En esta página
01ETSY precio
02Instantánea
03Gráfico
05Acerca de
06Rendimiento
07Valoración y ratios
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
25Señales de trading
26Mis Métricas
ETSY Etsy, Inc. - Common Stock
NASDAQ · Retail · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026
$72,77
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$44,08mínimo 52 semanas
$87,97máximo 52 semanas
Capitalización Bursátil (MRQ)
$6.72B
P/E (TTM)
38.9
BPA (TTM)
$1.87
Ingresos (TTM)
$2.86B
tus insignias
Rango 52S
$44–$88
Calificación del Analista
HOLD
Precio Objetivo
$88
P/E
38.9
ROE
-16.6%
Margen de Beneficio Neto
7.3%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
ETSY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$72.77
Capitalización Bursátil (MRQ)
$6.72B
P/E (TTM)
38.9
BPA (TTM)
$1.87
Ingresos (TTM)
$2.86B
ROE (TTM)
-16.6%
Deuda/Capital (MRQ)
-0.5
Rango 52S
$44–$88
ETSY Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Acerca de Etsy, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Etsy, Inc. es una empresa estadounidense dedicada al comercio electrónico, que gestiona un mercado en línea donde pueden comprarse y venderse (principalmente) artículos de artesanía, vintage y decorativos.
## Historia
Etsy fue creado el 18 de junio de 2005 por Robert Kalin Chris Maguire y Haim Schoppik, a los que más tarde se unió Jared Tarbell. Los ingresos del portal provienen del coste de 0,2 dólares estadounidenses por cada anuncio publicado, y el 5 % del precio final de la venta.
En 2018, Etsy tuvo un total de ventas brutas de 3930 millones de dólares de todo tipo de productos de los "comerciantes-vendedores" en la plataforma, con unos ingresos de Etsy por anuncios y por comisiones por 603,7 millones y un beneficio neto de 41,25 millones.
== Referencias ==
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
sectorRetail
industriaRetail
empleados2 375
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$2.88B2016-12-31 → 2025-12-31
BPA$1.392016-12-31 → 2025-12-31
Flujo de caja libre$678M2016-12-31 → 2025-12-31
Margen neto7.3%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | ETSY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 38.9promedio 5A ≈28.2 | ≈28.2 | 16.4 | Sobrevalorado | |
| P/S (TTM) | 2.4promedio 5A ≈5.0 | ≈5.0 | 2.4 | Valor razonable | |
| P/C (MRQ) | -4.8promedio 5A ≈-2.7 | ≈-2.7 | · | · | |
| EV / EBITDA | 16.7 | · | 13.3 | Valor razonable | |
| Precio / FCF (TTM) | 10.4promedio 5A ≈19.1 | ≈19.1 | · | · | |
| Precio / Flujo de Caja (TTM) | 10.2promedio 5A ≈18.7 | ≈18.7 | 8.8 | Infravalorado | |
| EV / Revenue (EV / Ingresos) | 2.1 | · | · | · | |
| EV / FCF | 9.1 | · | · | · | |
| Precio / Valor Contable Tangible (MRQ) | -4.8 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | ETSY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 72.3%promedio 5A ≈71.4% | ≈71.4% | 43.7% | De primer nivel | |
| Margen Operativo (TTM) | 16.0%promedio 5A ≈5.5% | ≈5.5% | 9.4% | De primer nivel | |
| Margen EBITDA (TTM) | 18.8%promedio 5A ≈9.0% | ≈9.0% | 14.6% | De primer nivel | |
| Margen antes de impuestos (TTM) | 17.2%promedio 5A ≈5.7% | ≈5.7% | 10.3% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 7.3%promedio 5A ≈4.4% | ≈4.4% | 4.6% | Débil | |
| ROA (TTM) | 8.4%promedio 5A ≈4.8% | ≈4.8% | 3.9% | De primer nivel | |
| ROE (TTM) | -16.6%promedio 5A ≈18.8% | ≈18.8% | 6.9% | Débil | |
| ROIC | -39.2%promedio 5A ≈14.7% | ≈14.7% | 9.2% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | ETSY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | -0.5 | · | 0.3 | Baja deuda | |
| Ratio corriente (MRQ) | 1.5promedio 5A ≈2.0 | ≈2.0 | 1.5 | En línea | |
| Quick Ratio (Ratio Rápido) | 1.0promedio 5A ≈1.3 | ≈1.3 | 0.6 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | ETSY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 2.7%promedio 5A ≈11.4% | ≈11.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 4.0%promedio 5A ≈9.1% | ≈9.1% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 10.8% | · | · | · | |
| EPS YoY (EPS interanual) | -40.8%promedio 5A ≈-3.2% | ≈-3.2% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -46.3%promedio 5A ≈-2.1% | ≈-2.1% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -11.6% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -12.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -15.0% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -14.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | ETSY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.1promedio 5A ≈1.0 | ≈1.0 | 1.1 | En línea | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 331.6promedio 5A ≈158.1 | ≈158.1 | 90.5 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.2M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-32.8%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $-0.49 | $0.74 | -165.9% |
| 31 de marzo de 2026 | $0.60 | $0.63 | -5.0% | |
| 31 de diciembre de 2025 | $0.92 | $0.86 | 7.2% | |
| 30 de septiembre de 2025 | $0.63 | $0.54 | 17.5% | |
| 30 de junio de 2025 | $0.28 | $0.49 | -42.8% | |
| 31 de marzo de 2025 | $0.46 | $0.50 | -7.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.88B | $2.81B | $2.75B | $2.57B | $2.33B | $1.73B | $818M | $604M | $441M | $365M | $273M | $196M | |
