Etsy has introduced a beta version of conversational AI search integrated with OpenAI's ChatGPT and its own platform to enhance marketplace sales. This new feature allows users to find and compare Etsy items through natural language prompts, making it easier to discover personalized gifts and products. Etsy aims to refine this tool based on user feedback and sees AI as a way to better connect buyers with sellers among millions of listings. The initiative is part of Etsy's broader strategy to leverage AI and agentic commerce channels with partners like OpenAI, Microsoft, and Google.
Analyst firm BTIG downgraded Etsy from Buy to Neutral, reflecting caution despite Etsy's strong mobile app performance. Etsy's mobile app Gross Merchandise Sales grew 11.2% year-over-year in Q1 2026, now making up 47% of total marketplace sales, boos...
Jefferies analysts expect ecommerce and internet stocks to rise as Q2 earnings reports provide clearer insights into profit margins and growth trends. Despite concerns about AI impacting online traffic, valuations in the sector remain attractive at m...
