ETSY INC (ETSY) Latest Filing Signal

Latest Filing: 10-K  |  Filed Feb 19, 2026

Cross-checked across multiple AI analysts and grounded in the latest SEC filing.

powered by: earningsVibe.ai

Question:
What is the latest filing signal for ETSY INC?
Answer:
Based on earningsVibe SuperAnalyst™ synthesis of the latest 10-K, ETSY INC's filing signal turned negative.
earningsVibe SuperAnalyst™ Verdict: TURNED NEGATIVE

Signal Performance — Stock Price Since Filing

30-Day Change
+9.04%
from filing date
60-Day Change
Pending
from filing date

Underlying analyst views from Perplexity, Gemini, Claude, and ChatGPT

PERPLEXITY
Continuing Negative
GEMINI
Turned Negative
CLAUDE
Turned Positive
CHATGPT
Turned Negative

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Question:
What does ETSY INC actually do?
Answer:
Etsy operates two-sided online marketplaces connecting millions of creative entrepreneurs with buyers globally, focusing on unique and creative goods. The company's core marketplace, Etsy, generated $10.5 billion in Gross Merchandise Sales (GMS) in 2025, with 86.5 million active buyers and 5.6 million active sellers. Etsy also previously operated Depop, a fashion resale marketplace, which was sold in the second quarter of 2026. The business model relies on marketplace activities such as transaction fees, payment processing fees, and listing fees, supplemented by optional seller services like on-site advertising. Etsy's strategy centers on enhancing search and discovery, strengthening buyer and seller loyalty, and amplifying human connection within its marketplaces.
Question:
What are ETSY INC's revenue drivers?
Answer:
Etsy generates revenue primarily from marketplace activities, including transaction fees (which encompass offsite advertising), payments processing fees, and listing fees. Additionally, revenue is derived from optional seller services such as on-site advertising and shipping labels.

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