1stdibs.com (NASDAQ:DIBS) Announces Earnings Results

1stdibs.com (NASDAQ:DIBS) issued its quarterly earnings data on Friday. The company reported ($0.03) EPS for the quarter, beating the consensus estimate of ($0.04) by $0.01, FiscalAI reports. The company had revenue of $22.97 million for the quarter, compared to analyst estimates of $23.10 million. 1stdibs.com had a negative return on equity of 18.56% and a negative net margin of 19.94%.

Here are the key takeaways from 1stdibs.com’s conference call:

• Adjusted EBITDA-positive milestone: Management reported the first quarter of Adjusted EBITDA profitability as a public company (Q4 Adjusted EBITDA $1.3M, 6% margin), citing ~18% lower operating expenses and a >30% reduction in headcount from peak as drivers of margin expansion.
• Near-term GMV moderation and Q1 guidance — Q4 GMV was $90.2M (down 5% YoY) after a deliberate pullback in performance marketing; Q1 GMV is guided to $86.5M–$91.5M (down 9%–3%), with order volumes down ~9% as the company prioritizes unit economics over short-term volume.
• Growth roadmap centered on AI and platform improvements — 2026 initiatives include AI-powered semantic/image search and personalization, expanded sponsored listings and ad opportunities, price-parity enforcement using LLMs, shipping simplification to all-in pricing, and AI tooling for uploads and service to drive discovery, conversion, and higher take rates.
• Strong balance sheet and capital returns — cash and short-term investments of ~$95M, ongoing share repurchases ($1.6M repurchased in the quarter, $10.4M remaining) and a public target of positive free cash flow for 2026 underpin management’s plan to sustain profitable growth (company-forward guidance subject to macro risks).

1stdibs.com Price Performance

DIBS traded down $0.79 on Friday, reaching $4.81. 518,348 shares of the company’s stock were exchanged, compared to its average volume of 203,893. 1stdibs.com has a twelve month low of $2.30 and a twelve month high of $6.62. The stock has a market cap of $176.09 million, a PE ratio of -9.62 and a beta of 1.05. The stock’s fifty day moving average price is $5.66 and its 200-day moving average price is $4.38.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on DIBS shares. Northland Securities raised shares of 1stdibs.com to a “hold” rating in a report on Monday, December 29th. Wall Street Zen cut shares of 1stdibs.com from a “buy” rating to a “hold” rating in a research note on Saturday, January 3rd. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of 1stdibs.com in a research note on Monday, December 29th. One investment analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Reduce” and a consensus target price of $7.00.

Insiders Place Their Bets

In other news, CFO Thomas J. Etergino sold 27,066 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $5.96, for a total transaction of $161,313.36. Following the transaction, the chief financial officer directly owned 266,885 shares in the company, valued at $1,590,634.60. The trade was a 9.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, General Counsel Melanie F. Goins sold 11,296 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $5.96, for a total value of $67,324.16. Following the completion of the sale, the general counsel owned 213,068 shares of the company’s stock, valued at $1,269,885.28. This trade represents a 5.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 111,569 shares of company stock valued at $664,951 in the last ninety days. 19.60% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of DIBS. JPMorgan Chase & Co. boosted its position in shares of 1stdibs.com by 59.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 10,395 shares of the company’s stock valued at $27,000 after acquiring an additional 3,862 shares during the last quarter. Susquehanna Portfolio Strategies LLC purchased a new stake in shares of 1stdibs.com in the 4th quarter valued at approximately $64,000. Jump Financial LLC purchased a new stake in shares of 1stdibs.com in the 2nd quarter valued at approximately $30,000. Balyasny Asset Management L.P. acquired a new stake in shares of 1stdibs.com during the 4th quarter worth approximately $66,000. Finally, Elevation Point Wealth Partners LLC purchased a new stake in shares of 1stdibs.com during the 3rd quarter valued at approximately $34,000. Hedge funds and other institutional investors own 66.97% of the company’s stock.

Key 1stdibs.com News

Here are the key news stories impacting 1stdibs.com this week:

• Positive Sentiment: Q4 EPS beat — reported loss of $0.03/share versus a $0.04 loss consensus (improved vs. prior year). This helped limit downside from the quarter. 1stdibs.com (DIBS) Reports Q4 Loss, Lags Revenue Estimates
• Positive Sentiment: Improving unit economics — revenue was roughly flat (+1% y/y) and gross margin expanded to 73.5% from 72.3%, showing operating leverage potential. 1stDibs Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management is guiding a return to GMV growth by Q4 2026, with an AI?driven product roadmap intended to drive margin expansion — a longer?term positive if execution matches the plan. 1stdibs outlines return to GMV growth by Q4 2026 amid margin expansion and AI-driven roadmap
• Neutral Sentiment: Temporary trading halt at market open (LULD pause) likely increased intraday volatility but was a market mechanism rather than company?specific news.
• Neutral Sentiment: Reported short interest figures in recent updates appear to contain invalid/zero values (data anomaly), so they don’t provide actionable signal today.
• Negative Sentiment: Q1 2026 revenue guidance of $22.1M–$23.1M is at or slightly below consensus (~$23.1M), signaling a cautious near?term outlook and weighing on the stock. Press Release / Guidance Details
• Negative Sentiment: Q4 revenue missed estimates by a small amount ($22.97M vs. $23.10M consensus) and the company remains GAAP?loss making with negative ROE and net margin, keeping profitability concerns in focus. 1stdibs.com Earnings Release & Slide Deck

About 1stdibs.com

1stDibs.com is an online marketplace specializing in high-end furniture, fine art, jewelry, watches, fashion and decor. The platform curates offerings from independent dealers, galleries and luxury brands, enabling vetted sellers to reach discerning buyers around the world. Headquartered in New York with an additional office in Paris, 1stDibs has built a reputation for quality and authenticity through rigorous seller screening and detailed item vetting.

Launched in 2001 by founder Michael Bruno, the company has grown into a leading destination for both private collectors and interior design professionals.