1stdibs.com, Inc.
1stdibs.com, Inc. operates an online marketplace for luxury design items, including vintage, antique, and contemporary furniture, home décor, jewelry, watches, art, and fashion, generating revenue by facilitating high-consideration purchases between vetted sellers and global buyers.
Business. 1stdibs.com, Inc. (DIBS) is a broadline and specialty retailer operating within the Cyclical Consumer Goods & Services sector. The company is headquartered in the United States and is primarily listed on the Nasdaq stock exchange. As segment and geographic breakdowns are not specified, the firm is described at the industry level as a retailer engaged in product sales.
Analyst recommendations
2 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
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Analysis
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Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
1stdibs.com, Inc. (DIBS) is a broadline and specialty retailer operating within the Cyclical Consumer Goods & Services sector. The company is headquartered in the United States and is primarily listed on the Nasdaq stock exchange. As segment and geographic breakdowns are not specified, the firm is described at the industry level as a retailer engaged in product sales.
The company maintains a conservative capital structure with zero debt-to-equity and a current ratio of 3.75, supported by $20.3 million in cash and equivalents against total liabilities of $37.9 million. Despite this liquidity buffer, the firm reports negative returns on equity (-16.3%) and assets (-11.2%), reflecting an operating loss of $3.3 million on $22.4 million in revenue. The market capitalization of $190.2 million implies a price-to-book ratio of 2.39 and an EV/Revenue multiple of 1.9, while negative EV/EBITDA indicates the firm is not yet generating positive operating cash flow relative to its enterprise value.
Profitability remains constrained as the company operates at a net loss of $2.2 million, though it generates positive free cash flow of $827,000 after $232,000 in capital expenditures. The gross profit of $16.7 million suggests a gross margin of approximately 74.4%, indicating strong pricing power or low direct costs relative to revenue, but operating expenses exceed this buffer. Without cohort median data for direct comparison, the negative ROE and ROA highlight the early-stage or turnaround nature of the business model, where investment in growth and platform development currently outweighs net income generation.
- Strong liquidity position with $20.3M in cash and a 3.75 current ratio, but negative profitability metrics (ROE -16.3%, ROA -11.2%).
- High gross margin (~74.4%) offset by significant operating expenses, resulting in a net loss of $2.2M.
- Medium dilution risk indicated by the spread between basic and diluted shares and explicit offering risk flags.
- Analyst consensus is bullish with a $7.00 price target and 1.50 mean recommendation, suggesting upside from the current $5.23 price.
- Business model relies on vetting luxury sellers and leveraging a custom tech platform to capture a fragmented global market.
- No historical trend data available to assess growth trajectory, limiting long-term visibility analysis.
Bull / Bear case
Generated · model-assistedAnalysts project 33.8% upside to a $7.00 target price, reflecting strong buy consensus from two analysts.
Revenue grew at a 2.1% CAGR from FY2023 to FY2025, indicating modest top-line expansion over the period.
The company maintains a low leverage band with a debt-to-equity ratio of 0.41, reducing financial distress risk.
Operating losses narrowed from $31.0 million in FY2023 to $19.0 million in FY2025, showing improving operational efficiency.
Free cash flow improved significantly from -$13.6 million in FY2023 to -$3.2 million in FY2025, reducing cash burn.
The company faces medium dilution risk, which could negatively impact existing shareholder value and earnings per share.
Cash conversion of 0.18 is below the cohort median of 1.35, highlighting weak cash generation relative to peers.
In focus — financials by report
Revenue $22.4M; Operating income -$3.3M.
- ▍Revenue $22.4M
- ▍Operating income -$3.3M
- ▍Net margin -9.7%
Revenue $66.7M; Operating income -$16.7M.
- ▍Revenue $66.7M
- ▍Operating income -$16.7M
- ▍Net margin -18.9%
Revenue $44.7M; Operating income -$12.0M.
- ▍Revenue $44.7M
- ▍Operating income -$12.0M
- ▍Net margin -20.4%
Revenue $89.6M; Operating income -$19.0M.
