1stdibs.com, Inc. (DIBS)

Over the past six months, 1stdibs.com Inc. (DIBS) stock has seen a significant increase of 100.38% as of March 26, 2026. The share price as of March 26, 2026, was $5.42, representing a 74.56% increase over the past year. In Q3 2025, the company reported revenue and GMV at the high end of its guidance, with adjusted EBITDA margin improving significantly, leading to a new $12 million share repurchase program. In Q4 2025, 1stdibs reported a slight increase in net revenue and gross profit, achieving positive Adjusted EBITDA, but GMV decreased. Insider ownership increased, with CEO David S. Rosenblatt making the largest insider acquisition and sale.

The fourth quarter is typically a period of higher revenue and gross profit margins, likely influenced by holiday shopping and end-of-year purchasing trends for luxury goods. The company's focus on luxury home furnishings, fine art, jewelry, watches, and fashion, which are often considered high-value discretionary purchases, could experience increased demand during gifting seasons or periods of increased consumer spending on home improvements and personal luxuries.

1stdibs.com, Inc. (DIBS) operates an online marketplace for luxury design products, including vintage, antique, and contemporary furniture, home décor, jewelry, watches, art, and fashion. The company operates primarily in the Consumer Discretionary sector, with its industry classified under Broadline Retail, Internet Content & Information, Multiline Retail, Catalog/Specialty Distribution, and Online and Direct Marketing Retail. Historically, 1stdibs also had a business unit called Design Manager, which offered a software solution to interior designers, but this unit was sold in the second quarter of 2022. The company generates revenue primarily from fees for seller marketplace services, as well as other services like advertisements and software services.

Headquartered in New York, NY, with an additional office in Paris, France, 1stdibs operates a global e-commerce platform. It connects buyers and sellers across more than 100 countries, with its global reach extending across North America, Europe, and Asia. The platform supports marketplace operations, international shipping and logistics, multilingual customer support, and worldwide seller relationship management. Sellers on the platform are located in numerous cities and regions across the United States, Europe, and Australia.

1stdibs has built a reputation for quality and authenticity through rigorous seller screening and detailed item vetting. The company introduced technology to enforce price parity across its platform to reinforce buyer trust and combat price inconsistencies. The company's 2025 Luxury E-Commerce Report highlights its position as a premier source for rare and sought-after fashion collectibles and a destination for iconic pieces.

Institutional investors hold a majority control of 1stdibs.com, Inc. with 40.19% ownership, while management insiders own a 12.98% stake. Major institutional owners include Beck Mack & Oliver Llc, Vanguard Group Inc, Kanen Wealth Management LLC, Joel Isaacson & Co., LLC, FIL Ltd, G2 Investment Partners Management LLC, Harspring Capital Management, LLC, Arrowstreet Capital, Limited Partnership, Acadian Asset Management Llc, and Truffle Hound Capital, LLC. Top direct insider holders as of February 19, 2026, are CEO David S. Rosenblatt (2.64Mn shares), CFO Thomas J. Etergino (266.88K shares), and Chief Product Officer Xiaodi T. Zhang (249.52K shares).