DIBS

1stdibs.com, Inc.

Nasdaq · Retail-Catalog & Mail-Order Houses · Inc. DE · CIK 0001600641
$4.08 -0.49% $144.2M
5 New Institutional Positions4 Institutional Exits
Vol
Market Cap$144.2M
Cap SizeMicro Cap
Inst. Holders35 funds
Inst. Value$30.2M
Inst. Activity5 buys / 4 sells
Insider Activity1B / 6S
Insider Net $$114.8K
SEC Reports3
Exchange Nasdaq·Sector Retail-Catalog & Mail-Order Houses·Inc. DE·CIK 0001600641·Prev Close $4.10

Recent Activity

Jun 8, 2026 Insider
Schipper Brian acquired via exercise 40,926 shares
Director
Jun 8, 2026 Insider
Robb Andrew George acquired via exercise 40,926 shares
Director
Jun 8, 2026 Insider
Goins Melanie F acquired via exercise 8,990 shares
General Counsel and CPO
May 12, 2026 SEC
1stdibs.com announced a $10 million share repurchase authorization, representing ~6.7% of its market cap. The program ha
8-K — Impact 3/10
May 8, 2026 earnings_calendar
DIBS Q1 2026 Earnings Scheduled — 2026-05-08
Mar 27, 2026 SEC
1stdibs.com, Inc. has filed a DEFA14A proxy statement for its 2026 Annual Meeting, where shareholders will vote on the e
DEFA14A — Impact 2/10
Feb 27, 2026 SEC
1stDibs reported Q4 and full-year 2025 financial results with modest revenue growth of 1% and 2% YoY, respectively, but
8-K — Impact 6/10
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
335,792 shares ($1.8M)

Price Targets

Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$7.00 (Mar 2026)
Current $4.08 Low $7.00 Median $7.00 High $7.00 1 analysts
$7.00 $7.00

Analyst Ratings

Historical distribution88% buy · 8 analysts · last covering-analyst action Mar 2026
3Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Mar 3, 2026 Northland Capital Markets UPGRADE Market Perform → Outperform
Dec 29, 2025 Northland Capital Markets INITIATE Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.06 ▲ +14.3% $-0.07 — $-0.05 50% YoY 2
Next Q $-0.06 $-0.06 — $-0.06 40% YoY 2
Current FY $-0.23 ▲ +4.2% $-0.24 — $-0.22 39% YoY 2
Next FY $-0.19 $-0.19 — $-0.19 17% YoY 1

Latest Reports

NEUTRAL 8-K 3/10
1stdibs.com announced a $10 million share repurchase authorization, representing ~6.7% of its market cap. The program ha
May 12, 2026
NEUTRAL DEFA14A 2/10
1stdibs.com, Inc. has filed a DEFA14A proxy statement for its 2026 Annual Meeting, where shareholders will vote on the e
Mar 27, 2026

Top Institutional Holders

FundValueMove
VANGUARD CAPITAL MANAGEMENT LLC$6.7M—
FIL Ltd$5.5MTRIM
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.9MDOUBLED
TWO SIGMA INVESTMENTS, LP$2.5MDOUBLED
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M—

