Stifel Maintains Hold on Etsy, Inc. (ETSY), Lowers Price Target Amid Near-Term Consumer Pressure

We recently published an article titled 12 High Growth E-commerce Stocks To Buy. 

Stifel analyst Mark Kelley lowered the firm’s price target on Etsy, Inc. (NYSE:ETSY) to $62 from $65 while maintaining a Hold rating on the shares on January 27. The update followed a review of third-party data suggesting the broader e-commerce group delivered a healthy fourth quarter overall, though the analyst flagged the potential for incremental consumer pricing pressure in 2026 based on recent commentary from Amazon. These dynamics informed Stifel’s more cautious near-term outlook, even as sector demand trends remain broadly intact.

During its third quarter 2025 earnings conference call, Etsy, Inc. (NYSE:ETSY) also outlined a notable leadership transition. Founder Josh Silverman announced plans to step into the role of Executive Chair, with Kruti Patel Goyal assuming the CEO position effective January 1. The Board of Directors expressed full support for the transition, which is intended to provide continuity while positioning the company for its next phase of operational execution and strategic focus.

Founded in 2005 and headquartered in Brooklyn, New York, Etsy, Inc. (NYSE:ETSY) operates a differentiated e-commerce marketplace centered on handmade, vintage, and unique goods. The platform spans categories including jewelry, apparel, home décor, furniture, toys, and art, catering to a global community of creators and buyers. The stock has an average revenue growth of over 27% in the past 5 years.

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