Etsy stock: Q3 revenue rises 10.9% to USD 692.5 million

Published on 11/05/2026 at 03:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Etsy stock enters the holiday quarter after stronger marketplace activity and improving buyer trends. Management expects growth to continue.

Etsy's marketplace recovery gains traction

Marketplace growth accelerated in the third quarter, supported by higher buyer activity and advertising monetization.
Management expects continued growth during the holiday quarter and targets an adjusted EBITDA margin near 30 percent for the full year.
The sale of Depop leaves Etsy focused on its core marketplace operations.

Etsy Inc., US29786A1060, Illustration mit AI erstellt.

Etsy reported stronger marketplace momentum for the third quarter ended September 30, 2026, with revenue growth accelerating and profitability improving. The company published the results on October 28, 2026, in its third-quarter results release.

Marketplace growth supports earnings

Etsy marketplace gross merchandise sales rose 8.8 percent year over year to USD 2.6 billion. Revenue increased 10.9 percent to USD 692.5 million, while the take rate reached 26.2 percent, 50 basis points above the prior-year quarter.

Adjusted EBITDA increased 14.6 percent to USD 210.4 million, producing a 30.4 percent adjusted EBITDA margin. Etsy said improvements to advertising products, search relevance and buyer engagement supported the quarter's performance. The results were reported on a continuing-operations basis after the sale of Depop closed on July 30, 2026.

Holiday outlook remains constructive

For the fourth quarter, Etsy expects marketplace gross merchandise sales of USD 3.46 billion to USD 3.52 billion, equivalent to year-over-year growth of 5 percent to 7 percent. Management also expects a take rate of about 25.6 percent and an adjusted EBITDA margin of about 30 percent.

For the full year, Etsy targets marketplace gross merchandise sales growth of about 7 percent, a take rate near 25.8 percent and an adjusted EBITDA margin near 30 percent. The outlook puts the holiday shopping period at the center of the next test for the marketplace recovery.

Where Etsy stock traded

Etsy stock traded at 85.40 euros on Lang & Schwarz at 23:00:01 CET on Wednesday, November 4, 2026. The real-time quote of Etsy stock is available for investors following the next market session.

Business model and competition

Etsy operates an online marketplace that connects independent merchants with buyers seeking unique and handcrafted goods. Its revenue comes mainly from listing, transaction and payment-processing fees, advertising services and optional seller tools. The company is headquartered in Brooklyn, New York, and competes with Amazon Handmade and eBay in marketplace categories, while Shopify serves merchants that build their own online stores; Etsy remains more specialized in handmade, vintage and craft products than those broader or more self-directed platforms.