Telsey Advisory Group Predicts Weaker Earnings for ThredUp

ThredUp Inc. (NASDAQ:TDUP) – Stock analysts at Telsey Advisory Group cut their Q2 2025 earnings per share estimates for ThredUp in a report released on Tuesday, May 6th. Telsey Advisory Group analyst D. Telsey now forecasts that the company will earn ($0.07) per share for the quarter, down from their previous estimate 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.

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

TDUP has been the subject of several other research reports. Needham & Company LLC restated a “hold” rating on shares of ThredUp in a research report on Tuesday, March 4th. Wells Fargo & Company reissued an “overweight” rating and issued a $7.50 price objective (up from $6.00) on shares of ThredUp in a report on Tuesday.

ThredUp Stock Down 1.4 %

ThredUp stock opened at $6.35 on Friday. The firm has a market capitalization of $737.84 million, a P/E ratio of -9.92 and a beta of 1.51. The company has a 50-day simple moving average of $3.26 and a 200-day simple moving average of $2.22. ThredUp has a one year low of $0.50 and a one year high of $6.58. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.86 and a current ratio of 0.96.

Insider Buying and Selling at ThredUp

In other news, Director Patricia Nakache sold 271,762 shares of ThredUp stock in a transaction on Tuesday, April 15th. The stock was sold at an average price of $3.43, for a total transaction of $932,143.66. Following the transaction, the director now directly owns 250,956 shares in the company, valued at approximately $860,779.08. This trade represents a 51.99 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In the last 90 days, insiders have sold 1,317,487 shares of company stock valued at $3,992,948. Company insiders own 27.00% of the company’s stock.

Institutional Trading of ThredUp

Institutional investors have recently modified their holdings of the company. Victory Capital Management Inc. bought a new stake in ThredUp in the first quarter worth about $25,000. CHICAGO TRUST Co NA acquired a new position in shares of ThredUp in the 1st quarter worth approximately $30,000. ProShare Advisors LLC raised its holdings in shares of ThredUp by 49.0% in the 4th quarter. ProShare Advisors LLC now owns 22,150 shares of the company’s stock worth $31,000 after purchasing an additional 7,287 shares in the last quarter. Virtu Financial LLC acquired a new stake in ThredUp during the fourth quarter valued at approximately $33,000. Finally, Cubist Systematic Strategies LLC acquired a new position in ThredUp in the fourth quarter worth approximately $48,000. 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.