Recent Insider Trades

DateInsiderTypeValue
Jun 8, 2026Schipper BrianM$0.00
Jun 8, 2026Robb AndrewM$0.00
Jun 8, 2026Goins MelanieM$0.00
Jun 8, 2026HICKOK LORIM$0.00
Jun 8, 2026ROSENBLATT DAVIDM$0.00
35 institutional holders with $30.2M total value (5,527,009 shares) as of 2026-Q1. Top holders: VANGUARD, FIL, ARROWSTREET. Net buying activity: 5 institutions added/increased vs 4 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1VANGUARD CAPITAL MANAGEMENT LLC1,215,462$6.7M22.1%—
2FIL Ltd1,000,000$5.5M18.2%TRIM -41.2%
3ARROWSTREET CAPITAL, LIMITED PARTNERSHIP522,695$2.9M9.5%DOUBLED +637.4%
4TWO SIGMA INVESTMENTS, LP457,003$2.5M8.3%DOUBLED +214.2%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP417,124$2.3M7.6%—
6DIMENSIONAL FUND ADVISORS LP335,792$1.8M6.1%ADD +29.7%
7BlackRock, Inc.290,648$1.6M5.3%—
8RENAISSANCE TECHNOLOGIES LLC258,500$1.4M4.7%ADD +48.7%
9VANGUARD FIDUCIARY TRUST CO155,198$853.6K2.8%—
10STATE STREET CORP140,905$775.0K2.6%TRIM -58.2%
11GOLDMAN SACHS GROUP INC138,298$760.6K2.5%—
12MORGAN STANLEY101,929$560.6K1.9%ADD +27.8%
13CITADEL ADVISORS LLC65,087$358.0K1.2%TRIM -29.7%
14Point72 Asset Management, L.P.58,660$322.6K1.1%ADD +31.0%
15MARSHALL WACE, LLP56,357$310.0K1.0%ADD +59.8%
16Hudson Bay Capital Management LP39,648$218.1K0.7%—
17O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,396$172.7K0.6%—
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC30,992$170.5K0.6%NEAR_EXIT -83.5%
19BANK OF AMERICA CORP /DE/27,234$149.8K0.5%TRIM -46.5%
20Trexquant Investment LP26,156$143.9K0.5%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIMENSIONAL FUND ADVISORS LPADD258,946335,792+29.7%$1.8M2026-Q1
MORGAN STANLEYADD79,767101,929+27.8%$560.6K2026-Q1
Point72 Asset Management, L.P.ADD44,79258,660+31.0%$322.6K2026-Q1
BANK OF AMERICA CORP /DE/TRIM50,93727,234-46.5%$149.8K2026-Q1
Centiva Capital, LPADD13,71523,466+71.1%$129.1K2026-Q1
OMERS ADMINISTRATION CorpTRIM76,30322,100-71.0%$121.5K2026-Q1
FEDERATED HERMES, INC.ADD1,0981,852+68.7%$10.2K2026-Q1
GROUP ONE TRADING LLCTRIM1,283883-31.2%$4.9K2026-Q1
CWM, LLCTRIM9564-32.6%$352.002026-Q1
FIL LtdTRIM1,445,000850,000-41.2%$5.1M2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED68,316503,784+637.4%$3.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED112,460353,330+214.2%$2.1M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED13,21650,937+285.4%$305.1K2025-Q4
CWM, LLCNEAR_EXIT65395-85.5%$1.002025-Q4
CITADEL ADVISORS LLCTRIM215,928151,849-29.7%$393.3K2025-Q3
MORGAN STANLEYTRIM104,78771,260-32.0%$184.6K2025-Q3
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED32,24468,316+111.9%$176.9K2025-Q3
UBS Group AGDOUBLED7,53522,245+195.2%$57.6K2025-Q3
BANK OF AMERICA CORP /DE/ADD9,21013,216+43.5%$34.2K2025-Q3
BARCLAYS PLCTRIM4,5291,585-65.0%$4.1K2025-Q3
Russell Investments Group, Ltd.TRIM1,858643-65.4%$1.7K2025-Q3
CWM, LLCNEAR_EXIT2,675653-75.6%$2.002025-Q3
RENAISSANCE TECHNOLOGIES LLCADD262,400390,130+48.7%$1.1M2025-Q2
STATE STREET CORPTRIM288,267120,487-58.2%$331.3K2025-Q2
MARSHALL WACE, LLPADD11,98519,153+59.8%$52.7K2025-Q2
9 unique insiders with 35 transactions. Net insider value: $114.8K ($197.4K bought, $82.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 8, 2026Schipper BrianDirectorEXERCISE40,926——
Jun 8, 2026Robb Andrew GeorgeDirectorEXERCISE40,926——
Jun 8, 2026Goins Melanie FGeneral Counsel and CPOEXERCISE8,990——
Jun 8, 2026HICKOK LORI ADirectorEXERCISE40,926——
Jun 8, 2026ROSENBLATT DAVID SChief Executive OfficerEXERCISE47,500——
Jun 8, 2026ROSENBLATT DAVID SChief Executive OfficerTAX W/H96,228$4.01$385.9K