- ▍Revenue $89.6M
- ▍Operating income -$19.0M
- ▍Net margin -15.2%
Revenue $88.3M; Operating income -$26.2M.
- ▍Revenue $88.3M
- ▍Operating income -$26.2M
- ▍Net margin -21.1%
Revenue $88.3M; Operating income -$26.2M.
- ▍Revenue $88.3M
- ▍Operating income -$26.2M
- ▍Net margin -21.1%
Revenue $84.7M; Operating income -$31.0M.
- ▍Revenue $84.7M
- ▍Operating income -$31.0M
- ▍Net margin -26.8%
Revenue $84.7M; Operating income -$31.0M.
- ▍Revenue $84.7M
- ▍Operating income -$31.0M
- ▍Net margin -26.8%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | -0,23 |
| Revenue | —no estimate | —no estimate | 90,6M USD |
| Operating income | —no estimate | —no estimate | -13,1M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- General Counsel and CPO · Restricted Stock Units → Common StockDisposed 11 525exercise · 2026-06-08
- Director · Restricted Stock Units → Common StockDisposed 40 926exercise · 2026-06-08
- Director · Restricted Stock Units → Common StockDisposed 40 926exercise · 2026-06-08
- General Counsel and CPO · Restricted Stock Units → Common StockDisposed 10 042exercise · 2026-06-08
- General Counsel and CPO · Restricted Stock Units → Common StockDisposed 8 990exercise · 2026-06-08
- Director · Restricted Stock Units → Common StockDisposed 40 926exercise · 2026-06-08
- Director · Restricted Stock Units → Common StockDisposed 40 926exercise · 2026-06-08
- Director · Restricted Stock Units → Common StockDisposed 40 926exercise · 2026-06-08
- Director · Restricted Stock Units → Common StockDisposed 40 926exercise · 2026-06-08
- Chief Financial Officer · Restricted Stock Units → Common StockDisposed 11 172exercise · 2026-06-08
- Chief Financial Officer · Restricted Stock Units → Common StockDisposed 12 125exercise · 2026-06-08
- Director, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 47 500exercise · 2026-06-08
- Director, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 37 500exercise · 2026-06-08
- Chief Financial Officer · Restricted Stock Units → Common StockDisposed 16 563exercise · 2026-06-08
- Chief Financial Officer · Restricted Stock Units → Common StockDisposed 11 175exercise · 2026-06-08
- Director, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 41 666exercise · 2026-06-08
- Director · Restricted Stock Units → Common StockAcquired 26 798grant · 2026-05-08
- Director · Restricted Stock Units → Common StockAcquired 26 798grant · 2026-05-08
- Director · Restricted Stock Units → Common StockAcquired 26 798grant · 2026-05-08
- Director · Restricted Stock Units → Common StockAcquired 26 798grant · 2026-05-08
- Director · Restricted Stock Units → Common StockAcquired 26 798grant · 2026-05-08
- Director · Restricted Stock Units → Common StockAcquired 26 798grant · 2026-05-08
- Director, Chief Executive Officer · Restricted Stock Units → Common StockAcquired 500 000grant · 2026-03-16
- General Counsel and CPO · Restricted Stock Units → Common StockAcquired 138 300grant · 2026-03-13
- Chief Financial Officer · Restricted Stock Units → Common StockAcquired 145 500grant · 2026-03-13
Actions
Ask Handelsavisen
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Price To Tangible Bookmarket_price / (tangible_book_value / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Return On Equitynet_income / total_equity
- Enterprise Valuemarket_cap - net_cash
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- 1stdibs.com, Inc. company facts · 2026-07-20
- 1stdibs.com, Inc. 10-Q 2026-05-08 · 2026-07-20
- 1stdibs.com, Inc. 10-K 2026-02-27 · 2026-07-20
