ETSY Etsy Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Company / ticker
Signal
Since call
Source
Thesis
14:08
Apr 21
Apr 21
r/stocks
Short Etsy on falling traffic and sales
The author argues Etsy is overvalued on P/E and sales declines, citing Similarweb data showing site traffic down over 18% and Reddit sellers complaining of major sales drops over the past six months. They state they are now short 30% of their portfolio, with the thesis that continued traffic and sales weakness plus fee pressure on sellers will weigh on the stock. The main risk implied is a squeeze from the company's ongoing buybacks.
ETSY
Etsy Inc.
Short
HOLD
—
03:21
Apr 20
Apr 20
r/stocks
ETSY decaying, short to $30-35
Author argues ETSY is a decaying shell with overpriced acquisitions (Depop sold at loss), excessive executive compensation (CEO paid $120M in a year), and a core marketplace losing appeal due to forced seller fees and high take-rates. Negative growth, buybacks propping up stock, and lack of AI integration mean the stock should fall to $30-35/share within four quarters, at which point it becomes an acquisition target. Author holds short position and 6-month puts.
ETSY
Etsy Inc.
Short
HOLD
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About ETSY Investor Commentary
Across the available history and selected sources, Buzzberg tracks ETSY (Etsy Inc.) across 13 sources: 2 bullish vs 7 bearish calls from 13 authors. Historical directional balance: -28% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 18 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Avi Felman, u/HunterMichael92.