Here's What Analysts Think About The RealReal (REAL)
Northland Securities and Wells Fargo have reaffirmed bullish ratings for The RealReal, Inc. (NASDAQ: REAL), with price targets of $20.00 and $22.00, respectively. Analysts anticipate double-digit revenue expansion and improved profitability, driven by the company's strong consignment business and market leadership in authenticated luxury goods. The RealReal is positioned as a leading online marketplace for luxury resale items, benefiting from extensive proprietary data and brand trust.
The RealReal, Inc.'s (NASDAQ:REAL) Share Price Is Still Matching Investor Opinion Despite 29% Slump
Despite a recent 29% drop in share price, The RealReal, Inc. (NASDAQ:REAL) maintains a high price-to-sales (P/S) ratio of 2.1x, which is above the industry average for Specialty Retail companies. This high P/S is supported by its superior revenue growth, with a 14% increase in the last year and analysts forecasting 12% growth for the next year, significantly higher than the broader industry's 7.7% projection. Investors appear to be comfortable with the current valuation, expecting strong future revenue performance to continue.
REAL SEC Filings - Therealreal 10-K, 10-Q, 8-K Forms
Stock Titan provides a dedicated page for The RealReal (REAL) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading reports. The platform integrates AI-powered summaries to help users quickly understand key points from these regulatory documents, such as financial performance, corporate events, and insider transactions. Recent filings cover director ownership reports, proposed share sales under Rule 144, and RSU vesting transactions, offering insights into the company's luxury resale business operations.
Luxury resale player The RealReal sets Feb. 26 call on 2025 results
The RealReal (REAL) has announced it will release its fourth quarter and full-year 2025 financial results on February 26, 2026, after the market closes. The company will host a conference call and live webcast at 2:00 p.m. Pacific / 5:00 p.m. Eastern to discuss these results, covering the period ended December 31, 2025. Registration is required for investors to access the live webcast.
The RealReal, Inc. $REAL Position Trimmed by Woodson Capital Management LP
Woodson Capital Management LP significantly reduced its stake in The RealReal, Inc. ($REAL) by 45.3%, selling 2.9 million shares, though it remains a top holding. The article highlights heavy insider selling totaling $209.3 million over 90 days, including a major sale by Director Gilbert Baird III. Despite RealReal missing EPS estimates but slightly beating revenue, analysts
TheRealReal stock hits 52-week high at 16.28 USD
TheRealReal Inc. (NASDAQ: REAL) stock reached a 52-week high of $16.28, reflecting strong market performance and investor confidence. This surge follows significant revenue and EBITDA growth, with analysts raising price targets due to successful strategies and expanding market presence in sustainable luxury goods. The company's stock has seen a 66.77% increase over the past year and impressive 220.16% surge over six months, despite being considered overvalued by InvestingPro data.
TheRealReal stock hits 52-week high at 16.28 USD By Investing.com
TheRealReal Inc. (REAL) stock achieved a 52-week high of $16.28, reflecting a strong market performance with a 66.77% increase over the past year and a 220.16% surge in six months. Despite being considered overvalued by InvestingPro's Fair Value model, the luxury consignment company's success is attributed to its 74.49% gross profit margins and growing consumer interest in sustainable luxury. Recent positive analyst ratings from UBS, BTIG, and KeyBanc, along with strong Q3 results, underscore investor confidence in its growth strategies.
Maverick Capital Ltd. Purchases Shares of 463,493 The RealReal, Inc. $REAL
Maverick Capital Ltd. has acquired 463,493 shares of The RealReal, Inc. (NASDAQ:REAL) for approximately $2.22 million, establishing a new position in the company. This move comes amidst significant insider selling, with over 15.8 million shares sold by insiders in the last 90 days. Analysts maintain a "Moderate Buy" rating for REAL, with a consensus target price of $14.57.
The RealReal, Inc.'s (NASDAQ:REAL) P/S Is Still On The Mark Following 27% Share Price Bounce
The RealReal, Inc. (NASDAQ:REAL) has seen its shares jump 27% in the last month, contributing to a 117% increase over the past year. Despite a P/S ratio of 2.5x, which is higher than most of its Specialty Retail industry peers, analysts anticipate strong future revenue growth for RealReal, estimated at 13% for the next year, exceeding the industry's 7.7% forecast. This expected growth is likely justifying the elevated P/S ratio and maintaining investor confidence in the company's future performance.
The RealReal, Inc.'s (NASDAQ:REAL) P/S Is Still On The Mark Following 27% Share Price Bounce
The RealReal, Inc. (NASDAQ:REAL) has seen a significant 27% share price increase in the last month, contributing to a 117% gain over the past year. While its Price-to-Sales (P/S) ratio of 2.5x is higher than the industry average, this is supported by strong historical revenue growth and analyst forecasts predicting 13% growth for the next year, outpacing the broader Specialty Retail industry's 7.7%. Investors are seemingly confident in RealReal's future revenue prospects, justifying its current valuation.
