Nutanix Inc vs ThredUp Inc — how do they compare? Nutanix Inc trades at $65.57 (market cap $17.48B), while ThredUp Inc trades at $3.15 (market cap $405.82M). The key difference: Nutanix Inc is far larger — about 43.1× ThredUp Inc's market cap, and Nutanix Inc is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals.
| NTNX | TDUP | |
|---|---|---|
Market Cap | $17.48B | $405.82M |
Sector | Technology | Consumer Cyclical |
52-Week High | $81.12 | $12.08 |
52-Week Low | $34.41 | $3.08 |
Enterprise Value | $16.99B | $404.00M |
Signals from Pluang's Aura AI — not financial advice
Nutanix (NTNX) trades at $64.65, up 0.29% with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with Q1 2026 EPS beating expectations at $0.47 versus $0.36, maintaining a streak of earnings surprises. Revenue growth accelerated to $2.7B in 2026 with net profit margin expanding to 10.03%, while institutional interest remains strong with recent acquisitions by Arrowstreet Capital and CalPERS.
Outlook remains positive with 62.5% analyst buy ratings and a $57.80 consensus target, though current price exceeds this level. Key risks include supply chain constraints affecting hardware lead times and competitive pressure in cloud infrastructure. The stock's elevated P/E of 67.71 requires continued execution to justify valuation, with Q2 2026 earnings on August 26th serving as near-term catalyst.
ThredUp (TDUP) trades at $3.08, down 4.64% amid a bearish technical signal. The company reported Q2 2026 revenue growth of 16.9% to $90.8 million but missed EPS estimates and cut full-year revenue guidance, triggering a sharp stock decline. Despite a high gross margin of 79.52%, the firm remains unprofitable with a net income margin of -6.65%. Analyst consensus is positive with 57% buy ratings, but recent news highlights shareholder investigations and promotional headwinds.
The outlook is clouded by near-term execution risks and persistent losses, though long-term potential exists if the company can leverage its asset-light model and AI tools to achieve profitability. Key risks include competitive pressures, macroeconomic sensitivity, and the need to improve cost management. Investors should weigh analyst optimism against the company's challenging path to sustained earnings.
Trailing returns across standard periods
Latest headlines on both assets
Nutanix, Inc. is a global leader in cloud software and hyperconverged infrastructure (HCI) solutions. The company's platform converges computing, virtualization, and storage into a single, seamless software-defined solution, enabling private, hybrid, and multi-cloud environments. Nutanix helps organizations simplify data center operations, manage their applications across various cloud platforms, and reduce IT complexity, positioning it as a key enabler of modern hybrid cloud strategies.
Read more on NTNX →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →