ThredUp

TDUP · NASDAQ

$2.29+$0.14 (+6.51%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $2.15

TDUP analyst rating

BuyConsensus of 3 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy3
Hold0
Underperform0
Sell0

12-month price target · 7 analysts

Average $7.38 (+222.5% upside)

Low: $5.76
Now: $2.29
High: $10.50

Upgrades and downgrades

The latest rating actions, newest first

TDUP analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Telsey Advisory Group	Aug 6, 2026	Maintains	Outperform	$7.00 → $6.00	47%
Telsey Advisory Group	May 5, 2026	Maintains	Outperform	$9.00 → $7.00	47%
TD Cowen	May 5, 2026	Maintains	Buy	$5.00 → $5.70	51%
Wells Fargo	May 5, 2026	Maintains	Overweight	$10.00 → $8.00	54%
TD Cowen	Apr 29, 2026	Maintains	Buy	$5.00 → $5.50	51%
TD Cowen	Apr 6, 2026	Initiates	Buy	$5.00	51%
Wells Fargo	Mar 3, 2026	Maintains	Overweight	$13.00 → $10.00	54%
Telsey Advisory Group	Mar 3, 2026	Maintains	Outperform	$12.00 → $9.00	47%
Telsey Advisory Group	Dec 9, 2025	Maintains	Outperform	$12.00	47%
Telsey Advisory Group	Nov 4, 2025	Maintains	Outperform	$12.00	47%

The case for and against

Updated Aug 18, 2026

Bull case

ThredUp is well-positioned to continue its strong growth trajectory, with its fully managed marketplace providing operational efficiency for individual sellers and a constantly refreshed assortment for buyers. The company's expansion into Resale-as-a-Service solutions for major brands and retailers further diversifies revenue streams and deepens partnerships. However, risks to the sector and the company's price target include global economic conditions, competition, execution flaws, and key executive departures. Additionally, the company's direct listing platform and AI-powered shopping suite show promise for driving incremental revenues.

Bear case

ThredUp is viewed as having a potential competitive advantage through its managed resale marketplace, but underlying data reflects an early adoption stage and an overly complicated peer-to-peer landscape. These issues may suppress the marginal profitability of ThredUp at this point in time. While it has improved its efficiency over time, driven by a strong U.S.-only reset, it is believed that exposure to a largely fixed-cost base (as revenue scales) may limit the upside.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.