What To Expect From Etsy’s (ETSY) Q4 Earnings

What To Expect From Etsy’s (ETSY) Q4 Earnings

Petr Huřťák

Wed, February 18, 2026 at 12:03 PM GMT+9 2 min read

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ETSY

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Online marketplace Etsy (NYSE:ETSY) will be reporting results this Thursday before the bell. Here’s what investors should know.

Etsy beat analysts’ revenue expectations by 3.3% last quarter, reporting revenues of $678 million, up 2.4% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and a decent beat of analysts’ revenue estimates. It reported 93.16 million active buyers, down 3.7% year on year.

Is Etsy a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Etsy’s revenue to grow 3.8% year on year to $884.4 million, improving from the 1.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.36 per share.

Etsy Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Etsy has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.7% on average.

Looking at Etsy’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Shutterstock’s revenues decreased 12% year on year, missing analysts’ expectations by 12.7%, and Instacart reported revenues up 12.3%, topping estimates by 2%. Instacart traded up 7.7% following the results.

Read our full analysis of Shutterstock’s results here and Instacart’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. Unfortunately, consumer internet stocks have struggled in this environment as share prices are down 18.7% on average over the last month. Etsy is down 22.1% during the same time and is heading into earnings with an average analyst price target of $66.26 (compared to the current share price of $45.15).

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