1stdibs.Com, Inc.

NasdaqGM:DIBS Aktierapport

Börsvärde: US$155.7m

1stdibs.Com Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

1stdibs.Com har inte registrerat sig för att betala utdelning.

Viktig information

n/a

Avkastning på utdelning

9.2%

Återköpsavkastning

Total avkastning till aktieägarna9.2%
Framtida utdelningsavkastningn/a
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandeln/a

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Seeking Alpha 2h

1stdibs Model Transition Is Not Yet Complete But Advances, Yet The Stock Remains High

Summary 1stdibs is improving operationally, cutting marketing expenses, and achieving positive adjusted EBITDA for the second consecutive quarter. GMV and active buyers declined, but revenue held up due to higher take rates; operating losses were halved year-over-year. Key risks remain: the full impact of marketing cuts on buyer and seller engagement is unclear, and GAAP profitability is still distant. I maintain a Hold rating as valuation is not compelling given ongoing business transition risks and lack of true profitability. Read the full article on Seeking Alpha
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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).
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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
Ny analys 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Seeking Alpha Aug 10

1stdibs.com GAAP EPS of -$0.01 beats by $0.23, revenue of $24.6M misses by $0.25M

1stdibs.com press release (NASDAQ:DIBS): Q2 GAAP EPS of -$0.01 beats by $0.23. Revenue of $24.6M (-0.4% Y/Y) misses by $0.25M.
Seeking Alpha Jul 28

1stDibs Faces Tough 2022 As User Conversion Falters

1stDibs went public in June 2021, raising $115 million in a U.S. IPO. The company runs online marketplaces for premium quality furnishings, home decor, fashion and other accessories. DIBS has been negatively affected by changes in consumer buying preferences toward travel and hospitality and now an economic recession. Until management can restart revenue growth and reduce high operating losses, I'm on Hold for DIBS. A Quick Take On 1stDibs 1stDibs.com (DIBS) went public in June 2021, raising approximately $115 million in gross proceeds from an IPO that priced at $20.00 per share. The firm operates a website and marketplace that enables makers and sellers of premium home decor, art, jewelry and fashion items to sell to consumers. DIBS faces revenue decline conditions along with significant operating cost structures likely resulting in more losses ahead. Until management can reignite topline growth and reduce operating losses to make serious progress toward operating breakeven, I’m on Hold for DIBS. 1stDibs Overview New York, NY-based 1stDibs was founded to create a platform of vetted sellers of art, jewelry, furnishings and accessories for the home. Management is headed by Chairperson and CEO David Rosenblatt, who has been with the firm since November 2011 and was previously President, Global Display Advertising at Google. The firm focuses on creating relationships with high quality, vetted sellers which in turn attracts well-heeled buyers. According to a 2020 market research report by Bain & Company Luxury Goods Worldwide Market Study (Spring Update), the global market for luxury goods fell by an estimated 25% in Q1 2020. The report said 'there will be a recovery for the luxury market but the industry will be profoundly transformed...The coronavirus crisis will force the industry to think more creatively and innovate even faster to meet a host of new consumer demands and channel constraints.' Also, the report estimated that 'recovery to 2019 levels will not occur until 2022 or 2023,' with growth resuming only gradually and depending on the major 'luxury player's strategic responses to the current crisis and their ability to transform the industry on behalf of the customer.' Major competitive or other industry participants include: Mytheresa.com (MYTE) Farfetch (FTCH) Branded websites Other unique product marketplaces 1stDibs’s Recent Financial Performance Total revenue by quarter has risen moderately over the past 5 quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has essentially plateaued: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have remained well into the 60’s: 5 Quarter Selling, G&A % Of Revenue (Seeking Alpha) Operating losses by quarter have remained elevated with no path to breakeven: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have remained negative with little serious progress toward profitability: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, DIBS’ stock price has fallen 70.2 percent vs. the U.S. S&P 500 index’s fall of around 7.9 percent, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For 1stDibs Below is a table of relevant capitalization and valuation figures for the company: Measure Amount Enterprise Value $98,890,000 Market Capitalization $233,730,000 Enterprise Value / Sales [TTM] 0.95 Price / Sales [TTM] 1.93 Revenue Growth Rate [TTM] 15.97% Operating Cash Flow [TTM] -$16,770,000 Earnings Per Share (Fully Diluted) -$0.99 (Source - Seeking Alpha) Although the firm is not strictly a ‘software’ company, the Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. DIBS’ most recent GAAP Rule of 40 calculation was negative (9%) as of Q1 2022, so the firm needs significant improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 16% GAAP EBITDA % -25% Total -9% (Source - Seeking Alpha) Commentary On 1stDibs In its last earnings call, covering Q1 2022’s results, management highlighted the growth in its trade business but challenges in its consumer GMV (Gross Merchandise Volume) ‘due to lower new buyer conversion, a trend that’s continued into the second quarter.’ Management is seeing negative online consumer buying trends due to a shift back to in-person buying and substitution spending more on travel and restaurants. Also, the broad economic slowdown, which has now turned into a recession with two consecutive quarters of negative GDP growth in the U.S., is reducing discretionary spending by consumers. Notably, CEO Rosenblatt said that while new user registrations have remained strong, getting them to convert to buyers has been a challenge, likely due to the aforementioned trends, which he believes are ‘temporary.’ The company is focused on increasing supply growth, as ‘supply begets demand.’ It is testing new supplier subscription options and is seeking to commercialize an auctions functionality, which could appeal to more ‘price-sensitive consumers.’

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om DIBS s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om DIBS s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

1stdibs.Com Utdelningsavkastning jämfört med marknaden
Hur är DIBS:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (DIBS)n/a
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Multiline Retail)1.3%
Prognosanalytiker (DIBS) (upp till 3 år)n/a

Anmärkningsvärd utdelning: Det går inte att utvärdera DIBS s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera DIBS s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: Otillräcklig data för att beräkna DIBS s utbetalningskvot för att avgöra om dess utdelningar täcks av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom DIBS inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/11 10:20
Aktiekurs vid dagens slut2026/05/11 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

1stdibs.Com, Inc. bevakas av 6 analytiker. 2 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ross SandlerBarclays
Trevor YoungBarclays
Curtis NagleBofA Global Research