Update shared on01 Aug 2025
Fair value Increased 66%ThredUp’s consensus price target has increased, primarily driven by higher projected revenue growth (from 7.2% to 9.3% annually), supporting a fair value revision from $7.83 to $9.33.
What's in the News
- ThredUp Inc. was dropped from multiple Russell value indices, including the Russell 2000, 2500, 3000, 3000E, Microcap, and Small Cap Composite Value indices.
- The company provided Q2 2025 revenue guidance of $72.5 million to $74.5 million, representing approximately 10% year-over-year growth at the midpoint.
- Full-year 2025 revenue guidance was set at $281.0 million to $291.0 million, also reflecting approximately 10% year-over-year growth at the midpoint.
Valuation Changes
Summary of Valuation Changes for ThredUp
- The Consensus Analyst Price Target has significantly risen from $7.83 to $9.33.
- The Consensus Revenue Growth forecasts for ThredUp has significantly risen from 7.2% per annum to 9.3% per annum.
- The Future P/E for ThredUp has significantly risen from 92.93x to 102.32x.
Disclaimer
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