GigaCloud Technology (GCT)

• Market cap: $1.12B
• 1 day: 2.65%
• 5 days: 8.75%
• 1 month: -2.96%
• 3 months: 61.04%
• 6 months: 106.79%
• Year to date: 56.56%
• 1 year: 71.89%
• 5 years: 90.18%
• 10 years: 90.18%
• Sector: Technology
• Industry: Software - Infrastructure

About: GigaCloud Technology Inc provides end-to-end and B2B e-commerce solutions for large parcel merchandise. Its B2B e-commerce platform, which is referred to as the GigaCloud Marketplace, integrates everything from discovery, payments, and logistics tools into one easy-to-use platform. It offers online and offline integrated cross-border transaction and delivery services for furniture and large merchandise. Its marketplace seamlessly connects manufacturers in Asia, with resellers in the U.S., Asia, and Europe, to execute cross-border transactions with confidence, speed, and efficiency. It offers a truly comprehensive solution that transports products from the manufacturer's warehouse to end customers, all at one fixed price.

Employees: 1,561

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

68% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $17.5M

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

39% more capital invested

Capital invested by funds: $163M [Q1] → $227M (+$63.6M) [Q2]

2.32% more ownership

Funds ownership: 35.96% [Q1] → 38.28% (+2.32%) [Q2]

11% less funds holding

Funds holding: 146 [Q1] → 130 (-16) [Q2]

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $33
• Avg. target: $33
• High target: $33

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Lake Street Ryan Meyers

$33

Buy Maintained

8 Aug 2025