DIBS · 1stdibs.com, Inc.
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1stDibs said Bradford Shellhammer will replace David Rosenblatt as CEO on January 1, 2027, while Rosenblatt becomes Executive Chair. Third-quarter net revenue rose 5% to $23.1 million and Adjusted EBITDA reached $1.0 million; the board authorized a $5.0 million repurchase.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. 1stDibs beat Q2 guidance on GMV (+7% YoY to $96M), revenue (+5% to $23.3M), and adjusted EBITDA margin (~6%), prompting an upgrade to full-year 2026 GMV growth expectations, while guidance for positive full-year free cash flow was withdrawn due to a payment-processor reclassification.
- + Q2 GMV, revenue, and adjusted EBITDA margin all came in above the high end of guidance. new
- + Gross margin expanded to 73.9%, at the high end of the 72%–74% target range and up 210 bps YoY. new
- + Full-year 2026 GMV growth outlook was upgraded to expected YoY growth, with Q4 GMV growth reaffirmed. new
- + New paid-event sponsorship revenue stream launched at the 1stibs 50 with ~$270,000 of non-endemic advertising revenue in Q2. new
- − Full-year 2026 free cash flow guidance was withdrawn; positive free cash flow is no longer likely due to a payment-processor reclassification. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active Buyers | 58K | second quarter 2026 | — |
| Adjusted EBITDA non-GAAP | 1.86M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA Margin non-GAAP | 4.1% | Six Months Ended June 30, 2026 | — |
| Free cash flow non-GAAP | -4.23M | Six Months Ended June 30, 2026 | — |
| Gross Merchandise Value | $96M | second quarter 2026 | — |
| Number of Orders | 32K | second quarter 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DIBS
this stock
1stdibs.com, Inc.
|
$194.77M | -4.5% | +1.5% | — | 3.2% |
|
GOOGL
Alphabet Inc.
|
$3.64T | -5.5% | +15.1% | 15.4 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.64T | -2.8% | +47.1% | 21.9 | 3.0% |
|
SPOT
Spotify Technology S.A.
|
$125.91B | +5.5% | — | — | 1.5% |
|
NBIS
Nebius Group N.V.
|
$33.94B | +38.4% | +479.0% | — | 17.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 5, 2026
- This year
- 15
1stDibs said Bradford Shellhammer will replace David Rosenblatt as CEO on January 1, 2027, while Rosenblatt becomes Executive Chair. Third-quarter net revenue rose 5% to $23.1 million and Adjusted EBITDA reached $1.0 million; the board authorized a $5.0 million repurchase.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DIBS | -5.0% | +34.0% | +21.7% | +15.8% | -4.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -7.6% | +35.1% | +21.2% | +16.0% | -15.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.