| Cost of Revenue | $818M | $775M | $829M | $745M | $655M | $465M | $271M | $191M | $151M | $123M | $97M | $74M | |
| Gross Profit | $2.07B | $2.03B | $1.92B | $1.82B | $1.67B | $1.26B | $547M | $413M | $290M | $242M | $177M | $122M | |
| R&D Expense | $450M | $443M | $469M | $412M | $272M | $180M | $122M | $97M | $75M | $55M | $43M | $37M | |
| SG&A Expense | $333M | $354M | $343M | $312M | $283M | $156M | $121M | $83M | $91M | $86M | $69M | $52M | |
| Operating Expenses | $1.80B | $1.65B | $1.64B | $2.48B | $1.21B | $837M | $459M | $338M | $278M | $224M | $178M | $128M | |
| Operating Income | $266M | $380M | $280M | $-659M | $466M | $424M | $89M | $75M | $12M | $18M | $-2M | $-6M | |
| Interest Expense | · | · | $14M | $14M | $10M | $42M | $24M | $22M | $11M | $7M | · | · | |
| Other Non-op | $-20M | $31M | $13M | $-3M | $6M | $-58M | $-8M | $-20M | $20M | $-20M | $-26M | $-4M | |
| Pretax Income | $247M | $411M | $293M | $-662M | $472M | $366M | $81M | $55M | $32M | $-3M | $-28M | $-10M | |
| Income Tax | $84M | $107M | $-15M | $32M | $-22M | $16M | $-15M | $-22M | $-50M | $27M | $26M | $5M | |
| Net Income | $163M | $303M | $308M | $-694M | $494M | $349M | $96M | $77M | $82M | $-30M | $-54M | $-15M | |
| EPS (Basic) | $1.59 | $2.64 | $2.51 | $-5.48 | $3.88 | $2.88 | $0.80 | $0.64 | $0.69 | $-0.26 | $-0.59 | · | |
| EPS (Diluted) | $1.39 | $2.35 | $2.24 | $-5.48 | $3.40 | $2.69 | $0.76 | $0.61 | $0.68 | $-0.26 | $-0.59 | · | |
| Shares (Basic) | 102,356,000 | 114,944,000 | 122,503,000 | 126,779,000 | 127,224,974 | 121,251,588 | 119,665,248 | 120,146,076 | 118,538,687 | 113,562,738 | 91,122,291 | · | |
| Shares (Diluted) | 124,114,000 | 131,721,000 | 140,145,000 | 126,779,000 | 146,683,324 | 136,414,592 | 125,720,073 | 127,084,785 | 122,267,673 | 113,562,738 | 91,122,291 | · | |
| EBITDA | $368M | $488M | $371M | $-562M | $540M | $482M | $137M | $102M | $39M | $40M | $17M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.36B | $811M | $914M | $921M | $780M | $1.24B | $443M | $367M | $315M | $182M | $271M | $70M | |
| Receivables | $9M | $9M | $25M | $28M | $27M | $23M | $15M | $12M | $34M | $26M | $20M | $15M | |
| Prepaid Expense | $114M | $90M | $130M | $80M | $109M | $56M | $39M | $23M | $20M | $16M | $10M | $12M | |
| Current Assets | $1.96B | $1.33B | $1.57B | $1.51B | $1.34B | $1.89B | $921M | $680M | $439M | $371M | $359M | $127M | |
| PP&E (Net) | · | · | · | · | · | · | · | $120M | $118M | $126M | $105M | $76M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $206M | $184M | $173M | $143M | $106M | |
| Accum. Depreciation | · | · | · | · | · | · | $120M | $85M | $66M | $46M | $38M | $31M | |
| Goodwill | $38M | $137M | $138M | $138M | $1.37B | $141M | $139M | $37M | $39M | $36M | $28M | $31M | |
| Intangibles | $15M | $414M | $457M | $535M | $607M | $187M | $199M | $35M | $4M | $8M | $3M | $5M | |
| Other Non-current Assets | $39M | $45M | $45M | $42M | $51M | $24M | $30M | $507.0K | $561.0K | $985.0K | $2M | $2M | |
| Total Assets | $2.83B | $2.42B | $2.69B | $2.63B | $3.83B | $2.40B | $1.54B | $902M | $606M | $581M | $553M | $246M | |
| Accounts Payable | $28M | $26M | $30M | $29M | $28M | $41M | $26M | $27M | $14M | $11M | $14M | $8M | |
| Accrued Liabilities | $342M | $375M | $354M | $331M | $328M | $232M | $88M | $49M | $29M | $24M | $31M | $13M | |
| Short-term Debt | $649M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.36B | $665M | $711M | $632M | $616M | $455M | $189M | $112M | $102M | $84M | $80M | $41M | |
| Capital Leases | $38M | $41M | $41M | $38M | $44M | $17M | $22M | $2M | $4M | $5M | $8M | $3M | |
| Deferred Tax | $9M | $8M | $13M | $45M | $79M | $58M | $64M | $30M | $24M | $65M | $61M | $149.0K | |
| Other Non-current Liabilities | $125M | $122M | $122M | $120M | $122M | $42M | $44M | $20M | $18M | $25M | $22M | $2M | |
| Total Liabilities | $3.93B | $3.18B | $3.23B | $3.18B | $3.20B | $1.66B | $1.14B | $501M | $209M | $236M | $223M | $99M | |
| Long-term Debt | $2.33B | $2.29B | $2.28B | $2.28B | $2.28B | $1.06B | $785M | $276M | $0 | · | · | · | |
| Total Debt | $649M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $97.0K | $109.0K | $119.0K | $125.0K | $127.0K | $126.0K | $119.0K | $120.0K | $122.0K | $116.0K | $113.0K | $44.0K | |
| Paid-in Capital | $1.53B | $1.32B | $1.08B | $815M | $632M | $883M | $643M | $562M | $499M | $443M | $406M | $103M | |
| Retained Earnings | $-2.40B | $-1.78B | $-1.36B | $-1.05B | $72M | $-147M | $-227M | $-153M | $-96M | $-116M | $-86M | $-32M | |
| AOCI | $-226M | $-298M | $-267M | $-314M | $-75M | $6M | $-9M | $-8M | $-6M | $18M | $11M | $-4M | |
| Stockholders' Equity | $-1.10B | $-759M | $-544M | $-547M | $629M | $742M | $407M | $401M | $397M | $345M | $330M | $67M | |
| Liabilities + Equity | $2.83B | $2.42B | $2.69B | $2.63B | $3.83B | $2.40B | $1.54B | $902M | $606M | $581M | $553M | $246M | |
| Shares Outstanding | 97,031,000 | 108,540,000 | 119,069,000 | 125,054,000 | 127,022,000 | 125,835,931 | 118,342,772 | 119,771,702 | 121,769,238 | 115,973,039 | 112,563,354 | 44,180,393 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $102M | $108M | $91M | $97M | $74M | $58M | $48M | $27M | $27M | $23M | $19M | $17M | |
