Digital Luxury Commerce Will Thrive Amid Emerging Trends

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Apr 25

Updated

13 May 26

Views

85

13 May

US$4.69

AnalystConsensusTarget's Fair Value

US$7.00

33.0% undervalued

1Y

94.6%

7D

2.2%

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1Y

94.6%

7D

2.2%

You can edit this narrative until May 14 5:10 PM. Then, changes will post as Updates.

Author's Valuation

US$733.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 13 May 26

DIBS: First EBITDA Profit Quarter Will Mark Share Buyback Inflection Point

1stdibs hits its first quarter of operating profit since going public, and some analysts think that’s a sign the business is finally lining up its costs with demand. A new share buyback plan adds another layer to the story, but skeptics warn it may be too early to call this a lasting turnaround.

3 views

Shared on 21 Apr 26

DIBS: First EBITDA Profit Quarter Will Signal Post Selloff Inflection Point

Analysts have reaffirmed their $7 price target for 1stdibs.com, pointing to the first adjusted EBITDA profitable quarter since the IPO, as well as growing confidence that recent internal efforts could mark an inflection point for the business. Analyst Commentary Bullish Takeaways Bullish analysts view the first adjusted EBITDA profitable quarter since the 2021 IPO as a key proof point that the cost base and business model can support profitability at the current scale, which supports their $7 price target.

0 views

Shared on 07 Apr 26

DIBS: First Adjusted EBITDA Profit Quarter Will Anchor Post Selloff Inflection Point

Narrative Update Analysts have reaffirmed a $7.00 price target on 1stdibs.com, noting the company's first adjusted EBITDA profitable quarter since its 2021 IPO. They indicate that this result may represent a potential inflection point in the company’s narrative, with internal efforts aimed at supporting a return to growth.

8 views

Shared on 23 Mar 26

DIBS: First Adjusted EBITDA Profit Quarter Will Mark Post Selloff Inflection Point

Analysts have reaffirmed their $7 price target on 1stdibs.com, citing the company's first quarter of positive adjusted EBITDA since its 2021 IPO and increased confidence that internal efforts can support a return to growth. Analyst Commentary Recent research points to a shift in sentiment around 1stdibs.com, with bullish analysts highlighting the first quarter of positive adjusted EBITDA since the 2021 IPO and reaffirmed valuation targets at US$7.

2 views

Shared on 09 Mar 26

DIBS: First Adjusted EBITDA Profitability Will Support Upside Repricing

Analysts have reaffirmed their $7 price target on 1stdibs.Com, citing the company's first adjusted EBITDA profitable quarter since its IPO and noting that recent results and the current outlook could represent a potential turning point for the business. Analyst Commentary Recent research points to a more constructive stance on 1stdibs.Com, with the reaffirmed US$7 price target framed around the first adjusted EBITDA profitable quarter since the IPO and the view that recent results could mark a key shift in the story.

4 views

Shared on 22 Feb 26

DIBS: Higher Future P/E Assumptions Will Support Upside Repricing

Analysts have nudged their price target on 1stdibs.com higher to $44.48 from $43.93, citing only modest tweaks to the discount rate, profit margin and future P/E assumptions, while keeping fair value and revenue growth views essentially unchanged. Valuation Changes Fair Value: Held steady at about $7.00, indicating no material change in the underlying valuation output.

1 view

Shared on 08 Feb 26

DIBS: Stable Assumptions And Modest Margin Uplift Will Support Future Repricing

Analysts have slightly adjusted their price target on 1stdibs.com, reflecting small tweaks to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions that together fine tune rather than overhaul their view of the stock. Valuation Changes Fair Value: Held steady at 7.0, indicating no change in the core valuation estimate.

2 views

Shared on 24 Jan 26

DIBS: Ongoing Buybacks And Steady Outlook Will Support Future Repricing

Analysts have trimmed their price target for 1stdibs.Com by a small amount, reflecting slightly adjusted assumptions around the discount rate, long term profit margin and future P/E that keep their overall fair value view essentially unchanged. What's in the News 1stdibs.Com issued earnings guidance for the fourth quarter of 2025, with expected net revenue between US$22.3 million and US$23.5 million, which the company describes as a range from a 2% decline to 3% growth, and indicated an assumption of low single digit revenue growth for full year 2026 (Corporate guidance).

14 views

Shared on 09 Jan 26

Fair value Increased 17%

DIBS: New Buyback Plan Will Support Improved Future Market Perception

Analysts have raised their fair value estimate for 1stDibs.com from US$6.00 to US$7.00, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News 1stDibs.com issued earnings guidance for the fourth quarter of 2025, projecting net revenue between US$22.3 million and US$23.5 million.

4 views

Shared on 01 May 25

Fair value Decreased 28%

2 views

Shared on 24 Apr 25

Fair value Increased 39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 17 Apr 25

Fair value Decreased 24%

1 view

Shared on 09 Apr 25

Fair value Increased 31%

AnalystConsensusTarget has increased revenue growth from 3.4% to 4.3%, decreased profit margin from 8.0% to 7.0% and increased future PE multiple from 27.3x to 40.4x.

0 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$7

33.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

1.86%

Historical revenue growth rate

-2.86%

General Merchandise and Department Stores revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.10%

Calculation

US$7.57m

Earnings '29

x

40.89x

PE Ratio '29

=

US$309.64m

Market Cap '29

US$309.64m

Market Cap '29

/

34.74m

No. shares '29

=

US$8.91

Share Price '29

US$8.91 Share Price '29

Discounted to 2026 @ 9.17% p.a.

=

US$6.85

Fair Value '26