On Feb 19, 2026, ETSY reported earnings of 0.92 USD per share (EPS) for Q4 25, beating the estimate of 0.85 USD, resulting in a 7.16% surprise. Revenue reached 881.64 million, compared to an expected 902.60 million, with a -2.32% difference. The market reacted with a +9.28% price change (close before vs. close after earnings).
Looking ahead to Q1 26, 23 analysts forecast an EPS of 0.63 USD, with revenue projected to reach 632.95 million USD, implying an decrease of -31.52% EPS, and decrease of -28.21% in Revenue from the last quarter.