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Added to YB: 2025-07-08

Pitch date: 2025-07-04

GCT [neutral]

GigaCloud Technology Inc.

+97.19%

current return

Author Info

No bio for this author

Company Info

GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally.

Market Cap

$782.7M

Pitch Price

$20.47

Price Target

N/A

Dividend

N/A

EV/EBITDA

4.00

P/E

6.69

EV/Sales

0.82

Sector

Distributors

Category

growth

Show full summary:
Kathmandu Capital Portfolio Holding: GigaCloud Technology Inc.

GCT (holding update): 1Q25 results beat expectations driven by 3P marketplace momentum attracting more sellers. Noble House integration progressing well with positive profitability. Potential near-term order moderation due to tariff concerns, but bullish long-term outlook with compelling margin of safety.

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