ThredUp (NASDAQ:TDUP) COO Sells 69,741 Shares

ThredUp Inc. (NASDAQ:TDUP) COO Christopher Homer sold 69,741 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $3.82, for a total value of $266,410.62. Following the transaction, the chief operating officer owned 1,274,906 shares of the company’s stock, valued at $4,870,140.92. The trade was a 5.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

ThredUp Stock Performance

NASDAQ TDUP traded down $1.17 during trading on Tuesday, hitting $3.84. 8,354,848 shares of the company’s stock traded hands, compared to its average volume of 2,155,034. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.92 and a current ratio of 0.92. The stock has a market capitalization of $480.54 million, a price-to-earnings ratio of -25.60 and a beta of 1.72. ThredUp Inc. has a 12-month low of $2.02 and a 12-month high of $12.28. The business has a 50 day moving average of $5.35 and a 200-day moving average of $7.76.

ThredUp (NASDAQ:TDUP) last posted its earnings results on Monday, March 2nd. The company reported ($0.04) earnings per share for the quarter, hitting the consensus estimate 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 the consensus estimate of $77.17 million. As a group, equities research analysts anticipate that ThredUp Inc. will post -0.56 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

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

ThredUp News Summary

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 Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Alpine Global Management LLC purchased a new stake in ThredUp in the fourth quarter valued at approximately $74,000. nVerses Capital LLC purchased a new stake in shares of ThredUp during the 4th quarter valued at $83,000. VARCOV Co. bought a new stake in shares of ThredUp during the 4th quarter worth $201,000. Man Group plc grew its position in ThredUp by 51.8% in the fourth quarter. Man Group plc now owns 85,453 shares of the company’s stock worth $546,000 after acquiring an additional 29,156 shares in the last quarter. Finally, Inspire Investing LLC grew its position in ThredUp by 53.3% in the fourth quarter. Inspire Investing LLC now owns 74,122 shares of the company’s stock worth $474,000 after acquiring an additional 25,784 shares in the last quarter. Institutional investors own 89.08% of the company’s stock.

About ThredUp

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.