
thredUP (TDUP) Stock Forecast & Price Target
thredUP (TDUP) Analyst Ratings
Bulls say
ThredUp Inc. demonstrated robust financial performance, with total revenue increasing 18.5% to $79.7 million in the fourth quarter, exceeding guidance and consensus expectations, driven by strong growth in orders and active buyers. The company also reported a significant 33.6% increase in total revenue for the third quarter, reaching $82.2 million, buoyed by a 57% year-over-year increase in new buyers and effective customer acquisition strategies. Furthermore, ThredUp has raised its full-year 2025 revenue outlook to between $307 million and $309 million, indicating confidence in sustaining strong growth momentum.
Bears say
ThredUp's gross margin outlook for the full year reflects a decline from the previous year's rate, now projected at between 79.0%-79.2%, indicating persistent pressure on profitability. Operating expenses have risen significantly to 88.0% of sales for the quarter, surpassing both management estimates and market expectations, which suggests deteriorating cost control amidst a competitive landscape. Despite a slightly better-than-expected adjusted EBITDA margin of 3.7%, the substantial year-over-year decline of 370 basis points raises concerns about the sustainability of operational efficiency as the company engages in lower-margin initiatives, impacting overall financial health.
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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