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Exploring Analyst Estimates for Etsy (ETSY) Q4 Earnings, Beyond Revenue and EPS
ETSYEtsy(ETSY) ZACKS·2025-02-13 15:16

Core Insights - Analysts project Etsy (ETSY) will report quarterly earnings of 0.95pershare,reflectingayearoveryearincreaseof21.80.95 per share, reflecting a year-over-year increase of 21.8% [1] - Revenue is expected to reach 862.01 million, marking a 2.3% increase from the same quarter last year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 1.3%, indicating a collective reassessment by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - The consensus estimate for 'Revenue- Services' is 234.20million,representinga3.4234.20 million, representing a 3.4% increase from the prior-year quarter [4] - 'Revenue- Marketplace' is expected to be 627.37 million, indicating a 1.9% increase from the prior-year quarter [5] Key Metrics - Total GMS is projected to reach 3.86million,downfrom3.86 million, down from 4.01 million a year ago [5] - Active buyers are forecasted to be 96,724, slightly up from 96,483 in the same quarter last year [5] - The estimate for 'Percent GMS ex-U.S. Domestic' is 46.9%, compared to 45% a year ago [6] - Active sellers are expected to total 9,612, an increase from 9,035 a year ago [6] Market Performance - Etsy shares have returned -0.9% over the past month, while the Zacks S&P 500 composite has increased by 3.9% [6] - With a Zacks Rank 3 (Hold), Etsy is anticipated to perform in line with the overall market in the near future [6]