Recent discussions on X about GigaCloud Technology Inc. (GCT) have centered around the company’s announcement of a new $111 million share repurchase program. Many users have highlighted the scale of this buyback, noting that it represents nearly 9% of the company’s market cap, which has sparked conversations about management’s confidence in future growth. The news has generated significant buzz, with some suggesting it could signal a strong belief in the company’s financial health.
Beyond the repurchase program, there are mixed opinions on X regarding broader challenges facing GCT, including geopolitical risks and U.S. tariffs on Chinese imports, given the company’s revenue concentration in the U.S. market. These concerns have led to debates about potential impacts on the stock’s performance, with some expressing caution over long-term headwinds. The dialogue remains dynamic as investors weigh both the positive buyback news and these looming uncertainties.
Note: This discussion summary was generated from an AI condensation of post data.
GigaCloud Technology Inc. Insider Trading Activity
GigaCloud Technology Inc. insiders have traded $GCT stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $GCT stock by insiders over the last 6 months:
- MARSHALL BERNES (Head of BaaS Program) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $629,699.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GigaCloud Technology Inc. Hedge Fund Activity
We have seen 69 institutional investors add shares of GigaCloud Technology Inc. stock to their portfolio, and 114 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 507,016 shares (+5126.6%) to their portfolio in Q2 2025, for an estimated $10,028,776
- PORTOLAN CAPITAL MANAGEMENT, LLC added 230,903 shares (+inf%) to their portfolio in Q2 2025, for an estimated $4,567,261
- HARVEST FUND MANAGEMENT CO., LTD removed 182,950 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $3,618,751
- MORGAN STANLEY removed 162,332 shares (-31.6%) from their portfolio in Q2 2025, for an estimated $3,210,926
- JPMORGAN CHASE & CO added 137,201 shares (+67.7%) to their portfolio in Q2 2025, for an estimated $2,713,835
- NORTHERN TRUST CORP added 121,911 shares (+57.9%) to their portfolio in Q2 2025, for an estimated $2,411,399
- CAPITAL FUND MANAGEMENT S.A. removed 118,772 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,349,310
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GigaCloud Technology Inc. Analyst Ratings
Wall Street analysts have issued reports on $GCT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Lake Street issued a "Buy" rating on 08/08/2025
To track analyst ratings and price targets for GigaCloud Technology Inc., check out Quiver Quantitative's $GCT forecast page.
GigaCloud Technology Inc. Price Targets
Multiple analysts have issued price targets for $GCT recently. We have seen 2 analysts offer price targets for $GCT in the last 6 months, with a median target of $24.0.
Here are some recent targets:
- Ryan Meyers from Lake Street set a target price of $33.0 on 08/08/2025
- Matt Koranda from Roth MKM set a target price of $15.0 on 03/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
