Equities Analysts Set Expectations for ThredUp Q3 Earnings

ThredUp Inc. (NASDAQ:TDUP) – Stock analysts at Northland Securities issued their Q3 2026 EPS estimates for shares of ThredUp in a note issued to investors on Thursday, August 6th. Northland Securities analyst B. Brooks expects that the company will post earnings of ($0.04) per share for the quarter. The consensus estimate for ThredUp’s current full-year earnings is ($0.12) per share. Northland Securities also issued estimates for ThredUp’s Q4 2026 earnings at ($0.04) EPS, FY2026 earnings at ($0.18) EPS, Q1 2027 earnings at ($0.04) EPS, Q2 2027 earnings at ($0.03) EPS and Q3 2027 earnings at ($0.03) EPS.

ThredUp (NASDAQ:TDUP) last announced its quarterly earnings results on Wednesday, August 5th. The company reported ($0.05) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.03) by ($0.02). ThredUp had a negative return on equity of 37.30% and a negative net margin of 6.65%.The business had revenue of $90.77 million for the quarter, compared to analysts’ expectations of $90.34 million.

A number of other research firms have also recently weighed in on TDUP. TD Cowen upped their price target on ThredUp from $5.00 to $5.70 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Weiss Ratings reissued a “sell (e+)” rating on shares of ThredUp in a research report on Wednesday, June 24th. Telsey Advisory Group reduced their target price on shares of ThredUp from $7.00 to $6.00 and set an “outperform” rating on the stock in a research report on Thursday, August 6th. Wells Fargo & Company decreased their target price on shares of ThredUp from $10.00 to $8.00 and set an “overweight” rating for the company in a research note on Tuesday, May 5th. Finally, Roth Capital reaffirmed a “buy” rating and set a $6.50 price target on shares of ThredUp in a report on Thursday, August 6th. Four research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $6.55.

ThredUp Price Performance

Shares of NASDAQ TDUP opened at $3.14 on Monday. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.99 and a quick ratio of 0.99. ThredUp has a 1-year low of $3.04 and a 1-year high of $12.28. The company has a market capitalization of $405.19 million, a price-to-earnings ratio of -18.47 and a beta of 2.01. The business has a 50-day moving average of $5.82 and a 200-day moving average of $4.82.

Insider Activity

In other ThredUp news, COO Christopher Homer sold 61,578 shares of ThredUp stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $4.43, for a total transaction of $272,790.54. Following the sale, the chief operating officer directly owned 1,301,843 shares in the company, valued at $5,767,164.49. The trade was a 4.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Sean Sobers sold 45,554 shares of ThredUp stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $4.43, for a total value of $201,804.22. Following the sale, the chief financial officer owned 572,523 shares in the company, valued at $2,536,276.89. This represents a 7.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 23.10% of the company’s stock.

Institutional Trading of ThredUp

A number of hedge funds have recently made changes to their positions in TDUP. Bank of America Corp DE raised its holdings in ThredUp by 42.6% in the fourth quarter. Bank of America Corp DE now owns 77,456 shares of the company’s stock valued at $108,000 after acquiring an additional 23,156 shares in the last quarter. Cubist Systematic Strategies LLC increased its position in shares of ThredUp by 7.6% in the 1st quarter. Cubist Systematic Strategies LLC now owns 37,516 shares of the company’s stock worth $90,000 after purchasing an additional 2,659 shares during the last quarter. AQR Capital Management LLC increased its position in shares of ThredUp by 185.9% in the 1st quarter. AQR Capital Management LLC now owns 94,652 shares of the company’s stock worth $228,000 after purchasing an additional 61,547 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of ThredUp by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 47,705 shares of the company’s stock valued at $115,000 after purchasing an additional 2,034 shares in the last quarter. Finally, Jane Street Group LLC raised its stake in shares of ThredUp by 39.2% in the 1st quarter. Jane Street Group LLC now owns 92,376 shares of the company’s stock valued at $223,000 after purchasing an additional 25,995 shares in the last quarter. Institutional investors and hedge funds own 89.08% of the company’s stock.

About ThredUp

ThredUp, Inc operates an online consignment and thrift platform that enables consumers to buy and sell secondhand clothing and accessories. Through its digital marketplace, the company offers curated selections of apparel for women and children, spanning a broad range of brands and styles. Sellers can order a “Clean Out Kit” to send in items they no longer wear, while buyers benefit from discounted prices and a simplified shopping experience powered by ThredUp’s in-house authentication, quality control and logistics capabilities.

In addition to its core consumer-to-consumer marketplace, ThredUp has expanded into business-to-business services with its Resale-as-a-Service (RaaS) offering.