Jun 8, 2026Etergino Thomas JChief Financial OfficerEXERCISE11,175——
Jun 8, 2026Etergino Thomas JChief Financial OfficerTAX W/H18,400$4.01$73.8K
Jun 8, 2026Goins Melanie FGeneral Counsel and CPOTAX W/H8,970$4.01$36.0K
Jun 8, 2026Cohler MattDirectorEXERCISE40,926——
Jun 8, 2026Taylor EveretteDirectorEXERCISE40,926——
Jun 8, 2026Volent PaulaDirectorEXERCISE40,926——
May 12, 2026ROSENBLATT DAVID SChief Executive OfficerBUY43,755$4.51$197.4K
May 8, 2026Cohler MattDirectorAWARD26,798——
May 8, 2026Schipper BrianDirectorAWARD26,798——
May 8, 2026Taylor EveretteDirectorAWARD26,798——
May 8, 2026Robb Andrew GeorgeDirectorAWARD26,798——
May 8, 2026Volent PaulaDirectorAWARD26,798——
May 8, 2026HICKOK LORI ADirectorAWARD26,798——
Mar 17, 2026Goins Melanie FGeneral Counsel and CPOSELL24$5.52$132.48
Mar 16, 2026ROSENBLATT DAVID SChief Executive OfficerAWARD500,000——
Mar 16, 2026Goins Melanie FGeneral Counsel and CPOSELL69$5.50$379.50
Mar 13, 2026Etergino Thomas JChief Financial OfficerAWARD145,500——
Mar 13, 2026Goins Melanie FGeneral Counsel and CPOSELL7$5.50$38.50
Mar 13, 2026Goins Melanie FGeneral Counsel and CPOAWARD138,300——
Mar 11, 2026Goins Melanie FGeneral Counsel and CPOSELL36$5.50$198.00
Mar 10, 2026Goins Melanie FGeneral Counsel and CPOSELL2,616$5.52$14.4K
Mar 9, 2026Etergino Thomas JChief Financial OfficerEXERCISE14,104——
Mar 9, 2026Goins Melanie FGeneral Counsel and CPOTAX W/H9,745——
Mar 9, 2026Goins Melanie FGeneral Counsel and CPOEXERCISE5,332——
Mar 9, 2026Taylor EveretteDirectorEXERCISE12,077——
Mar 9, 2026Etergino Thomas JChief Financial OfficerTAX W/H19,113$5.49$104.9K
Mar 9, 2026ROSENBLATT DAVID SChief Executive OfficerEXERCISE37,500——
Mar 9, 2026ROSENBLATT DAVID SChief Executive OfficerTAX W/H62,088$5.49$340.9K
Mar 9, 2026Goins Melanie FGeneral Counsel and CPOSELL12,248$5.50$67.4K
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 3.7/10.
NEUTRAL 8-K 3/10
1stdibs.com announced a $10 million share repurchase authorization, representing ~6.7% of its market
May 12, 2026
NEUTRAL DEFA14A 2/10
1stdibs.com, Inc. has filed a DEFA14A proxy statement for its 2026 Annual Meeting, where shareholder
Mar 27, 2026
MIXED 8-K 6/10
1stDibs reported Q4 and full-year 2025 financial results with modest revenue growth of 1% and 2% YoY
Feb 27, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Mar 2026): 88% buy across 8 analysts — 3 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$7.00 mean target (Mar 2026)
$7.00 Low $7.00 High
MetricValue
Current Price$4.08
Target Low$7.00
Target Mean$7.00
Target Median$7.00
Target High$7.00
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.06 $-0.07 $-0.05 50.0% +14.3% 2↑ 0↓ $0.0B 0.4% 2
Next Q
2026-09-30
 $-0.06 $-0.06 $-0.06 40.0% +0.0% 2↑ 0↓ $0.0B 2.1% 2
Current FY
2026-12-31
 $-0.23 $-0.24 $-0.22 39.5% +4.2% 0↑ 2↓ $0.1B 1.1% 2
Next FY
2027-12-31
 $-0.19 $-0.19 $-0.19 17.4% — — $0.1B 2.0% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.060
7d ago$-0.060
30d ago$-0.070+0.010
60d ago$0.000-0.060
90d ago$0.000-0.060
1 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 3, 2026 Northland Capital Markets UPGRADE Market Perform Outperform
Dec 29, 2025 Northland Capital Markets INITIATE — Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263410088%
May 1, 20263410088%
Apr 1, 20263410088%
Mar 1, 20263320075%
Feb 1, 20263320075%
Jan 1, 20263320075%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 8, 2026
earnings_calendar
DIBS Q1 2026 Earnings Scheduled — 2026-05-08
Feb 27, 2026
earnings_calendar
DIBS Q4 2025 Earnings Before Market Open — 2026-02-27