Ten stocks stood firmer on Thursday, defying a pessimistic broader market, as investors digested a flurry of corporate earnings and upbeat outlooks, among others. Of the names in the list, two companies surged to new record highs.Meanwhile, Wall Street’s main indices all finished in the red, with the Dow Jones leading the drop by 0.54 percent. The Nasdaq followed with a 0.31 percent loss, while the S&P 500 decreased by 0.28 percent.In this article, we spotlight the 10 top-performing stocks on Thursday and b ...

Core Insights - Etsy reported fourth-quarter earnings that exceeded Wall Street expectations on earnings per share, while revenue slightly missed forecasts. The stock surged over 11% intra-day following the announcement of the sale of Depop to eBay for $1.2 billion in cash [1] Financial Performance - The company posted earnings per share of $0.92, surpassing analyst estimates of $0.85. Revenue reached $881.6 million, reflecting a year-over-year increase of 6.6% when excluding Reverb from the prior-year period, but was marginally below the consensus estimate of $884.14 million [2] - Adjusted EBITDA was reported at $222.5 million, resulting in a consolidated adjusted EBITDA margin of approximately 25.2%. Gross merchandise sales (GMS) totaled $3.59 billion, marking a 2.4% year-over-year increase, or 1.3% growth on a currency-neutral basis when excluding Reverb. The quarterly take rate was 24.5% [3] Future Guidance - Looking ahead, Etsy provided guidance for first-quarter 2026 GMS in the range of $2.38 billion to $2.43 billion, with an expected adjusted EBITDA margin of roughly 28% to 30%. The company also forecasted a first-quarter take rate of approximately 25.5% [4]

Core Viewpoint - U.S. equity markets faced volatility as resilient labor market data contrasted with a cautious outlook from Walmart, leading to concerns over consumer spending and geopolitical tensions impacting risk appetite [1]. Major Market Indexes Performance Recap - Major benchmarks ended in negative territory, with the S&P 500 declining 0.28% to 6,861.89, the Nasdaq Composite slipping 0.31% to 22,682.73, and the Dow Jones Industrial Average falling 267 points, or 0.54%, to close at 49,395.16 [2]. Small-Cap vs. Large-Cap Performance - The small-cap Russell 2000 managed a late-day recovery, finishing up 0.25%, indicating that smaller domestic-focused firms found support despite headwinds faced by larger retail and tech companies [3]. Economic Data Insights - Initial jobless claims fell to 206,000, significantly lower than the projected 223,000, marking the lowest level since early January, complicating the Federal Reserve's interest rate cut path [4]. - The U.S. trade deficit unexpectedly widened to -$70.3 billion in December, exceeding the forecasted -$56 billion, while the Philadelphia Fed Manufacturing Index rose to 16.3 in February from 12.6 the previous month, indicating strength in the industrial sector [5]. Corporate News and Stock Movements - Walmart reported better-than-expected fourth-quarter earnings and revenue but saw its stock fall 1.4% due to a disappointing profit forecast, overshadowing a $30 billion share buyback announcement [6]. - Deere & Company shares surged 11.6% after reporting higher-than-expected quarterly profits and raising full-year net income guidance to $4.5 billion to $5.0 billion [7]. - Etsy's stock increased by 21.2% following a significant earnings beat, while Booking Holdings dropped 7.1% amid competition concerns [8]. - Other notable stock movements included Occidental Petroleum rising 9.4%, Blue Owl Capital falling 5.9%, Robinhood Markets tumbling 11.3%, and Nvidia edging higher due to a partnership with Meta Platforms [8]. Upcoming Market Events - Investors are focused on upcoming corporate reports from Newmont Corp. and Consolidated Edison, as well as monitoring Live Nation Entertainment, Texas Roadhouse, and Sprouts Farmers Market for insights into consumer spending [9]. - Nvidia's earnings report is highly anticipated on February 25th, with geopolitical developments in Iran supporting oil prices, which rose 2.6% to $66.71 per barrel [10].

Core Insights - Etsy's stock is experiencing a rise due to the announcement of selling its fashion marketplace Depop to eBay for $1.2 billion in cash, marking a strategic shift back to its core business focus [1][1][1] Group 1: Business Strategy - The sale of Depop signifies the end of Etsy's "house of brands" era, which previously included three other businesses, indicating a strategic refocus on its primary marketplace [1][1] - Etsy's management aims to concentrate on growing the Etsy marketplace, which had nearly 87 million buyers by the end of 2025, despite a year-over-year decline in global merchandise sales [1][1] Group 2: Financial Performance - Following the announcement, Etsy's shares rose approximately 9% to around $48, although the stock remains down for the year and over the past 12 months [1][1] - The sale of Depop, which was acquired for $1.6 billion in 2021, is seen as a positive outcome for Etsy's shareholders, as it allows the company to focus on its core operations [1][1] Group 3: Market Reaction - The news of the sale positively impacted eBay's shares, which rose about 5% in response to the acquisition announcement [1][1] - Wall Street analysts maintain a bullish outlook on Etsy's stock, with a mean price target of $67, although this is significantly lower than its previous peak [1][1]

