Barclays Upgrades Etsy (ETSY) to Overweight as Truist Raises Target

Etsy, Inc. (NYSE:ETSY) is one of the 10 Best Stocks to Buy According to Elliott Investment Management.

On February 20, 2026, Barclays upgraded its rating on Etsy, Inc. (NYSE:ETSY) from Equal Weight to Overweight with a price target of $72. In the research note, the firm’s analyst noted years of decline in the company and identified the recent divestiture of Depop and the stabilization of its core business as a “tipping point”. On the same day, Truist raised its price target on the company from $80 to $83 while maintaining a Buy rating on the stock. The firm cited steady growth towards sustainable positive Gross Merchandise Sales through improved AI search and marketing.

In a more recent development, on February 25, 2026, Etsy, Inc. (NYSE:ETSY) saw a significant moment in the insider activity, with Richard Edward III Colburn, the company’s Chief Product & Technology Officer, selling 2,500 shares of the company’s stock in a transaction valued at around $129,800.

CNN noted 32% of 31 analysts following Etsy, Inc. (NYSE:ETSY) have given the stock a Buy rating as of February 26, 2026. The 1-year median price target stands at $60.

Founded in 2005 and headquartered in New York, Etsy, Inc. (NYSE:ETSY) is a global e-commerce marketplace dedicated to handmade, vintage, and creative goods.

While we acknowledge the potential of ETSY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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