Ticker brief
ETSY ETSY INC
Communications · Internet
last close
$83.59
1 day
+0.8%
14 days
+4.6%
mkt cap
$7.3B
signals 14d
25
authors 14d
21
crowd 14d
-0.9σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 69% rich · 89 pctile own 1y | IV/HV 1.55× (as of 2026-07-31) |
| Skew — 25Δ RR 30d | +0.010 82 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +6.43 elevated | 5-session Δ +1.15 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2025-10-29 (z=2.7) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-17 → 2026-08-27 · now -0.40 (−1 bearish … +1 bullish)
Who spoke21
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @schaeffers | C | +3.18 | 3 | +0.40 |
| @ariaradnia | B | +3.91 | 2 | -0.35 |
| @BottomPhishing | B | -1.20 | 2 | +0.08 |
| @tenet_research | C | -0.96 | 1 | +0.00 |
| @Ashton_1nvests | B | +0.19 | 1 | -0.15 |
| @TalkMarkets | C | · | 1 | +0.25 |
| @alphamarketnews | C | +0.63 | 1 | +0.25 |
| @wallstengine | B | -1.90 | 1 | +0.40 |
| @Newsquawk | B | · | 1 | +0.40 |
| @Briefingcom | B | +0.50 | 1 | +0.40 |
| @Street_Insider | C | +0.31 | 1 | +0.40 |
| @OpenOutcrier | C | · | 1 | +0.40 |
| @SchwabNetwork | C | -2.08 | 1 | +0.50 |
| @AlexsOptions | C | +1.69 | 1 | -0.35 |
| @johnscharts | C | -2.20 | 1 | +0.55 |
| @NirAoo7 | C | -1.18 | 1 | +0.25 |
| @Brad_E_Schulz | C | · | 1 | +0.20 |
| @ShiftSeer | C | -1.36 | 1 | +0.15 |
| @aboutheoptions | C | · | 1 | +0.60 |
| @kkernttb | C | -2.19 | 1 | +0.00 |
| @ValueAddedRS | A | +0.56 | 1 | -0.40 |
Recent signals25of 25 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @ValueAddedRS | -0.40 | Mocks Etsy as Depop deteriorates, implying a negative view of the acquisition. | +0.8% | tweet ↗ |
| 2026-08-26 | @BottomPhishing | +0.00 | Publishes a multi-name HotBite watchlist without entry intent or visible levels. | +2.3% | tweet ↗ |
| 2026-08-25 | @BottomPhishing | +0.15 | Publishes a broad HotBite watchlist; output is capped at the first six tickers. | -1.0% | tweet ↗ |
| 2026-08-25 | @kkernttb | +0.00 | Provides updated charts for a broad ticker list without standalone directional commentary. | -1.0% | tweet ↗ |
| 2026-08-24 | @aboutheoptions | +0.60 | States that an ETSY reversal is just beginning. | -4.0% | tweet ↗ |
| 2026-08-24 | @ShiftSeer | +0.15 | Reports ETSY up 7.4%. | -4.0% | tweet ↗ |
| 2026-08-24 | @Brad_E_Schulz | +0.20 | Quantifies daily sector breadth and performance, with representative stocks gaining at least 4%. | -4.0% | tweet ↗ |
| 2026-08-24 | @NirAoo7 | +0.25 | Screens liquid non-tech stocks in Stage 2/2A with strong daily closes and gains above 4%. | -4.0% | tweet ↗ |
| 2026-08-24 | @johnscharts | +0.55 | Sees strong relative-strength action and possible follow-through in Etsy. | -4.0% | tweet ↗ |
| 2026-08-24 | @ariaradnia | -0.35 | Calls AppLovin cheap versus Etsy despite much stronger revenue growth and operating margins. | -4.0% | tweet ↗ |
| 2026-08-24 | @ariaradnia | -0.35 | Expresses disbelief that AppLovin and Etsy trade at similar valuations, favoring AppLovin. | -4.0% | tweet ↗ |
| 2026-08-21 | @schaeffers | +0.40 | Rosenblatt initiated Buy ratings and explicit price targets on eBay, Wayfair and Etsy. | +3.2% | tweet ↗ |
| 2026-08-20 | @AlexsOptions | -0.35 | Friday watchlist gives conditional levels and option strikes without explicit entry intent. | +2.9% | tweet ↗ |
| 2026-08-20 | @schaeffers | +0.40 | Rosenblatt initiates EBAY, Wayfair, and Etsy at Buy with projected upside of about 17%-18%. | +2.9% | tweet ↗ |
| 2026-08-20 | @schaeffers | +0.40 | Rosenblatt initiates bullish coverage of EBAY, Wayfair, and Etsy with Buy ratings and explicit targets. | +2.9% | tweet ↗ |
| 2026-08-20 | @SchwabNetwork | +0.50 | Commentator sees small-cap opportunity and names ETSY, AEO and RL among favorites. | +2.9% | tweet ↗ |
| 2026-08-20 | @OpenOutcrier | +0.40 | Recaps upgrades and downgrades; output is limited to six tickers and MRK appears in both lists. | +2.9% | tweet ↗ |
| 2026-08-20 | @Street_Insider | +0.40 | BofA upgrades Etsy to Buy on durable growth and buyback potential. | +2.9% | tweet ↗ |
| 2026-08-20 | @Briefingcom | +0.40 | BofA Securities upgraded Etsy to Buy from Neutral with a $95 target. | +2.9% | tweet ↗ |
| 2026-08-20 | @Newsquawk | +0.40 | Premarket roundup reports earnings, guidance, customer and analyst catalysts across six stocks. | +2.9% | tweet ↗ |
| 2026-08-20 | @wallstengine | +0.40 | BofA upgrades Etsy to Buy and raises its price target to $105 from $88. | +2.9% | tweet ↗ |
| 2026-08-18 | @alphamarketnews | +0.25 | ETSY crossed above its 20-day EMA at 81.33. | +4.5% | tweet ↗ |
| 2026-08-17 | @TalkMarkets | +0.25 | Q2 retail preview argues broadline retailers are driving sector growth. | +6.6% | tweet ↗ |
| 2026-08-17 | @Ashton_1nvests | -0.15 | Author argues all six companies could benefit from doing less. | +6.6% | tweet ↗ |
| 2026-08-17 | @tenet_research | +0.00 | Goldman Sachs reinstated Etsy coverage at Neutral with an $89 target. | +6.6% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.