受BTIG上调评级提振,Etsy股价上涨,主要因买家趋势改善及成本削减

路透中文
Sep 18
BUZZ-受BTIG上调评级提振,Etsy股价上涨,主要因买家趋势改善及成本削减

9月18日 - **Etsy(ETSY.N)盘前股价上涨2%,报73.81美元

** BTIG将该电商平台评级从“中性”上调至“买入”, 目标价 定为 90美元——较当前水平高出约27%

** 该券商表示,股价回调为投资者创造了显著更优的风险回报比;ETSY 本季度迄今下跌 约4%

** BTIG表示,8月份实施的12%裁员计划将使公司每年节省3500万至4500万美元的开支

** ETSY的买家增长好于预期;2026年第二季度其重新激活了710万名休眠买家,超出BTIG预估的695万名——BTIG

** 指出,自7月以来,该股的自由现金流收益率已上升约150个基点,涨幅超过10年期国债收益率的涨幅,已充分补偿了投资者

** 本周早些时候,奥本海默将 (link) 的股票评级上调至“跑赢大盘”

** 33位分析师的平均评级为“持有”;其目标价中位数为90美元——数据由LSEG汇总

** 截至上一交易日收盘,该股今年以来累计上涨30%

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