ThredUp (NASDAQ:TDUP) CFO Sells $215,845.28 in Stock

ThredUp Inc. (NASDAQ:TDUP) CFO Sean Sobers sold 56,504 shares of the business’s 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 transaction, the chief financial officer owned 555,254 shares in the company, valued at $2,121,070.28. The trade was a 9.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link.

ThredUp Trading Down 23.4%

Shares of TDUP traded down $1.17 during mid-day trading on Tuesday, reaching $3.84. The stock had a trading volume of 8,354,848 shares, compared to its average volume of 2,155,034. The business’s fifty day moving average is $5.35 and its 200 day moving average is $7.76. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.92 and a quick ratio of 0.92. The firm has a market cap of $480.54 million, a price-to-earnings ratio of -25.60 and a beta of 1.72. ThredUp Inc. has a 52-week low of $2.02 and a 52-week high of $12.28.

ThredUp (NASDAQ:TDUP) last posted its quarterly earnings data 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 net margin of 6.50% and a negative return on equity of 34.59%. The firm had revenue of $79.70 million during the quarter, compared to analysts’ expectations of $77.17 million. On average, sell-side analysts predict that ThredUp Inc. will post -0.56 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

TDUP has been the subject of several research analyst reports. Wall Street Zen downgraded ThredUp from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. Wells Fargo & Company lowered their price target on shares of ThredUp from $13.00 to $10.00 and set an “overweight” rating on the stock in a research note on Tuesday. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of ThredUp in a report on Monday, December 29th. Finally, Telsey Advisory Group lowered their price target on shares of ThredUp from $12.00 to $9.00 and set an “outperform” rating on the stock in a research report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $11.00.

Hedge Funds Weigh In On ThredUp

A number of institutional investors have recently added to or reduced their stakes in TDUP. Alpine Global Management LLC purchased a new stake in ThredUp during the 4th quarter worth approximately $74,000. nVerses Capital LLC acquired a new position in ThredUp during the 4th quarter valued at approximately $83,000. VARCOV Co. acquired a new stake in shares of ThredUp in the 4th quarter worth about $201,000. Man Group plc boosted its position in shares of ThredUp by 51.8% during the fourth quarter. Man Group plc now owns 85,453 shares of the company’s stock worth $546,000 after buying an additional 29,156 shares during the period. Finally, Inspire Investing LLC increased its holdings in shares of ThredUp by 53.3% during the fourth quarter. Inspire Investing LLC now owns 74,122 shares of the company’s stock valued at $474,000 after purchasing an additional 25,784 shares during the period. Institutional investors and hedge funds own 89.08% of the company’s stock.

ThredUp News Roundup

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.