GigaCloud Q4 revenue rises 22.7%, beats estimates

GigaCloud Technology

26/02/2026 12:10

Overview

B2B ecommerce firm's Q4 revenue rose 22.7% yr/yr, beating analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Company repurchased $10 mln in shares during Q4

Outlook

Company expects Q1 2026 revenue between $330 mln and $355 mln

GigaCloud plans to continue investing in long-term growth opportunities

Company cites evolving global macro conditions as a factor in its outlook

Result Drivers

MARKETPLACE EXPANSION - GigaCloud's marketplace expansion contributed to increased GMV and revenue growth

INCREASED ACTIVE BUYERS - Active buyers rose 29.9% year-over-year, boosting revenue

STRATEGIC ACQUISITIONS - Co's strategic acquisitions supported growth and resilience, per CEO Larry Wu

Company press release: ID:nGNXbmFD7H

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$362.70 mln
$332.33 mln (3 Analysts)
Q4 Net Income
$38.50 mln
Q4 Adjusted EBITDA
Beat
$43 mln
$31.27 mln (3 Analysts)
Q4 Gross Margin
22.90%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for GigaCloud Technology Inc is $36.00, about 2% above its February 25 closing price of $35.31

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 8 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)