GigaCloud Technology rated 'Buy' with 25-26% upside on strong sales and EU expansion.

GigaCloud Technology Inc. is rated as a 'Buy' with an expected 25-26% upside over the next 12 months, driven by strong execution and scalable platform growth. The company consistently exceeds sales and earnings expectations, with Q2 2026 revenue up 27.6% year-over-year and a net income margin of 10.3%. Expansion into the European Union and a growing base of third-party sellers are expected to improve margins structurally and fuel future growth. The stock remains attractively valued at 10-11 times forward earnings, supported by aggressive share buybacks and a diversified supply chain.