Etsy will report third-quarter results on Wednesday before market hours. The online marketplace is expected to post revenue growth of 6.9% year on year, a reversal from a 5.8% decrease in the same quarter last year. Last quarter, Etsy beat revenue expectations with $668.3 million, up 6.2%. It has missed Wall Street's revenue estimates multiple times over the last two years. Analysts have largely held their estimates over the past 30 days. The average price target is $88.65, against a share price of $85.42. Etsy shares are up 23.9% in the past month, versus 6.1% on average for consumer internet peers. Among peers, Meta's revenue rose 26.1% and Netflix's rose 11.8%.

Etsy is deploying artificial intelligence to build detailed customer profiles for more than 70% of its nearly 90 million shoppers, aiming to understand not just purchase history but shopping intent and future needs. The handmade marketplace's AI analyses whether customers are buying gifts or personal items and identifies life events like moving house or back-to-school shopping. Chief Financial Officer Lanny Baker said the system delivers smarter recommendations than past approaches, which clumsily suggested similar items to recent purchases. The strategy comes as Etsy addresses recent slowdown. Marketplace sales rose 7.5% to $2.58 billion in the latest quarter, compared with a nearly 9% decline a year earlier. Baker credited the personalised experience as a driver of improvement. Etsy is extending its AI strategy beyond its platform, working with ChatGPT and other systems on advertising and checkout options.

Frederick Wilson, a director at Etsy, sold 20,000 shares of the company's common stock for $1.6 million on 1 September 2026, according to an SEC filing. The transaction was executed under a Rule 10b5-1 trading plan Wilson adopted on 20 February 2026. Shares were sold at weighted average prices ranging from $80.61 to $82.48 per share. Following the sale, Wilson continues to hold 401,329 shares directly, valued at $32.8 million as of the market close on 1 September. Etsy shares have appreciated 54% over the 12 months ending 1 September 2026. The company operates online marketplaces for handcrafted goods and has a market capitalisation of $6.6 billion.