ThredUp (NASDAQ:TDUP) COO Sells $266,410.62 in Stock

ThredUp Inc. (NASDAQ:TDUP) COO Christopher Homer sold 69,741 shares of ThredUp stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $3.82, for a total transaction of $266,410.62. Following the completion of the sale, 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 available through the SEC website.

ThredUp Trading Down 6.5%

Shares of ThredUp stock opened at $3.74 on Friday. The firm has a market cap of $468.03 million, a price-to-earnings ratio of -24.93 and a beta of 1.72. The business has a 50-day moving average price of $5.25 and a 200-day moving average price of $7.70. The company has a quick ratio of 0.92, a current ratio of 0.91 and a debt-to-equity ratio of 0.24. ThredUp Inc. has a twelve month low of $2.14 and a twelve month high of $12.28.

ThredUp (NASDAQ:TDUP) last posted its earnings results on Monday, March 2nd. The company reported ($0.04) EPS for the quarter, hitting analysts’ consensus estimates of ($0.04). The company had revenue of $79.70 million for the quarter, compared to the consensus estimate of $77.17 million. ThredUp had a negative return on equity of 34.48% and a negative net margin of 6.50%. Equities research analysts anticipate that ThredUp Inc. will post -0.56 EPS for the current fiscal year.

Key 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.

Hedge Funds Weigh In On ThredUp

Several hedge funds have recently added to or reduced their stakes in TDUP. Cerity Partners LLC lifted its stake in ThredUp by 6.7% in the second quarter. Cerity Partners LLC now owns 19,011 shares of the company’s stock worth $142,000 after purchasing an additional 1,190 shares during the last quarter. SG Americas Securities LLC raised its holdings in shares of ThredUp by 5.0% in the second quarter. SG Americas Securities LLC now owns 27,167 shares of the company’s stock worth $203,000 after buying an additional 1,296 shares during the period. The Manufacturers Life Insurance Company lifted its stake in shares of ThredUp by 5.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 31,302 shares of the company’s stock worth $234,000 after acquiring an additional 1,601 shares during the last quarter. ProShare Advisors LLC boosted its holdings in ThredUp by 9.6% during the 2nd quarter. ProShare Advisors LLC now owns 18,658 shares of the company’s stock valued at $140,000 after acquiring an additional 1,631 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in ThredUp by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 47,705 shares of the company’s stock valued at $115,000 after acquiring an additional 2,034 shares during the last quarter. 89.08% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Wall Street Zen cut shares of ThredUp from a “buy” rating to a “hold” rating in a research report on Saturday, December 20th. Wells Fargo & Company reduced their target price on shares of ThredUp from $13.00 to $10.00 and set an “overweight” rating on the stock in a report on Tuesday. Telsey Advisory Group lowered their price target on shares of ThredUp from $12.00 to $9.00 and set an “outperform” rating for the company in a report on Tuesday. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of ThredUp in a research note on Monday, December 29th. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $11.00.

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.