1stdibs.com, Inc.(DIBS)

$4.33—Stale · unknown old

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1stdibs.com, Inc.(DIBS)

NASDAQ • Last print unknown ago

$4.33—Stale · unknown old

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DIBS(DIBS)

DIBS

9/13/26

1stdibs.com (DIBS)

Sunday

1:03 PM

Thesis1stdibs.com: the story is balanced — Gross Merchandise Value (GMV) growth rates and take rate trends - core indicator of marketplace health

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$90M	$92M	$92M
Rev. Growth	+1.5%	+2.1%	+0.9%
EPS	$-0.38	$-0.17	$-0.23
EPS Growth	+22.4%	+55.3%	-35.3%
P/E	—	—	—

★ Analysts see FY2026 revenue reaching $92M — +2.1% growth in a single year.

What Moves the Stock

01Gross Merchandise Value (GMV) growth rates and take rate trends - core indicator of marketplace health
02Active buyer growth and repeat purchase rates among high-net-worth customer base
03Path to profitability metrics - operating expense leverage and timeline to positive EBITDA
04Competitive positioning versus Sotheby's/Christie's online channels and emerging luxury resale platforms
05Macro wealth effects - luxury spending correlates strongly with equity market performance and UHNW net worth
06Marketplace transaction fees (estimated 15-20% take rate on GMV from seller commissions)
07Seller subscription fees for premium placement and enhanced storefronts
08Advertising and promotional services for high-volume dealers

FY2025 Snapshot

Revenue: $90M
Rev. Growth: +1.5%
Gross Margin: 73.0%
Op. Margin: -20.3%
Net Margin: -15.2%
Net Income: $-14M
NI Growth: +26.7%
EPS: $-0.38
1Y Return: +57.5%

My Notes

growth - The stock appeals to investors betting on marketplace network effects and path to profitability despite current losses.
Rising rates create multiple headwinds: (1) higher discount rates compress valuation multiples for unprofitable growth companies…
Watch on earnings: S&P 500 Index performance as proxy for UHNW wealth effects and luxury spending capacity, Consumer sentiment among top income quintile (luxury-specific confidence indicators), Competitor GMV disclosures from Sotheby's, Christie's online channels.

One Sentence Summary:

1stdibs.com: the story is balanced — gross merchandise value (gmv) growth rates and take rate trends - core indicator of marketplace health.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research noteFirst read for a new ticker takes about 20-30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

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Metric

FY2025

FY2026E

FY2027E

P/E

—

What Moves the Stock

01Gross Merchandise Value (GMV) growth rates and take rate trends - core indicator of marketplace health

02Active buyer growth and repeat purchase rates among high-net-worth customer base

03Path to profitability metrics - operating expense leverage and timeline to positive EBITDA

04Competitive positioning versus Sotheby's/Christie's online channels and emerging luxury resale platforms

05Macro wealth effects - luxury spending correlates strongly with equity market performance and UHNW net worth

06Marketplace transaction fees (estimated 15-20% take rate on GMV from seller commissions)

07Seller subscription fees for premium placement and enhanced storefronts

08Advertising and promotional services for high-volume dealers

My Notes

growth - The stock appeals to investors betting on marketplace network effects and path to profitability despite current losses.

Rising rates create multiple headwinds: (1) higher discount rates compress valuation multiples for unprofitable growth companies…

Watch on earnings: S&P 500 Index performance as proxy for UHNW wealth effects and luxury spending capacity, Consumer sentiment among top income quintile (luxury-specific confidence indicators), Competitor GMV disclosures from Sotheby's, Christie's online channels.

1stdibs.com (DIBS)

Revenue Outlook

What Moves the Stock

DIBS Chart

My Notes

One Sentence Summary:

Explore More

1stdibs.com (DIBS)

Revenue Outlook

What Moves the Stock

DIBS Chart

My Notes

One Sentence Summary: