Etsy (ETSY) Among The Top Stock Picks of Billionaire Paul Singer in 2026

We just covered the Top 10 Stock Picks of Billionaire Paul Singer. Etsy Inc (NYSE:ETSY) ranks #7 (see Top 5 Stock Picks of Billionaire Paul Singer).

Elliott’s Stake: $249,900,000

Etsy Inc (NYSE:ETSY) shares are likely to benefit from a long-term trend in consumer behavior. How? Younger generations are moving away from fast fashion and mass-produced items and prioritizing intentionality and emotional value. They prefer to buy small, meaningful gifts for no specific holiday.  This trend could help Etsy because the company is focused on handmade, personalized, and niche products. Unlike Amazon where shoppers typically look for standardized, mass-produced goods like electronics or household items, Etsy is for things like custom gifts, engraved jewelry, and unique home décor.

Etsy Inc (NYSE:ETSY) is using AI to fix a long-standing problem: product discovery. Instead of searching simple keywords like “necklace,” users can now describe what they need, such as a gift for a 45-year-old nurse who enjoys gardening and jewelry. The AI then builds user “personas” based on behavior and preferences.

Etsy Inc’s (NYSE:ETSY) take rate is showing steady expansion, but what does that actually matter? The take rate shows how much of each transaction Etsy captures as revenue, and it has climbed to around 24%–25%, meaning roughly a quarter of every dollar spent on the platform flows to Etsy instead of just the seller. Etsy is not just growing by selling more goods—it is earning more from each transaction.

While we acknowledge the risk and potential of ETSY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ETSY and that has 10,000% upside potential, check out our report about the cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

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