1stdibs.Com Gestion
Gestion contrôle des critères 3/4
Le PDG 1stdibs.Com est David Rosenblatt, nommé en Nov2011, a un mandat de 14.67 ans. La rémunération annuelle totale est $ 3.31M, composée du salaire de 15.1% et des bonus 84.9%, y compris les actions et options de la société. détient directement 8.1% des actions de la société, d'une valeur de $ 13.96M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.8 ans et 5.1 ans.
Informations clés
David Rosenblatt
Directeur général
US$3.3m
Rémunération totale
| Pourcentage du salaire du PDG | 15.10% |
| Durée du mandat du directeur général | 14.7yrs |
| Propriété du PDG | 8.1% |
| Durée moyenne d'occupation des postes de direction | 4.8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.1yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Jun 29
1stdibs: A Marketplace That Has Yet To Deliver On Its Growth Promise
Summary Despite raising approximately $115 million in the IPO and maintaining a strong balance sheet, GMV and revenue remain below 2021 levels, while profitability has only recently turned positive. While management continues to cite weaker housing activity and discretionary spending, comparable premium and luxury companies have returned to growth. We believe 1stDibs' underperformance is increasingly company-specific. Recent EBITDA improvements have primarily been driven by lower marketing spend and restructuring rather than accelerating marketplace activity. We remain unconvinced that the business can return to sustainable GMV growth without materially increasing customer acquisition investment. This is a sell. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 18
DIBS: Share Repurchases Will Support Bullish Repricing In The Stock
Analysts have modestly adjusted their price target on 1stdibs.Com, Inc., reflecting updated assumptions around discount rate, profit margin, and forward P/E. Together, these factors keep their fair value estimate broadly in line with prior views in dollar terms.Mise à jour du récit • Jun 02
DIBS: Share Repurchases And First EBITDA Profit Quarter Will Support Bullish Repricing
Analysts have adjusted their price target on 1stdibs.Com to reflect an updated fair value estimate of $7.00, along with slight changes to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News The Board of Directors authorized a share buyback plan on May 11, 2026, giving the company approval to repurchase its common stock.Mise à jour du récit • May 13
DIBS: First EBITDA Profit Quarter Will Mark Share Buyback Inflection Point
Analysts now keep their $7 price target for 1stdibs.com, highlighting the recent move to adjusted EBITDA profitability and what they view as a potential inflection point for the company. Analyst Commentary Recent research around 1stdibs.com centers on the move to adjusted EBITDA profitability and the view that the latest quarter and outlook could mark an inflection point for the business.Mise à jour du récit • Apr 21
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.Mise à jour du récit • Apr 07
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.Mise à jour du récit • Mar 23
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.Mise à jour du récit • Mar 09
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.Mise à jour du récit • Feb 22
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.Mise à jour du récit • Feb 08
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.Mise à jour du récit • Jan 24
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).Mise à jour du récit • Jan 09
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.Article d’analyse • Nov 08
Subdued Growth No Barrier To 1stdibs.Com, Inc. (NASDAQ:DIBS) With Shares Advancing 53%
The 1stdibs.Com, Inc. ( NASDAQ:DIBS ) share price has done very well over the last month, posting an excellent gain of...Article d’analyse • Aug 09
1stdibs.Com, Inc. (NASDAQ:DIBS) Just Released Its Second-Quarter Earnings: Here's What Analysts Think
NasdaqGM:DIBS 1 Year Share Price vs Fair Value Explore 1stdibs.Com's Fair Values from the Community and select yours...
