PTRN · NASDAQ · Software - Application

Pattern Group

Buys brand inventory and uses technology and specialists to operate marketplace sales worldwide.

$21.02
After-hours close−0.16 (−0.76%)
At close$21.18(−3.20%)
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Profile

Pattern Group Inc. Series A Common StockPTRNInformation Technology

Buys inventory from consumer brands and resells it through online marketplaces, using data, AI, and specialists to manage advertising, content, pricing, forecasting, and customer service. Its inventory model gives it direct control over the customer-facing marketplace sale.

Buys inventory from consumer brands and sells it to consumers through global online marketplaces. Its ecommerce acceleration platform combines proprietary technology, data, AI, machine learning, and on-demand experts to run advertising, content management, pricing, forecasting, and customer service. The platform turns marketplace data into operating decisions.

That first-party inventory model gives direct control over marketplace content, pricing, logistics, and customer service rather than operating only as an advisory software provider.

Sales reach consumers through a global marketplace network. The business depends on acquiring inventory from brand partners and executing marketplace operations across that network.

Company facts

CEODavid Wright
ListedSep 19, 2025
ExchangeNASDAQ
HeadquartersLehi, UT
CountryUnited States
Employees2,300
CIK0001811935
ISINUS70339W1045

Key statistics

Market cap$3.28B
EPS (ttm)−$0.8000
P/E (ttm)−26.46
ROE-23.1%
P/B5.80
P/S1.09
Dividend yield
Beta1.50vs XLK −0.10

Year to date +84.2% · Average volume (30d) 1.7M

Analysts

Price target, next 12 months$29.00+37.0%Median of 8 analysts · vs the Aug 28 close
ConsensusBuy7 of 8 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 6, 2026Robert W. BairdTarget$18$26
Aug 6, 2026Goldman SachsReiterateBuy$27$31
Aug 6, 2026Evercore ISIReiterateOutperform$23$29
Aug 6, 2026BMO CapitalReiterateOutperform$19$28
Aug 6, 2026NeedhamReiterateBuy$24$29

Earnings

EPS

Estimate$0.15
ReportedDue Nov 4, 2026

Revenue

Estimate$853.7M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.12$0.15+26.5%$817.1M$876.8M+7.3%−6.52%
May 6, 2026Q1 FY26$0.10$0.16+60.0%$716.7M$773.7M+7.9%+18.95%
Mar 5, 2026Q4 FY25$0.11$0.16+45.5%$691.5M$723.1M+4.6%−7.22%
Nov 5, 2025Q3 FY25−$2.71−$2.19+19.2%$691.6M$639.7M−7.5%+0.83%
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Financial highlights

11 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$540.4M$598.2M$639.7M$723.1M$773.7M$876.8M
Gross profit$235.8M$256.8M$279.3M$310.0M$334.8M$384.4M
Operating income$29.4M$30.1M−$60.2M$26.0M$39.6M$35.5M
Net income$22.8M$23.8M−$223.0M$28.7M$29.2M$27.5M
Diluted EPS$0.09$0.09−$1.27$0.16$0.16$0.15
Gross margin43.6%42.9%43.7%42.9%43.3%43.8%
Operating margin5.4%5.0%-9.4%3.6%5.1%4.1%

Fiscal years (4-quarter sums)FY24 $1.80B · FY25 $2.50B

Balance sheet, Jun 30, 2026Cash & short-term investments $345.8M · Total debt $51.3M · Total assets $1.07B · Shareholders' equity $645.6M

Dividends

No dividends on record.

Ownership

Institutions 41.74%Insiders

Shares outstanding 155.16M · Float 36.38M · 23.5% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Knox Lane LP18.98M12.23%13FAug 14, 2026
Wasatch Advisors LP3.14M2.02%13FJul 10, 2026
BlackRock, Inc.2.44M1.57%13FAug 7, 2026
Vanguard Portfolio Management LLC2.04M1.31%13FAug 13, 2026
Loomis Sayles & Co L P1.98M1.27%13FAug 14, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

Peers

  • Amazon

    Marketplace selling, fulfillment, and brand-growth services

  • Shopify

    Commerce platform alternative for merchant-led selling

  • Baozun (ADR)

    Managed brand ecommerce operations in China

  • Global-e Online

    Cross-border ecommerce enablement for brands and retailers

CompareAfter-hours close

CompanyPriceChange
Pattern Group$21.02−0.76%$3.28B29.81.1+46.6%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Shopify$152.40−0.33%$198.41B102.672.815.0+32.0%
Baozun (ADR)$3.12+2.97%$175.6M0.1+13.4%
Global-e Online$39.95+0.03%$6.71B46.226.86.1+39.2%
Median46.228.54.9+25.8%