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Stock Ratings / Consumer Discretionary / DIBS / forecast
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1stdibs.com Inc. (DIBS) 12-Month Stock Forecast & Price Target Cone

$5.22 +5.67% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $5.26

1stdibs.com Inc. (DIBS) carries a Roarable Rating of E (Strong Sell) with 33/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE E • RED ALERT Cap $166.1M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on DIBS Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is DIBS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, 1stdibs.com Inc. (NASDAQ: DIBS) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 33/100 at a spot price of $5.22 (+5.67% 1D, market cap $166.1M). Pillar breakdown: Fundamental Cash Engine 4/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 3/20. Across 1009 tracked Consumer Discretionary issuers, DIBS ranks #829 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does DIBS compare to NXH and BZUN in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Catalog/Specialty Distribution), DIBS carries a Roarable E (33/100 RQD), trailing P/E of N/A, gross margin of 73.0%, and ROIC of -21.2%. By comparison, NXH (Neighborhood Intelligence Inc.) holds a E grade (18/100 RQD, P/E N/A, ROIC -35.0%, cap $168.2M) and BZUN (Baozun Inc.) posts a D grade (50/100 RQD, P/E N/A, ROIC 1.6%, cap $190.1M). Among the 5-stock peer group, DIBS leads on earnings multiple (N/A) while BZUN leads on capital efficiency (1.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for DIBS?
▼

Per DIBS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001600641), 1stdibs.com Inc. generated $89.6M in revenue (+1.5% YoY), -$13.7M in net income, and -$3.2M in free cash flow against $132.1M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $5.26 (+0.83%)🧬 Dilution Drag (+2.48% YoY Shares)⚙️ Cash Engine: 4/20 (E) • 0% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (33/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-8.9% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERRED ALERT • E
025507510033
3-of-3 Quant Analysts Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw E · Rk D-
Cash (4)Whales (11)SEC (8)Macro (7)CEO (3)
Each axis scored 0–20
12M PRICE TARGET CONE-11.3% Base Target
$7 Bull$5 Base$4 Bear
📬 FREE DIBS RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for DIBS)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (33/100 Composite)
🔍 WHY DIBS SCORES 33/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Whale & Options Positioning+11/20 pts (33% of score)

20D Institutional Volume Accumulation (±12.5% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+8/20 pts (24% of score)

Altman Z-Score 0.20 (DISTRESS RISK (<1.8)) • Piotroski F-Score 4/9

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)

Dilution Drag (+2.48% YoY Shares) & executive Form 4 sales trim 16 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
25
Grade E$3.80+13.2% Next Q
Q2 (-2Q)
28
Grade E$4.30+10.2% Next Q
Q3 (-1Q)
30
Grade E$4.74+10.1% Next Q
Current
33
Grade E$5.22-8.9% Hist 90D α
Trajectory: E (25) → E (33)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a DIBS Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While DIBS currently carries a cautious 33/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($4.31) and Max Pain ($5.48) forces dealer call-delta covering toward $6.96.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+2.48% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $DIBS• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “DIBS Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 33%NO 67%Trade / Inspect Odds →
INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your DIBS Position Size: $10,000

Shares at $5.22: 1915.7 sh
$1,000$10,000$25,000$50,000$100,000
12M Bear Case FloorTarget $3.61
$6,916
$-3,084 (-30.8%)
12M Consensus BaseTarget $4.63
$8,870
$-1,130 (-11.3%)
12M Bull Case BreakoutTarget $6.96
$13,333
+$3,333 (+33.3%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (35 Desks)

Street Historical Accuracy: 64/100
● Strong Buy / Buy: 17● Hold: 9● Sell: 9
Wall Street FirmStance12M Target1Y AccuracyTrack Grade
Morgan StanleyInstitutional Equity DeskHOLD$574%A
Goldman SachsSector Coverage LeadUNDERPERFORM$769%B
JP MorganUS Large-Cap ResearchSELL$458%C
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring DIBS)

  • ✓Walkthrough of DIBS's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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DIBS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +13.48%▲ RESISTANCE BREAKOUT
2026-11-03O $4.94H $5.22L $4.94C $5.22VOL 133.9K
RES: $4.24SUP: $3.43SMA50: $4.31SMA200: $4.82
$5.82$5.20$4.59$3.97$3.36RES $4.24SUP $3.43$5.222026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

