ThredUp Inc. (NASDAQ:TDUP) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of ThredUp Inc. (NASDAQ:TDUP) have been given a consensus rating of “Moderate Buy” by the six ratings firms that are covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, one has assigned a hold rating, two have assigned a buy rating and two have given a strong buy rating to the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $11.00.

TDUP has been the subject of several analyst reports. Wells Fargo & Company decreased their price objective on ThredUp from $13.00 to $10.00 and set an “overweight” rating for the company in a report on Tuesday. Wall Street Zen downgraded ThredUp from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. Telsey Advisory Group lowered their price objective on ThredUp from $12.00 to $9.00 and set an “outperform” rating on the stock in a research report on Tuesday. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of ThredUp in a report on Monday, December 29th.

Insiders Place Their Bets

In other ThredUp news, COO Christopher Homer sold 69,741 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $3.82, for a total value of $266,410.62. Following the completion of the transaction, the chief operating officer owned 1,274,906 shares in the company, valued at approximately $4,870,140.92. This represents a 5.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Sean Sobers sold 56,504 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $3.82, for a total transaction of $215,845.28. Following the sale, the chief financial officer directly owned 555,254 shares in the company, valued at approximately $2,121,070.28. The trade was a 9.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 27.00% of the stock is currently owned by insiders.

Institutional Trading of ThredUp

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

ThredUp Price Performance

Shares of NASDAQ TDUP opened at $3.84 on Wednesday. ThredUp has a 52 week low of $2.02 and a 52 week high of $12.28. The business’s 50 day moving average price is $5.35 and its 200 day moving average price is $7.76. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 0.26. The firm has a market cap of $480.54 million, a P/E ratio of -25.60 and a beta of 1.72.

ThredUp (NASDAQ:TDUP) last issued its earnings results on Monday, March 2nd. The company reported ($0.04) earnings per share (EPS) for the quarter, hitting the consensus estimate of ($0.04). The firm had revenue of $79.70 million during the quarter, compared to analysts’ expectations of $77.17 million. ThredUp had a negative net margin of 6.50% and a negative return on equity of 34.59%. On average, sell-side analysts expect that ThredUp will post -0.56 earnings per share for the current year.

Key Headlines Impacting ThredUp

Here are the key news stories impacting ThredUp this week:

• Positive Sentiment: Company-level guidance and growth targets: ThredUp updated FY‑2026 revenue guidance to $349M–$355M (above consensus ~$344.8M) and Q1‑2026 revenue guidance to $79.5M–$80.5M (roughly in line with consensus), and outlined a 13% revenue growth target for 2026—signals of continued top‑line momentum. Company Results/Guidance
• Positive Sentiment: Q4 results mostly solid: Revenue $79.7M (+18% YoY) beat estimates by ~$1M; gross profit and active buyer growth (record 1.65M, +30% YoY) improved; the company reported positive annual total cash flows (~$3.1M) and a stronger cash position—fundamentals that support longer‑term recovery. Earnings Press Release
• Positive Sentiment: Strategic progress: Management highlights advancement in premium supply and AI‑driven personalization to lift unit economics and buyer engagement—potentially higher margin/loyalty benefits over time. Growth/Strategy Article
• Neutral Sentiment: Analysts cut price targets but kept bullish ratings: Wells Fargo lowered its PT from $13 to $10 (still “overweight”) and Telsey cut its PT from $12 to $9 (still “outperform”). Lower PTs reduce perceived upside even though ratings remain positive. Wells Fargo / Benzinga Telsey / Finviz
• Negative Sentiment: Market reaction and short‑term selling: Shares weakened after the print despite the beat—news coverage notes the stock declined on earnings, suggesting profit‑taking or valuation concerns. Yahoo: Stock Decline
• Negative Sentiment: Insider selling and mixed insider activity: Filings show substantial insider sales (including large CEO sales) in recent months—can pressure sentiment and raise governance/conviction questions for some investors. QuiverQuant: Insider Activity

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.