- 1stdibs.com, Inc. 10-Q 2025-11-07 · 2026-07-20
- 1stdibs.com, Inc. 10-Q 2025-08-07 · 2026-07-20
- allocator_boost (allocator) on DIBS · 2026-07-20
- 1stdibs.Com Inc Market data — analyst estimates · 2026-07-20
- 1stdibs.Com Inc Market data — ESG · 2026-07-20
- 1stdibs.com, Inc. HA canonical relationships · 2026-07-20
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2024-06-300,00 %$6M
- Investment Managers · as of 2025-12-310,00 %$8M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2024-12-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Leadership
- David S. RosenblattChairman of the Board, Chief Executive Officer
Insider activity
- Director · Common StockOther 40 926 · 2026-06-08
- Director · Common StockOther 40 926 · 2026-06-08
- Director · Common StockOther 40 926 · 2026-06-08
- Director · Common StockOther 40 926 · 2026-06-08
- Director · Common StockOther 40 926 · 2026-06-08
- Director · Common StockOther 40 926 · 2026-06-08
- General Counsel and CPO · Common StockOther 8 990 · 2026-06-08
- General Counsel and CPO · Common StockOther 10 042 · 2026-06-08
- General Counsel and CPO · Common StockOther 11 525 · 2026-06-08
- General Counsel and CPO · Common StockOther 8 970 @ $4,01$36K · 2026-06-08
- Chief Financial Officer · Common StockOther 11 175 · 2026-06-08
- Chief Financial Officer · Common StockOther 11 172 · 2026-06-08
- Chief Financial Officer · Common StockOther 12 125 · 2026-06-08
- Chief Financial Officer · Common StockOther 16 563 · 2026-06-08
- Chief Financial Officer · Common StockOther 18 400 @ $4,01$74K · 2026-06-08
- Director, Chief Executive Officer · Common StockOther 47 500 · 2026-06-08
- Director, Chief Executive Officer · Common StockOther 41 666 · 2026-06-08
- Director, Chief Executive Officer · Common StockOther 37 500 · 2026-06-08
- Director, Chief Executive Officer · Common StockOther 96 228 @ $4,01$386K · 2026-06-08
- Director, Chief Executive Officer · Common StockBought 3 425 @ $4,49$15K · 2026-05-12
- Director, Chief Executive Officer · Common StockBought 43 755 @ $4,51$197K · 2026-05-12
- Director, Chief Executive Officer · Common StockBought 320 @ $4,35$1K · 2026-05-12
- General Counsel and CPO · Common StockSold 24 @ $5,52$132 · 2026-03-17
- General Counsel and CPO · Common StockSold 69 @ $5,50$380 · 2026-03-16
- General Counsel and CPO · Common StockSold 7 @ $5,50$38 · 2026-03-13
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Operating cash flow (annual): USD -2.44MUnknown
- EPS (diluted) (annual): USD-PER-SHARES -0Unknown
- R&D expense (annual): USD 23.41MUnknown
- Net income (annual): USD -13.67MUnknown
- Gross profit (annual): USD 65.44MUnknown
- Cost of revenue (annual): USD 24.18MUnknown
- Shares outstanding (annual): 36.85MUnknown
- Capex (annual): USD 763KUnknown
- Current assets (annual): USD 102.28MUnknown
- Total assets (annual): USD 132.11MUnknown
- Shareholders' equity (annual): USD 93.58MUnknown
- Cash & equivalents (annual): USD 22.88MUnknown
- Current liabilities (annual): USD 24.38MUnknown
- Total liabilities (annual): USD 38.53MUnknown
- EPS (basic) (annual): USD-PER-SHARES -0Unknown
- Pre-tax income (annual): USD -13.57MUnknown
- Total operating expenses (annual): USD 84.4MUnknown
- Operating income (annual): USD -18.97MUnknown
- Revenue (annual): USD 89.62MUnknown
- Shareholders' equity (annual): USD 99.31MUnknown
- Cost of revenue (annual): USD 24.83MUnknown
- Pre-tax income (annual): USD -18.59MUnknown
- R&D expense (annual): USD 21.16MUnknown
- Cash & equivalents (annual): USD 25.96MUnknown