Piper Sandler Issues Pessimistic Forecast for Revolve Group (NYSE:RVLV) Stock Price

Revolve Group (NYSE:RVLV) had its target price lowered by analysts at Piper Sandler from $30.00 to $26.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The firm presently has an “overweight” rating on the stock. Piper Sandler‘s target price would suggest a potential upside of 24.62% from the company’s previous close.

RVLV has been the topic of several other research reports. Weiss Ratings raised shares of Revolve Group from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, September 24th. Stifel Nicolaus set a $31.00 target price on Revolve Group in a report on Wednesday. BTIG Research reaffirmed a “buy” rating and issued a $35.00 target price on shares of Revolve Group in a research note on Wednesday, October 28th. Morgan Stanley set a $25.00 price target on Revolve Group in a report on Wednesday. Finally, TD Cowen began coverage on shares of Revolve Group in a research report on Friday, October 30th. They set a “strong-buy” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, Revolve Group has a consensus rating of “Moderate Buy” and an average price target of $29.08.

Revolve Group Price Performance

RVLV stock traded down $0.67 during mid-day trading on Wednesday, reaching $20.86. 1,107,287 shares of the company’s stock were exchanged, compared to its average volume of 986,770. The company has a market cap of $1.48 billion, a price-to-earnings ratio of 20.55, a price-to-earnings-growth ratio of 2.78 and a beta of 1.62. The stock’s 50 day moving average is $21.69 and its 200 day moving average is $23.29. Revolve Group has a 12-month low of $17.35 and a 12-month high of $31.68.

Revolve Group (NYSE:RVLV) last announced its earnings results on Tuesday, November 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.22 by ($0.02). The business had revenue of $355.96 million for the quarter, compared to analysts’ expectations of $345.49 million. Revolve Group had a net margin of 5.54% and a return on equity of 13.38%. The company’s quarterly revenue was up 20.4% on a year-over-year basis. During the same quarter last year, the business earned $0.29 EPS. On average, research analysts forecast that Revolve Group will post 0.80 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Revolve Group

A number of institutional investors have recently added to or reduced their stakes in RVLV. Inspire Investing LLC lifted its stake in shares of Revolve Group by 1.9% in the third quarter. Inspire Investing LLC now owns 29,901 shares of the company’s stock valued at $638,000 after purchasing an additional 553 shares during the period. Sterling Capital Management LLC grew its position in Revolve Group by 842.6% during the third quarter. Sterling Capital Management LLC now owns 1,395 shares of the company’s stock worth $30,000 after buying an additional 1,247 shares during the period. Royal Bank of Canada grew its position in Revolve Group by 7.8% during the first quarter. Royal Bank of Canada now owns 26,400 shares of the company’s stock worth $597,000 after buying an additional 1,904 shares during the period. Integrated Wealth Concepts LLC purchased a new position in Revolve Group in the second quarter valued at about $46,000. Finally, State of Wyoming lifted its position in shares of Revolve Group by 44.1% during the 3rd quarter. State of Wyoming now owns 18,050 shares of the company’s stock valued at $385,000 after acquiring an additional 5,526 shares during the period. Hedge funds and other institutional investors own 67.60% of the company’s stock.

Key Stories Impacting Revolve Group

Here are the key news stories impacting Revolve Group this week:

• Positive Sentiment: Third-quarter revenue rose 20.4% year over year to $355.96 million, beating the $345.49 million consensus. The company said sales grew 20% or more across its REVOLVE and FWRD segments and in domestic and international markets. Revolve Group Announces Third Quarter 2026 Financial Results
• Negative Sentiment: Adjusted earnings pressure is the main concern: EPS was $0.20, below the $0.22 consensus, and down from $0.29 a year earlier. Reports attributed the shortfall to rising operating costs and margin pressure despite sales growth. Revolve Q3 Earnings Miss as Rising Costs Offset Strong Sales Growth
• Negative Sentiment: Revolve indicated fourth-quarter gross margin of 52.3%–52.8%, with fuel surcharges adding pressure to shipping costs. The outlook suggests cost headwinds may persist. Revolve signals Q4 gross margin as fuel surcharges pressure shipping costs

About Revolve Group

Revolve Group, Inc operates a digital commerce platform focused on fashion and lifestyle products. Through its REVOLVE and FWRD platforms, the company offers women’s and men’s apparel, footwear, accessories, beauty products and other lifestyle merchandise from established and emerging brands. Its portfolio also includes proprietary and exclusive brands, including superdown and Song of Style.

The company primarily reaches customers through its e-commerce websites and mobile experiences, supported by influencer marketing, social media, content creation and data-driven merchandising.