ThredUp Inc. (TDUP) Stock Price & Analysis
ThredUp Inc. (TDUP) closed at USD 2.33 on Thursday, October 22, 2026, up 2.64% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 2.33; the Oct 22, 2026 session ranged USD 2.22–2.38 on volume of 907,706 shares. Market capitalization is —, with a 52-week range of USD 2.09–9.45 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TDUP.md
Key facts (TDUP)
- Last four reported quarters (through Jun 30, 2026): revenue $334M, net income -$22.2M (-6.6% margin), free cash flow $1.6M (SEC filings).
- 1 of 80 tracked superinvestors hold TDUP (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 6 Form 4 filings, $2.0M; 6 not under a Rule 10b5-1 plan ($2.0M); 2 by opportunistic insiders (2 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y -73.6% vs S&P 500 +14.9%; 5Y -89.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD -0.04, revenue estimate $88.1M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TDUP)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $252M | $288M | $259M | $260M | $311M | $334M |
| Gross profit | $178M | $192M | $198M | $207M | $247M | — |
| Operating income | -$62.4M | -$89.5M | -$53.0M | -$40.6M | -$21.7M | -$23.8M |
| Net income | -$63.2M | -$92.3M | -$71.2M | -$77.0M | -$20.2M | -$22.2M |
| EPS (diluted) | -$0.82 | -$0.92 | -$0.68 | -$0.69 | -$0.17 | — |
| Free cash flow | -$54.8M | -$95.4M | -$35.7M | -$1.7M | $180K | $1.6M |
| Gross margin | 70.7% | 66.7% | 76.8% | 79.7% | 79.4% | — |
| Operating margin | -24.8% | -31.0% | -20.5% | -15.6% | -7.0% | -7.1% |
| Net margin | -25.1% | -32.0% | -27.6% | -29.6% | -6.5% | -6.6% |
| Revenue growth | +35.4% | +14.5% | -10.4% | +0.6% | +19.5% | — |
| Cash + short-term investments | $206M | $105M | $62.4M | $44.2M | $48.1M | — |
| Total debt | $35.3M | $29.7M | $25.8M | $22.0M | $18.2M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (TDUP)
Superinvestors (SEC 13F-HR, Q2 2026) (TDUP)
1 of 80 tracked investors hold TDUP. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | <0.01% | $516K | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (TDUP)
0 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-02 | Homer Christopher | Chief Operating Officer | 60,230 | $155K | 4.1% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-02 | Reinhart James G. | Chief Executive Officer | 171,062 | $442K | 9.2% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-09-02 | Sobers Sean | Chief Financial Officer | 44,559 | $115K | 6.5% | No | Too little history (no open-market trades in 2024) |
| 2026-06-02 | Homer Christopher | Chief Operating Officer | 61,578 | $273K | 4.4% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-02 | Reinhart James G. | Chief Executive Officer | 174,908 | $776K | 10.2% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-02 | Sobers Sean | Chief Financial Officer | 45,554 | $202K | 7.1% | No | Too little history (no open-market trades in 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TDUP)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-06 | Telsey Advisory Group | Target lowered | Outperform | $7 → $6 |
Total return (dividends reinvested) (TDUP)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -73.6% | -89.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -73.7% | -35.8% |
| Volatility (annualized) | 96.6% | 113.7% |
| Max drawdown | -77.1% (Oct 2025→Sep 2026) | -97.4% (Oct 2021→Oct 2024) |
TDUP suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Alphabet (Google) (GOOGL) | “In particular, we rely on search engines, such as Google, the major mobile application stores and social media platforms such as Facebook and Instagram as important marketing channels.” |
| Supplier | Meta Platforms (META) | “In particular, we rely on search engines, such as Google, the major mobile application stores and social media platforms such as Facebook and Instagram as important marketing channels.” |
| Partner | FedEx (FDX) | “We are also dependent on third parties to handle the shipment of our items to purchasers and to handle the shipment of the items we receive from sellers, including the FedEx Corporation ("FedEx"), which has a partnership with the United States Postal Service, and United Parcel Service, Inc. ("UPS").” |
| Partner | UPS (UPS) | “We are also dependent on third parties to handle the shipment of our items to purchasers and to handle the shipment of the items we receive from sellers, including the FedEx Corporation ("FedEx"), which has a partnership with the United States Postal Service, and United Parcel Service, Inc. ("UPS").” |
| Competitor | Amazon (AMZN) | “•large online and discount retailers, such as Amazon.com, Inc., Target Corporation, and Walmart Inc.;” |
| Competitor | Target (TGT) | “•large online and discount retailers, such as Amazon.com, Inc., Target Corporation, and Walmart Inc.;” |
| Competitor | Walmart (WMT) | “•large online and discount retailers, such as Amazon.com, Inc., Target Corporation, and Walmart Inc.;” |
| Competitor | Apple (AAPL) | “In addition, our future growth and our results of operations could suffer if we experience difficulties in the future in integrating our mobile applications into mobile devices, if problems arise with our relationships with providers of mobile operating systems or mobile application download stores, such as those of Apple or Google, if our applications receive unfavorable treatment compared to competing applicatio…” |
Quoted from the company's 10-K filed Mar 2, 2026.
