Five research firms covering U.S. secondhand clothing resale platform ThredUp (NASDAQ: TDUP) currently give it a consensus rating of "Moderate Buy." One firm rates it a Sell, while four rate it a Buy; the average 12-month price target from brokerages that updated their ratings over the past year is $6.55.

Several institutions recently adjusted their views on the stock: Weiss Ratings reiterated a "Sell (e+)" rating on June 24; Telsey Advisory Group lowered its price target from $7.00 to $6.00 on August 6 while maintaining an "Outperform" rating; Roth Capital reiterated a "Buy" rating with a $6.50 price target the same day.

On the insider trading front, CFO Sean Sobers sold 44,559 shares at an average price of $2.58 on September 2, cashing out approximately $115,000, leaving him with 613,503 shares directly held, a 6.77% decrease in ownership; COO Christopher Homer sold 60,230 shares at the same average price that day, cashing out approximately $155,400, leaving him with 1,363,358 shares directly held, a 4.23% decrease. Both transactions were disclosed in SEC filings, and the company said the sales were to cover withholding tax obligations arising from the vesting of equity incentives. Insiders currently hold a combined 23.10% stake.

Institutional holdings also shifted: AXQ Capital increased its position by 16.8% in the fourth quarter to 40,498 shares; IFP Advisors raised its stake by 634.8% in the second quarter to 7,039 shares; Diker Management added 6.3% in the fourth quarter to 152,555 shares; HB Wealth Management and R Squared established positions in the second and first quarters, respectively, valued at approximately $71,000 and $34,000. Hedge funds and other institutional investors collectively hold 89.08% of shares.

As for stock performance, the shares opened at $2.48 on Friday, with a market cap of $325.7 million, a P/E ratio of -14.59, a beta of 1.97, a debt-to-equity ratio of 0.29, and both a current ratio and quick ratio of 0.99. The 50-day moving average is $4.00, the 200-day moving average is $4.39, and the 52-week low is $2.36 with a high of $10.82. Quarterly results released on August 5 showed a loss of $0.05 per share, worse than the expected loss of $0.03; quarterly revenue was $90.77 million, slightly above the expected $90.34 million. Return on equity is -37.30%, and net margin is -6.65%. Analysts expect a full-year loss of $0.17 per share.

ThredUp operates an online resale platform for secondhand clothing, shoes, and accessories, where consumers can buy secondhand goods and list idle items for sale on its marketplace; the platform handles most resale steps including receiving, inspecting, photographing, pricing, and shipping, and also provides brand resale programs for retailers and apparel companies, helping brands offer customers customized digital services such as resale, trade-in, and recycling.

Source: ThredUp Inc. (NASDAQ:TDUP) Given Average Recommendation of "Moderate Buy" by Analysts · Originally published 2026-09-20