12.5%. The company raised its 2026 outlook and expanded capital returns: Etsy now expects full-year mid-single-digit GMS growth and an adjusted EBITDA margin of 29%\u201330%. It also authorized a new $2 billion share repurchase program after buying back about $250 mill", "url": "https://finance.yahoo.com/markets/stocks/articles/etsy-q2-earnings-call-highlights-070405541.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T07:04:05+00:00", "published_display": "08 Aug 2026 07:04", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.208, "duplicate_count": 1, "topics": ["AI", "E Commerce", "Earnings", "Financial Results", "Free Cash Flow", "Restructuring"]}], "by_tier": {"direct": [{"title": "Etsy (ETSY) Q2 2026 Earnings Call Transcript", "summary": "Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Kruti Patel GoyalChief Financial Officer - Charles BakerVP of Investor Relations - Debra Wasser TAKEAWAYS Etsy Marketplace GMS -- $2.6 billion, up 7.5% year over year and marking the third consecutive quarter of growth.Total Revenue -- $668 million, representing 9.3% growth for the Etsy Marketplace stand-alone driven by solid increases in marketplace and services revenue.Take Rate -- 25.9%, an increase of 130 basis points year over year due to machine learning-driven improveme", "url": "https://www.nasdaq.com/articles/etsy-etsy-q2-2026-earnings-call-transcript", "source_name": "nasdaq.com", "published_at": "2026-08-12T23:44:01+00:00", "published_display": "12 Aug 2026 23:44", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.287, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Ecommerce", "Free Cash Flow", "Growth Rate", "Marketplace"]}, {"title": "Is Etsy (ETSY) Losing Sellers Over Its AI Content Rules?", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Etsy (NYSE:ETSY) is facing rising pushback from long-term sellers over its AI content policies, with critics questioning how clearly AI generated products are labeled and governed. Industry observers warn that marketplace standards and transparency are under strain as Etsy adjusts its rules while relying more heavily on automated tools. Competing creator platforms that ban AI generated goods outright are drawing attention fr", "url": "https://finance.yahoo.com/markets/stocks/articles/etsy-etsy-losing-sellers-over-151039214.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:10:39+00:00", "published_display": "12 Aug 2026 15:10", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 61, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.237, "duplicate_count": 1, "topics": ["AI", "Creator Economy", "Investment Risks", "Marketplace", "Retail"]}, {"title": "Etsy (ETSY) On Earnings, Depop Sale And Buyback Looks Fully Valued", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Etsy (ETSY) is back in focus after second quarter 2026 results topped revenue expectations, followed by job cuts, the Depop sale to eBay, and a new US$2b share repurchase program. See our latest analysis for Etsy. Etsy's latest moves around Depop, workforce reshaping and the US$2b buyback come after a sharp shift in momentum, with the share price up 38.8% year to date and the 1 year total shareholder return at 19.5%, while the 5 year total shareholder return remains materially lower. If ", "url": "https://finance.yahoo.com/markets/stocks/articles/etsy-etsy-earnings-depop-sale-111340752.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:13:40+00:00", "published_display": "12 Aug 2026 11:13", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 51, "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.191, "duplicate_count": 1, "topics": ["Discounted Cash Flow", "E Commerce", "Earnings", "Revenue Growth", "Share Price", "Share Buyback"]}, {"title": "Sea Earnings: What To Look For From SE", "summary": "Sea Earnings: What To Look For From SE E-commerce and gaming company Sea (NYSE:SE) will be reporting results this Tuesday before market hours. Here's what to expect. Sea beat analysts' revenue expectations last quarter, reporting revenues of $7.33 billion, up 43.2% year on year. It was a stunning quarter for the company, with a solid beat of analysts' EBITDA estimates and solid growth in its users. It reported 72.6 million users, up 12.4% year on year. Is Sea a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the market is expecting", "url": "https://finance.yahoo.com/markets/stocks/articles/sea-earnings-look-se-091722692.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:17:22+00:00", "published_display": "12 Aug 2026 09:17", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.291, "duplicate_count": 1, "topics": ["E Commerce", "Earnings", "Gaming", "Online Marketplace", "Price Target", "Revenue Growth"]}, {"title": "ETSY Q2 Deep Dive: Marketplace Fundamentals Strengthen Amid Product Investment and Restructuring", "summary": "ETSY Q2 Deep Dive: Marketplace Fundamentals Strengthen Amid Product Investment and Restructuring Online marketplace Etsy (NYSE:ETSY) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 6.2% year on year to $668.3 million. Its non-GAAP profit of $1.31 per share was 11.6% above analysts' consensus estimates. Is now the time to buy ETSY? Find out in our full research report (it's free). Etsy (ETSY) Q2 CY2026 Highlights: Revenue: $668.3 million vs analyst estimates of $646.3 million (6.2% year-on-year growth, 3.4% beat) Adjusted EPS: $1.31 vs analyst estimates of", "url": "https://finance.yahoo.com/markets/stocks/articles/etsy-q2-deep-dive-marketplace-142122072.