TheRealReal CLO Suko sells $1m in shares
TheRealReal's Chief Legal Officer, Todd A. Suko, sold 72,933 shares of company stock for approximately $1.02 million on November 25, 2025. This sale occurred despite the company's shares experiencing significant returns and recent positive analyst revisions. The RealReal, Inc. (NASDAQ:REAL) is currently considered overvalued by InvestingPro analysis, though it reported strong Q3 2025 financial results.
Insider Sell: Gopal Madan Sells Shares of The RealReal Inc (REAL)
Gopal Madan, CFO of The RealReal Inc (REAL), sold 28,520 shares on November 26, 2025, reducing his holdings to 1,156,092 shares. This transaction is part of a trend for Madan, who has sold 212,527 shares over the past year with no purchases. GuruFocus estimates REAL to be significantly overvalued at a price of $14.73 per share, with a price-to-GF-Value ratio of 4.38 against an estimated GF Value of $3.36.
TheRealReal CAO Lo sells $864,249 in stock By Investing.com
TheRealReal's Chief Accounting Officer, Steve Ming Lo, sold 59,789 shares of company stock for a total of $864,249 on November 25, 2025. This transaction was disclosed in a Form 4 filing with the SEC. Following the sale, Lo still directly holds 249,553 shares of TheRealReal.
TheRealReal CAO Lo sells $864,249 in stock
Steve Ming Lo, Chief Accounting Officer of TheRealReal, Inc. (NASDAQ:REAL), sold 59,789 shares of common stock for a total of $864,249 on November 25, 2025. This transaction leaves him with 249,553 shares directly owned. The sale follows a strong Q3 2025 report for TheRealReal, which saw revenue increase 17% and GMV rise 20% year-over-year, leading to reiterated "Overweight" ratings and increased price targets from KeyBanc, UBS, and BTIG.
TheRealReal CAO Lo sells $864,249 in stock By Investing.com
Steve Ming Lo, Chief Accounting Officer of TheRealReal, Inc. (NASDAQ:REAL), sold 59,789 shares of common stock on November 25, 2025, for a total value of $864,249. This transaction follows a strong third quarter for The RealReal in 2025, with increased revenue and gross merchandise value, leading to positive analyst reiterations and price target adjustments.
Earnings call transcript: TheRealReal sees strong Q3 2025 growth with 17% revenue rise
TheRealReal (REAL) reported a robust Q3 2025 with $174 million revenue, up 17% year-over-year, and a 20% rise in Gross Merchandise Value (GMV) to $520 million. The company raised its full-year GMV guidance to $2.10-$2.11 billion and achieved an adjusted EBITDA of $9.3 million, reflecting strong growth and operational efficiency driven by strategic initiatives like AI integration and expanded retail presence. Management, including CEO Rati Levesque and CFO Ajay Gopal, emphasized the company's leading market position in luxury resale, its "growth playbook" encompassing sales, marketing, and retail, and advancements in AI-driven processes like the Athena intake system.
The RealReal Announces Upcoming Investor Conference Schedule
The RealReal (Nasdaq: REAL) announced its participation in three upcoming investor conferences in December 2025. These include the Barclays 11th Annual Eat, Sleep, Play, Shop Conference, the KeyBanc Capital Markets Consumer Conference, and the Northland Capital Growth Conference. Webcasts for some events will be available on the company's investor website.
The RealReal (NASDAQ: REAL) to Join Three December 2025 Investor Conferences
The RealReal (NASDAQ: REAL) announced its participation in three investor conferences in December 2025: the Barclays 11th Annual Eat, Sleep, Play, Shop Conference, the KeyBanc Capital Markets Consumer Conference, and the Northland Capital Growth Conference. The company will provide live webcasts for two of these sessions, allowing investors to follow along virtually. Registration details and meeting requests are available through The RealReal's investor relations website.
The RealReal Announces Upcoming Investor Conference Schedule
The RealReal (Nasdaq: REAL) announced its participation in several upcoming investor conferences in late 2025. These include the Barclays 11th Annual Eat, Sleep, Play, Shop Conference, the KeyBanc Capital Markets Consumer Conference, and the Northland Capital Growth Conference. The company, which operates the world's largest online marketplace for authenticated, resale luxury goods, will offer live webcasts for some of these events.
TheRealReal CAO Lo sells $292,883 in stock
TheRealReal's (NASDAQ:REAL) Chief Accounting Officer, Steve Ming Lo, sold 22,426 shares of company stock for a total of $292,883 on November 21, 2025. This transaction followed a strong Q3 2025 earnings report for TheRealReal, with significant revenue and gross merchandise value increases, leading to reiterated positive ratings from KeyBanc, UBS, and BTIG.
