Schwab Network on $ETSY (Nov 4, 2026)

Etsy, you have achieved outstanding performance. This performance surprised me. I wasn't following the movements of her stock price. I know Etsy very well. I used to use their platform before, but as you know, growth exceeds 50% year-on-year.

Why do you think the stock still has a reason to rise , and what story have you focused on?

Well, to be honest, we've made almost double the value of this stock. We believe it is capable of rising even higher. We wanted it when no one else did. Everyone said that Etsy was finished, just as they said that PayPal was finished.

But Etsy has slowed down, okay? The stock is still 69% below its peak , despite growth in revenue per share, cash flow per share, and earnings per share. They achieved revenue growth of 10% in the last quarter.

They have 88 million users. They sold Depop and received $1.2 billion in cash. They are buying $400 million worth of shares, and 13% of the shares traded on the market are still short-sold .

We believe this will definitely exceed the 100 mark, and will even rise higher. Profit margins are recovering , there's a new CEO, share buybacks, a growing user base, and they're using genetically engineered AI that's almost the best.

People are turning to ChatGPT, Gemini, and Co-pilot for customized services, and they are also turning to Etsy, which is why Etsy is growing, and this growth will continue in the foreseeable future.