Here's What Key Metrics Tell Us About Etsy (ETSY) Q4 Earnings

Etsy (ETSY) reported $881.64 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 3.5%. EPS of $0.92 for the same period compares to $1.03 a year ago.The reported revenue represents a surprise of +0.02% over the Zacks Consensus Estimate of $881.47 million. With the consensus EPS estimate being $0.88, the EPS surprise was +4.31%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Etsy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Total GMS: $3.59 million versus the nine-analyst average estimate of $3.61 million.Active buyers: 93,539 versus the seven-analyst average estimate of 92,814.Active sellers: 8,762 compared to the 8,684 average estimate based on three analysts.Revenue- Services: $269.19 million compared to the $268.65 million average estimate based on eight analysts. The reported number represents a change of +9.9% year over year.Revenue- Marketplace: $612.44 million versus the eight-analyst average estimate of $616.6 million. The reported number represents a year-over-year change of +0.9%.View all Key Company Metrics for Etsy here>>>Shares of Etsy have returned -27.8% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Etsy, Inc. (ETSY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks