Northland Securities Predicts ThredUp Q4 Earnings

ThredUp Inc. (NASDAQ:TDUP) – Research analysts at Northland Securities issued their Q4 2027 EPS estimates for shares of ThredUp in a report issued on Thursday, August 6th. Northland Securities analyst B. Brooks forecasts that the company will post earnings of ($0.01) per share for the quarter. The consensus estimate for ThredUp’s current full-year earnings is ($0.09) per share.

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

ThredUp Stock Down 50.5%

TDUP stock opened at $3.11 on Friday. The stock has a market capitalization of $401.31 million, a P/E ratio of -18.29 and a beta of 2.01. The firm has a 50-day simple moving average of $5.90 and a 200-day simple moving average of $4.87. The company has a quick ratio of 0.95, a current ratio of 0.95 and a debt-to-equity ratio of 0.30. ThredUp has a 52 week low of $3.04 and a 52 week high of $12.28.

ThredUp (NASDAQ:TDUP) last posted its quarterly earnings data 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). The company had revenue of $90.77 million for the quarter, compared to analyst estimates of $90.34 million. ThredUp had a negative return on equity of 37.54% and a negative net margin of 6.65%.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of TDUP. Cerity Partners LLC increased its holdings in shares of ThredUp by 6.7% during the 2nd quarter. Cerity Partners LLC now owns 19,011 shares of the company’s stock worth $142,000 after buying an additional 1,190 shares during the last quarter. The Manufacturers Life Insurance Company lifted its holdings in ThredUp by 5.4% in the second quarter. The Manufacturers Life Insurance Company now owns 31,302 shares of the company’s stock valued at $234,000 after acquiring an additional 1,601 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in ThredUp by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 47,705 shares of the company’s stock valued at $115,000 after acquiring an additional 2,034 shares during the last quarter. Cubist Systematic Strategies LLC grew its position in ThredUp by 7.6% in the first quarter. Cubist Systematic Strategies LLC now owns 37,516 shares of the company’s stock worth $90,000 after acquiring an additional 2,659 shares during the period. Finally, Alliancebernstein L.P. grew its position in ThredUp by 3.3% in the third quarter. Alliancebernstein L.P. now owns 89,510 shares of the company’s stock worth $846,000 after acquiring an additional 2,900 shares during the period. 89.08% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, COO Christopher Homer sold 61,578 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $4.43, for a total transaction of $272,790.54. Following the transaction, the chief operating officer directly owned 1,301,843 shares in the company, valued at approximately $5,767,164.49. The trade was a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $4.43, for a total transaction of $201,804.22. Following the sale, the chief financial officer directly owned 572,523 shares of the company’s stock, valued at approximately $2,536,276.89. This represents a 7.37% decrease in their position. 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. 23.10% of the stock is owned by corporate insiders.

Trending Headlines about ThredUp

Here are the key news stories impacting ThredUp this week:

• Positive Sentiment: ThredUp reported record second-quarter revenue of $90.8 million, up 17% year over year, while gross margin was 79.9% and active buyers increased 21% to 1.77 million. Cash, restricted cash and marketable securities also rose to $57.4 million. ThredUp Announces Second Quarter 2026 Results
• Positive Sentiment: Telsey Advisory Group maintained an “outperform” rating, although it lowered its price target from $7 to $6. The revised target still implies substantial upside from the current trading level. Benzinga analyst price target report
• Positive Sentiment: Analyst coverage remains broadly constructive, with ThredUp receiving a consensus “Moderate Buy” rating. ThredUp consensus analyst rating
• Neutral Sentiment: Management said it is adjusting marketing tactics to navigate a “K-shaped” economy, indicating that consumer spending patterns remain uneven across income groups. ThredUp Navigates K-Shaped Economy as Revenues Climb 17%
• Negative Sentiment: Second-quarter adjusted EPS was a loss of $0.05, missing the expected loss of $0.03, despite revenue narrowly exceeding estimates. The company remains unprofitable, with a negative net margin and return on equity. ThredUp quarterly earnings report
• Negative Sentiment: Third-quarter revenue guidance of $87 million to $89 million trailed the $93 million consensus estimate, while full-year guidance of $344.4 million to $348.4 million was below the $354.8 million consensus. The weaker outlook is the primary pressure on the stock. ThredUp 2026 outlook

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.