Jim Cramer Discusses Etsy (ETSY) & the Secondhand Clothes Market

We recently published 10 Stocks Jim Cramer Discussed & Continued To Talk About AI & Enterprise Software.  Etsy Inc. (NASDAQ:ETSY) is one of the stocks Jim Cramer discussed.

Etsy Inc. (NASDAQ:ETSY) is an online marketplace that was in the news last week for selling its Depop business to eBay. The news sent the shares 14% higher. Etsy Inc. (NASDAQ:ETSY)’s deal with eBay will see it sell Depop to the latter for a $1.2 billion price tag after it bought it for $1.62 billion five years back. Truist discussed Etsy Inc. (NASDAQ:ETSY) on February 20th. It raised the share price target to $83 from $80 and kept a Buy rating on the shares. The update came after the marketplace company reported its earnings for the fourth quarter of 2025. During the quarter, Etsy Inc. (NASDAQ:ETSY) revenue grew by 6.6% while its GMS jumped by 2.4% to $3.6 billion. BofA reduced the share price target to $63 from $73 and kept a Neutral rating on February 11th, and based the decision on a multiple compression across the eCommerce industry. In late January, Stifel had reduced the price target to $62 from $65 and kept a Neutral rating on the shares, as it pointed out that Etsy Inc. (NASDAQ:ETSY) could experience pricing pressure in 2026. Cramer briefly commented on the firm:

“And remember, Etsy, change of management their. . .second hand clothes, there’s a good market there.”

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