| Stock-based Comp | $245M | $283M | $285M | $231M | $140M | $65M | $44M | $38M | $27M | · | · | · | |
| Deferred Tax | $39M | $-14M | $-50M | $-55M | $-89M | $2M | $-13M | $-23M | $-44M | $2M | $-3M | $-817.0K | |
| Amort. of Intangibles | $31M | $38M | $40M | $41M | $28M | $15M | $10M | $4M | $3M | $3M | $2M | $2M | |
| Restructuring | · | · | $26M | · | · | · | · | $-249.0K | $14M | · | · | · | |
| Other Non-cash | $145M | $73M | $72M | $1.11B | $33M | $204M | $31M | $118M | $2M | $52M | $68M | · | |
| Operating Cash Flow | $693M | $752M | $706M | $684M | $652M | $679M | $207M | $199M | $69M | $48M | $33M | $12M | |
| CapEx | $15M | $14M | $13M | $10M | $11M | $1M | $8M | $1M | $4M | $36M | $11M | $1M | |
| Investing Cash Flow | $32M | $-53M | $-73M | $-30M | $-1.56B | $-11M | $-488M | $-285M | $62M | $-135M | $-23M | $-21M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $0 | $0 | $35M | |
| Stock Repurchased | $777M | $724M | $577M | $426M | $303M | $269M | $177M | $135M | $10M | $0 | $0 | $0 | |
| Net Stock Activity | $-777M | $-724M | $-577M | $-426M | $-303M | $-269M | $-177M | $-135M | $-10M | $-1M | $0 | · | |
| Financing Cash Flow | $-170M | $-787M | $-657M | $-506M | $453M | $119M | $360M | $144M | $7M | $-524.0K | $196M | $45M | |
| Net Change in Cash | $593M | $-103M | $-12M | $141M | $-464M | $801M | $76M | $52M | $134M | $-90M | $202M | $33M | |
| Taxes Paid | $63M | $90M | $43M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $678M | $738M | $693M | $673M | $640M | $678M | $199M | $198M | $63M | $11M | $18M | · | |
| Levered FCF | · | · | $678M | $659M | $630M | $637M | $170M | $167M | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 71.6% | 72.4% | 69.8% | 71.0% | 71.9% | 73.1% | 66.9% | 68.4% | 65.8% | 66.2% | 64.5% | · | |
| Operating Margin | 9.2% | 13.5% | 10.2% | -25.7% | 20.0% | 24.6% | 10.8% | 12.4% | 2.7% | 4.8% | -0.69% | · | |
| Net Margin | 5.7% | 10.8% | 11.2% | -27.1% | 21.2% | 20.2% | 11.7% | 12.8% | 18.5% | -8.2% | -19.8% | · | |
| Pretax Margin | 8.6% | 14.6% | 10.7% | -25.8% | 20.2% | 21.2% | 9.8% | 9.1% | 7.3% | -0.79% | -10.2% | · | |
| EBITDA Margin | 12.8% | 17.4% | 13.5% | -21.9% | 23.2% | 27.9% | 16.7% | 16.8% | 8.9% | 11.0% | 6.1% | · | |
| ROA | 6.2% | 11.9% | 11.6% | -21.5% | 15.8% | 17.7% | 7.8% | 10.3% | 13.8% | -5.3% | -13.5% | · | |
| ROE | -14.7% | -43.9% | -52.8% | 120.4% | 84.9% | 49.6% | 24.1% | 19.5% | 22.1% | -8.9% | -27.2% | · | |
| ROIC | -39.2% | -37.0% | -54.1% | 126.2% | 77.5% | 54.5% | 26.0% | 26.2% | 7.6% | 53.0% | -1.1% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 2.0 | 2.2 | 2.4 | 2.2 | 4.2 | 4.9 | 6.1 | 4.3 | 4.4 | 4.5 | · | |
| Quick Ratio | 1.0 | 1.2 | 1.3 | 1.5 | 1.3 | 2.8 | 2.4 | 3.4 | 3.4 | 2.5 | 3.6 | · | |
| Debt / Equity | -0.6 | · | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | 19.9 | -46.5 | 47.1 | 10.1 | 3.6 | 3.4 | · | · | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.1 | 1.0 | 0.8 | 0.7 | 0.9 | 0.7 | 0.8 | 0.7 | 0.6 | 0.7 | · | |
| Receivables Turnover | 331.6 | 168.0 | 104.5 | 93.1 | 93.4 | 90.8 | 59.2 | 26.3 | 14.7 | 15.6 | 15.3 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-11.32 | $-6.99 | $-4.57 | $-4.38 | $4.95 | $5.90 | $3.44 | $3.35 | $3.26 | $2.97 | $2.94 | · | |
| Revenue / Share | $23.23 | $21.32 | $19.61 | $20.24 | $15.88 | $12.65 | $6.51 | $4.75 | $3.61 | · | · | · | |
| Cash Flow / Share | $5.59 | $5.71 | $5.03 | $5.39 | $4.44 | $4.98 | $1.65 | $1.57 | $0.55 | · | · | · | |
| Cash / Share | $14.39 | $7.47 | $7.68 | $7.37 | $6.14 | $9.89 | $3.75 | $3.06 | $2.59 | $1.57 | $2.41 | · | |
| EPS (TTM) | $1.39 | $2.35 | $2.24 | $-5.48 | $3.40 | $2.69 | $0.76 | $0.61 | $0.68 | $-0.26 | $-0.59 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.7% | 2.2% | 7.1% | 10.2% | 35.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.0% | 6.4% | 16.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -40.8% | 4.9% | · | · | 26.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -11.6% | -5.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -12.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -46.3% | -1.4% | · | · | 41.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -15.0% | -4.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -14.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.88B | $2.81B | $2.75B | $2.57B | $2.33B | $1.73B | $818M | $604M | $441M | $365M | $273M | · | |
| Net Income TTM | $163M | $303M | $308M | $-694M | $494M | $349M | $96M | $77M | $82M | $-30M | $-54M | · | |
| Market Cap | $5.38B | $5.74B | $9.65B | $14.98B | $27.81B | $22.39B | $5.24B | $5.70B | $2.49B | $1.37B | $930M | · | |
| Enterprise Value | $4.63B | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 39.9 | 22.5 | 36.2 | -21.9 | 64.4 | 66.1 | 58.3 | 78.0 | 30.1 | -45.3 | -14.0 | · | |
| P/S | 1.9 | 2.0 | 3.5 | 5.8 | 11.9 | 13.0 | 6.4 | 9.4 | 5.6 | 3.7 | 3.4 | · | |
| P/B | -4.9 | -7.6 | -17.7 | -27.4 | 44.2 | 30.2 | 12.9 | 14.2 | 6.3 | 4.0 | 2.8 | · | |
| P / Tangible Book | · | · | · | · | · | 54.1 | · | · | · | · | · | · | |
| P / Cash Flow | 7.8 | 7.6 | 13.7 | 21.9 | 42.7 | 33.0 | 25.3 | 28.6 | 36.9 | 29.2 | 31.8 | · | |
