$ETSY · Schwab Network · 2026-11-04
我持有 Etsy，成本价接近翻倍，并预计其股价还会进一步上涨，肯定会突破 100，甚至更高。理由是：尽管营收、现金流和每股收益都在增长，股价仍比峰值低 69%；上季度营收增长 10%；拥有 8800 万用户；出售 Depop 的所得为 4 亿美元回购提供资金；13% 的股份被做空；利润率正在回升；公司有了新 CEO；AI 驱动的需求应能在可预见的未来支撑增长。我承认 Etsy 的增长已经放缓。
逐段跳播
Etsy，你们取得了出色的业绩。这个业绩让我感到意外。我之前并没有关注它股价的走势。我对 Etsy 非常了解。我以前用过他们的平台，但如你所知，同比增长超过50%。你认为这只股票还有什么理由上涨，你关注的是怎样的故事？
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?
说实话，我们在这只股票上赚到的价值几乎翻了一倍。我们相信它还能涨得更高。我们是在别人都不想要的时候买入的。所有人都说 Etsy 已经完了，就像他们当初说 PayPal 已经完了那样。
但 Etsy 的增长确实放缓了，好吧？尽管每股营收、每股现金流和每股收益都在增长，这只股票仍比峰值低69%。他们上季度实现了10%的营收增长。他们有8800万用户。他们卖掉了 Depop，拿到了12亿美元现金。
他们正在回购价值4亿美元的股票，而市场上流通的股票中仍有13%被做空。我们相信它肯定会突破100，甚至还会涨得更高。利润率正在回升，有了新的CEO，有股票回购，用户群在增长，而且他们用的是几乎最好的基因工程AI。
人们转向 ChatGPT、Gemini 和 Co-pilot 获取定制服务，他们也在转向 Etsy，这就是 Etsy 在增长的原因，而且在可预见的未来这种增长还会持续。
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.
这个频道对 $ETSY 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。