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

ThredUp (NASDAQ:TDUP) had its target price decreased by Telsey Advisory Group from $12.00 to $9.00 in a research note published on Tuesday morning, MarketBeat reports. Telsey Advisory Group currently has an outperform rating on the stock.

A number of other analysts have also issued reports on the company. Weiss Ratings reissued a “sell (e+)” rating on shares of ThredUp in a research report on Monday, December 29th. Wall Street Zen cut ThredUp from a “buy” rating to a “hold” rating in a research note on Saturday, December 20th. Two equities research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $11.00.

ThredUp Trading Down 6.5%

NASDAQ TDUP opened at $3.74 on Tuesday. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.91 and a quick ratio of 0.92. The stock has a market capitalization of $468.02 million, a P/E ratio of -24.93 and a beta of 1.72. The firm’s 50-day moving average is $5.25 and its two-hundred day moving average is $7.70. ThredUp has a 12 month low of $2.14 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 for the quarter, meeting analysts’ consensus estimates of ($0.04). ThredUp had a negative net margin of 6.50% and a negative return on equity of 34.48%. The business had revenue of $79.70 million during the quarter, compared to analysts’ expectations of $77.17 million. On average, sell-side analysts anticipate that ThredUp will post -0.56 earnings per share for the current year.

Insider Buying and Selling at ThredUp

In other news, COO Christopher Homer sold 69,741 shares of the 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 sale, the chief operating officer directly owned 1,274,906 shares in the company, valued at approximately $4,870,140.92. This trade represents a 5.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Sean Sobers sold 56,504 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $3.82, for a total value of $215,845.28. Following the transaction, the chief financial officer directly owned 555,254 shares of the company’s stock, valued at $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 company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Woodson Capital Management LP purchased a new stake in shares of ThredUp in the 4th quarter valued at approximately $11,502,000. Marshall Wace LLP lifted its holdings in ThredUp by 51.8% during the 2nd quarter. Marshall Wace LLP now owns 4,373,596 shares of the company’s stock worth $32,758,000 after buying an additional 1,492,015 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in ThredUp by 263.7% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,056,345 shares of the company’s stock worth $19,432,000 after buying an additional 1,491,020 shares during the last quarter. Prudential Financial Inc. boosted its position in shares of 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 acquiring an additional 1,198,043 shares in the last quarter. Finally, Invesco Ltd. increased its holdings in shares of ThredUp by 3,682.1% in the 2nd quarter. Invesco Ltd. now owns 1,135,351 shares of the company’s stock valued at $8,504,000 after acquiring an additional 1,105,332 shares during the last quarter. 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: Q4 results showed revenue up ~18% YoY, a modest beat to consensus; active buyers hit a record 1.65M and full?year free cash flow turned positive — fundamentals that support recovery and long?term upside. Read More.
• Positive Sentiment: Management reiterated growth targets and provided FY?2026 revenue guidance above consensus and a 13% growth target for 2026; management also highlighted improvements in premium supply and AI?driven personalization to lift unit economics. Read More.
• Neutral Sentiment: Wall?street coverage is active: TDUP is being featured on analyst “top picks” and penny?stock lists, keeping the story visible to investors but producing mixed signals about timing and valuation. Read More. Read More.
• Neutral Sentiment: Analysts trimmed price targets but mostly maintained positive ratings — for example, Wells Fargo cut its PT and Telsey lowered its target while keeping favorable ratings; this narrows perceived upside even though the analyst stance remains constructive. Read More. Read More.
• Negative Sentiment: Market reaction: despite the revenue beat, the stock fell on the print — likely reflecting profit?taking, valuation concerns and the impact of lower analyst targets. Read More.
• Negative Sentiment: Insider selling: filings show sizable insider sales (CFO and COO sold material blocks recently), which can amplify negative sentiment and signal reduced near?term insider conviction. Read More.

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.