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TDUP · ThredUp Inc.

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$2.78 +0.03 (+1.09%)
Market Cap
$358.54M
Shares
131.33M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$2.75 Open$2.89 Day$2.69–2.91 52W close$2.75–12.08 Avg vol 30d2.7M Short int19.2M · 14.6% float · 14.5d Short vol69% Last earningsAug 5, 2026 DataMar 2021–Aug 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 5, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Strong Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −49%
      below
      Price vs 50-day avg −50%
      below
      RSI (14) 23
      oversold
      MACD trend Negative
      52-week position 0%
      near low
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Weak
      1-month return −52%
      trailing
      6-month return −44%
      trailing
      YTD return −57%
      this year
      Relative strength −55%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $5 › 200d $5 — 50d above 200d
      Institutional flow Accumulating
      +3% holders QoQ · +33 funds added
      Insider flow Distributing
      Net -$1.3M over 90 days · 100% sells
      Short interest Falling
      14.62% of float · ▼ -3.3% MoM · 14.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      181 holders — mid 3-yr range
      Squeeze score 68
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +20%
      Y/Y
      Gross margin 79%
      contracting
      EPS growth +75%
      Y/Y
      Free cash flow $-33.1M
      Balance sheet $20.5M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 82%
      annualized · 1-yr
      Max drawdown −77%
      past year
      ATR 13.6%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 3 of last 4
      Latest guidance · from the 8-K filed Aug 5, 2026
      third quarter 2026
      Gross margin Initiated 78% – 79%
      Adjusted EBITDA margin Non-GAAP Initiated 4%
      Revenue Initiated $87M – $89M
      prior qtr $90.77M midpoint −3.0% QoQ
      Depreciation and amortization Initiated $3.3M
      Stock-based compensation Initiated $5.9M
      fourth quarter 2026
      Gross margin Initiated 77.5% – 78.5%
      Adjusted EBITDA margin Non-GAAP Initiated 6%
      Revenue Initiated $85M – $87M
      prior qtr $90.77M midpoint −5.3% QoQ
      Stock-based compensation Initiated $5.9M
      Depreciation and amortization Initiated $3.3M
      fiscal year 2026
      Gross margin Initiated 78.7% – 79.1%
      Adjusted EBITDA margin Non-GAAP Initiated 4.7%
      Prior guidance period ended · from the 8-K filed May 4, 2026
      Revenue · second quarter 2026 $89M – $91M
      Gross margin · second quarter 2026 78.5% – 79.5%
      Adjusted EBITDA margin · second quarter 2026 5.2%
      Depreciation and amortization · second quarter 2026 $3.4M
      Stock-based compensation expense · second quarter 2026 $4.5M
      Guided vs delivered · last 4 settled
      Revenue full fiscal year 2025
      guided $307M – $309M
      $310.81M Beat +0.9%
      Revenue third quarter 2025
      guided $76M – $78M
      $82.16M Beat +6.7%
      Revenue fourth quarter 2025
      guided $73M – $75M
      $79.7M Beat +7.7%
      Revenue fourth quarter
      guided $79M – $81M
      $17.88M Miss −77.7%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Strong Sell
      4 · 3 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −49% Bearish
      Price vs 50-day avg
      −50% Bearish
      RSI (14)
      23 Neutral
      MACD trend
      Negative Bearish
      52-week position
      0% Bearish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $5 › 200d $5 — 50d above 200d
      Institutional flow Accumulating
      +3% holders QoQ · +33 funds added
      Insider flow Distributing
      Net -$1.3M over 90 days · 100% sells
      Short interest Falling
      14.62% of float · ▼ -3.3% MoM · 14.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      181 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $3 Now $3 · 0% Range high $12
      vs 200-day avg -49% vs 50-day avg -50%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Non-GAAP free cash flow non-GAAP 2.43M Six Months Ended June 30, 2026
      Adjusted EBITDA from Continuing Operations non-GAAP $13.5M Full Year 2025
      Adjusted EBITDA from Continuing Operations margin non-GAAP 4.4% Full Year 2025
      Annual total cash flows $3.1M Full Year 2025
      Gross margin 79.4% Full Year 2025

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Internet Retail — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      TDUP
      ThredUp Inc.
      this stock
      $358.54M -57.0% +19.5% 14.6%
      AMZN
      Amazon Com Inc
      $2.81T +12.7% +12.4% 20.9 0.9%
      BABA
      Alibaba Group Holding Ltd
      $312.86B -10.9% +8.1% 1.7%
      PDD
      PDD Holdings Inc.
      $128.39B -21.1% +14.5% 2.4%
      MELI
      Mercadolibre Inc
      $96.76B -4.6% +39.1% 51.9 1.6%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      181
      % held
      82.2%
      Net QoQ
      +5.4M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      137
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      19.2M
      Days to cover
      14.5d
      Change
      -649.4K sh
      View
      Short Volume
      Short vol %
      69%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      16.3K
      Value
      $107.9K
      As of
      Jul 20, 2026
      View
      Off-Exchange
      Off-exchange %
      31.7%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$1.3M
      Buyers / Sellers
      0 / 3
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $310.8M
      Net income (FY)
      $-20.2M
      EPS diluted
      $-0.17
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 5, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $266.4K
      Shares
      69.7K
      Filed
      Mar 3, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 5, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      TDUP -13.3% -52.1% -43.7% -52.4% -57.0%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY -11.3% -55.4% -54.8% -54.5% -68.8%
      Key facts CIK 1484778 CUSIP 88556E102 13F (30d) 166 filings 166 filers Visit website Investor relations