Nouveau récit • Apr 05
Machine Learning Pricing Models And AI Investments Will Transform Efficiency
Focusing on AI and machine learning in pricing and operations may improve margins and boost revenue.Article d’analyse • Mar 16
Risks Still Elevated At These Prices As 1stdibs.Com, Inc. (NASDAQ:DIBS) Shares Dive 27%
1stdibs.Com, Inc. ( NASDAQ:DIBS ) shareholders won't be pleased to see that the share price has had a very rough month...Article d’analyse • Mar 05
We Think 1stdibs.Com (NASDAQ:DIBS) Can Easily Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Article d’analyse • Jun 18
Here's Why We're Not Too Worried About 1stdibs.Com's (NASDAQ:DIBS) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Article d’analyse • May 11
US$8.00 - That's What Analysts Think 1stdibs.Com, Inc. (NASDAQ:DIBS) Is Worth After These Results
As you might know, 1stdibs.Com, Inc. ( NASDAQ:DIBS ) just kicked off its latest first-quarter results with some very...Article d’analyse • Mar 14
1stdibs.Com, Inc.'s (NASDAQ:DIBS) 25% Share Price Surge Not Quite Adding Up
Despite an already strong run, 1stdibs.Com, Inc. ( NASDAQ:DIBS ) shares have been powering on, with a gain of 25% in...Article d’analyse • Mar 03
We Think 1stdibs.Com (NASDAQ:DIBS) Can Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although...Seeking Alpha • Feb 09
1stdibs.Com Faces Uphill Revenue Growth Battle
Summary 1stdibs.Com, Inc. went public in June 2021 but has seen a decline in revenue since the end of the pandemic. The company's results appear to be tied to the luxury home sales market, which has low volumes currently. The company is focusing on improving mobile web conversion and targeting higher net-worth individuals, but it has been a difficult task in a softer demand environment. My near-term outlook on 1stdibs.Com is Bearish. Read the full article on Seeking AlphaArticle d’analyse • Nov 11
Revenues Not Telling The Story For 1stdibs.Com, Inc. (NASDAQ:DIBS) After Shares Rise 30%
1stdibs.Com, Inc. ( NASDAQ:DIBS ) shareholders would be excited to see that the share price has had a great month...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$11m |
| Dec 31 2025 | US$3m | US$500k | -US$14m |
| Sep 30 2025 | n/a | n/a | -US$18m |
| Jun 30 2025 | n/a | n/a | -US$20m |
| Mar 31 2025 | n/a | n/a | -US$20m |
| Dec 31 2024 | US$5m | US$471k | -US$19m |
| Sep 30 2024 | n/a | n/a | -US$16m |
| Jun 30 2024 | n/a | n/a | -US$14m |
| Mar 31 2024 | n/a | n/a | -US$18m |
| Dec 31 2023 | US$3m | US$325k | -US$23m |
| Sep 30 2023 | n/a | n/a | -US$27m |
| Jun 30 2023 | n/a | n/a | -US$32m |
| Mar 31 2023 | n/a | n/a | -US$24m |
| Dec 31 2022 | US$4m | US$195k | -US$23m |
| Sep 30 2022 | n/a | n/a | -US$24m |
| Jun 30 2022 | n/a | n/a | -US$21m |
| Mar 31 2022 | n/a | n/a | -US$28m |
| Dec 31 2021 | US$3m | US$195k | -US$28m |
| Sep 30 2021 | n/a | n/a | -US$25m |
| Jun 30 2021 | n/a | n/a | -US$24m |
| Mar 31 2021 | n/a | n/a | -US$24m |
| Dec 31 2020 | US$203k | US$203k | -US$28m |
Rémunération vs marché: La rémunération totale de David ($USD 3.31M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 1.64M ).
Rémunération et revenus: La rémunération de David a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
David Rosenblatt (58 yo)
14.7yrs
Titularisation
US$3,310,400
Compensation
Mr. David S. Rosenblatt has been the Chief Executive Officer of 1stdibs Com, Inc. since November 2011 and serves as its Chairperson. He serves as an Independent Director at Etsy, Inc. since 2025.Mr. Rosen...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairperson & CEO | 14.7yrs | US$3.31m | 8.1% $ 14.0m | |
| Chief Financial Officer | 4.3yrs | US$1.27m | 0.94% $ 1.6m | |
| General Counsel | 5.3yrs | US$1.00m | 0.69% $ 1.2m | |
| Founder | 25.5yrs | pas de données | pas de données | |
| Chief Technology Officer | 1.3yrs | pas de données | pas de données | |
| Head of Investor Relations & Corporate Development | no data | pas de données | pas de données | |
| Chief Marketing Officer & Chief Product Officer | less than a year | pas de données | pas de données |
4.8yrs
Durée moyenne de l'emploi
53yo
Âge moyen
Gestion expérimentée: L'équipe de direction de DIBS est considérée comme expérimentée (ancienneté moyenne 4.8 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairperson & CEO | 14.7yrs | US$3.31m | 8.1% $ 14.0m | |
| Independent Director | 5.1yrs | US$164.86k | 0.33% $ 563.9k | |
| Independent Director | 5.1yrs | US$156.86k | 0.33% $ 563.9k | |
| Lead Independent Director | 14.8yrs | US$168.86k | 0.33% $ 563.9k | |
| Independent Director | 5.1yrs | US$150.86k | 0.33% $ 563.9k | |
| Independent Director | 5.1yrs | US$148.86k | 0.33% $ 563.9k | |
| Independent Director | 2.4yrs | US$144.86k | 0.30% $ 513.7k |
5.1yrs
Durée moyenne de l'emploi
58yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de DIBS sont considérés comme expérimentés (ancienneté moyenne 5.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/06 10:59 |
| Cours de l'action en fin de journée | 2026/07/06 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
1stdibs.Com, Inc. est couverte par 6 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ross Sandler | Barclays |
| Trevor Young | Barclays |
| Curtis Nagle | BofA Global Research |