PTRN · NASDAQ · Advertising Agencies

Pattern Group (PTRN)

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

$19.74
vs last close−0.67 (−3.28%)
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Pattern Group Inc. Series A Common StockPTRN
Communication Services

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

Market cap$3.17B
EPS (ttm)−$0.8000
P/E (ttm)−25.51
ROE-23.1%
P/B4.91
P/S1.05
Dividend yieldDiv yield
Beta1.53vs XLC 0.39

Price target$29.00+42.1%Average of 8 analysts
ConsensusBuy7 of 8 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026Robert W. BairdTarget
Target: $18
Target: $26
Aug 6, 2026Goldman SachsReiterate
Rating: Target: $27
Rating: BuyTarget: $31
Aug 6, 2026Evercore ISIReiterate
Rating: Target: $23
Rating: OutperformTarget: $29
Aug 6, 2026BMO CapitalReiterate
Rating: Target: $19
Rating: OutperformTarget: $28
Aug 6, 2026NeedhamReiterate
Rating: Target: $24
Rating: BuyTarget: $29

Next report
Nov 4, 26
in 42 days
EPS estimate
$0.16
Revenue estimate
$853.7M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25Jun '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.13$0.13$0.21−$2.19$0.16$0.16$0.15Pending
Estimate−$2.71$0.11$0.10$0.12$0.16
Surprise+19.2%+45.5%+60.0%+26.5%

RevenueReportedEstimate

Mar '25Jun '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$540.4M$598.2M$598.2M$639.7M$723.1M$773.7M$876.8MPending
Estimate$572.7M$691.5M$716.4M$716.7M$817.1M$853.7M
Surprise+4.4%−7.5%+0.9%+7.9%+7.3%
Estimate$0.16
ReportedDue Nov 4, 2026
Estimate$853.7M
ReportedDue Nov 4, 2026
View details

Debt to equity7.90%
Current ratio235.20%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$439.4M$515.5M$540.4M$598.2M$639.7M$723.1M$773.7M$876.8M
Net income$14.2M$18.2M$22.8M$23.8M−$223.0M$28.7M$29.2M$27.5M
Net margin3.2%3.5%4.2%4.0%0.0%4.0%3.8%3.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$17.7M$23.1M$29.4M$30.1M−$60.2M$26.0M$39.6M$35.5M
YoY growth+46.1%+26.1%+30.5%Turned loss+12.6%+34.6%+17.9%

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

Revenue
$876.8M
Operating income
$35.5M
Net income
$27.5M
View details

No dividends on record.

Institutions≈ 41.52%64.43M shares
152 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Other≈ 58.48%90.73M shares
remainder

155.16M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Knox Lane LPInstitution
12.23%18.98Mas of Jun 30, 2026
Wasatch Advisors LPInstitution
2.02%3.14Mas of Jun 30, 2026
BlackRock, Inc.Institution
1.57%2.44Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
1.31%2.04Mas of Jun 30, 2026
Loomis Sayles & Co L PInstitution
1.27%1.98Mas of Jun 30, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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Compare

CompanyPriceChange
Pattern Group$19.74−3.28%$3.17B27.41.1+46.6%
Amazon$250.42−1.79%$2.74T20.526.83.5+19.6%
Shopify$140.86−4.66%$191.72B99.266.914.4+32.0%
Baozun (ADR)$2.98−0.33%$173.8M0.1+13.3%
Global-e Online$41.49−0.14%$6.98B48.028.06.3+39.2%
Median48.028.04.9+25.8%