TDUP company outlook (results filed Aug 5, 2026)
- “However, for the third and fourth quarters of 2026 and full year 2026, Depreciation and amortization is expected to be $3.3 million, $3.3 million and $14.0 million, respectively.”
- “In addition, for the third and fourth quarters of 2026 and full year 2026, Stock-based compensation expense is expected to be $5.9 million, $5.9 million and $23.3 million, respectively.”
Quoted word-for-word from the SEC 8-K results press release.
TDUP analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.04 | $-0.01 | +410.2% | $88.1M | 4 |
| Next quarter (ends Dec 2026) | $-0.03 | $-0.01 | +260.1% | $86.2M | 4 |
| Current fiscal year (ends Dec 2026) | $-0.17 | $-0.09 | +76.8% | $346.8M | 4 |
| Next fiscal year (ends Dec 2027) | $-0.12 | $-0.06 | +104.2% | $382.6M | 4 |
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 2.33 |
|---|---|
| Change | ▲ 2.64% (up) |
| Previous Close | USD 2.33 |
| Open | USD 2.33 |
| Day Range | USD 2.22 – 2.38 |
| 52-Week Range | USD 2.09 – 9.45 |
| Volume | 907,706 shares |
| Market Cap | — |
| Exchange | NMS |
Technical Analysis (TDUP)
Nexqual's technical model rates TDUP "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 48.09 (neutral) |
| vs SMA50 | Below (USD 2.5) |
| MACD | -0.1 (negative) |
Earnings (TDUP)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD -0.04 |
| Revenue Estimate | $88.11M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.04 vs est -0.03 ▼ miss |
| 2026-03-31 | USD -0.05 vs est -0.06 ▲ beat |
| 2025-12-31 | USD -0.04 vs est -0.04 ▼ miss |
| 2025-09-30 | USD -0.03 vs est -0.04 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (TDUP)
| Total Revenue | $334.30M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +16.90% |
| Gross Margin | +79.52% |
| Operating Margin | -6.73% |
| Profit Margin | -6.65% |
| ROE | -36.76% |
| Debt / Equity | 0.83 |
| Current Ratio | 0.99 |
| Total Cash | $52.43M |
| Total Debt | $50.61M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.61M (0.5% of revenue) |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financial Health Score (TDUP)
Nexqual rates ThredUp Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:22 UTC.
| Growth | Strong — Revenue +20% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 80%, operating -7% (last 12 months) |
| Balance Sheet | Weak — $52M cash and investments vs $18M debt (Jun 2026, SEC), net cash |
| Cash Flow | Mixed — FCF $2M (last 4 quarters to Jun 2026, SEC), slim 0.5% margin |
| Efficiency | Critical — ROE -37%, ROA -8.3% |
Ownership (TDUP)
| Insider Ownership | +5.96% |
|---|---|
| Institutional Ownership | +98.08% |
| Shares Outstanding | 111.01M |
| Float | 104.33M |
| Short % of Float | +14.69% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From ThredUp Inc.'s Latest SEC 10-K Filing (filed 2026-03-02)
Key Strengths & Strategy (as disclosed to the SEC)
- We drive continuous operational efficiency through proprietary technology and ongoing automation of our infrastructure.
- Our proprietary software, systems and processes enable efficient quality assurance, item-attribution, sizing and photography.
- We rely on a combination of patents, trademarks, copyrights, trade secrets, license agreements, confidentiality procedures, non-disclosure agreements, employee disclosure and invention assignment agreements, as well as other legal and contractual rights, to establish and protect our proprietary rights.
- The marketplaces we have built enable buyers in the United States ("U.S.") to browse and purchase resale items for primarily apparel, shoes and accessories across a wide range of price points.
Legal & Regulatory Risks (Item 1A, quoted)
- Failure to comply with applicable laws or regulations, including those relating to the resale of secondhand items, or changes to such laws, rules or regulations may subject us to investigations, audits, fines, penalties, registration and approval or other governmental enforcement action.
- We are subject to and may become a party to various other litigation, claims, investigations, audits, enforcement actions, arbitrations, or other legal proceedings that arise from time to time in the ordinary course of our business.
- We have recorded, and may be required to record in the future, significant charges if our long-lived assets and goodwill become impaired.
- We have recorded impairment charges, and may in the future be required to record additional impairment charges, to operations in our financial statements should we determine that our goodwill and other long-lived assets are impaired.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| JMIA | Jumia Technologies AG | USD 5.91 | ▼ 1.01% |
| RERE | ATRenew Inc. | USD 3.77 | ▼ 4.31% |
| HEPS | D-Market Electronic Services & | USD 2.79 | ▲ 1.45% |
| LQDT | Liquidity Services, Inc. | USD 44.3 | ▲ 1.7% |
| RVLV | Revolve Group, Inc. | USD 22.69 | ▲ 3.09% |
| PTRN | Pattern Group Inc. - Series A | USD 16.53 | ▼ 5.27% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt