Etsy的股票在CEO离开和前景暗淡之后下跌,尽管有一些积极的增长信号。 Etsy's stock dropped after CEO departure and weak outlook, despite some positive growth signals.

2025年10月30日, Etsy 股份下跌4.1%, 在CEO Josh Silverman 宣布离开后, 公司第四季度前景暗淡, Etsy shares fell 4.1% on October 30, 2025, after CEO Josh Silverman announced his departure and the company issued a weak fourth-quarter outlook, including a lower-than-expected EBITDA margin and declining gross merchandise sales. 尽管收入和收入超过预期,但活跃购买者逐年下降了3.7%。 Despite exceeding revenue and earnings expectations, active buyers dropped 3.7% year-over-year. 分析家注意到一些积极的迹象,包括Depop的GMS(GMS)年复一年猛增40%,GMS缩缩缩速度减慢到2.4%,这与改进App参与和与OpenAI(OpenAI)的AI整合有帮助。 Analysts noted positive signs, including a 40% year-over-year surge in Depop’s GMS and slowing GMS contraction to 2.4%, aided by improved app engagement and AI integration with OpenAI. Canacord Genunity和Nedham都保持了买入评级,引述了新技术和重新激活的用户的增长潜力,尽管全球竞争和宏观经济压力仍然存在风险。 Both Canaccord Genuity and Needham maintained Buy ratings, citing growth potential from new technology and reactivated users, though risks remain from global competition and macroeconomic pressures.