Insider Selling: ThredUp (NASDAQ:TDUP) CFO Sells $215,845.28 in Stock

ThredUp Inc. (NASDAQ:TDUP) CFO Sean Sobers sold 56,504 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $3.82, for a total transaction of $215,845.28. Following the completion of the transaction, the chief financial officer owned 555,254 shares in the company, valued at approximately $2,121,070.28. This represents a 9.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website.

ThredUp Trading Down 6.5%

Shares of NASDAQ:TDUP opened at $3.74 on Friday. The firm has a fifty day moving average of $5.25 and a two-hundred day moving average of $7.70. The company has a quick ratio of 0.92, a current ratio of 0.91 and a debt-to-equity ratio of 0.24. ThredUp Inc. has a 12-month low of $2.14 and a 12-month high of $12.28. The firm has a market capitalization of $468.03 million, a P/E ratio of -24.93 and a beta of 1.72.

ThredUp (NASDAQ:TDUP) last posted its quarterly earnings results on Monday, March 2nd. The company reported ($0.04) earnings per share for the quarter, hitting analysts’ consensus estimates of ($0.04). The business had revenue of $79.70 million for the quarter, compared to the consensus estimate of $77.17 million. ThredUp had a negative net margin of 6.50% and a negative return on equity of 34.48%. On average, equities analysts expect that ThredUp Inc. will post -0.56 EPS for the current fiscal year.

Key Headlines Impacting ThredUp

Here are the key news stories impacting ThredUp this week:

• Positive Sentiment: Q4 results showed revenue up ~18% YoY, a modest beat to consensus; active buyers hit a record 1.65M and full‑year free cash flow turned positive — fundamentals that support recovery and long‑term upside. Read More.
• Positive Sentiment: Management reiterated growth targets and provided FY‑2026 revenue guidance above consensus and a 13% growth target for 2026; management also highlighted improvements in premium supply and AI‑driven personalization to lift unit economics. Read More.
• Neutral Sentiment: Wall‑street coverage is active: TDUP is being featured on analyst “top picks” and penny‑stock lists, keeping the story visible to investors but producing mixed signals about timing and valuation. Read More. Read More.
• Neutral Sentiment: Analysts trimmed price targets but mostly maintained positive ratings — for example, Wells Fargo cut its PT and Telsey lowered its target while keeping favorable ratings; this narrows perceived upside even though the analyst stance remains constructive. Read More. Read More.
• Negative Sentiment: Market reaction: despite the revenue beat, the stock fell on the print — likely reflecting profit‑taking, valuation concerns and the impact of lower analyst targets. Read More.
• Negative Sentiment: Insider selling: filings show sizable insider sales (CFO and COO sold material blocks recently), which can amplify negative sentiment and signal reduced near‑term insider conviction. Read More.

Analyst Ratings Changes

Several equities research analysts recently commented on TDUP shares. Wells Fargo & Company lowered their price target on ThredUp from $13.00 to $10.00 and set an “overweight” rating for the company in a research note on Tuesday. Wall Street Zen downgraded shares of ThredUp from a “buy” rating to a “hold” rating in a research report on Saturday, December 20th. Weiss Ratings restated a “sell (e+)” rating on shares of ThredUp in a research note on Monday, December 29th. Finally, Telsey Advisory Group reduced their price objective on shares of ThredUp from $12.00 to $9.00 and set an “outperform” rating for the company in a research note on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, ThredUp currently has an average rating of “Moderate Buy” and a consensus price target of $11.00.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Raymond James Financial Inc. bought a new stake in ThredUp during the second quarter valued at about $32,000. Quarry LP bought a new position in shares of ThredUp in the third quarter worth about $37,000. Meeder Asset Management Inc. lifted its position in shares of ThredUp by 552.9% during the 4th quarter. Meeder Asset Management Inc. now owns 6,405 shares of the company’s stock worth $41,000 after purchasing an additional 5,424 shares during the last quarter. State of Alaska Department of Revenue bought a new stake in ThredUp during the 3rd quarter valued at approximately $55,000. Finally, Ameritas Investment Partners Inc. grew its holdings in ThredUp by 32.7% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 9,290 shares of the company’s stock valued at $70,000 after buying an additional 2,287 shares during the last quarter. Institutional investors own 89.08% of the company’s stock.

ThredUp Company Profile

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.