DIBS
1stdibs.com, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A Dec 29 Northland Capital Markets initiates
- R Feb 27 1stDibs reported Q4 and full-year 2025 financial results with modest…
- A Mar 3 Northland Capital Markets upgrades
- S Mar 10 to Mar 17 5 days of insider sells: $15.2K by 1 insider, avg $5.52
- B May 12 1 insider buy $214.1K at $4.51
Signal stack
Where each data set points today.
- InsidersBULLISH
1 insider bought $214.1K at an average $4.51. 1 insider sold $15.2K.
- InstitutionsMIXED
Q2 2026: 12 added (0 new), 9 trimmed or exited.
- EstimatesRISING
Current-quarter EPS estimate −$0.060 → −$0.045 over 90 days. 2 up, 0 down in 30 days.
- TrendUPTREND
7% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $6.9M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | $3.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | $1.4M |
| STATE STREET CORP | ADD | $1.4M |
| CITADEL ADVISORS LLC | DOUBLED | $1.1M |
| NORTHERN TRUST CORP | DOUBLED | $934.8K |
| MORGAN STANLEY | ADD | $676.0K |
| Trexquant Investment LP | DOUBLED | $634.6K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Mar 2026Price is below the lowest target. Median implies +52%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Mar 3, 2026 | Northland Capital Markets UPGRADE | Outperform |
| Dec 29, 2025 | Northland Capital Markets INITIATE | Market Perform |
| Dec 16, 2024 | JMP Securities REITERATE | Market Perform |
| Mar 18, 2024 | Evercore ISI Group UPGRADE | Outperform |
| May 11, 2023 | Barclays MAINTAIN | Overweight |
| Mar 2, 2023 | Barclays MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | EXERCISE | 37,500 sh |
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | EXERCISE | 47,500 sh |
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | EXERCISE | 41,667 sh |
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | TAX W/H | $455.2K |
| Sep 8, 2026 | Etergino Thomas J Chief Financial Officer | EXERCISE | 12,125 sh |
| Sep 8, 2026 | Goins Melanie F General Counsel and CPO | EXERCISE | 8,990 sh |
| Sep 8, 2026 | Etergino Thomas J Chief Financial Officer | EXERCISE | 11,172 sh |
| Sep 8, 2026 | Etergino Thomas J Chief Financial Officer | EXERCISE | 11,175 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.04 | -$0.06–-$0.03 | +0.0% | $22.4M |
| Next Q | -$0.03 | -$0.04–-$0.02 | +0.0% | $23.4M |
| Current FY | -$0.17 | -$0.19–-$0.15 | +0.0% | $91.5M |
| Next FY | -$0.23 | -$0.23–-$0.23 | +4.2% | $92.3M |
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 1 bullish · 0 bearish · 1 mixed · 4 neutral- BULLISH SC 13D/AOct 19, 2026
The Catsimatidis group (Red Apple Group, United Acquisition, United Refining, John A. Catsimatidis…
The Catsimatidis group continues to accumulate shares at a price near $4.07, well below the 52-week range implied by the 10-K market cap of ~$63.9M. The lack of new demands suggests a patient…
- NEUTRAL 8-KSep 2, 2026
1stdibs.com, Inc. filed an 8-K furnishing a September 2026 investor roadmap review. The…
This is a routine strategic update with no new financial data. Monitor the next quarterly earnings release for any impact from these product initiatives on GMV, revenue, and buyer conversion metrics.
- NEUTRAL INST-CLUSTERAug 15, 2026
Five institutional investors, led by BlackRock and Geode, added $7.3M in DIBS during Q2 2026…
The institutional cluster is entirely passive/index-driven with no active manager or insider conviction. BlackRock's massive increase likely reflects index rebalancing or a passive mandate shift…
- NEUTRAL 8-KMay 12, 2026
1stdibs.com announced a $10 million share repurchase authorization, representing ~6.7% of its…
The buyback provides potential price support but implementation is discretionary. Monitor subsequent filings for actual repurchase activity; lack of buying could signal management's tepid conviction.
All DIBS filing & press-release reports (6)
- SC 13D/A reportOct 19, 2026
- 8-K reportSep 2, 2026
- INST-CLUSTER reportAug 15, 2026
- 8-K reportMay 12, 2026
- DEFA14A reportMar 27, 2026
- 8-K reportFeb 27, 2026