GCT · NASDAQ · Software - Infrastructure

GigaCloud Technology

Runs a marketplace and fulfillment network for bulky goods sellers and resellers.

$52.95
After-hours close0.00 (0.00%)
At close$52.95(+2.66%)
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Profile

GigaCloud Technology Inc.GCTInformation Technology

Connects manufacturers, mainly in Asia, with resellers across the United States, Asia, and Europe through a marketplace built for large parcels. Revenue comes from third-party marketplace services, owned-inventory sales on the platform, and off-platform ecommerce, with one operating segment.

Operates GigaCloud Marketplace for large-parcel merchandise, linking manufacturers primarily in Asia with resellers in the United States, Asia, and Europe. The platform combines product discovery, payments, ocean transportation, warehousing, packaging, and last-mile delivery.

Revenue is split across GigaCloud 3P services, GigaCloud 1P owned-inventory sales, and off-platform ecommerce. Acquisitions of Noble House, Wondersign, and New Classic added home-furnishings inventory, distribution capacity, storefront catalog tools, and retailer reach.

Execution depends on coordinating cross-border logistics for bulky goods across a fulfillment network in the United States, Germany, Japan, the United Kingdom, and Canada. The company reports one operating segment, so internal performance is not separated by revenue stream or geography.

Company facts

CEOLarry Lei Wu
ListedAug 18, 2022
ExchangeNASDAQ
HeadquartersEl Monte, CA
CountryChina
Employees1,644
CIK0001857816
ISINKYG386441037

Key statistics

Market cap$1.98B
EPS (ttm)$4.20
P/E (ttm)12.61
ROE31.4%
P/B3.62
P/S1.35
Dividend yield
Beta1.99vs XLK −1.08

Year to date +36.6% · Average volume (30d) 648.6K

Analysts

Price target, next 12 months$32.50−38.6%Median of 3 analysts · vs the Aug 28 close
ConsensusBuy2 of 3 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRating
Mar 4, 2025Roth MKMDowngradeBuyNeutral

Earnings

EPS

Estimate$1.10
ReportedDue Nov 5, 2026

Revenue

Estimate$384.6M
ReportedDue Nov 5, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 6, 2026Q2 FY26$0.90$1.16+28.9%$380.6M$411.6M+8.1%+13.32%
May 7, 2026Q1 FY26$0.87$1.04+19.5%$342.6M$359.5M+4.9%−6.21%
Feb 26, 2026Q4 FY25$0.65$1.04+60.0%$332.3M$362.7M+9.2%−5.62%
Nov 6, 2025Q3 FY25$0.65$0.99+52.3%$326.9M$332.6M+1.8%+30.05%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$271.9M$322.6M$332.6M$362.7M$359.5M$411.6M
Gross profit$63.7M$76.9M$77.0M$82.9M$85.8M$105.6M
Operating income$28.3M$35.8M$40.5M$40.3M$42.5M$47.5M
Net income$27.1M$34.6M$37.2M$38.5M$38.1M$42.3M
Diluted EPS$0.68$0.91$0.99$1.01$1.04$1.16
Gross margin23.4%23.9%23.2%22.9%23.9%25.6%
Operating margin10.4%11.1%12.2%11.1%11.8%11.5%

Fiscal years (4-quarter sums)FY21 $414.2M · FY22 $490.1M · FY23 $703.8M · FY24 $1.16B · FY25 $1.29B

Revenue by product · Q2 FY26

Product$290.8M · 68%
Service$120.8M · 28%
Packaging Service$9.3M · 2%
Service, Other$5.4M · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $378.6M · Total debt $506.3M · Total assets $1.27B · Shareholders' equity $534.0M

Dividends

No dividends on record.

Ownership

Institutions 66.95%24.99M sharesInsiders 22.81%8.51M sharesOther 10.24%3.82M shares

Shares outstanding 37.32M · Float 27.93M · 74.8% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Lei Wu · director, 10 percent owner, officer: Chief Executive Officer7.31M19.59%Form 4Aug 21, 2026
FMR LLC4.44M11.91%13FAug 13, 2026
BlackRock, Inc.2.19M5.86%13FAug 7, 2026
LSV Asset Management1.41M3.77%13FAug 6, 2026
Kayne Anderson Rudnick Investment Management LLC1.23M3.30%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 13, 2026Marshall Bernesdirector, officer: Head of Brand Center−10,000$53.00
Aug 10, 2026Iman Aj Schrockofficer: President−6,679$51.91
Aug 10, 2026Marshall Bernesdirector, officer: Head of Brand Center−5,000$51.88
Aug 11, 2026Xin Wanofficer: Chief Technology Officer−60,000$50.94
Mar 20, 2026Lei Wudirector, 10 percent owner, officer: Chief Executive Officer−32,481$40.41
View details

Peers

  • Wayfair

    Home-goods marketplace with bulky-item logistics

  • Amazon

    Marketplace and fulfillment scale across home goods

  • Alibaba Group (ADR)

    Global B2B sourcing marketplace and logistics rival

  • Walmart

    Omnichannel marketplace and seller-fulfillment rival

  • JD.com (ADR)

    Supply-chain ecommerce platform with home-appliance scale

  • Home Depot

    Home-improvement ecommerce and appliance delivery rival

  • Bed Bath & Beyond

    Home-focused ecommerce brands tied to Overstock channel

  • Hooker Furnishings

    Furniture wholesale peer for retailer and ecommerce channels

CompareAfter-hours close

CompanyPriceChange
GigaCloud Technology$52.950.00%$1.98B12.611.61.3+27.6%
Wayfair$104.07+0.32%$14.21B30.71.1+7.5%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Alibaba Group (ADR)$118.57−0.26%$284.99B27.118.11.8+14.8%
Walmart$103.07−0.03%$820.40B37.234.51.1+5.9%
JD.com (ADR)$28.63−0.35%$40.35B19.08.80.2+2.5%
Home Depot$330.25+0.05%$329.24B23.121.41.9+5.7%
Bed Bath & Beyond$4.350.00%$324.7M0.3+28.0%
Hooker Furnishings$13.37+0.15%$143.6M14.50.5−18.6%
Median23.121.41.1+6.7%