| P / FCF | 7.9 | 7.8 | 13.9 | 22.2 | 43.4 | 33.0 | 26.3 | 28.8 | 39.2 | 126.8 | 51.4 | · | |
| EV / EBITDA | 12.6 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | 6.8 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 1.6 | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.5% | 4.4% | 2.8% | -4.6% | 1.6% | 1.5% | 1.7% | 1.3% | 3.3% | -2.2% | -7.1% | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $668M | $631M | $882M | $678M | $629M | $612M | $852M | $662M | $648M | $646M | $842M | $636M | $629M | $641M | $807M | $594M | |
| Cost of Revenue | $184M | $176M | $238M | $195M | $169M | $168M | $218M | $186M | $184M | $187M | $256M | $189M | $189M | $195M | $226M | $174M | |
| Gross Profit | $484M | $456M | $644M | $483M | $461M | $444M | $634M | $477M | $464M | $459M | $587M | $447M | $440M | $445M | $581M | $420M | |
| R&D Expense | $101M | $99M | $114M | $113M | $99M | $101M | $111M | $107M | $114M | $110M | $117M | $114M | $122M | $116M | $113M | $108M | |
| SG&A Expense | $67M | $62M | $94M | $79M | $76M | $74M | $83M | $86M | $96M | $89M | $93M | $84M | $87M | $80M | $85M | $75M | |
| Operating Expenses | $359M | $336M | $515M | $401M | $366M | $448M | $479M | $390M | $394M | $391M | $471M | $359M | $443M | $367M | $442M | $1.37B | |
| Operating Income | $125M | $120M | $129M | $83M | $94M | $-4M | $155M | $87M | $70M | $68M | $115M | $89M | $-2M | $78M | $139M | $-955M | |
| Other Non-op | $10M | $9M | $7M | $9M | $-25M | $-11M | $23M | $-13M | $9M | $12M | $-6M | $8M | $8M | $3M | $-11M | $6M | |
| Pretax Income | $135M | $129M | $137M | $92M | $69M | $-15M | $178M | $74M | $79M | $80M | $109M | $97M | $5M | $81M | $128M | $-949M | |
| Income Tax | $21M | $25M | $26M | $17M | $23M | $20M | $48M | $16M | $26M | $17M | $26M | $9M | $-57M | $7M | $18M | $14M | |
| Net Income | $-47M | $70M | $111M | $76M | $29M | $-52M | $130M | $57M | $53M | $63M | $83M | $88M | $62M | $75M | $110M | $-963M | |
| EPS (Basic) | $-0.49 | $0.72 | $1.04 | $0.76 | $0.28 | $-0.49 | $1.15 | $0.50 | $0.46 | $0.53 | $0.69 | $0.72 | $0.50 | $0.60 | $0.88 | $-7.62 | |
| EPS (Diluted) | $-0.36 | $0.60 | $1.00 | $0.63 | $0.25 | $-0.49 | $1.01 | $0.45 | $0.41 | $0.48 | $0.62 | $0.64 | $0.45 | $0.53 | $1.03 | $-7.62 | |
| Shares (Basic) | 94,358,000 | 96,235,000 | · | 99,334,000 | 103,212,000 | 107,084,000 | · | 114,181,000 | 116,432,000 | 118,440,000 | · | 121,808,000 | 123,463,000 | 124,337,000 | · | 126,349,250 | |
| Shares (Diluted) | 119,961,000 | 121,029,000 | · | 124,957,000 | 121,514,000 | 107,084,000 | · | 130,748,000 | 133,118,000 | 135,338,000 | · | 138,891,000 | 141,011,000 | 142,966,000 | · | 126,349,250 | |
| EBITDA | $125M | $135M | · | $83M | $76M | $5M | · | $87M | $70M | $95M | · | $89M | $-2M | $101M | · | $-955M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $901M | $1.21B | $1.40B | $1.25B | $1.18B | $649M | $811M | $819M | $759M | $789M | $914M | $742M | $842M | $787M | · | $790M | |
| Receivables | $9M | $9M | $9M | $7M | $6M | $9M | $9M | $9M | $10M | $17M | · | $19M | $23M | $26M | · | $22M | |
| Prepaid Expense | $100M | $99M | $127M | $110M | $89M | $71M | $90M | $95M | $109M | $105M | · | $126M | $93M | $77M | · | $94M | |
| Current Assets | $1.88B | $2.11B | $1.96B | $1.79B | $1.65B | $1.11B | $1.33B | $1.32B | $1.36B | $1.40B | · | $1.34B | $1.41B | $1.34B | · | $1.35B | |
| Goodwill | $37M | $38M | $38M | $38M | $38M | $36M | $137M | $139M | $138M | $138M | $138M | $137M | $138M | $138M | $138M | $136M | |
| Intangibles | $12M | $13M | $297M | $304M | $317M | $414M | $414M | $444M | $436M | $445M | · | $453M | $474M | $534M | · | $517M | |
| Other Non-current Assets | $42M | $42M | $39M | $41M | $41M | $45M | $45M | $45M | $46M | $43M | · | $46M | $50M | $44M | · | $43M | |
| Total Assets | $2.44B | $2.68B | $2.83B | $2.65B | $2.56B | $2.12B | $2.42B | $2.44B | $2.45B | $2.50B | · | $2.45B | $2.57B | $2.50B | · | $2.45B | |
| Accounts Payable | $20M | $15M | $29M | $9M | $15M | $17M | $26M | $20M | $13M | $10M | · | $14M | $15M | $20M | · | $17M | |
| Accrued Liabilities | $248M | $261M | $393M | $309M | $254M | $264M | $375M | $299M | $257M | $263M | · | $272M | $232M | $240M | · | $250M | |
| Short-term Debt | $650M | $649M | $649M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.27B | $1.25B | $1.36B | $565M | $486M | $519M | $665M | $553M | $564M | $565M | · | $549M | $503M | $499M | · | $497M | |
| Capital Leases | · | · | $38M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $11M | $10M | $9M | $5M | $5M | $7M | $8M | $7M | $9M | $11M | · | $25M | $29M | $44M | · | $62M | |
| Other Non-current Liabilities | $127M | $131M | $126M | $121M | $121M | $124M | $122M | $124M | $127M | $122M | · | $114M | $116M | $112M | · | $112M | |
| Total Liabilities | $3.83B | $3.82B | $3.93B | $3.77B | $3.68B | $3.03B | $3.18B | $3.07B | $3.08B | $3.08B | · | $3.07B | $3.03B | $3.04B | · | $3.06B | |
| Long-term Debt | $2.34B | $2.33B | $2.33B | $2.98B | $2.98B | $2.29B | $2.29B | $2.29B | $2.29B | $2.28B | · | $2.28B | $2.28B | $2.28B | · | $2.28B | |
| Total Debt | $650M | $649M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $92.0K | $95.0K | $97.0K | $99.0K | $100.0K | $105.0K | $109.0K | $113.0K | $115.0K | $117.0K | · | $120.0K | $123.0K | $123.0K | · | $126.0K | |
