1stdibs.comDIBS
Market Cap: 185M
About: 1stdibs.com Inc is an online marketplace for connecting design lovers with the sellers and makers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. The company's single reportable and operating segment contains two reporting units; 1stDibs, which consists of the company's online marketplace that enables commerce between sellers and buyers; and Design Manager, which is the company's separate online platform that is used to sell a software solution to interior designers. It generates revenue primarily from fees from seller marketplace services as well as other services, including advertisements and software services.
Employees: 237
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
50,100% more call options, than puts
Call options by funds: $502K | Put options by funds: $1K
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
19% more capital invested
Capital invested by funds: $90.4M [Q4 2023] → $107M (+$17M) [Q1 2024]
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
1% less funds holding
Funds holding: 76 [Q4 2023] → 75 (-1) [Q1 2024]
2.98% less ownership
Funds ownership: 48.29% [Q4 2023] → 45.32% (-2.98%) [Q1 2024]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2023] → 0 (-1) [Q1 2024]
Research analyst outlook
1 Wall Street Analyst provided 1 year price forecasts over the past 6 months
1 analyst rating
Evercore ISI Group Mark Mahaney | 70%upside $8 | Outperform Upgraded | 18 Mar 2024 |