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ThredUp Inc. Stock Price

NasdaqGS:TDUP Community·US$361.2m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author

TDUP Share Price Performance

US$2.79
-9.29 (-76.90%)
US$5.70
Fair Value
US$2.79
-9.29 (-76.90%)
51.1% undervalued intrinsic discount
US$5.70
Fair Value
Price US$2.79
AnalystLowTarget US$5.70
AnalystConsensusTarget US$8.04
AnalystHighTarget US$10.00

TDUP Community Narratives

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Fair Value US$5.7 51.1% undervalued intrinsic discount

Weak Consumer And Margin Pressures Will Challenge Resale Shift Yet Ultimately Support Long Term Upside

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Fair Value US$8.04 65.3% undervalued intrinsic discount

Tariffs And Sustainability Trends Will Empower Secondhand Fashion Markets

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Fair Value US$10 72.1% undervalued intrinsic discount

Resale And AI Adoption Will Support Long Term Secondhand Fashion Demand

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US$10
72.1% undervalued intrinsic discount
Profit Margin
4.97%
Future PE
85.94x
Price in 2029
US$12.65

Trending Discussion

No trending discussion available.

Updated Narratives

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TDUP: Higher Future P/E Expectations Will Likely Expose Profitability Weakness

Fair Value: US$5.7 51.1% undervalued intrinsic discount
1 users have set this as their fair value
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TDUP logo

TDUP: Execution Improvements And Raised Guidance Will Support Future Upside Potential

Fair Value: US$8.04 65.3% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
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TDUP logo

Resale And AI Adoption Will Support Long Term Secondhand Fashion Demand

Fair Value: US$10 72.1% undervalued intrinsic discount
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Snowflake Analysis

Adequate balance sheet and slightly overvalued.

2 Risks
2 Rewards

ThredUp Inc. Key Details

US$334.3m

Revenue

US$68.5m

Cost of Revenue

US$265.8m

Gross Profit

US$288.1m

Other Expenses

-US$22.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.17
79.52%
-6.65%
29.2%
View Full Analysis

About TDUP

Founded
2009
Employees
2132
CEO
James Reinhart
WebsiteView website
www.thredup.com

ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States. The company’s 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.

Recent TDUP News & Updates

Seeking Alpha Aug 07

ThredUp Collapses On Q2 Report, Shares Have Further To Fall

Summary ThredUp Inc. (TDUP) receives a 'sell' rating following a significant Q2 earnings miss and weak forward guidance. TDUP's net loss exceeded expectations by 40%, triggering a near 50% stock price collapse and raising concerns about profitability timelines. Management cut full-year revenue guidance by 2.1%, citing softness among sub-$60k income consumers—a segment which is still material to results. Despite healthy liquidity, TDUP remains expensive at 2.28x fwd EV/Sales; further downside is likely unless future quarters deliver clear beats. Read the full article on Seeking Alpha

Recent updates

No updates