1stdibs.com Inc (DIBS)
NASDAQCommunication ServicesSpecialty RetailSnapshot 2026-09-04
$4.81-0.82%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesSpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · DIBS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -21.9% |
| Our one-year growth estimate | diamond | 1.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 23.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 44 industry peers · Company calendar date is not available
DIBS — earnings miss
Dated 2026-05-08
Results of Operations and Financial Condition On May 8, 2026, 1stdibs.com, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026. A copy of the Company’s press release is attached hereto as Exhibit 99.1. The information in this Item 2.02 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liability of…
Why it matters: Not giving revenue guidance may show ongoing problems in the business.
Worry ifQ3 revenue reported below $22 million.
Less concerning ifQ3 revenue reported above $22.9 million.
Why it matters: News about the share buyback program shows confidence in financial health.
Supportive ifManagement says they are buying back shares.
Worry ifNo news or delays on share buybacks.
Why it matters: If GMV falls below guidance, it may signal weakening demand or market share loss.
Worry ifQ3 GMV reported below $89 million.
Less concerning ifQ3 GMV reported above $94 million.
Why it matters: More Active Buyers means customers are more engaged.
Supportive ifActive Buyers reported to be stable or growing compared to 58K.
Worry ifActive Buyers reported to decline further from 58K.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$198 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $475 loss on $10,000 · 4.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,764 loss on $10,000 · 37.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Good comments from management may show a change in company plans or results.
Supportive ifManagement shares a clear plan to fix current problems and boost performance.
Worry ifManagement keeps a careful or negative tone without clear plans to improve.
Why it matters: Meeting or exceeding revenue guidance shows the company is on track for growth. It builds investor confidence.
Supportive ifQ2 revenue reported at or above $21.6 million.
Worry ifQ2 revenue falls below $21.6 million.
Why it matters: Completing the share repurchase program shows confidence in the company's value and can support stock price.
Supportive if$10 million in shares repurchased by the end of Q3 2026.
Worry ifLess than $10 million in shares repurchased by the end of Q3 2026.
Why it matters: A bigger drop would show problems with keeping and engaging customers.
Worry ifActive buyers decline more than 10% year over year.
Less concerning ifActive buyers decline less than 5% year over year.
Why it matters: If revenue growth turns positive, it may signal a recovery for 1stdibs.com.
Supportive ifSector revenue growth shows a positive change, moving above 0%.
Worry ifSector revenue growth is still negative or goes down more.
Why it matters: Achieving positive cash flow shows the company is improving its financial health. This is key for long-term growth.
Supportive ifThe company reports cash flow from operations above $1 million for the next quarter.
Worry ifCash flow from operations falls back below $1 million.
Why it matters: A drop below this level would signal ongoing weakness in sales and buyer engagement.
Worry ifQ2 GMV was below $86 million. This shows sales are still declining.
Less concerning ifQ2 GMV was over $91 million. This shows sales are recovering.
Why it matters: Positive cash flow means the company is in good financial shape. It shows they use money well.
Supportive ifCash from operations reported as positive for Q3 2026.
Worry ifCash from operations reported as negative for Q3 2026.
Why it matters: Revenue below this level means it is hard to keep sales going.
Worry ifQ2 net revenue was below $21.6 million. This shows revenue is weak.
Less concerning ifQ2 net revenue was over $22.6 million. This shows sales were strong.