Shares of ThredUp Inc. (NASDAQ:TDUP – Get Free Report) have earned an average recommendation of “Moderate Buy” from the six analysts that are currently covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, one has assigned a hold rating and four have given a buy rating to the company. The average 12 month target price among brokerages that have covered the stock in the last year is $6.55.
A number of research analysts have recently commented on TDUP shares. Roth Capital reissued a “buy” rating and issued a $6.50 price objective on shares of ThredUp in a research report on Thursday. Telsey Advisory Group dropped their target price on shares of ThredUp from $7.00 to $6.00 and set an “outperform” rating on the stock in a report on Thursday. Wells Fargo & Company reduced their price target on ThredUp from $10.00 to $8.00 and set an “overweight” rating for the company in a report on Tuesday, May 5th. Weiss Ratings reiterated a “sell (e+)” rating on shares of ThredUp in a report on Wednesday, June 24th. Finally, TD Cowen boosted their price target on ThredUp from $5.00 to $5.70 and gave the stock a “buy” rating in a research report on Tuesday, May 5th.
Read Our Latest Stock Analysis on TDUP
ThredUp Trading Up 3.2%
ThredUp (NASDAQ:TDUP – Get Free Report) last issued its 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 37.54% and a negative net margin of 6.65%.The firm had revenue of $90.77 million for the quarter, compared to analyst estimates of $90.34 million. On average, equities research analysts anticipate that ThredUp will post -0.09 EPS for the current fiscal year.
Insider Activity at ThredUp
In other ThredUp news, COO Christopher Homer sold 61,578 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $4.43, for a total value of $272,790.54. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 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 on Tuesday, June 2nd. The shares were sold at an average price of $4.43, for a total transaction of $201,804.22. Following the completion of the transaction, the chief financial officer owned 572,523 shares in the company, valued at approximately $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 Inflows and Outflows
A number of institutional investors and hedge funds have recently bought and sold shares of TDUP. Raymond James Financial Inc. acquired a new stake in ThredUp during the second quarter worth approximately $32,000. R Squared Ltd acquired a new position in shares of ThredUp in the first quarter valued at approximately $34,000. Quarry LP bought a new position in shares of ThredUp during the third quarter worth approximately $37,000. Abel Hall LLC bought a new position in shares of ThredUp during the first quarter worth approximately $39,000. Finally, Meeder Asset Management Inc. lifted its holdings in 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. Institutional investors and hedge funds own 89.08% of the company’s stock.
Key ThredUp News
Here are the key news stories impacting ThredUp this week:
- Positive Sentiment: Second-quarter revenue increased 17% year over year to $90.8 million, slightly exceeding analyst expectations of $90.3 million. Management is adjusting its marketing strategy to navigate uneven consumer spending. ThredUp Navigates K-Shaped Economy as Revenues Climb 17%
- Positive Sentiment: Telsey Advisory Group maintained an “outperform” rating and set a $6 price target, despite lowering it from $7. The target implies substantial potential upside if ThredUp’s growth and profitability improve. Benzinga analyst update
- Neutral Sentiment: Analyst opinion remains relatively favorable, with ThredUp receiving a consensus “Moderate Buy” rating. However, Northland Securities expects the company to remain slightly unprofitable in the fourth quarter of 2027, underscoring continued uncertainty around the timing of sustained earnings.
- Negative Sentiment: ThredUp reported a second-quarter loss of $0.05 per share, worse than the expected $0.03 loss. The result highlighted ongoing profitability challenges, including a negative net margin and negative return on equity. ThredUp earnings report
- Negative Sentiment: Management reduced full-year 2026 revenue guidance to $344.4 million–$348.4 million from an analyst consensus of $354.8 million, while third-quarter revenue guidance of $87 million–$89 million also fell below expectations of $93 million. The company cited weaker demand from consumers earning less than $60,000, a still-material customer segment.
- Negative Sentiment: A Seeking Alpha analysis assigned TDUP a “sell” rating, arguing that the larger-than-expected loss, weaker outlook and uncertain profitability timeline could lead to further downside. ThredUp Collapses On Q2 Report, Shares Have Further To Fall
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.
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