The RealReal, Inc. (NASDAQ:REAL – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the nine research firms that are presently covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and six have assigned a buy recommendation to the company. The average 12-month price objective among brokers that have updated their coverage on the stock in the last year is $17.75.
A number of equities research analysts recently commented on the company. Robert W. Baird set a $13.00 price objective on RealReal in a report on Friday, May 8th. BTIG Research restated a “buy” rating and set a $17.00 target price on shares of RealReal in a report on Wednesday, June 3rd. Wall Street Zen lowered RealReal from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Roth Capital reaffirmed a “buy” rating and issued a $19.00 price target on shares of RealReal in a research note on Friday. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of RealReal in a research report on Friday, July 17th.
Get Our Latest Research Report on RealReal
Key Stories Impacting RealReal
- Positive Sentiment: Second-quarter revenue rose 17% year over year to $192.57 million, exceeding the $188.11 million analyst consensus. The company reported a loss of $0.01 per share, narrower than the expected $0.02 loss and significantly improved from a $0.13 loss a year earlier. The RealReal Reports Q2 Loss, Beats Revenue Estimates
- Positive Sentiment: Gross merchandise value (GMV) increased 22% to a quarterly record, outpacing revenue growth and indicating stronger marketplace activity. Management also cited meaningful margin expansion. The RealReal Announces Second Quarter 2026 Results
- Positive Sentiment: The company raised full-year 2026 revenue guidance to $788 million-$797 million, above the $780.8 million consensus, and projected third-quarter revenue of $194 million-$198 million versus expectations of $191.2 million. The RealReal Q2 Results and Guidance
- Positive Sentiment: Management’s AI-focused overhaul of authentication, merchandising and operations is being associated with accelerating growth, including the 22% GMV increase. The RealReal’s AI Overhaul Helps Drive 22% GMV Growth
- Neutral Sentiment: An analyst price-target report placed the target at $17.25, suggesting potential upside but offering limited information about broader Wall Street sentiment. Analysts Set The RealReal Price Target at $17.25
- Negative Sentiment: Despite the earnings beat, REAL remains unprofitable, and the available guidance did not provide a specific EPS outlook. Investors may therefore remain focused on the pace of further margin improvement and the path to sustained profitability.
RealReal Stock Performance
REAL opened at $12.30 on Friday. The company has a fifty day moving average price of $11.27 and a two-hundred day moving average price of $11.27. RealReal has a 52 week low of $6.32 and a 52 week high of $17.39. The firm has a market capitalization of $1.48 billion, a PE ratio of -10.98 and a beta of 2.69.
RealReal (NASDAQ:REAL – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported ($0.01) EPS for the quarter, beating the consensus estimate of ($0.02) by $0.01. The business had revenue of $192.57 million for the quarter, compared to the consensus estimate of $188.11 million. The company’s revenue for the quarter was up 16.6% on a year-over-year basis. Equities analysts forecast that RealReal will post -0.14 EPS for the current year.
Insider Transactions at RealReal
In related news, insider Luke Thomas Friang sold 21,183 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $9.25, for a total value of $195,942.75. Following the completion of the transaction, the insider directly owned 530,676 shares in the company, valued at approximately $4,908,753. The trade was a 3.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Levesque Rati Sahi sold 81,194 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $9.25, for a total value of $751,044.50. Following the sale, the chief executive officer directly owned 1,581,276 shares of the company’s stock, valued at approximately $14,626,803. The trade was a 4.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 166,830 shares of company stock valued at $1,543,178. Corporate insiders own 2.66% of the company’s stock.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently made changes to their positions in the stock. Comerica Bank raised its stake in RealReal by 0.3% in the third quarter. Comerica Bank now owns 351,156 shares of the company’s stock valued at $3,733,000 after purchasing an additional 1,156 shares in the last quarter. Larson Financial Group LLC grew its stake in RealReal by 40.7% during the fourth quarter. Larson Financial Group LLC now owns 4,099 shares of the company’s stock worth $65,000 after buying an additional 1,185 shares in the last quarter. Evoke Wealth LLC increased its holdings in RealReal by 2.9% in the 4th quarter. Evoke Wealth LLC now owns 43,853 shares of the company’s stock valued at $692,000 after buying an additional 1,240 shares during the period. EverSource Wealth Advisors LLC increased its holdings in RealReal by 25.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 6,253 shares of the company’s stock valued at $57,000 after buying an additional 1,253 shares during the period. Finally, DRW Securities LLC raised its position in shares of RealReal by 10.3% in the 4th quarter. DRW Securities LLC now owns 17,717 shares of the company’s stock valued at $280,000 after buying an additional 1,650 shares in the last quarter. Institutional investors and hedge funds own 64.73% of the company’s stock.
RealReal Company Profile
The RealReal, Inc (NASDAQ: REAL) operates an online marketplace specializing in the authenticated resale of luxury goods. Since its founding in 2011 by entrepreneur Julie Wainwright, the company has positioned itself as a leading platform for consignors and shoppers seeking designer fashion, fine jewelry, watches, art, and home décor. Headquartered in San Francisco, The RealReal combines e-commerce technology with an in-house team of experts to offer a seamless buying and selling experience for secondhand luxury items.
At the core of The RealReal’s business model is its consignment service, which enables individuals to sell pre-owned luxury products through a fully managed process.
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