1stdibs.Com, Inc.

NasdaqGM:DIBS 株式レポート

時価総額:US$153.0m

1stdibs.Com マネジメント

マネジメント 基準チェック /34

1stdibs.Comの CEO はDavid Rosenblattで、 Nov2011年に任命され、 の在任期間は 14.58年です。 の年間総報酬は$ 3.31Mで、 15.1%給与と84.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の8.1%を直接所有しており、その価値は$ 12.39M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と5年です。

主要情報

David Rosenblatt

最高経営責任者

US$3.3m

報酬総額

CEO給与比率15.10%
CEO在任期間14.6yrs
CEOの所有権8.1%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
Seeking Alpha May 21

1stdibs.Com: Progress Is Great, But I'm Not Ready To Bid On This One

Summary 1stdibs.com (DIBS) is a niche luxury online marketplace showing revenue growth and narrowing losses, but recent buyer declines raise concerns. DIBS has aggressively cut costs, notably in sales and marketing, driving improved profitability even as revenue and GMV recently slipped. Management invests in technology, AI, and operational diversification, but lacks forward guidance, complicating valuation and future outlook. With strong cash reserves and no debt, I rate DIBS a speculative 'hold' pending stabilization in buyer trends and sustained margin improvements. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
分析記事 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...
User avatar
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...

CEO報酬分析

1stdibs.Com の収益と比較して、David Rosenblatt の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$11m

Dec 31 2025US$3mUS$500k

-US$14m

Sep 30 2025n/an/a

-US$18m

Jun 30 2025n/an/a

-US$20m

Mar 31 2025n/an/a

-US$20m

Dec 31 2024US$5mUS$471k

-US$19m

Sep 30 2024n/an/a

-US$16m

Jun 30 2024n/an/a

-US$14m

Mar 31 2024n/an/a

-US$18m

Dec 31 2023US$3mUS$325k

-US$23m

Sep 30 2023n/an/a

-US$27m

Jun 30 2023n/an/a

-US$32m

Mar 31 2023n/an/a

-US$24m

Dec 31 2022US$4mUS$195k

-US$23m

Sep 30 2022n/an/a

-US$24m

Jun 30 2022n/an/a

-US$21m

Mar 31 2022n/an/a

-US$28m

Dec 31 2021US$3mUS$195k

-US$28m

Sep 30 2021n/an/a

-US$25m

Jun 30 2021n/an/a

-US$24m

Mar 31 2021n/an/a

-US$24m

Dec 31 2020US$203kUS$203k

-US$28m

報酬と市場: Davidの 総報酬 ($USD 3.31M ) は、 US市場 ($USD 1.63M ) の同規模の企業の平均を上回っています。

報酬と収益: Davidの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

David Rosenblatt (58 yo)

14.6yrs
在職期間
US$3,310,400
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
David Rosenblatt
Chairperson & CEO14.6yrsUS$3.31m8.1%
$ 12.4m
Thomas Etergino
Chief Financial Officer4.3yrsUS$1.27m0.94%
$ 1.4m
Melanie Goins
General Counsel5.3yrsUS$1.00m0.69%
$ 1.1m
Michael Bruno
Founder25.4yrsデータなしデータなし
Vadim Leyzerovich
Chief Technology Officer1.3yrsデータなしデータなし
Kevin LaBuz
Head of Investor Relations & Corporate Developmentno dataデータなしデータなし
Bradford Shellhammer
Chief Marketing Officer & Chief Product Officerless than a yearデータなしデータなし
4.8yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: DIBSの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
David Rosenblatt
Chairperson & CEO14.6yrsUS$3.31m8.1%
$ 12.4m
Lori Hickok
Independent Director5yrsUS$164.86k0.33%
$ 500.3k
Paula Volent
Independent Director5yrsUS$156.86k0.33%
$ 500.3k
Matthew Cohler
Lead Independent Director14.8yrsUS$168.86k0.33%
$ 500.3k
Brian Schipper
Independent Director5yrsUS$150.86k0.33%
$ 500.3k
Andrew Robb
Independent Director5yrsUS$148.86k0.33%
$ 500.3k
Everette Taylor
Independent Director2.3yrsUS$144.86k0.30%
$ 455.8k
5.0yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: DIBSの 取締役会経験豊富 であると考えられます ( 5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/22 13:59
終値2026/06/18 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

1stdibs.Com, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6

アナリスト機関
Ross SandlerBarclays
Trevor YoungBarclays
Curtis NagleBofA Global Research