DIBS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 DIBS Butterfly Map → + Track DIBS →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +1.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on DIBS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for DIBS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for DIBS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (DIBS)

Consumer Discretionary Rank #829 of 1009 ⚔️ NXH vs DIBS Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (DIBS vs. NXH, BZUN, AKA, TDUP)

Industry: Catalog/Specialty Distribution (29 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, 1stdibs.com Inc. (DIBS) ranks #829 by composite RQD confidence (33/100, grade E) and #710 by equity capitalization ($166.1M). Within this direct 5-issuer industry benchmark cohort, DIBS leads on earnings valuation at N/A trailing P/E, while BZUN leads on capital efficiency and profitability with 1.6% ROIC and 74.1% gross margin. BZUN currently holds the highest overall quantitative score in the immediate peer group at 50/100 (D) compared with DIBS at 33/100 (E).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
DIBS ACTIVE
1stdibs.com Inc.
E 33/100 — 73.0% -21.2% +5.67% $166.1M Benchmark Subject
NXH
Neighborhood Intelligence Inc.
E 18/100 — 24.7% -35.0% +10.46% $168.2M /nxh-vs-dibs →
BZUN
Baozun Inc.
D 50/100 — 74.1% 1.6% -3.06% $190.1M /bzun-vs-dibs →
AKA
a.k.a. Brands Holding Corp.
E 25/100 — 57.3% -7.8% +1.28% $111.9M /aka-vs-dibs →
TDUP
ThredUp Inc. (Class A)
E 27/100 — 79.4% -35.0% +0.48% $273.2M /tdup-vs-dibs →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001600641 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), 1stdibs.com Inc. (DIBS) reported GAAP revenue of $89.6M (+1.5% vs. FY2024 revenue of $88.3M , and +5.8% cumulative change since FY2023) , GAAP net income of -$13.7M, operating cash flow of -$2.4M, and free cash flow of -$3.2M (+33.8% YoY). On the balance sheet, DIBS closed FY2025 with $132.1M in total assets against $0 in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 4/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $89.6M -$13.7M -$2.4M -$3.2M $132.1M —
FY2024 (FY) 2024-12-31 $88.3M -$18.6M -$2.9M -$4.8M $145.8M —
FY2023 (FY) 2023-12-31 $84.7M -$22.7M -$13.6M -$13.6M — —

3. DIBS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is DIBS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, 1stdibs.com Inc. (NASDAQ: DIBS) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 33/100 at a spot price of $5.22 (+5.67% 1D, market cap $166.1M). Pillar breakdown: Fundamental Cash Engine 4/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 3/20. Across 1009 tracked Consumer Discretionary issuers, DIBS ranks #829 in composite RQD confidence.

How does DIBS compare to NXH and BZUN in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Catalog/Specialty Distribution), DIBS carries a Roarable E (33/100 RQD), trailing P/E of N/A, gross margin of 73.0%, and ROIC of -21.2%. By comparison, NXH (Neighborhood Intelligence Inc.) holds a E grade (18/100 RQD, P/E N/A, ROIC -35.0%, cap $168.2M) and BZUN (Baozun Inc.) posts a D grade (50/100 RQD, P/E N/A, ROIC 1.6%, cap $190.1M). Among the 5-stock peer group, DIBS leads on earnings multiple (N/A) while BZUN leads on capital efficiency (1.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for DIBS?

Per DIBS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001600641), 1stdibs.com Inc. generated $89.6M in revenue (+1.5% YoY), -$13.7M in net income, and -$3.2M in free cash flow against $132.1M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

Where is DIBS trading relative to its 50-day, 200-day, and 52-week technical levels?

DIBS last traded at $5.22 (+5.67% on volume of 235,169 shares), positioning the stock +21.11% above its 50-day simple moving average ($4.31) and +8.30% above its 200-day simple moving average ($4.82). Across its 52-week range of $3.46 to $6.63, DIBS sits at the 55.5% percentile with a 14-day RSI of 72.9 (OVERBOUGHT (>70)) and an implied next-earnings move of ±12.5% ($4.57 to $5.87).