| Paid-in Capital | $1.63B | $1.58B | $1.53B | $1.49B | $1.43B | $1.39B | $1.32B | $1.27B | $1.20B | $1.15B | · | $1.03B | $958M | $914M | · | $774M | |
| Retained Earnings | $-2.78B | $-2.48B | $-2.40B | $-2.38B | $-2.34B | $-2.03B | $-1.78B | $-1.65B | $-1.55B | $-1.45B | · | $-1.35B | $-1.14B | $-1.16B | · | $-1.01B | |
| AOCI | $-242M | $-240M | $-226M | $-226M | $-220M | $-268M | $-298M | $-242M | $-286M | $-282M | · | $-304M | $-287M | $-298M | · | $-373M | |
| Stockholders' Equity | $-1.40B | $-1.14B | $-1.10B | $-1.11B | $-1.12B | $-910M | $-759M | $-624M | $-635M | $-584M | $-544M | $-623M | $-464M | $-540M | $-547M | $-606M | |
| Liabilities + Equity | $2.44B | $2.68B | $2.83B | $2.65B | $2.56B | $2.12B | $2.42B | $2.44B | $2.45B | $2.50B | · | $2.45B | $2.57B | $2.50B | · | $2.45B | |
| Shares Outstanding | 92,370,000 | 94,887,000 | 97,031,000 | 98,528,000 | 99,608,000 | 105,126,000 | 108,540,000 | 112,848,000 | 115,315,000 | 117,064,000 | 119,069,000 | 119,662,608 | 123,249,136 | 122,953,145 | 125,054,000 | 125,661,777 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $15M | $25M | $24M | $25M | $17M | $26M | $28M | $27M | $27M | $23M | $22M | $23M | $23M | $23M | $24M | |
| Stock-based Comp | $51M | $53M | $63M | $61M | $59M | $56M | $68M | $69M | $75M | $71M | $68M | $70M | $77M | $69M | $64M | $53M | |
| Restructuring | · | · | · | · | · | · | · | $2M | $-27M | $27M | $27M | · | · | · | · | · | |
| Other Non-cash | · | $-57M | · | · | · | $12M | · | · | · | $-92M | · | · | · | $-111M | · | · | |
| Operating Cash Flow | $41M | $81M | $317M | $219M | $108M | $49M | $315M | $217M | $151M | $69M | $295M | $219M | $136M | $56M | $292M | $207M | |
| CapEx | $1M | $1M | $1M | $4M | $7M | $3M | $4M | $4M | $4M | $2M | $5M | $4M | $2M | $2M | $2M | $3M | |
| Investing Cash Flow | $-31M | $-17M | $552.0K | $-24M | $76M | $-21M | $-16M | $-9M | $-3M | $-25M | $-19M | $-11M | $-7M | $-36M | $-88.0K | $-3M | |
| Stock Repurchased | $250M | $145M | $133M | $120M | $335M | $189M | $260M | $156M | $150M | $158M | $93M | $297M | $39M | $148M | $150M | $151M | |
| Net Stock Activity | · | $-145M | · | · | · | $-189M | · | · | · | $-158M | · | · | · | $-148M | · | · | |
| Financing Cash Flow | $-271M | $-158M | $-165M | $-127M | $327M | $-205M | $-282M | $-167M | $-175M | $-163M | $-116M | $-305M | $-78M | $-159M | $-184M | $-156M | |
| Net Change in Cash | $-264M | $-101M | $153M | $68M | $534M | $-162M | $-8M | $60M | $-30M | $-125M | $172M | $-105M | $55M | $-134M | $131M | $31M | |
| Free Cash Flow | · | $79M | · | · | · | $46M | · | · | · | $67M | · | · | · | $53M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 72.4% | 72.2% | · | 71.3% | 71.2% | 70.5% | · | 72.0% | 71.6% | 71.0% | · | 70.3% | 70.0% | 69.5% | · | 70.7% | |
| Operating Margin | 18.7% | 19.0% | · | 12.2% | 11.4% | -3.4% | · | 13.1% | 10.8% | 10.5% | · | 13.9% | -0.38% | 12.2% | · | -160.6% | |
| Net Margin | -7.0% | 11.0% | · | 11.1% | 4.3% | -8.0% | · | 8.7% | 8.2% | 9.8% | · | 13.8% | 9.8% | 11.6% | · | -162.0% | |
| Pretax Margin | 20.2% | 20.5% | · | 13.6% | 7.6% | -5.1% | · | 11.1% | 12.2% | 12.3% | · | 15.2% | 0.86% | 12.7% | · | -159.6% | |
| EBITDA Margin | 18.7% | 21.4% | · | 12.2% | 11.4% | 0.76% | · | 13.1% | 10.8% | 14.7% | · | 13.9% | -0.38% | 15.8% | · | -160.6% | |
| ROA | -1.9% | 2.9% | · | 3.0% | 1.1% | -2.3% | · | 2.4% | 2.1% | 2.5% | · | 3.6% | 2.0% | 2.4% | · | -32.4% | |
| ROE | 3.7% | -6.8% | · | -8.7% | -3.3% | 7.0% | · | -9.2% | -9.6% | -11.2% | · | -14.3% | 105.7% | 109.1% | · | 2652.3% | |
| ROIC | -14.2% | -19.9% | · | -6.1% | -3.8% | 3.8% | · | -10.8% | -7.4% | -9.2% | · | -12.9% | 5.8% | -13.3% | · | 159.8% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.7 | · | 3.2 | 3.4 | 2.1 | · | 2.4 | 2.4 | 2.5 | · | 2.4 | 2.8 | 2.7 | · | 2.7 | |
| Quick Ratio | 0.7 | 1.0 | · | 2.2 | 2.4 | 1.3 | · | 1.5 | 1.4 | 1.4 | · | 1.4 | 1.7 | 1.6 | · | 1.6 | |
| Debt / Equity | -0.5 | -0.6 | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 88.3 | 71.5 | · | 84.5 | 80.1 | 51.1 | · | 47.2 | 39.4 | 30.2 | · | 30.9 | 29.4 | 27.3 | · | 26.0 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-15.10 | $-11.98 | · | $-11.29 | $-11.29 | $-8.66 | · | $-5.53 | $-5.51 | $-4.99 | · | $-5.20 | $-3.77 | $-4.39 | · | $-4.82 | |
| Revenue / Share | $5.57 | $5.22 | · | $5.43 | $5.54 | $6.08 | · | $5.07 | $4.87 | $4.77 | · | $4.58 | $4.46 | $4.48 | · | $4.71 | |
| Cash Flow / Share | · | $0.67 | · | · | · | $0.46 | · | · | · | $0.51 | · | · | · | $0.39 | · | · | |
| Cash / Share | $9.76 | $12.80 | · | $12.68 | $11.88 | $6.18 | · | $7.26 | $6.58 | $6.74 | · | $6.20 | $6.83 | $6.40 | · | $6.29 | |
| EPS (TTM) | $1.87 | $2.48 | · | $1.40 | $1.22 | $1.38 | · | $1.96 | $2.15 | $2.19 | · | $2.65 | $-5.61 | $-5.55 | · | $-5.41 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.86B | $2.82B | · | $2.77B | $2.76B | $2.77B | · | $2.80B | $2.77B | $2.75B | · | $2.71B | $2.67B | $2.63B | · | $2.48B | |
| Net Income TTM | $209M | $285M | · | $182M | $164M | $188M | · | $257M | $287M | $296M | · | $334M | $-717M | $-706M | · | $-642M | |