Core Insights - Etsy is significantly enhancing its engagement with the Prompt Economy, focusing on artificial intelligence (AI) and mobile-first strategies for sustainable growth [2][3][5] Financial Performance - In Q4, Etsy reported a consolidated gross merchandise sales (GMS) of $3.6 billion, reflecting a year-over-year increase of 2.4% [14] - Active buyers totaled 86.5 million, remaining largely flat sequentially, while consolidated revenue reached a record $882 million, up 6.6% year over year [14] - For Q1 2026, Etsy anticipates GMS between $2.38 billion and $2.43 billion, indicating a year-over-year growth of 2% to 4% [15] AI and Technology Integration - Etsy is leveraging AI to enhance product discovery rather than replacing its marketplace model, with agentic traffic increasing approximately 15 times year over year [3][4] - The company has expanded integrations with Microsoft Copilot and Google, and established an agentic payments agreement with Stripe, focusing on AI-generated recommendations leading to Etsy listings [5] User Engagement and Mobile Strategy - The app's share of GMS reached 46% in Q4, up five percentage points since the end of 2023, with app users generating about 40% higher lifetime value than non-app users [11] - Etsy added 6.8 million new buyers and reactivated 10.4 million lapsed buyers in Q4, marking the first year-over-year increase in gross additions in over two years [12] Market Trends and Buyer Behavior - U.S. buyer GMS grew 0.3% year over year, the first positive comparison in four years, while trailing 12-month GMS per active buyer stabilized at $121 [12] - Personalized categories, particularly in Home and Living, showed growth, driven by higher-ticket subcategories [16]

Company Performance - eBay reported a strong fourth quarter, earning $1.41 per share, which is a 13% year-over-year increase and beat estimates by $0.10 [1] - Sales increased by 15% year-over-year to $2.97 billion, surpassing estimates by at least $100 million, driven by holiday shopping and AI initiatives [1] - eBay announced an acquisition of a secondhand clothing marketplace for $1.2 billion from Etsy, aiming to attract a younger customer base [1] Shareholder Returns - eBay increased its first quarter cash dividend from $0.29 to $0.31 per share, payable on March 20 [1] - Analysts have responded positively to eBay's performance and acquisition, with price target adjustments reflecting optimism [1][2] Analyst Reactions - Analysts have given positive feedback on eBay's acquisition, with NEM raising its price target for eBay from $115 to $122, maintaining a buy rating [1] - Barclays has lowered its price target but kept an overweight rating, while Bernstein and Morgan Stanley provided favorable commentary on eBay's performance [1] - Stiffel's analyst expressed caution regarding the sustainability of growth, projecting 6% GMV growth in 2026, but still increased the price target to $94 from $88 [1] Market Context - eBay's stock saw a 4.5% increase following the earnings report, while Etsy's stock rose by about 10% due to the acquisition news [1] - The overall market is experiencing volatility, with mixed performances across sectors, leading to cautious sentiment among some investors [2][6]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

核心要点 Etsy 股价周四大幅上涨，此前公司宣布计划将旗下时尚二手转卖应用 Depop 以约 12 亿美元现金 出售 给 eBay。 这家线上电商平台同时公布了喜忧参半的第四季度财报。 以下为 Etsy 业绩与路孚特（LSEG）分析师预期对比： 据 FactSet 数据，商品交易总额（平台成交商品总金额）同比下滑 3.8%，至 35.9 亿美元，低于分析师 预期的 36 亿美元。公司将年度下滑归因于去年 6 月完成出售的乐器交易平台 Reverb。 这些不及预期的业绩被周三宣布的 Depop 交易所掩盖。Etsy 首席执行官克鲁蒂・帕特尔・戈亚尔在声 明中表示，此次出售将让公司能够 **"专注于核心电商平台业务"**。 eBay 称，Depop 在年轻消费者中非常受欢迎，能与自身业务形成互补，并强化其在时尚品类的地位， 而时尚已是 eBay 增长最快的品类之一。 eBay 股价周四同样走高。 第四季度，Etsy 净利润 1.107 亿美元，每股收益 0.92 美元，同比下降 14.8%；去年同期净利润 1.299 亿 美元，每股收益 1.03 美元。 这家以手工艺品、原创设计商品著称的平台近期加大了营销投入 ...

The Etsy company logo is seen at its headquarters in New York City on Dec. 13, 2023.Etsy shares popped on Thursday after the company said it plans to offload its fashion resale app Depop to eBay for about $1.2 billion in cash. The online marketplace also reported mixed earnings results for the fourth quarter. Here's how Etsy did, compared with estimates from analysts polled by LSEG: Earnings per share: 92 cents vs. 84 cents estimatedRevenue: $882 million vs. $885 million estimatedGross merchandise sales, or ...

Etsy (NasdaqGS:ETSY) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBryan Smilek - VP of Internet Equity ResearchDeb Wasser - VP of Investor RelationsJason Helfstein - Managing Director and Head of Internet ResearchKruti Patel Goyal - CEOLanny Baker - CFOConference Call ParticipantsDeepak Mathivanan - Senior Internet Research AnalystJohn Colantuoni - Equity Research AnalystKen Gawrelski - Managing Director and Senior Internet AnalystMichael Morton - Senior Research AnalystRick Patel ...