Direct Sub-Reports: DIBS RQD Cockpit DIBS 12M Forecast DIBS Earnings & Move DIBS Dividends & DRIP DIBS Insiders & 13F DIBS Whale Options DIBS Profit Sankey DIBS News & Why
ROARABLE RATING BRIEF • RQD 33/100 (E) ✓ SEC XBRL & RQD VERIFIED

DIBS — 1stdibs.com Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

1stdibs.com Inc. (DIBS) earns a live Roarable RQD composite score of 33/100, corresponding to a E letter grade (Roarable Strong Sell) at a spot price of $5.22 (+5.67% 1D, market capitalization $166.1M).

  • Fundamental Cash Engine (4/20): Anchored by return on invested capital (ROIC) of -21.2%, gross margin of 73.0%, operating margin of -21.2%, and free cash flow yield of -1.93%.
  • Whale 13F & Options Flow (11/20) + Insider Conviction (3/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (7/20) + Forensic Balance Sheet (8/20): Incorporates a 1.00x equity beta, Altman Z-Score of 0.20, Piotroski F-Score of 4/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

1stdibs.com Inc. (DIBS) is a NASDAQ-listed issuer in the Consumer Discretionary sector and Catalog/Specialty Distribution industry..2B. — describes its specific product offering, customer base, or revenue model beyond the sector and industry classification.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), 1stdibs.com Inc. (DIBS) reported $89.6M in annual revenue (up from $88.3M in FY2024, +1.5% YoY) and -$13.7M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($84.7M revenue, -$22.7M net income) through FY2025, DIBS scaled operating cash flow to -$2.4M and free cash flow to -$3.2M, backed by $132.1M in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (E • RQD 33/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of -1.93% and institutional whale pillar of 11/20. With Fundamental Cash Engine at 4/20 and Institutional Whale Flow at 11/20, sustained execution supports upside toward the upper end of the $3.46 – $6.63 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -21.2% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies, sector correlations, and 2nd-order bottlenecks are therefore — The one relevant investor implication the data supports is that the falling active-buyer signal in the news wire, if confirmed, would be a demand-side ripple to watch, since the business has no mapped supply-chain links to offset it.

  • Key Question #1: Can DIBS sustain or expand its -21.2% operating margin and -21.2% ROIC against Catalog/Specialty Distribution peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $89.6M and free cash flow of -$3.2M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is DIBS's equity valuation to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

DIBS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for 1stdibs.com Inc. (DIBS) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to DIBS Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

DIBS Bull vs. Bear Conversation Board — What's Your Call at $5.22?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON DIBS 🐻 33% BEARISH CONVICTION
1. Pick Your Side on DIBS:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
MI MidwestValue RQD DEBATE OPENER • Fundamental Long-Only 🐂 BULLISH 🎯 Target: $5.98 (+21.1%)
📌 Pinned Debate

Revenue grew from $84.7M in FY 2023 to $89.6M in FY 2025 while the net loss narrowed from -$22.7M to -$13.7M.

Revenue grew from $84.7M in FY 2023 to $89.6M in FY 2025 while the net loss narrowed from -$22.7M to -$13.7M.. When you look under the hood at DIBS, Fundamental Cash Engine is 4/20 with 73.0% gross margins and -21.2% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (11/20) has been quietly accumulating below $6.63. My 12M target is $5.98.

RetailWhale_TX 🐂 BULL

Both sides have a point here — DIBS's 8/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

FA FadeTheHype RQD DEBATE OPENER • Contrarian Tape Reader 🐻 BEARISH 🎯 Target: $4.20 (-15.0%)
Spot @ $4.94

The Altman Z-Score of 0.2 and ROIC of -21.2% signal forensic distress and negative capital returns.

The Altman Z-Score of 0.2 and ROIC of -21.2% signal forensic distress and negative capital returns.. Look at the math on DIBS: paying current EV/EBITDA multiples for -21.2% ROIC and -21.2% operating margins leaves zero margin of safety if Catalog/Specialty Distribution demand softens. I'd wait for a retest of $4.35 before getting long.

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