| Market Cap | $6.96B | $4.74B | · | $6.54B | $5.00B | $4.96B | · | $6.27B | $6.80B | $8.04B | · | $7.73B | $10.43B | $13.69B | · | $12.58B | |
| Enterprise Value | $6.71B | $4.18B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 40.3 | 20.2 | · | 47.4 | 41.1 | 34.2 | · | 28.3 | 27.4 | 31.4 | · | 24.4 | -15.1 | -20.1 | · | -18.5 | |
| P/S | 2.4 | 1.7 | · | 2.4 | 1.8 | 1.8 | · | 2.2 | 2.5 | 2.9 | · | 2.8 | 3.9 | 5.2 | · | 5.1 | |
| P/B | -5.0 | -4.2 | · | -5.9 | -4.4 | -5.4 | · | -10.0 | -10.7 | -13.8 | · | -12.4 | -22.5 | -25.3 | · | -20.8 | |
| P / Cash Flow | · | 58.7 | · | · | · | 100.8 | · | · | · | 116.5 | · | · | · | 246.1 | · | · | |
| EV / Revenue | 2.3 | 1.5 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.5% | 5.0% | · | 2.1% | 2.4% | 2.9% | · | 3.5% | 3.6% | 3.2% | · | 4.1% | -6.6% | -5.0% | · | -5.4% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $2.88B | $2.81B | $2.75B | $2.57B | $2.33B |
| Margen Bruto % | 71.6% | 72.4% | 69.8% | 71.0% | 71.9% |
| Margen Operativo % | 9.2% | 13.5% | 10.2% | -25.7% | 20.0% |
| Beneficio neto | $163M | $303M | $308M | $-694M | $494M |
| EPS Diluido | $1.39 | $2.35 | $2.24 | $-5.48 | $3.40 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | -0.6 | · | · | · | · |
| Ratio corriente | 1.4 | 2.0 | 2.2 | 2.4 | 2.2 |
| Ratio Rápido | 1.0 | 1.2 | 1.3 | 1.5 | 1.3 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $678M | $738M | $693M | $673M | $640M |
Propietarios institucionales (13F) 633 declarantes · $9.5B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
633
Valor en tenencia
$9.5B
Nuevas posiciones
122
Posiciones cerradas
48
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 122 (+41 vs trimestre anterior) | 48 (-35 vs trimestre anterior) | 167 (-5 vs trimestre anterior) | 204 (+13 vs trimestre anterior) | -2.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $950 353 215 | 12 615 866 | 10,04% | Acciones |
| VANGUARD GROUP INC | $580 364 438 | 10 468 334 | 6,13% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $451 259 996 | 5 990 442 | 4,77% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $418 917 362 | 5 561 096 | 4,43% | Acciones |
| Elliott Investment Management L.P. | $376 650 000 | 5 000 000 | 3,98% | Acciones |
| GOLDMAN SACHS GROUP INC | $322 907 416 | 4 286 571 | 3,41% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $310 711 090 | 4 124 666 | 3,28% | Acciones |
| BARCLAYS PLC | $291 028 415 | 3 863 380 | 3,07% | Acciones |
| STATE STREET CORP | $242 336 007 | 3 216 992 | 2,56% | Acciones |
| JANE STREET GROUP, LLC | $213 839 271 | 2 838 700 | 2,26% | Opción de compra |
| AQR CAPITAL MANAGEMENT LLC | $210 436 690 | 2 793 531 | 2,22% | Acciones |
| Balyasny Asset Management L.P. | $202 650 732 | 2 690 173 | 2,14% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $171 182 830 | 2 272 439 | 1,81% | Acciones |
| Holocene Advisors, LP | $150 994 315 | 2 004 438 | 1,60% | Acciones |
| MORGAN STANLEY | $145 046 870 | 1 925 485 | 1,53% | Acciones |
| FMR LLC | $138 786 898 | 1 842 385 | 1,47% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $127 677 622 | 1 694 457 | 1,35% | Acciones |
| Point72 Asset Management, L.P. | $124 623 617 | 1 654 369 | 1,32% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $123 910 317 | 1 644 900 | 1,31% | Opción de compra |
| DIMENSIONAL FUND ADVISORS LP | $122 642 233 | 1 627 762 | 1,30% | Acciones |
| Assenagon Asset Management S.A. | $121 532 375 | 1 613 333 | 1,28% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $120 416 512 | 1 598 520 | 1,27% | Acciones |
| CITADEL ADVISORS LLC | $108 309 474 | 1 437 800 | 1,14% | Opción de venta |
| Bares Capital Management, Inc. | $94 660 522 | 1 425 825 | 1,00% | Acciones |
| CITADEL ADVISORS LLC | $94 635 121 | 1 256 274 | 1,00% | Acciones |
| UBS Group AG | $93 153 379 | 1 236 604 | 0,98% | Acciones |
| D. E. Shaw & Co., Inc. | $90 478 336 | 1 201 093 | 0,96% | Acciones |
| BANK OF AMERICA CORP /DE/ | $89 286 164 | 1 185 267 | 0,94% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $85 360 415 | 1 133 153 | 0,90% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $82 840 853 | 1 099 706 | 0,88% | Acciones |
| ROYAL BANK OF CANADA | $79 692 000 | 1 057 900 | 0,84% | Opción de compra |
| UBS Group AG | $78 459 962 | 1 041 550 | 0,83% | Opción de compra |
| MARSHALL WACE, LLP | $66 857 934 | 887 534 | 0,71% | Acciones |
| Findlay Park Partners LLP | $66 169 872 | 878 400 | 0,70% | Acciones |
| Quantinno Capital Management LP | $65 838 571 | 874 002 | 0,70% | Acciones |
| ROYAL BANK OF CANADA | $61 207 000 | 812 505 | 0,65% | Acciones |
| CITADEL ADVISORS LLC | $59 442 903 | 789 100 | 0,63% | Opción de compra |
| NORTHERN TRUST CORP | $57 645 906 | 765 245 | 0,61% | Acciones |
| Allianz Asset Management GmbH | $57 510 914 | 763 453 | 0,61% | Acciones |
| JANE STREET GROUP, LLC | $57 088 840 | 757 850 | 0,60% | Acciones |
| MACQUARIE GROUP LTD | $53 484 300 | 710 000 | 0,57% | Acciones |
| JPMORGAN CHASE & CO | $53 018 772 | 661 198 | 0,56% | Acciones |
| No Street GP LP | $50 026 578 | 664 099 | 0,53% | Acciones |
| WOLVERINE TRADING, LLC | $49 733 460 | 669 000 | 0,53% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $48 715 911 | 646 700 | 0,51% | Opción de venta |