TheRealReal CFO Madan Gopal sells $394k in shares
Madan Gopal, CFO of TheRealReal, Inc. (NASDAQ:REAL), sold 30,196 shares of common stock for approximately $394,359 to cover withholding taxes related to equity award vesting. Despite the sale, Gopal still directly owns 1,184,612 shares, including recent acquisitions. This follows a strong Q3 2025 report for TheRealReal, with significant revenue and gross merchandise value growth, leading to reiterated positive ratings from KeyBanc, UBS, and BTIG.
TheRealReal Announces Board Resignation of Gilbert L. Baird III
TheRealReal, Inc. announced the resignation of Gilbert L. (Chip) Baird III from its Board of Directors, effective November 17, 2025. Mr. Baird, a co-founder of GreyLion Partners LP, will continue providing consulting services until June 30, 2026. This resignation reduces the Board's size by one director.
The RealReal, Inc. (REAL) up More Than 27% Since Q3 2025 Results
The RealReal, Inc. (NASDAQ: REAL) stock has surged more than 27% since announcing its Q3 2025 results on November 10, exceeding revenue and EPS expectations. The company reported $173.57 million in revenue and a record GMV of $520 million, attributing growth to increased unit volume and higher average selling prices. Following these positive results, RealReal has also raised its full-year 2025 revenue and Adjusted EBITDA guidance.
The RealReal’s Stock Soars to 38% Gain as Outlook Brightens
The RealReal's stock experienced a significant 38.1% surge, reaching $15.48, after the company surpassed third-quarter estimates and provided a stronger full-year outlook. This performance has boosted its market capitalization to $1.8 billion, the highest since 2021, and has analysts re-evaluating the company's growth potential. While some analysts maintain a neutral stance, acknowledging the company's efforts in supply and operational efficiency, they question the sustainability of double-digit top-line growth amidst potential macro-economic shifts.
The RealReal Announces Third Quarter 2025 Results
The RealReal, Inc. (Nasdaq: REAL) reported strong financial results for its third quarter ended September 30, 2025, with GMV increasing 20% year-over-year and total revenue up 17%. The company achieved profitable growth, with Adjusted EBITDA reaching $9.3 million, and raised its full-year guidance based on continued momentum in the luxury resale market. CEO Rati Levesque highlighted the company's strategic execution and focus on building trust and improving customer experience.
The RealReal Connects in Q3 With 17% Increase in Revenues, Better Outlook
The RealReal Inc. saw its third-quarter revenues jump 17% to $174 million, with gross merchandise volume reaching $520 million, prompting the company to raise its full-year outlook. The resale pioneer's adjusted EBITDA improved significantly, and losses per share narrowed, exceeding analyst projections. This positive performance is attributed to strategic pillars focused on supply, operational efficiency, and customer service, positioning The RealReal for continued growth in the luxury resale market.
The RealReal, Inc. (NASDAQ:REAL) Q3 2025 Earnings Call Transcript
The RealReal, Inc. reported strong Q3 2025 results, with GMV up 20% to $520 million and adjusted EBITDA reaching $9.3 million. The company attributes this success to its growth playbook, operational efficiencies from AI like Athena, and a focus on customer service, leading to a raised full-year outlook. Executives highlighted increased consignor growth, expanding active buyer base, and strategic initiatives in sales, marketing, and retail contributing to their market leadership in luxury resale.
Why The RealReal Stock Soared Today
Shares of The RealReal surged on Tuesday following robust third-quarter financial results and an increased full-year sales forecast. The company reported a 20% year-over-year growth in gross merchandise value and a 17% increase in revenue, while adjusted EBITDA quadrupled. This strong performance, driven by a booming luxury resale market, led management to lift its sales and earnings outlook for 2025.
The RealReal cashes in on luxury retail revolution, shares climb 12% to four-year high (REAL:NASDAQ)
The RealReal's shares surged by 12% to a four-year high, driven by an article in The Wall Street Journal recognizing the significant growth of luxury resale platforms. This trend is impacting established luxury retailers as consumers increasingly turn to resale markets for high-end goods.
The RealReal (REAL) Sees Share Price Surge Amid Luxury Resale Boom - GuruFocus
The RealReal (REAL) has experienced a significant stock price surge, tripling in the past year, driven by a growing luxury resale market favored by Gen Z and millennials. Despite this growth and strong gross margins, the company faces profitability challenges, a negative Altman Z-Score indicating bankruptcy risk, and liquidity issues. The stock is considered overvalued, and recent insider selling raises concerns despite high institutional ownership.
