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Brilliant Earth Group, Inc. Stock Price

NasdaqGM:BRLT Community·US$120.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

BRLT Share Price Performance

US$1.23
-0.17 (-12.14%)
US$1.65
Fair Value
US$1.23
-0.17 (-12.14%)
25.2% undervalued intrinsic discount
US$1.65
Fair Value
Price US$1.23
AnalystConsensusTarget US$1.65
AnalystHighTarget US$2.00
AnalystLowTarget US$1.90

BRLT Community Narratives

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Fair Value US$1.65 25.2% undervalued intrinsic discount

Ethical Demand And Omnichannel Expansion Will Transform Jewelry Retail

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Fair Value US$2 38.5% undervalued intrinsic discount

Ethical Consumer Demand And Omni-Channel Trends Will Define Fine Jewelry

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Fair Value US$1.9 35.3% undervalued intrinsic discount

Eroding Margins And Regulatory Burdens Will Weaken Future Performance

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Trending Discussion

Updated Narratives

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BRLT: Precious Metal Cost Headwinds Will Ultimately Support Margin Recovery

Fair Value: US$1.65 25.2% undervalued intrinsic discount
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BRLT: Margin Reset And Metal Cost Pressures Will Set Up Future Upside Potential

Fair Value: US$2 38.5% undervalued intrinsic discount
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BRLT: Nevada Reincorporation Will Support Constructive Long Term Outlook

Fair Value: US$1.9 35.3% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with flawless balance sheet.

0 Risks
3 Rewards

Brilliant Earth Group, Inc. Key Details

US$443.1m

Revenue

US$192.6m

Cost of Revenue

US$250.5m

Gross Profit

US$255.2m

Other Expenses

-US$4.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.29
56.54%
-1.06%
0%
View Full Analysis

About BRLT

Founded
2005
Employees
775
CEO
Beth Gerstein
WebsiteView website
www.brilliantearth.com

Brilliant Earth Group, Inc. designs, procures, and sells diamonds, gemstones, and jewelry in the United States and internationally. The company offers diamond engagement rings, wedding and anniversary rings, gemstone rings, and fine jewelry, as well as pre-set gemstone rings. It sells directly to consumers through its omnichannel sales platform, e-commerce, and showrooms. Brilliant Earth Group, Inc. was founded in 2005 and is based in San Francisco, California.

Recent BRLT News & Updates

Seeking Alpha Jun 02

Brilliant Earth: Founder Control Keeps The Discount Alive

Summary Brilliant Earth remains a tactical 'Hold'—cheap on cash and EV/EBITDA but lacking clear catalysts or institutional appeal. BRLT's capital structure and founder control deter institutional investors, limiting shareholder-friendly actions like buybacks or sustainable dividends. The showroom expansion strategy has driven SG&A to nearly 60% of revenue, compressing margins and diminishing operating leverage. Upside depends on M&A—either BRLT acquires for scale or is itself acquired, but neither path is imminent, so holding for a catalyst is advised. Read the full article on Seeking Alpha
Narrative Update May 26

BRLT: Precious Metal Cost Headwinds Will Ultimately Support Margin Recovery

Brilliant Earth Group's updated analyst price target moves from $1.90 to the $1.50 to $1.60 range, as analysts factor in softer guidance, rising precious metal costs, and increased margin pressure that affects expectations for profitability over the next few years. Analyst Commentary Recent Street research around Brilliant Earth Group centers on margin pressure, the impact of higher precious metal costs, and a reset in profitability expectations, which together inform the lowered price targets and rating changes.

Recent updates

No updates