1stdibs.com, Inc.(DIBS)Stock Analysis
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Rank #2,610 of 2,879 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DIBS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for 1stdibs.com, Inc. (DIBS), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores DIBS at 23.5/100 on a 32-signal composite quality model, placing it at rank #2,610 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue scale (16.2) and balance sheet strength (16.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 11.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), 1stdibs.com, Inc. reports quarterly revenue of $22.4M, net income of $-2.2M, an operating margin of -14.8%. Top institutional holders of DIBS by reported 13-F value include Kanen Wealth Management, BECK MACK & OLIVER, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DIBS trades on the Nasdaq exchange and files with the SEC under CIK 1600641. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DIBS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for 1stdibs.com, Inc. directly from SEC EDGAR. 1stdibs.com, Inc.'s 13F Pro composite quality score has ranged between 17 and 26 since 2023, currently 23.5 — a stable long-term trajectory across 20 quarterly and live scoring snapshots.
Revenue
Q1 2026
$22.4M
Net Income
Q1 2026
$-2.2M
Free Cash Flow
Q1 2026
$827.0K
Operating Margin
Q1 2026
-14.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+1.5% YoYNet Income
+26.7% YoYOperating Income
+27.7% YoYEPS (Diluted)
+22.4% YoYTotal Assets
-9.4% YoYOp. Cash Flow
+16.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $89.6M +1.5% | $88.3M +4.2% | $84.7M -12.6% | $96.8M -5.7% | $102.7M +25.5% | $81.9M |
| Net Income | $-13.7M +26.7% | $-18.6M +17.9% | $-22.7M -0.7% | $-22.5M -7.5% | $-21.0M -67.3% | $-12.5M |
| Operating Income | $-19.0M +27.7% | $-26.2M +15.5% | $-31.0M -19.9% | $-25.9M -15.3% | $-22.4M -66.2% | $-13.5M |
| EPS (Diluted) | $-0.38 +22.4% | $-0.49 +14.0% | $-0.57 +3.4% | $-0.59 +45.4% | $-1.08 +56.8% | $-2.50 |
| Total Assets | $132.1M -9.4% | $145.8M -19.4% | $180.8M -7.7% | $195.8M +1.8% | $192.3M +136.4% | $81.3M |
| Operating Cash Flow | $-2.4M +16.3% | $-2.9M +78.5% | $-13.6M +51.4% | $-27.9M -534.3% | $-4.4M -27.8% | $-3.4M |
AI Insight: DIBS Financial Trends
Operating losses are narrowing sharply — Q4 2025 op loss hit -$2M vs. -$7M a year prior — but DIBS remains unprofitable with eroding equity.
• Operating loss improved from -$7M in Q4 2024 to -$2M in Q4 2025, the best result in the observed period.
• Net loss narrowed to -$1M in Q4 2025 and -$2M in Q1 2026, versus -$5M to -$6M in prior quarters.
• Revenue has been range-bound between $21M and $23M for eight consecutive quarters, showing no meaningful growth.
• Equity has declined from $110M in Q2 2024 to $84M in Q1 2026, reflecting cumulative net losses.
⚠ Operating cash flow turned negative again in Q1 2026 at $1M — inconsistent FCF generation remains a concern.
⚠ Equity erosion of $26M over eight quarters signals book value at risk if losses don't reach breakeven soon.
⚠ Revenue stagnation near $22M–$23M: any macro softening in luxury discretionary spending could tip revenue negative.
AI Insight: DIBS Ratio Trends
DIBS is losing money but losses are narrowing sharply — operating margin improved from -34.9% in Q3 2024 to -10.1% in Q4 2025 before a slight Q1 2026 seasonal widening.
• Operating margin improved dramatically from -34.9% in Q3 2024 to -10.1% in Q4 2025, the best quarterly result in the dataset.
• Net profit margin followed the same trajectory, narrowing from -26.8% in Q3 2024 to -4.5% in Q4 2025.
• ROIC improved from -28.1% in Q4 2024 to -9.9% in Q4 2025, reflecting less capital destruction per quarter.
• Q1 2026 operating margin widened to -14.8% from Q4 2025's -10.1%, suggesting seasonal pressure or cost re-acceleration.
⚠ Q1 2026 sequential margin deterioration — op margin widened 4.7pp vs Q4 2025 — needs monitoring for trend reversal.
⚠ All profitability metrics remain deeply negative; ROA of -7.1% in Q1 2026 means assets still generate losses.
⚠ D/E data absent across all periods, leaving leverage and balance-sheet risk unquantifiable.
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Top Institutional Holders of DIBS
Kanen Wealth Management LLC
$11.4M2,068,723 shBECK MACK & OLIVER LLC
$7.1M1,298,261 shVANGUARD CAPITAL MANAGEMENT LLC
$6.7M1,215,462 shFIL Ltd
$5.5M1,000,000 shJoel Isaacson & Co., LLC
$5.5M999,509 shHarspring Capital Management, LLC
$3.6M650,000 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$2.9M522,695 shTWO SIGMA INVESTMENTS, LP
$2.5M457,003 shG2 Investment Partners Management LLC
$2.5M450,000 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.3M417,124 sh
| Fund | Value | Shares |
|---|---|---|
| Kanen Wealth Management LLC | $11.4M | 2,068,723 |
| BECK MACK & OLIVER LLC | $7.1M | 1,298,261 |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.7M | 1,215,462 |
| FIL Ltd | $5.5M | 1,000,000 |
| Joel Isaacson & Co., LLC | $5.5M | 999,509 |
| Harspring Capital Management, LLC | $3.6M | 650,000 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.9M | 522,695 |
| TWO SIGMA INVESTMENTS, LP | $2.5M | 457,003 |
| G2 Investment Partners Management LLC | $2.5M | 450,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 417,124 |
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Popular Research
Is DIBS a good stock to buy?
13F Pro's AI-powered analysis of 1stdibs.com, Inc. (DIBS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DIBS are available on the DIBS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DIBS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DIBS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of 1stdibs.com, Inc.'s investment landscape.