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:21:22+00:00", "published_display": "11 Aug 2026 14:21", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.343, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Free Cash Flow", "Machine Learning", "Marketing", "Restructuring"]}, {"title": "1 Small-Cap Stock to Own for Decades and 2 We Ignore", "summary": "1 Small-Cap Stock to Own for Decades and 2 We Ignore Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors. The downside that can come from buying these securities is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here is one small-cap stock that could amplify your portfolio's re", "url": "https://finance.yahoo.com/markets/stocks/articles/1-small-cap-stock-own-145322816.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:53:22+00:00", "published_display": "10 Aug 2026 14:53", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 37, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.196, "duplicate_count": 1, "topics": ["Earnings", "Earnings Per Share", "Free Cash Flow", "Revenue Growth", "Revenue Growth", "Small Cap Stocks"]}, {"title": "eBay Slid This Past Month: Why a Leading Analyst Expects 32% Growth Ahead Anyway", "summary": "Quick Read eBay dropped 4% last month after Q3 EPS guidance missed Q2's $1.60 mark, prompting Wells Fargo to slash its target to $92 on Depop drag. BMO's Brian Pitz set a Street-high $145 target on EBAY, pointing to Focus Categories driving over 40% of GMV and AI seller tools lifting margins. ETSY now trades above its own consensus price target, while AMZN's 19% implied upside still trails BMO's lone 32% bull call on eBay. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and eBay didn't make the cut. Grab the names FREE today. Shares of eBay (NASDAQ:EBAY) curren", "url": "https://finance.yahoo.com/markets/stocks/articles/ebay-slid-past-month-why-143059038.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T14:30:59+00:00", "published_display": "08 Aug 2026 14:30", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.139, "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Guidance", "Marketplaces", "Operating Income"]}, {"title": "Etsy Q2 Earnings Call Highlights", "summary": "Key Points Interested in Etsy Inc? Here are five stocks we like better. Etsy's marketplace momentum accelerated: Second-quarter GMS rose 7.5% year over year to $2.6 billion, revenue reached $668 million, and adjusted EBITDA was $195 million. Active buyers increased sequentially to about 87 million, while app GMS growth accelerated to 12.5%. The company raised its 2026 outlook and expanded capital returns: Etsy now expects full-year mid-single-digit GMS growth and an adjusted EBITDA margin of 29%\u201330%. It also authorized a new $2 billion share repurchase program after buying back about $250 mill", "url": "https://finance.yahoo.com/markets/stocks/articles/etsy-q2-earnings-call-highlights-070405541.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T07:04:05+00:00", "published_display": "08 Aug 2026 07:04", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.208, "duplicate_count": 1, "topics": ["AI", "E Commerce", "Earnings", "Financial Results", "Free Cash Flow", "Restructuring"]}], "industry": [], "sector": []}, "total_fetched": 8, "total_unique": 8, "total_relevant": 8, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 8}, "raw_articles": 8, "unique_stories": 8, "duplicates_removed": 0, "relevant_stories": 8, 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"market_context": {"has_market_context": true, "latest_close": 73.84, "latest_week": "2026-08-07", "one_week_move": 3.8, "four_week_move": 6.8, "twelve_week_move": 46.7, "trend_signal": "1", "trend_label": "Trend active", "trend_tone": "positive", "market_dynamics": 1.658374, "market_dynamics_buy_signal": false, "relative_strength": 12.320006, "fair_value_gap": 34.5, "fair_value_label": "Materially above fair value", "fair_value_tone": "negative", "expectation_direction": "undecided", "expectation_probability": 54.2169, "reaction_label": "Price confirming higher", "reaction_tone": "positive", "market_sentence": "+3.8% over one week, +6.8% over four weeks, trend active, and materially above fair value."}, "interpretation": {"label": "News confirmed by price", "tone": "positive", "classification": "confirmed_positive", "summary": "Constructive news tone is being confirmed by positive weekly price action.", "confidence": 72, "badges": ["Sentiment confirms active trend", "Positive but 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"Cross-story agreement is 83/100, indicating a comparatively coherent tape."}, {"label": "Price response", "text": "Constructive news tone is being confirmed by positive weekly price action."}], "tempering": [{"label": "Source breadth", "text": "Only 2 publishers currently contribute to the measured read."}], "supporting_heading": "What supports the read", "tempering_heading": "What tempers the read", "latest_observation": {"title": "Etsy (ETSY) Q2 2026 Earnings Call Transcript", "summary": "Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Kruti Patel GoyalChief Financial Officer - Charles BakerVP of Investor Relations - Debra Wasser TAKEAWAYS Etsy Marketplace GMS -- $2.6 billion, up 7.5% year over year and marking the third consecutive quarter of growth.Total Revenue -- $668 million, representing 9.3% growth for the Etsy Marketplace stand-alone driven by solid increases in marketplace and services revenue.Take Rate -- 25.9%, an increase of 130 basis points year over year due to machine learning-driven improveme", "url": "https://www.nasdaq.com/articles/etsy-etsy-q2-2026-earnings-call-transcript", "source_name": "nasdaq.com", "published_at": "2026-08-12T23:44:01+00:00", "published_display": "12 Aug 2026 23:44", "sentiment": "neutral", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.287, 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