Equities Analysts Set Expectations for ThredUp Q2 Earnings

ThredUp Inc. (NASDAQ:TDUP) – Stock analysts at Telsey Advisory Group decreased their Q2 2025 earnings per share estimates for shares of ThredUp in a research note issued to investors on Tuesday, May 6th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of ($0.07) for the quarter, down from their prior forecast of ($0.06). Telsey Advisory Group currently has a “Outperform” rating and a $7.00 target price on the stock. The consensus estimate for ThredUp’s current full-year earnings is ($0.56) per share. Telsey Advisory Group also issued estimates for ThredUp’s Q3 2025 earnings at ($0.06) EPS, Q4 2025 earnings at ($0.07) EPS, FY2025 earnings at ($0.29) EPS and FY2026 earnings at ($0.28) EPS.

A number of other equities research analysts have also issued reports on TDUP. Needham & Company LLC reiterated a “hold” rating on shares of ThredUp in a research note on Tuesday, March 4th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $7.50 price target (up from $6.00) on shares of ThredUp in a report on Tuesday.

ThredUp Stock Down 1.4 %

Shares of NASDAQ TDUP opened at $6.35 on Friday. The stock has a fifty day moving average price of $3.26 and a 200 day moving average price of $2.22. The company has a current ratio of 0.96, a quick ratio of 0.86 and a debt-to-equity ratio of 0.28. ThredUp has a 12-month low of $0.50 and a 12-month high of $6.58. The company has a market cap of $737.84 million, a P/E ratio of -9.92 and a beta of 1.51.

ThredUp (NASDAQ:TDUP) last posted its quarterly earnings results on Monday, May 5th. The company reported ($0.04) EPS for the quarter, beating the consensus estimate of ($0.07) by $0.03. ThredUp had a negative net margin of 22.16% and a negative return on equity of 78.74%. The firm had revenue of $71.29 million for the quarter, compared to analyst estimates of $67.54 million.

Institutional Trading of ThredUp

A number of hedge funds and other institutional investors have recently made changes to their positions in TDUP. Needham Investment Management LLC increased its position in shares of ThredUp by 2.7% in the 4th quarter. Needham Investment Management LLC now owns 6,367,500 shares of the company’s stock worth $8,851,000 after purchasing an additional 167,500 shares during the last quarter. FIL Ltd lifted its holdings in ThredUp by 0.8% during the 4th quarter. FIL Ltd now owns 3,400,000 shares of the company’s stock worth $4,726,000 after buying an additional 27,000 shares during the last quarter. Geode Capital Management LLC lifted its holdings in ThredUp by 1.4% during the 4th quarter. Geode Capital Management LLC now owns 1,915,620 shares of the company’s stock worth $2,663,000 after buying an additional 26,326 shares during the last quarter. Marshall Wace LLP increased its holdings in shares of ThredUp by 134.5% in the 4th quarter. Marshall Wace LLP now owns 1,521,138 shares of the company’s stock valued at $2,114,000 after acquiring an additional 872,357 shares during the last quarter. Finally, BloombergSen Inc. increased its holdings in shares of ThredUp by 98.5% in the 1st quarter. BloombergSen Inc. now owns 1,269,649 shares of the company’s stock valued at $3,060,000 after acquiring an additional 630,101 shares during the last quarter. Institutional investors own 89.08% of the company’s stock.

Insider Buying and Selling at ThredUp

In other news, Director Patricia Nakache sold 35,098 shares of the stock in a transaction that occurred on Friday, February 14th. The stock was sold at an average price of $2.69, for a total transaction of $94,413.62. Following the completion of the transaction, the director now directly owns 250,956 shares in the company, valued at approximately $675,071.64. This represents a 12.27 % decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders sold a total of 1,317,487 shares of company stock worth $3,992,948 in the last 90 days. 27.00% of the stock is owned by corporate insiders.

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.