
thredUP (TDUP) Stock Forecast & Price Target
thredUP (TDUP) Analyst Ratings
Bulls say
ThredUp Inc. has demonstrated a robust increase in customer engagement, evidenced by a 32% year-over-year rise in customer volume and a 7% increase in gross merchandise volume (GMV) in the third quarter. The company's financial outlook is further supported by expected improvements in gross margin, projected to range from 75.9% to 76.1%, indicating enhanced profitability. Additionally, the positive trends in repeat customer rates and strong active buyer growth, coupled with an upward revision of revenue estimates for 2026, underscore the company's strengthening position in the online resale market.
Bears say
ThredUp Inc. is experiencing significant financial challenges, as reflected in management's guidance projecting a gross margin decline to between 77.0%-79.0%, down from last year’s 79.7%. Total revenues are anticipated to drop 17.5% year-over-year to $67.2 million, significantly below prior consensus estimates, indicating ongoing pressures in the company's operational performance and market positioning. Additionally, a substantial 55.8% year-over-year decline in product revenue further underscores the difficulties ThredUp faces in sustaining growth amid rising competition and changing consumer behavior in the resale market.
This aggregate rating is based on analysts' research of thredUP and is not a guaranteed prediction by Public.com or investment advice.
thredUP (TDUP) Analyst Forecast & Price Prediction
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