Research Analysts Set Expectations for ThredUp Q3 Earnings

ThredUp Inc. (NASDAQ:TDUP) – Investment analysts at Roth Capital issued their Q3 2025 earnings estimates for shares of ThredUp in a note issued to investors on Wednesday, October 29th. Roth Capital analyst M. Koranda expects that the company will post earnings per share of ($0.07) for the quarter. Roth Capital currently has a “Strong-Buy” rating on the stock. The consensus estimate for ThredUp’s current full-year earnings is ($0.56) per share. Roth Capital also issued estimates for ThredUp’s Q4 2025 earnings at ($0.07) EPS, FY2025 earnings at ($0.30) EPS, Q1 2026 earnings at ($0.05) EPS, Q2 2026 earnings at ($0.05) EPS, Q3 2026 earnings at ($0.05) EPS, Q4 2026 earnings at ($0.05) EPS, FY2026 earnings at ($0.19) EPS and FY2027 earnings at ($0.07) EPS.

ThredUp (NASDAQ:TDUP) last announced its earnings results on Monday, November 3rd. The company reported ($0.03) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.04) by $0.01. ThredUp had a negative net margin of 19.66% and a negative return on equity of 71.49%. ThredUp has set its Q4 2025 guidance at EPS. FY 2025 guidance at EPS.

A number of other equities analysts also recently commented on the stock. Wall Street Zen upgraded shares of ThredUp from a “hold” rating to a “buy” rating in a research note on Saturday. Wells Fargo & Company increased their target price on shares of ThredUp from $10.00 to $13.00 and gave the company an “overweight” rating in a research report on Tuesday, August 5th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $12.00 price target on shares of ThredUp in a report on Monday, October 27th. Needham & Company LLC reaffirmed a “hold” rating on shares of ThredUp in a report on Thursday, September 4th. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of ThredUp in a report on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, ThredUp has a consensus rating of “Moderate Buy” and an average price target of $12.50.

ThredUp Stock Performance

ThredUp stock opened at $8.50 on Monday. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.96 and a quick ratio of 0.96. The firm has a market capitalization of $1.05 billion, a P/E ratio of -17.35 and a beta of 1.70. The company’s 50-day moving average is $9.81 and its 200 day moving average is $8.35. ThredUp has a 1-year low of $0.50 and a 1-year high of $12.28.

Insider Buying and Selling

In related news, Director Coretha M. Rushing sold 105,000 shares of the company’s stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $10.82, for a total transaction of $1,136,100.00. Following the sale, the director directly owned 148,197 shares of the company’s stock, valued at $1,603,491.54. This represents a 41.47% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Sean Sobers sold 50,000 shares of the company’s stock in a transaction that occurred on Thursday, August 7th. The stock was sold at an average price of $10.04, for a total transaction of $502,000.00. Following the sale, the chief financial officer directly owned 427,390 shares in the company, valued at approximately $4,290,995.60. The trade was a 10.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 255,000 shares of company stock worth $2,642,100 over the last three months. Insiders own 27.00% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in TDUP. Marshall Wace LLP boosted its holdings 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 buying an additional 1,492,015 shares in the last quarter. Blair William & Co. IL boosted its stake in ThredUp by 46.3% during the 1st quarter. Blair William & Co. IL now owns 2,969,725 shares of the company’s stock worth $7,157,000 after purchasing an additional 939,449 shares during the period. Acadian Asset Management LLC raised its position in ThredUp by 12.9% during the 1st quarter. Acadian Asset Management LLC now owns 2,452,349 shares of the company’s stock worth $5,905,000 after buying an additional 279,799 shares during the last quarter. Geode Capital Management LLC raised its position in ThredUp by 12.0% during the 2nd quarter. Geode Capital Management LLC now owns 2,217,721 shares of the company’s stock worth $16,614,000 after buying an additional 238,129 shares during the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. raised its position in ThredUp by 153.6% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 1,412,653 shares of the company’s stock worth $10,581,000 after buying an additional 855,630 shares during the last quarter. Institutional investors and hedge funds own 89.08% of the company’s stock.

About ThredUp

ThredUp Inc, together with its subsidiaries, operates an online resale platform in the United States and internationally. Its platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories. ThredUp Inc was incorporated in 2009 and is headquartered in Oakland, California.