Update shared on04 Sep 2025
Analysts remain bullish on ThredUp’s long-term growth potential, citing strong fundamentals, favorable industry trends, and recent share momentum, while the consensus analyst price target is unchanged at $13.00.
Analyst Commentary
- Bullish analysts cite ThredUp's strong positioning to capitalize on secular tailwinds within the resale market.
- Improvements in company fundamentals and broader market dynamics are driving optimism about long-term growth potential.
- The long-term opportunity remains "compelling," supported by both industry trends and internal execution.
- Recent momentum in share performance underscores a resurgence in the business that analysts believe is underappreciated by the broader market.
- Analysts encourage investors to re-engage with the stock, suggesting that its recent gains do not fully reflect ThredUp's potential.
What's in the News
- ThredUp provided guidance for Q3 revenue of $76.0 million to $78.0 million (+25% year-over-year at midpoint), Q4 revenue of $73.0 million to $75.0 million (+10% year-over-year at midpoint), and full-year revenue of $298.0 million to $302.0 million (+15% year-over-year at midpoint).
- ThredUp was dropped from multiple Russell value and small/microcap indexes, including the Russell 2000 Value, Russell Microcap Value, Russell 3000E Value, Russell 3000 Value, Russell 2500 Value, and Russell Small Cap Comp Value indexes.
Valuation Changes
Summary of Valuation Changes for ThredUp
- The Consensus Analyst Price Target remained effectively unchanged, at $13.00.
- The Discount Rate for ThredUp remained effectively unchanged, moving only marginally from 8.18% to 8.21%.
- The Future P/E for ThredUp remained effectively unchanged, moving only marginally from 137.13x to 137.22x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.