ThredUp (NASDAQ:TDUP) Price Target Lowered to $9.00 at Telsey Advisory Group

ThredUp (NASDAQ:TDUP) had its price objective decreased by Telsey Advisory Group from $12.00 to $9.00 in a report issued on Tuesday morning, Marketbeat.com reports. Telsey Advisory Group currently has an outperform rating on the stock.

A number of other research firms also recently commented on TDUP. Weiss Ratings reissued a “sell (e+)” rating on shares of ThredUp in a research note on Monday, December 29th. Wall Street Zen cut shares of ThredUp from a “buy” rating to a “hold” rating in a research report on Saturday, December 20th. 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $11.00.

ThredUp Trading Down 23.4%

NASDAQ:TDUP opened at $3.84 on Tuesday. 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 52 week low of $2.02 and a 52 week high of $12.28. The business’s 50 day moving average is $5.35 and its two-hundred day moving average is $7.76. The company has a market cap of $480.54 million, a PE ratio of -25.60 and a beta of 1.72.

ThredUp (NASDAQ:TDUP) last announced 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). ThredUp had a negative return on equity of 34.59% and a negative net margin of 6.50%.The business had revenue of $79.70 million for the quarter, compared to analysts’ expectations of $77.17 million. On average, analysts predict that ThredUp will post -0.56 EPS for the current year.

Insiders Place Their Bets

In other news, CFO Sean Sobers sold 56,504 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $3.82, for a total transaction of $215,845.28. Following the completion of the sale, the chief financial officer directly owned 555,254 shares of the company’s stock, valued at $2,121,070.28. This trade represents a 9.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Christopher Homer sold 69,741 shares of ThredUp stock in a transaction on Tuesday, March 3rd. The stock was 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 $4,870,140.92. The trade was a 5.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 27.00% of the stock is currently owned by corporate insiders.

Institutional Trading of ThredUp

Several institutional investors and hedge funds have recently bought and sold shares of TDUP. Woodson Capital Management LP purchased a new position in shares of ThredUp in the fourth quarter worth approximately $11,502,000. Marshall Wace LLP lifted its position in shares of ThredUp by 51.8% in the 2nd quarter. Marshall Wace LLP now owns 4,373,596 shares of the company’s stock valued at $32,758,000 after acquiring an additional 1,492,015 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in ThredUp by 263.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,056,345 shares of the company’s stock worth $19,432,000 after purchasing an additional 1,491,020 shares during the period. Prudential Financial Inc. grew its position in ThredUp by 3,625.5% during the 2nd 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. Finally, Invesco Ltd. raised its stake in ThredUp by 3,682.1% during the 2nd quarter. Invesco Ltd. now owns 1,135,351 shares of the company’s stock valued at $8,504,000 after purchasing an additional 1,105,332 shares during the period. Institutional investors and hedge funds own 89.08% of the company’s stock.

More ThredUp News

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.