异动解读｜Etsy盘中上涨5.02%，Q2业绩超预期叠加多家投行上调目标价

行情直击08-08

8月8日，Etsy盘中上涨5.02%，报86.41美元/股，成交额3.39亿美元。

消息面上，Etsy此前公布Q2财报，营收6.683亿美元超预期，持续经营业务EPS为0.98美元，同比增长151%。尽管GAAP口径每股亏损0.36美元因重组费用承压，但核心GMS增速创下自2021年以来最强表现。公司同时宣布约20亿美元回购计划及裁减约220名员工的重组方案。多家投行随后上调目标价：Wedbush将目标价从80美元上调至88美元，预计裁员将带来利润率改善；Morgan Stanley上调至73美元，关注买家购买频率恢复；BofA此前已将目标价上调至90美元。市场在消化重组一次性冲击后，转向聚焦运营效率提升及GMS增长趋势。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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