| CAPSTONE INVESTMENT ADVISORS, LLC | $48 264 383 | 640 706 | 0,51% | Acciones |
| Gotham Asset Management, LLC | $47 507 919 | 630 664 | 0,50% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $45 347 379 | 601 983 | 0,48% | Acciones |
| Bank of New York Mellon Corp | $42 780 577 | 567 909 | 0,45% | Acciones |
| NOMURA HOLDINGS INC | $41 162 421 | 546 428 | 0,43% | Acciones |
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| TPG Group Holdings (SBS) Advisors, Inc., David Bonderman, James G. Coulter ×2 presentaciones | 15 de agosto de 2017 | · | Presentación inicial | · | SEC |
| Marc Stad, Dragoneer Investment Group, LLC, Dragoneer Global Fund II, L.P. ×3 presentaciones | 15 de agosto de 2017 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 33 insiders · 15 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Goyal Kruti Patel | Chief Executive Officer | 1 de octubre de 2026 M | 131 325 | 0 | 4 | $-576 437 |
| Charles Baker | Chief Financial Officer | 1 de octubre de 2026 M | 14 583 | 0 | 7 | $-674 025 |
| Rachel C Glaser | CHIEF FINANCIAL OFFICER | 1 de octubre de 2024 M | 85 388 | 0 | 0 | $0 |
| Raina Moskowitz | CHIEF OPERATING OFFICER | 1 de enero de 2025 M | 47 857 | 0 | 0 | $0 |
| Richard Edward Colburn III | Chief Product & Tech Officer | 1 de octubre de 2026 M | 10 975 | 0 | 10 | $-1 542 197 |
| Bradley Minor | Chief Marketing Officer | 1 de octubre de 2026 M | 24 495 | 0 | 1 | $-178 922 |
| Merilee Buckley | CHIEF ACCOUNTING OFFICER | 1 de octubre de 2026 M | 1 396 | 0 | 14 | $-1 260 466 |
| Colin Stretch | CHIEF LEGAL OFFICER | 1 de octubre de 2026 M | 64 715 | 0 | 0 | $0 |
| Toni Thompson Nadal | CHIEF HUMAN RESOURCES OFFICER | 1 de octubre de 2025 M | 8 309 | 0 | 0 | $0 |
| Nicholas Daniel | CHIEF PRODUCT OFFICER | 2 de septiembre de 2025 S | 31 683 | 0 | 0 | $0 |
| Rachana Kumar | CHIEF TECHNOLOGY OFFICER | 5 de diciembre de 2024 M | 26 660 | 0 | 0 | $0 |
| Ryan M. Scott | Chief Marketing Officer | 3 de octubre de 2023 S | 7 735 | 0 | 0 | $0 |
| Kimaria Seymour | Chief Human Resources Officer | 1 de octubre de 2023 M | 9 602 | 0 | 0 | $0 |
| Michael T Fisher | Chief Technology Officer | 7 de noviembre de 2022 M | 14 730 | 0 | 0 | $0 |
| Jill Simeone | Chief Legal Officer | 1 de octubre de 2022 M | 20 484 | 0 | 0 | $0 |
| Josh Silverman | Consejero | 1 de octubre de 2026 M | 262 617 | 0 | 40 | $-68 702 233 |
| Frederick R Wilson | Consejero | 1 de septiembre de 2026 S | 401 329 | 0 | 13 | $-7 397 823 |
| Charles Andrew Ballard | Consejero | 26 de agosto de 2026 S | 4 239 | 0 | 2 | $-468 100 |
| Marla J Blow | Consejero | 17 de agosto de 2026 S | 13 024 | 0 | 9 | $-70 454 |
| Melissa Reiff | Consejero | 15 de julio de 2026 M | 17 613 | 0 | 2 | $-593 475 |
| Marc Steinberg | Consejero | 9 de junio de 2026 A | 10 704 | 0 | 0 | $0 |
| Margaret Mary Smyth | Consejero | 9 de junio de 2026 A | 63 846 | 0 | 0 | $0 |
| Gary S Briggs | Consejero | 9 de junio de 2026 A | 25 168 | 0 | 0 | $0 |
| David S Rosenblatt | Consejero | 9 de junio de 2026 A | 6 032 | 0 | 0 | $0 |
| Michele M Burns | Consejero | 9 de junio de 2026 A | 24 697 | 0 | 0 | $0 |
| KLEIN JONATHAN D | Consejero | 17 de marzo de 2025 M | 54 089 | 0 | 0 | $0 |
| Edith W Cooper | Consejero | 11 de junio de 2021 A | 7 645 | 0 | 0 | $0 |
| James Breyer | Consejero | 11 de abril de 2016 J | 1 460 134 | 0 | 0 | $0 |
| Linda Findley | · | 1 de enero de 2019 M | 36 573 | 0 | 0 | $0 |
| John Allspaw | · | 1 de abril de 2017 M | 6 793 | 0 | 0 | $0 |
| Chad Dickerson | · | 15 de marzo de 2017 A | 753 356 | 0 | 0 | $0 |
| Kristina Salen | · | 1 de enero de 2017 M | 4 636 | 0 | 0 | $0 |
| Jordan J Breslow | · | 5 de agosto de 2016 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 72 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| SCOW · Pacer Funds Trust | 4,75% | 995 NS | 31 de julio de 2026 | N-PORT |
| EBIZ · Global X Funds | 3,74% | 13 003 NS | 31 de julio de 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 2,75% | 8 624 SH | 1 de octubre de 2026 | Diario |
| FXD · First Trust Exchange-Traded AlphaDE… | 1,30% | 42 733 NS | 31 de julio de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 1,25% | 4 620 NS | 31 de julio de 2026 | N-PORT |
| RNIN · EA Series Trust | 1,18% | 26 313 NS | 31 de julio de 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 1,14% | 3 885 NS | 31 de julio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,86% | 60 923 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,78% | 112 953 SH | 19 de agosto de 2026 | Diario |
| LSEQ · Harbor ETF Trust | 0,78% | 1 456 NS | 31 de julio de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,77% | 345 012 NS | 31 de julio de 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 0,60% | 10 029 SH | 1 de octubre de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,41% | 68 367 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,39% | 331 790 SH | 19 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,34% | 3 631 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,26% | 18 291 NS | 31 de julio de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 252 291 NS | 31 de julio de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,20% | 46 652 SH | 1 de octubre de 2026 | Diario |
