1stdibs.com Inc (DIBS)
NASDAQCommunication ServicesSpecialty RetailSnapshot 2026-11-05
$6.04+8.63%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesSpecialty RetailSnapshot 2026-11-05
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 | -25.1% |
| Our one-year growth estimate | diamond | 0.5% |
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 2026-11-05.
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 25.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 14 industry peers
DIBS — CEO transition
Dated 2026-11-05
CEO — David Rosenblatt: The CEO is transitioning to Executive Chairperson with a named internal successor, indicating an orderly succession rather than a sudden loss of leadership.
Why it matters: Management reported positive operating cash flow in Q1. But cash and short-term investments fell from $85.3 million in March to $67.7 million in June. Another negative quarter would add pressure.
Worry ifQ3 cash from operations is below $0.
Less concerning ifQ3 cash from operating activities is at or above $0.
Why it matters: Q2 GMV rose 7% and beat guidance. A Q3 result above the guidance range would show that growth continued.
Supportive ifQ3 GMV is reported above $94 million, the top of the August guidance range.
Worry ifQ3 GMV is reported below $89 million, the bottom of the August guidance range.
Why it matters: Q2 GMV grew, but orders fell 4% and active buyers fell 10%. A turn in both counts would show broader buyer activity improving.
Supportive ifQ3 orders and active buyers both rise year over year, after Q2 declines of 4% and 10%.
Worry ifQ3 orders or active buyers fall year over year again.
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 | ±$200 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $492 loss on $10,000 · 4.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,292 loss on $10,000 · 42.9% | 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.