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GigaCloud Technology Inc. Stock Price

NasdaqGM:GCT Community·US$1.2b Market Cap
  • 5 Narratives written by author
  • 11 Comments on narratives written by author
  • 462 Fair Values set on narratives written by author

GCT Share Price Performance

US$32.72
14.12 (75.91%)
US$53.75
Fair Value
US$32.72
14.12 (75.91%)
39.1% undervalued intrinsic discount
US$53.75
Fair Value
Price US$32.72
AnalystConsensusTarget US$53.75
RobMorgan3 US$32.80
AnalystHighTarget US$73.00

GCT Community Narratives

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Fair Value US$53.75 39.1% undervalued intrinsic discount

Digital B2B Commerce Will Expand Global Markets Amid Supply Risks

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246users have followed this narrative
Fair Value
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Fair Value US$32.8 0.2% undervalued intrinsic discount

GigaCloud's Ambitious Path to $5-10B Revenue in Five Years Revealed

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8users have followed this narrative
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Fair Value US$73 55.2% undervalued intrinsic discount

E-Commerce And AI Logistics Will Expand Markets Despite Risks

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8users have followed this narrative
US$32.8
0.2% undervalued intrinsic discount
Fair Value
Revenue
10% p.a.
Profit Margin
8%
Future PE
9x
Price in 2030
US$52.82
US$40
18.2% undervalued intrinsic discount
Revenue
9.49% p.a.
Profit Margin
9.45%
Future PE
9.96x
Price in 2029
US$48.92
US$53.75
39.1% undervalued intrinsic discount
Revenue
9.85% p.a.
Profit Margin
9.86%
Future PE
12.72x
Price in 2029
US$65.77

Trending Discussion

Updated Narratives

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GigaCloud's Ambitious Path to $5-10B Revenue in Five Years Revealed

Fair Value: US$32.8 0.2% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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GCT: Share Repurchases And Revenue Outlook Will Support Future Upside

Fair Value: US$73 55.2% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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GCT: Future Returns Will Hinge On Sustaining International And Turnaround Execution

Fair Value: US$40 18.2% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
4 Rewards

GigaCloud Technology Inc. Key Details

US$1.4b

Revenue

US$1.1b

Cost of Revenue

US$322.8m

Gross Profit

US$174.4m

Other Expenses

US$148.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.03
23.43%
10.77%
0%
View Full Analysis

About GCT

Founded
2006
Employees
1644
CEO
Lei Wu
WebsiteView website
www.gigacloudtech.com

GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally. The company offers GigaCloud Marketplace that integrates product discovery to payments and logistics tools into one easy-to-use platform. It’s marketplace connects manufacturers primarily in Asia with resellers in the United States, Asia, and Europe to execute cross-border transactions across furniture, home appliance, fitness equipment, and other large parcel categories. The company was formerly known as Oriental Standard Human Resources Holdings Limited and changed its name to GigaCloud Technology Inc. in February 2021. GigaCloud Technology Inc. was incorporated in 2006 and is headquartered in El Monte, California.

Recent GCT News & Updates

Seeking Alpha 1h

GigaCloud Technology: Cheap, Profitable, And Still Underestimated

Summary I reiterate GigaCloud Technology as a Buy with a $56 price target, implying 76% upside from the current price of $31. My main growth drivers are Europe, the 3P/SFR marketplace mix, New Classic integration, category expansion, and buybacks. In my model, I estimate these drivers can push 2027 revenue toward $1.89Bn and EPS toward $5.05. I arrive at the price target by applying an 11x FWD non-GAAP P/E multiple to the 2027 estimated EPS of $5.05. The main risks are tariffs, acquisition integration, and logistics cost volatility. I still think the risk-reward is attractive because the company is profitable, debt-free, cash-rich, and buying back stock. Read the full article on Seeking Alpha
Narrative Update Jun 04

GCT: Share Repurchases And Revenue Outlook Will Support Future Upside

Analysts have maintained their $73.00 price target for GigaCloud Technology, noting that slight adjustments to their assumptions for discount rate, revenue growth, profit margin, and future P/E effectively offset one another overall. What's in the News From January 1, 2026 to May 7, 2026, GigaCloud Technology repurchased 504,949 shares, representing 1.37% of its shares, for a total of US$21.25 million under its existing buyback program.

Recent updates

No updates