Telsey Advisory Group Has Lowered Expectations for ThredUp (NASDAQ:TDUP) Stock Price

ThredUp (NASDAQ:TDUP) had its price target cut by equities research analysts at Telsey Advisory Group from $12.00 to $9.00 in a note issued to investors on Tuesday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Telsey Advisory Group’s price objective would indicate a potential upside of 79.64% from the stock’s previous close.

Several other brokerages have also issued reports on TDUP. Weiss Ratings reissued a “sell (e+)” rating on shares of ThredUp in a research report on Monday, December 29th. Wall Street Zen downgraded ThredUp from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. Two research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $11.75.

ThredUp Price Performance

Shares of ThredUp stock opened at $5.01 on Tuesday. The firm has a market cap of $626.96 million, a PE ratio of -16.70 and a beta of 1.72. The company’s fifty day simple moving average is $5.40 and its two-hundred day simple moving average is $7.80. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 0.26. ThredUp has a 12-month low of $2.02 and a 12-month high of $12.28.

ThredUp (NASDAQ:TDUP) last announced its quarterly earnings results on Monday, March 2nd. The company reported ($0.04) earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of ($0.04). ThredUp had a negative return on equity of 39.20% and a negative net margin of 12.18%.The company had revenue of $79.70 million for the quarter, compared to the consensus estimate of $77.17 million. As a group, equities analysts expect that ThredUp will post -0.56 EPS for the current year.

Hedge Funds Weigh In On ThredUp

Institutional investors and hedge funds have recently modified their holdings of the stock. BloombergSen Inc. boosted its stake in shares of ThredUp by 36.9% during the 3rd quarter. BloombergSen Inc. now owns 880,904 shares of the company’s stock worth $8,325,000 after purchasing an additional 237,620 shares during the period. Marshall Wace LLP boosted its position in shares of ThredUp by 51.8% during the second quarter. Marshall Wace LLP now owns 4,373,596 shares of the company’s stock valued at $32,758,000 after buying an additional 1,492,015 shares during the period. Prudential Financial Inc. grew its stake in shares of ThredUp by 3,625.5% during the second quarter. Prudential Financial Inc. now owns 1,231,088 shares of the company’s stock valued at $9,221,000 after buying an additional 1,198,043 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. raised its holdings in shares of ThredUp by 153.6% in the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 1,412,653 shares of the company’s stock worth $10,581,000 after buying an additional 855,630 shares during the period. Finally, Panagora Asset Management Inc. lifted its stake in shares of ThredUp by 30.2% during the 2nd quarter. Panagora Asset Management Inc. now owns 630,226 shares of the company’s stock worth $4,720,000 after acquiring an additional 146,245 shares during the last quarter. Hedge funds and other institutional investors own 89.08% of the company’s stock.

Key Headlines Impacting ThredUp

Here are the key news stories impacting ThredUp this week:

• Positive Sentiment: Revenue beat and user growth — Q4 revenue $79.7M (+18% YoY) modestly beat estimates; record 1.65M active buyers (+30% YoY) and a strong gross margin (~79.6%). These fundamentals support higher long‑term monetization. ThredUp Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: 2026 growth target and product strategy — Management outlined a 13% revenue growth target for 2026 and emphasized building premium supply plus AI‑driven personalization, which could lift LTV and conversion if execution holds. ThredUp outlines 13% revenue growth target for 2026 while advancing premium supply and AI-driven personalization
• Neutral Sentiment: EPS roughly in line — GAAP diluted EPS of -$0.04 met expectations; net loss narrowed versus prior year and the company reported positive annual total cash flows of $3.1M (first time). Read the call and presentation for management detail. ThredUp Inc. (TDUP) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Market reaction and profitability concerns — Shares declined despite the beat; investors may be focused on continuing operating losses (operating loss ~-$6.7M), negative net margin/ROE, and the absence of a clear path to sustained profitability. ThredUp (TDUP) Stock Price Declined Despite Strong Fundamentals
• Negative Sentiment: Insider and institutional flows — Recent disclosures show notable insider sales (including CEO) and material institutional portfolio moves (large reductions by some managers), which can pressure the stock in the near term. ThredUp Inc. (TDUP) Stock Falls on Q4 2025 Earnings

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.