Morgan Stanley analyst Nathan Feather maintains $Etsy Inc (ETSY.US)$ with a sell rating, and adjusts the target price from $50 to $47.
According to TipRanks data, the analyst has a success rate of 85.7% and a total average return of 22.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Etsy Inc (ETSY.US)$'s main analysts recently are as follows:
The company encountered a shortfall in gross merchandise sales, yet surpassed expectations with its revenue and EBITDA due to an improved take rate, according to an analyst. It was noted that significant alterations are being implemented to enhance the assortment, search features, and the overall customer experience. Nonetheless, it is anticipated that headwinds in merchandise sales will continue until there is a stabilization in discretionary demand.
Etsy's recent performance presented a mixed outcome, with gross merchandise sales growth falling short of expectations, yet this was somewhat counterbalanced by improved take rates and margins. The company continues to face a difficult macro environment for consumer discretionary goods, lacking exposure to the significant discounting events that are appealing to consumers.
Etsy's recent financial outcomes showcased robust revenue and adjusted EBITDA, albeit with Gross Merchandise Sales that fell short of expectations. Management acknowledged various challenges faced during the quarter, such as the effects of Hurricane Helene, significant sporting events, and elections in the UK and France, along with the distraction posed by the U.S. election.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
摩根士丹利分析師Nathan Feather維持$Etsy Inc (ETSY.US)$賣出評級，並將目標價從50美元下調至47美元。
根據TipRanks數據顯示，該分析師近一年總勝率為85.7%，總平均回報率為22.0%。
此外，綜合報道，$Etsy Inc (ETSY.US)$近期主要分析師觀點如下：
據分析師稱，該公司在商品銷售中遇到了開空，但由於提高了佣金率，營業收入和EBITDA超出預期。有人指出公司正在實施重大改變，以增強產品種類、搜索功能和整體客戶體驗。然而，預計在商品銷售方面的阻力會持續，直到自願需求穩定。
Etsy最近的表現呈現出了交織的結果，商品銷售增長未達預期，但這在一定程度上被提高的佣金率和利潤率所抵消。公司繼續面臨着消費品宏觀環境的挑戰，缺乏對吸引消費者的重大折扣活動的敏感度。
Etsy最近的財務業績展示了強勁的營業收入和調整後的EBITDA，儘管商品銷售未達預期。管理層承認了季度面臨的各種挑戰，如颶風海倫的影響，重大體育賽事，英國和法國的選舉，以及美國大選帶來的干擾。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
