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Etsy price target lowered to $44 from $45 at Morgan Stanley

Etsy price target lowered to $44 from $45 at Morgan Stanley

Morgan Stanley lowered the firm’s price target on Etsy (ETSY) to $44 from $45 and keeps an Underweight rating on the shares. GMS growth further decelerated in Q4 and although the firm expects GMS to reaccelerate over 2025, weakened cohort trends “keeps us skeptical on the ability to deliver long-term GMS growth & margin expansion,” the analyst tells investors in a post-earnings note.

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