GigaCloud: Wall Street Still Sleeps On This Hidden E-Commerce Gem

GigaCloud delivered strong Q4 results, with revenue growing 22.7% year over year and adjusted EPS rising 37%, significantly beating analyst expectations across key financial metrics. The company's shift toward a higher-margin third-party marketplace model is driving improved unit economics, reduced capital intensity, and stronger free cash flow generation over time. European expansion remains a major growth driver, with revenue rising over 60% year over year, supported by strategic partnerships like the recent collaboration with Otto Group.