| FDIS · FIDELITY COVINGTON TRUST | 0,20% | 40 215 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,19% | 1 194 921 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,19% | 50 893 SH | 1 de octubre de 2026 | Diario |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,18% | 13 047 SH | 1 de octubre de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,17% | 158 990 SH | 19 de agosto de 2026 | Diario |
| LRGF · iShares Trust | 0,17% | 86 689 SH | 11 de septiembre de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 41 129 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,16% | 305 549 NS | 31 de julio de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,16% | 18 177 SH | 19 de agosto de 2026 | Diario |
| IYC · iShares Trust | 0,12% | 18 769 SH | 11 de septiembre de 2026 | Diario |
| IWP · iShares Trust | 0,10% | 261 456 SH | 11 de septiembre de 2026 | Diario |
| SMMD · iShares Trust | 0,09% | 50 239 SH | 11 de septiembre de 2026 | Diario |
| HQGO · Lattice Strategies Trust | 0,09% | 558 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,09% | 36 241 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,09% | 12 409 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 1 087 984 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,08% | 2 067 885 SH | 19 de agosto de 2026 | Diario |
| ACVF · ETF Opportunities Trust | 0,07% | 1 363 NS | 31 de julio de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,07% | 2 908 NS | 31 de julio de 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,07% | 50 831 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 6 957 SH | 1 de octubre de 2026 | Diario |
| WSML · iShares Trust | 0,06% | 5 656 SH | 11 de septiembre de 2026 | Diario |
| TECB · iShares Trust | 0,05% | 3 581 SH | 11 de septiembre de 2026 | Diario |
| IWR · iShares Trust | 0,05% | 383 862 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,04% | 10 221 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,03% | 70 239 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,03% | 158 002 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 30 112 SH | 1 de octubre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,02% | 7 183 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3 888 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 19 697 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 25 998 NS | 31 de julio de 2026 | N-PORT |
| IWF · iShares Trust | 0,01% | 174 343 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,01% | 4 230 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 863 027 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 77 178 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 15 698 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 28 505 SH | 19 de agosto de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 73 917 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7 895 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 21 174 SH | 19 de agosto de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 64 001 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 124 788 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 25 485 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,01% | 104 881 SH | 11 de septiembre de 2026 | Diario |
| SMDX · Tidal Trust III | 0,01% | 115 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 4 NS | 31 de julio de 2026 | N-PORT |
| SLTY · Tidal Trust II | -4,76% | -10 700 NS | 31 de julio de 2026 | N-PORT |
| IJR · iShares Trust | · | 5 790 921 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 897 771 SH | 9 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 13 113 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 4 226 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 12 093 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 155 105 SH | 11 de septiembre de 2026 | Diario |
ETSY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 39 analistas
COMPRA
Objetivo mediano
$90.00
+23,7%
5 12,8%
Compra fuerte
12 30,8%
Compra
21 53,8%
Mantener
1 2,6%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
27 analistas · 2026-10-03Objetivo medio $88.33 +21,4%
← Por Debajo de Todos los Objetivos
Precio Actual $72.77
Mín$73.00
Media$88.33
Máx$105.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ETSY | $5.38B | 39.9 | 2.7% | 5.7% | -14.7% | 71.6% |
| AMZN | · | 19.6 | 12.4% | · | · | · |
| EBAY | $39.11B | 20.1 | 8.0% | 18.3% | 41.6% | 71.5% |
| CPNG | · | 214.5 | 14.1% | 0.60% | 4.5% | 29.4% |
| DDS | · | · | · | · | · | · |
| M | $5.27B | 8.6 | -1.7% | 2.8% | 13.8% | · |
| OLLI | · | 28.2 | 16.6% | 9.1% | 13.1% | 40.5% |
| PTRN | $0 | -8.5 | 39.3% | 0.65% | 4.4% | · |
| KSS | · | 7.3 | -4.3% | 1.8% | 6.9% | · |
| SVV | $1.47B | 67.5 | 9.2% | 1.4% | 5.3% | · |
| GRPN | $717M | -8.5 | 1.2% | -16.8% | 9561.5% | 90.8% |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
BLUECHIP_DIP
Stop out
riesgo 1
recompensa 1,79
entrada
$73.41
R:R 1,79
RANGE
Expirada
riesgo 1
recompensa 2,08
entrada
$47.38
R:R 2,08
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Ago 5, 2026