1stdibs.Com, Inc.

NasdaqGM:DIBS 주식 리포트

시가총액: US$161.8m

1stdibs.Com 경영진

경영진 기준 점검 3/4

1stdibs.Com CEO는 David Rosenblatt, Nov2011 에 임명되었습니다 의 임기는 14.58 년입니다. 총 연간 보상은 $3.31M, 15.1% 급여 및 84.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $12.76M 가치에 해당하는 회사 주식의 8.1% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 5 년입니다.

핵심 정보

David Rosenblatt

최고경영자

US$3.3m

총 보수

CEO 급여 비율15.10%
CEO 재임 기간14.6yrs
CEO 지분 보유율8.1%
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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 보수 분석

David Rosenblatt의 보수는 1stdibs.Com의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: David의 총 보수(USD3.31M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.63M)보다 높습니다.

보상과 수익: David의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

David Rosenblatt (58 yo)

14.6yrs
재임 기간
US$3,310,400
보수

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...


리더십 팀

이름직위재임 기간보수지분
David Rosenblatt
Chairperson & CEO14.6yrsUS$3.31m8.1%
$ 13.1m
Thomas Etergino
Chief Financial Officer4.3yrsUS$1.27m0.94%
$ 1.5m
Melanie Goins
General Counsel5.3yrsUS$1.00m0.69%
$ 1.1m
Michael Bruno
Founder25.4yrs데이터 없음데이터 없음
Vadim Leyzerovich
Chief Technology Officer1.3yrs데이터 없음데이터 없음
Kevin LaBuz
Head of Investor Relations & Corporate Developmentno data데이터 없음데이터 없음
Bradford Shellhammer
Chief Marketing Officer & Chief Product Officerless than a year데이터 없음데이터 없음
4.8yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: DIBS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).


이사회 구성원

이름직위재임 기간보수지분
David Rosenblatt
Chairperson & CEO14.6yrsUS$3.31m8.1%
$ 13.1m
Lori Hickok
Independent Director5yrsUS$164.86k0.33%
$ 529.2k
Paula Volent
Independent Director5yrsUS$156.86k0.33%
$ 529.2k
Matthew Cohler
Lead Independent Director14.8yrsUS$168.86k0.33%
$ 529.2k
Brian Schipper
Independent Director5yrsUS$150.86k0.33%
$ 529.2k
Andrew Robb
Independent Director5yrsUS$148.86k0.33%
$ 529.2k
Everette Taylor
Independent Director2.3yrsUS$144.86k0.30%
$ 482.1k
5.0yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: DIBS의 이사회경험이 있음으로 간주됩니다(평균 재임 5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/26 22:42
종가2026/06/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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산업 및 섹터 지표

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분석가 소스

1stdibs.Com, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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