ThredUP price target lowered to $9.50 from $11 at Roth Capital

Roth Capital lowered the firm’s price target on ThredUP (TDUP) to $9.50 from $11 but keeps a Buy rating on the shares. The company’s Q4 results, which include strong high-teens growth and a healthy-enough 2026 outlook, should demonstrate that ThredUp’s fundamental business inflection continues, and that its sustained growth and operating leverage are intact, the analyst tells investors in a research note. Roth adds however that its reduced price target reflects lower peer marketplace multiples.