ThredUp Inc.

ThredUp Inc.

TDUPยทNASDAQ

$4.57

+1.6%
Consumer CyclicalSpecialty Retail

ThredUp Inc., together with its subsidiaries, operates online resale platforms that allows consumers to buy and sell secondhand women's and kids' apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California.

At a Glance

Live Snapshot
Market Cap$589.72M
EPS-0.1700
P/E Ratio-26.88
Earnings Date08/03/2026
tdup

ThredUp Inc. Street Expectations Map

TDUP ยท NASDAQ

Wall Street analysts project that TDUP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 6.67, with estimates ranging from a low of 2.00 to a high of 14.00.

Lowest Target
2.00
-56.24%
Consensus Target
6.67
45.95%
Highest Target
14.00
206.35%

The consensus 1-year price target stands at 6.67, with estimates ranging from a low of 2.00 to a high of 14.00.

Analyst Consensus Analysis

Upside Potential

+46.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

179.9% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

3.67x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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ThredUp Inc. Forward Estimates of Revenue

TDUP ยท NASDAQ
Latest Revenue
310.81M
FY 2025
Avg Estimate
344.83M
FY 2026
Estimate Range
343.30M - 346.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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ThredUp Inc. Forward Estimates of Net Income

TDUP ยท NASDAQ
Latest Net Income
-20.21M
FY 2025
Avg Estimate
-11.28M
FY 2026
Estimate Range
-16.27M - -6.97M
Analyst Spread

Forward Growth Analysis

Projected Growth+44.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread82%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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ThredUp Inc. Forward Estimates of EPS

TDUP ยท NASDAQ
Latest EPS
-0.17
FY 2025
Avg Estimate
$-0.10
FY 2026
Estimate Range
$-0.15 - $-0.06
Analyst Spread

Forward Growth Analysis

Projected Growth+38.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread80%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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ThredUp Inc. Forward Estimates of EBIT

TDUP ยท NASDAQ
Latest EBIT
-18.24M
FY 2025
Avg Estimate
-79.07M
FY 2026
Estimate Range
-79.45M - -78.72M
Analyst Spread

Forward Growth Analysis

Projected Growth-333.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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ThredUp Inc. Forward Estimates of EBITDA

TDUP ยท NASDAQ
Latest EBITDA
-5.31M
FY 2025
Avg Estimate
-62.75M
FY 2026
Estimate Range
-63.05M - -62.47M
Analyst Spread

Forward Growth Analysis

Projected Growth-1081.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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ThredUp Inc. Forward Estimates of SG&A Expense

TDUP ยท NASDAQ
Latest SG&A Expense
115.64M
FY 2025
Avg Estimate
145.00M
FY 2026
Estimate Range
144.36M - 145.70M
Analyst Spread

Forward Growth Analysis

Projected Growth+25.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ThredUp Inc. Insider Positioning

TDUP ยท NASDAQ

During the last 12 months, insiders have purchased $49K and sold $250K worth of TDUP shares, resulting in $201K of net selling activity.

3 Months

Bought

13.2K

49.08K

Sold

0

0.00

Net Activity

+49K

+$49K

3-6 Months

Bought

0

0.00

Sold

31.0K

118.24K

Net Activity

-118K

-$118K

6-9 Months

Bought

0

0.00

Sold

17.8K

132.13K

Net Activity

-132K

-$132K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
NP

Nakache Patricia

Director

13.2K sharesโ€ข1 transactions

$49K

Top Sellers

1
HC

Homer Christopher

Officer: Chief Operating Officer

48.8K sharesโ€ข2 transactions

$250K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $201K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.20:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$49K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.