GCT · NASDAQ · Software - Infrastructure

GigaCloud Technology (GCT)

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

$53.10
vs last close+0.04 (+0.08%)
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GigaCloud Technology Inc.GCT
Information 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

Market cap$1.98B
EPS (ttm)$4.20
P/E (ttm)12.63
ROE31.4%
P/B3.71
P/S1.35
Dividend yieldDiv yield
Beta1.95vs XLK −1.06

Price target$32.50−38.7%Average of 3 analysts
ConsensusBuy2 of 3 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Mar 4, 2025Roth MKMDowngrade
Rating: Buy
Rating: Neutral

Next report
Nov 5, 26
in 44 days
EPS estimate
$1.10
Revenue estimate
$386.7M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.76$0.68$0.91$0.99$1.04$1.04$1.16Pending
Estimate$0.90$0.46$0.46$0.65$0.65$0.87$0.90$1.10
Surprise−15.6%+47.8%+97.8%+52.3%+60.0%+19.5%+28.9%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$295.8M$271.9M$322.6M$332.6M$362.7M$359.5M$411.6MPending
Estimate$259.8M$303.2M$304.0M$326.9M$332.3M$342.6M$380.6M$386.7M
Surprise+13.8%−10.3%+6.1%+1.8%+9.2%+4.9%+8.1%
Estimate$1.10
ReportedDue Nov 5, 2026
Estimate$386.7M
ReportedDue Nov 5, 2026
View details

Debt to equity94.80%
Current ratio209.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$303.3M$295.8M$271.9M$322.6M$332.6M$362.7M$359.5M$411.6M
Net income$40.7M$31.0M$27.1M$34.6M$37.2M$38.5M$38.1M$42.3M
Net margin13.4%10.5%10.0%10.7%11.2%10.6%10.6%10.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$40.7M$27.6M$28.3M$35.8M$40.5M$40.3M$42.5M$47.5M
YoY growth+28.5%−25.6%−18.7%+29.8%−0.5%+45.7%+50.0%+32.6%

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

Revenue
$411.6M
Operating income
$47.5M
Net income
$42.3M
View details

No dividends on record.

Institutions33.78%24.12M shares
235 holders · as of Jun 30, 2026
Insiders11.91%8.51M shares
10 holders · as of Sep 21, 2026
Strategic holders10.13%7.23M shares
2 holders · as of Feb 13, 2023
Other44.18%31.55M shares
remainder

71.42M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (71.42M in the company's Sep 22, 2026 report, 37.32M elsewhere); stakes use the report.

This company has 3 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Lei WuInsiderdirector, 10 percent owner, officer: Chief Executive Officer
10.24%854,000 A · 6.46M Bfiled Aug 21, 2026
FMR LLCInstitution
6.22%4.44M Aas of Jun 30, 2026
Dongsi Er Tiao LimitedStrategic
5.14%3.67Mfiled Feb 9, 2023
Hua Yuan International LimitedStrategic
4.99%3.57Mfiled Feb 13, 2023
BlackRock, Inc.Institution
3.06%2.19M Aas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 18, 2026Zhiwu Chendirector−3,000$53.12
Sep 16, 2026Zhiwu Chendirector−1,500$52.96
Sep 14, 2026Zhiwu Chendirector−1,500$52.38
Aug 13, 2026Marshall Bernesdirector, officer: Head of Brand Center−10,000$53.00
Aug 10, 2026Iman Aj Schrockofficer: President−6,679$51.91
View details

  • Wayfair

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  • Home Depot

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  • Hooker Furnishings

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Compare

CompanyPriceChange
GigaCloud Technology$53.10+0.08%$1.98B12.611.61.4+27.6%
Wayfair$106.88+1.84%$14.38B31.61.1+7.5%
Amazon$254.59−1.50%$2.78T20.827.33.6+19.6%
Alibaba Group (ADR)$116.51+0.65%$277.46B26.317.71.8+14.7%
Walmart$109.67+2.08%$855.02B38.836.61.2+5.9%
JD.com (ADR)$27.39+0.40%$38.30B18.08.60.2+2.5%
Home Depot$303.88+2.25%$296.34B20.819.71.8+5.7%
Bed Bath & Beyond$4.350.00%$324.7M0.3+28.0%
Hooker Furnishings$13.25−1.45%$144.4M13.20.5−23.0%
Median20.819.71.1+6.7%