Northland Securities Estimates ThredUp Q4 Earnings

Key Points

• Northland Securities expects ThredUp to report a Q4 2027 loss of $0.01 per share, while the company’s full-year consensus estimate stands at a $0.09-per-share loss.
• ThredUp’s latest quarter missed earnings expectations, reporting a $0.05-per-share loss versus the anticipated $0.03 loss, although revenue of $90.77 million slightly exceeded estimates.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and a $6.55 price target, but weaker-than-expected revenue guidance and continued losses remain concerns.

ThredUp Inc. (NASDAQ:TDUP - Free Report) - Research analysts at Northland Securities issued their Q4 2027 EPS estimates for shares of ThredUp in a research report issued to clients and investors on Thursday, August 6th. Northland Securities analyst B. Brooks forecasts that the company will post earnings per share of ($0.01) for the quarter. The consensus estimate for ThredUp's current full-year earnings is ($0.09) per share.

ThredUp (NASDAQ:TDUP - Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported ($0.05) earnings per share for the quarter, missing the consensus estimate of ($0.03) by ($0.02). ThredUp had a negative return on equity of 37.54% and a negative net margin of 6.65%.The company had revenue of $90.77 million for the quarter, compared to analysts' expectations of $90.34 million.

Several other research firms also recently weighed in on TDUP. Wells Fargo & Company dropped their price target on ThredUp from $10.00 to $8.00 and set an "overweight" rating on the stock in a research note on Tuesday, May 5th. Roth Capital reaffirmed a "buy" rating and set a $6.50 target price on shares of ThredUp in a report on Thursday. Telsey Advisory Group dropped their target price on ThredUp from $7.00 to $6.00 and set an "outperform" rating on the stock in a research report on Thursday. TD Cowen increased their price target on shares of ThredUp from $5.00 to $5.70 and gave the stock a "buy" rating in a report on Tuesday, May 5th. Finally, Weiss Ratings reissued a "sell (e+)" rating on shares of ThredUp in a research report on Wednesday, June 24th. Four equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, ThredUp presently has a consensus rating of "Moderate Buy" and a consensus price target of $6.55.

ThredUp Price Performance

Shares of TDUP opened at $3.11 on Friday. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.95 and a quick ratio of 0.95. The company's fifty day moving average price is $5.90 and its 200-day moving average price is $4.87. ThredUp has a 1-year low of $3.04 and a 1-year high of $12.28. The firm has a market capitalization of $401.31 million, a PE ratio of -18.29 and a beta of 2.01.

Insider Activity at ThredUp

In related news, CFO Sean Sobers sold 45,554 shares of the business's stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $4.43, for a total value of $201,804.22. Following the completion of the transaction, the chief financial officer directly owned 572,523 shares in the company, valued at $2,536,276.89. The trade was a 7.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Christopher Homer sold 61,578 shares of the business's stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $4.43, for a total transaction of $272,790.54. Following the completion of the transaction, the chief operating officer owned 1,301,843 shares of the company's stock, valued at approximately $5,767,164.49. This represents a 4.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 23.10% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of TDUP. Raymond James Financial Inc. acquired a new stake in shares of ThredUp during the 2nd quarter valued at about $32,000. R Squared Ltd purchased a new position in shares of ThredUp in the 1st quarter valued at about $34,000. Quarry LP purchased a new position in shares of ThredUp in the 3rd quarter valued at about $37,000. Abel Hall LLC acquired a new position in ThredUp in the 1st quarter worth about $39,000. Finally, Meeder Asset Management Inc. raised its holdings in ThredUp by 552.9% in the 4th quarter. Meeder Asset Management Inc. now owns 6,405 shares of the company's stock worth $41,000 after purchasing an additional 5,424 shares during the period. Institutional investors and hedge funds own 89.08% of the company's stock.

Trending Headlines about ThredUp

Here are the key news stories impacting ThredUp this week:

• Positive Sentiment: ThredUp reported record second-quarter revenue of $90.8 million, up 17% year over year, while gross margin was 79.9% and active buyers increased 21% to 1.77 million. Cash, restricted cash and marketable securities also rose to $57.4 million. ThredUp Announces Second Quarter 2026 Results
• Positive Sentiment: Telsey Advisory Group maintained an “outperform” rating, although it lowered its price target from $7 to $6. The revised target still implies substantial upside from the current trading level. Benzinga analyst price target report
• Positive Sentiment: Analyst coverage remains broadly constructive, with ThredUp receiving a consensus “Moderate Buy” rating. ThredUp consensus analyst rating
• Neutral Sentiment: Management said it is adjusting marketing tactics to navigate a “K-shaped” economy, indicating that consumer spending patterns remain uneven across income groups. ThredUp Navigates K-Shaped Economy as Revenues Climb 17%
• Negative Sentiment: Second-quarter adjusted EPS was a loss of $0.05, missing the expected loss of $0.03, despite revenue narrowly exceeding estimates. The company remains unprofitable, with a negative net margin and return on equity. ThredUp quarterly earnings report
• Negative Sentiment: Third-quarter revenue guidance of $87 million to $89 million trailed the $93 million consensus estimate, while full-year guidance of $344.4 million to $348.4 million was below the $354.8 million consensus. The weaker outlook is the primary pressure on the stock. ThredUp 2026 outlook

ThredUp Company Profile

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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