Reading the tape
NASDAQ: GCT
GigaCloud Technology Inc.
Technology · Software - Infrastructure
Market Cap
$1.50B
52w High
$51.86
52w Low
$15.37
P/E
9.94
Volume
1.54M
Outstanding Shares
37.32M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inHigh confidence
1Y Price: 171.3%Revenue (TTM): 16.55%FCF (TTM): 8.16%P/FCF: 87th pct
What changed
The stock rose 171.3% over the last year. Revenue grew 16.55% over the trailing twelve months. Operating margin moved from 10.52% to 11.55%. Free cash flow grew 8.16% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (87th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 11.55% — continued expansion would be needed to justify the premium. Revenue growth of 16.55% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise.
CEOLei Wu
SectorTechnology
IndustrySoftware - Infrastructure
Employees1,561
IPO dateAug 18, 2022
Valuation
Forward P/E—
EV/EBITDA9.36
Enterprise value$1.59B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth32.21%
Gross margin23.43%▼5.12%vs FY2024
Operating margin11.55%▼0.03%vs FY2024
ROE28.28%▼8.92%vs FY2024
Analyst consensus
RatingBuy
Target price$32.50▼19.11%
2
Buy
1
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 6, 2026
Q3 FY26 · EPS est $0.99 · Revenue est $370.5M
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