ET
Etsy Inc.
ETSY · Etsy Inc. · Consumer Discretionary
Up next day
3/12
25%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±6.1%
typical swing on earnings
Price when beating
-0.6%
avg over 5 beats
Biggest single move
-15.1%
'24.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 2 of 5 beats (40%)
Moves in line with results — fairly predictable
Avg -0.6% on a beat, -5.2% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
-3.3%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
3xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 4After close
'26.9 expectedEst. EPS $0.75
Quarter ended 6/2026
Reported 2026-08-05
Next-day move
-4.2%
After 5 days -7.3%
vs Consensus$0.73→$-0.36-149.1% miss
EPS
$-0.36
YoY -244%
Revenue
$0.7B
YoY -1%
Next-Q guidance
—
N/A
Price around earnings
vs market -4.0%p+36% run-up before
Earnings trend · last 12 quarters
EPS$-0.36YoY -244%
'23.9'26.6
Revenue$0.7BYoY -1%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
5x42%
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Weak earnings, price down — reacts honestly to earnings · 5 of 12q (42%)
Community · ETSY
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