RDE, Inc. (GIFT) AI Stock Analysis

NASDAQ: GIFTAI research summary: business, growth, valuation, analysts, bull and bear case.

GIFT AI stock analysis summary

AI Research

RDE, Inc. (GIFT) operates digital dining deal and gift card exchange platforms including Restaurant.com and CardCash. In FY2025, revenue fell 6.5% to $83.2M with a net loss of -$10.5M. The stock closed at $0.69 on October 16, 2026, after falling 38.3% over the prior 12 months.

Market cap
$24.5M
Revenue (TTM)
$83.1M
P/E
—
1Y return
-38.3%
S&P 500 16.8%
Avg. target
$4.00
478.9% vs last close

Bull case

  • Trailing twelve-month revenue reached $83.1M with quarterly revenue growing 4.0% year-over-year in the period ended June 30, 2026.
  • Gross margin improved from 7.0% in FY2022 to 15.1% in FY2025.
  • The covering analyst holds a Buy rating with a mean price target of $4.00, representing 478.9% upside compared to the last close of $0.69.

Bear case

  • RDE has generated negative free cash flow for five consecutive years, recording -$1.6M in FY2025.
  • Profitability remains negative, reflected by an FY2025 net income of -$10.5M and a trailing twelve-month EPS of -$0.26.
  • Shareholder equity has faced dilution, with the 5-year share count change showing an increase of 184.6%.

What RDE does

RDE, Inc. owns and operates a restaurant deal space in the United States under Giftify, Inc. It operates Restaurant.com, which connects digital consumers, businesses, and communities with dining and merchant deals while selling discount certificates for restaurants on behalf of third-party restaurants. The company also offers complementary entertainment, travel offerings, and consumer products. In addition, RDE operates CardCash, a gift card exchange platform that facilitates the purchase and sale of unused gift cards at discounted rates for consumers and businesses. Founded in 1999, the company is based in Schaumburg, Illinois, and has 40 employees.

Growth and profitability

Revenue expanded from $3.3M in FY2021 to $97.0M in FY2022, before adjusting to $87.1M in FY2023, $88.9M in FY2024, and $83.2M in FY2025. Gross margin expanded from 7.0% in FY2022 to 15.1% in FY2025, though operating margin remained negative at -12.4%. Annual net income improved from -$18.8M in FY2024 to -$10.5M in FY2025. Over the trailing twelve months ended June 30, 2026, revenue stood at $83.1M with an operating margin of -5.8% and a net margin of -10.3%. In the latest quarter ended June 30, 2026, quarterly revenue grew 4.0% year-over-year.

GIFT income statement →

Balance sheet and cash flow

As of June 30, 2026, RDE held $3.9M in cash and short-term investments against total debt of $4.7M, resulting in net debt of $789,457. Total assets were $30.2M and shareholders' equity was $21.1M, yielding a debt-to-equity ratio of 0.22. The company closed the quarter with a current ratio of 1.02. In FY2025, operating cash flow was -$1.6M and free cash flow was -$1.6M, with capital expenditures of $4. RDE's share count increased 184.6% over five years.

GIFT balance sheet →

Valuation and performance

With a market cap of $24.5M and enterprise value of $25.6M, RDE trades at a price-to-sales ratio of 0.3x and an enterprise-value-to-revenue multiple of 0.3x, which are both below the median of its US-listed Communication Services peers at 0.8x price-to-sales. Its enterprise-value-to-EBITDA multiple of 46.1x sits above the peer median of 10.0x. The stock closed at $0.69 on October 16, 2026, down 38.3% over the prior year and down 48.8% over five years, trailing the S&P 500 (SPY) gains of 16.8% and 83.0% over those respective periods.

GIFT key metrics →

What analysts expect

Wall Street coverage consists of 1 Buy rating, with 0 Hold, 0 Sell, 0 Strong Buy, and 0 Strong Sell ratings. The mean price target of $4.00 represents a 478.9% premium over the last close of $0.69. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $88.2M and an EPS of -$0.13. For the following fiscal year, 1 analyst projects revenue of $95.6M and an EPS of -$0.09. RDE beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 9, 2026.

GIFT forecast and price target →

Key risks and what to watch

  • Operating cash flow remained negative at -$1.6M in FY2025, while cash and short-term investments totaled $3.9M as of June 30, 2026.
  • Total debt of $4.7M exceeds cash, and the current ratio of 1.02 leaves a limited short-term liquidity buffer.
  • The stock has lagged broader markets, falling 38.3% over the past year while the S&P 500 returned 16.8%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this GIFT AI stock analysis

This page is an AI-written research summary of RDE, Inc. (GIFT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: GIFT income statement, GIFT balance sheet, GIFT key metrics, GIFT analyst forecast, GIFT chart. See the GIFT stock overview for the latest quote and news.

GIFT AI stock analysis FAQ

Does GIFT pay a dividend?

No, RDE, Inc. (GIFT) does not pay a dividend.

What is RDE, Inc.'s market capitalization and enterprise value?

As of October 16, 2026, RDE, Inc. has a market capitalization of $24.5M and an enterprise value of $25.6M.

What are analysts forecasting for RDE, Inc.'s financial results?

For the fiscal year ending December 31, 2026, estimates project revenue of $88.2M and an EPS of -$0.13. For the next fiscal year, projected revenue is $95.6M with an EPS of -$0.09.

When does RDE, Inc. report earnings next?

RDE, Inc.'s next earnings date is November 9, 2026.

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