Key Points
- CFO sale: ThredUp CFO Sean Sobers sold 56,504 shares on March 3 at an average of $3.82 for a total of $215,845.28, reducing his stake by 9.24% to 555,254 shares (valued at $2,121,070.28), as disclosed in an SEC filing.
- Operational and guidance update: ThredUp beat Q4 revenue estimates with $79.7M (+18% YoY), reported a record 1.65M active buyers and roughly $3.1M in annual cash flow, and raised FY‑2026 revenue guidance to $349M–$355M (13% growth target), though analysts have trimmed price targets while keeping an overall "Moderate Buy" consensus (avg. PT $11).
ThredUp Inc. (NASDAQ:TDUP - Get Free Report) CFO Sean Sobers sold 56,504 shares of the company's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $3.82, for a total value of $215,845.28. Following the completion of the transaction, the chief financial officer directly owned 555,254 shares in the company, valued at $2,121,070.28. The trade was a 9.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.
ThredUp Price Performance
Shares of NASDAQ TDUP opened at $3.84 on Wednesday. The firm has a market cap of $480.54 million, a P/E ratio of -25.60 and a beta of 1.72. The business's 50 day moving average is $5.35 and its 200-day moving average is $7.76. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 0.26. ThredUp Inc. has a 1-year low of $2.02 and a 1-year high of $12.28.
ThredUp (NASDAQ:TDUP - Get Free Report) last issued its quarterly earnings data on Monday, March 2nd. The company reported ($0.04) EPS for the quarter, meeting analysts' consensus estimates of ($0.04). The firm had revenue of $79.70 million for the quarter, compared to analyst estimates of $77.17 million. ThredUp had a negative return on equity of 34.59% and a negative net margin of 6.50%. Equities research analysts predict that ThredUp Inc. will post -0.56 earnings per share for the current year.
Wall Street Analyst Weigh In
A number of analysts have issued reports on the stock. Wells Fargo & Company cut their price objective on shares of ThredUp from $13.00 to $10.00 and set an "overweight" rating for the company in a report on Tuesday. Wall Street Zen downgraded shares of ThredUp from a "buy" rating to a "hold" rating in a research report on Saturday, December 20th. Telsey Advisory Group cut their price target on ThredUp from $12.00 to $9.00 and set an "outperform" rating for the company in a research note on Tuesday. Finally, Weiss Ratings reissued a "sell (e+)" rating on shares of ThredUp in a research report on Monday, December 29th. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $11.00.
Get Our Latest Stock Report on ThredUp
Trending Headlines about ThredUp
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
Institutional Investors Weigh In On ThredUp
Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. BloombergSen Inc. raised its holdings in shares of ThredUp by 36.9% during the 3rd quarter. BloombergSen Inc. now owns 880,904 shares of the company's stock worth $8,325,000 after buying an additional 237,620 shares in the last quarter. Marshall Wace LLP raised its stake in ThredUp by 51.8% during the second quarter. Marshall Wace LLP now owns 4,373,596 shares of the company's stock worth $32,758,000 after acquiring an additional 1,492,015 shares in the last quarter. Prudential Financial Inc. lifted its holdings in shares of ThredUp by 3,625.5% in the second quarter. Prudential Financial Inc. now owns 1,231,088 shares of the company's stock worth $9,221,000 after acquiring an additional 1,198,043 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. lifted its holdings in shares of ThredUp by 153.6% in the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 1,412,653 shares of the company's stock worth $10,581,000 after acquiring an additional 855,630 shares during the last quarter. Finally, Panagora Asset Management Inc. boosted its stake in shares of ThredUp by 30.2% in the 2nd quarter. Panagora Asset Management Inc. now owns 630,226 shares of the company's stock valued at $4,720,000 after purchasing an additional 146,245 shares in the last quarter. 89.08% of the stock is currently owned by institutional investors.
ThredUp Company Profile
(
Get Free Report)
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.
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