GigaCloud Technology Q1 Earnings: A Bumpy Ride With Bullish Upside (Rating Downgrade)

  • GigaCloud Technology's mixed earnings report shows potential momentum post-Q2 2025, despite current market instability and tariff challenges, making it a buy. GigaCloud's marketplace is expanding rapidly, with GMV up 56% y/y, a growing seller and buyer base, and promising new product lines. The stock is attractively valued at 6x forward free cash flow, supported by a debt-free balance sheet and significant cash reserves.