3月19日 - ** 摩根大通(J.P. Morgan)开始对网上市场Etsy Inc(ETSY.O)进行评级,给予“中性”评级和50美元的目标价,较股票最后收盘价有12%的上涨空间
** 表示“ETSY是专注于独特创意商品的领先在线市场”,“核心TAM估值为5500亿美元”
**表示公司 合并商品销售总额$(GMS)$ 在2022-24年期间逐年下降,但相信这一趋势 在2025年有望得到改善
** 预计公司“产品投资将支持GMS趋势的改善”,特别是通过“由搜索/发现(GenAI/ML)、移动应用和频率主导的社交商务增强”
** ETSY的收入将以“3%的2024-27年复合年增长率”增长,广告、GMS趋势改善和卖家增强(经纪)将推动“成交率提升”
** ETSY在过去12个月下跌了32.4%
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