The RealReal stock price target raised to $10.50 from $8.00 at UBS By Investing.com - Investing.com South Africa
UBS has raised its price target for The RealReal (NASDAQ: REAL) stock to $10.50 from the previous target of $8.00. This adjustment indicates a more optimistic outlook by the analyst firm for the luxury consignment retailer's stock performance.
Why The RealReal (REAL) Stock Is Up Today
The RealReal (REAL) stock saw a jump after UBS raised its price target to $10.50 from $8.00, maintaining a "Neutral" rating. The firm cited continued sales momentum for the luxury consignment retailer in the third quarter, noting that the positive performance was largely factored into the current stock price given its recent gains. Despite the volatility, the stock is up 7.9% year-to-date and trading near its 52-week high after the news.
The RealReal stock price target raised to $10.50 from $8.00 at UBS - Investing.com Canada
UBS has increased its price target for The RealReal (NASDAQ:) stock from $8.00 to $10.50. This adjustment occurred despite an application error on the Investing.com Canada website, which prevented the full article content from loading. The change in price target suggests a continued favorable outlook from UBS for the company.
The RealReal stock price target raised to $10.50 from $8.00 at UBS - Investing.com India
UBS has increased its price target for The RealReal stock to $10.50 from $8.00. This adjustment reflects a more positive outlook on the company's valuation. However, the article presented is incomplete due to an application error, hindering further details on the rationale behind this price target increase.
The RealReal stock price target raised to $10.50 from $8.00 at UBS - Investing.com UK
UBS has raised its price target for The RealReal (NASDAQ: REAL) stock to $10.50 from the previous $8.00. This adjustment reflects an updated outlook from the analyst firm. The article, however, seems to have encountered a client-side application error, preventing the full content from loading.
The RealReal Inc. (REAL) PT Raised to $10.50 at UBS - StreetInsider
UBS analyst Kunal Madhukar has raised the price target for The RealReal Inc. (NASDAQ: REAL) to $10.50, up from the previous target of $8.00. The analyst has also maintained a rating for the company. This article is a premium-only content piece, requiring a subscription to read further details.
The RealReal Stock Hits Day Low of $10.13 Amid Price Pressure - Markets Mojo
The RealReal, Inc. experienced a significant stock decline, hitting an intraday low of $10.13, primarily due to concerns about its financial health, including a negative book value and weak long-term fundamentals. Despite modest operating profit growth, challenges such as high debt levels, low cash reserves, and a poor EBIT to interest ratio raise questions about the company's future stability and profitability. The stock's performance, which includes a 215.33% return over the past year, appears disconnected from its underlying profitability, which increased by only 31.1%.
The RealReal (REAL) Stock Analysis: Growth vs. Financial Risk - News and Statistics - IndexBox
The RealReal's stock (REAL) has surged 96.9% in six months, reaching $10.18 per share, despite concerns about sluggish long-term sales growth and declining average revenue per user (ARPU). The company faces significant financial risk, having burned through $16.4 million in cash and carrying $335.5 million in debt against $94.35 million in cash, potentially necessitating further capital raises and shareholder dilution.
The RealReal Announces Timing of Its Third Quarter 2025 Earnings Conference Call - GlobeNewswire
The RealReal announced that it will release its financial results for the third quarter, ended September 30, 2025, after the market closes on November 10, 2025. The company will host a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to review its financial results, with a live webcast available online for investors. The RealReal is the world’s largest online marketplace for authenticated, resale luxury goods, focusing on sustainability and a rigorous authentication process.
The RealReal Announces Timing of Its Third Quarter 2025 Earnings Conference Call - Stock Titan
The RealReal (Nasdaq: REAL) announced it will release its third-quarter 2025 financial results after market close on November 10, 2025. The company will host a conference call on the same day at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss the results, with a live webcast available for investors. The results will cover the period ending September 30, 2025.
The RealReal, Upwork, Skillz, Amazon, and Meta Shares Are Falling, What You Need To Know
Shares of The RealReal, Upwork, Skillz, Amazon, and Meta fell in an afternoon session after President Trump reignited trade war fears by threatening new tariffs on Chinese imports. The S&P 500 and Nasdaq Composite dropped, impacting technology and retail sectors due to concerns over supply chains and increased costs. Skillz, in particular, has shown high volatility and was recently affected by a drop in U.S. consumer confidence, raising alarms about future spending.
The RealReal 2025 Report Shows Demand for Classic Luxury and ‘Worn’ Styles
The RealReal's 2025 Resale Report indicates a continued strong demand for classic luxury brands despite a cooling market, with Louis Vuitton remaining the most searched brand and Chanel bags being the most sought-after item. The report also highlights a growing consumer preference for "worn" or "fair condition" secondhand items, signifying a shift in perception towards imperfect luxury goods. Additionally, the influence of celebrity endorsements and creative director changes significantly impacts brand searches and resale values.
The RealReal Releases 2025 Resale Report: Insights on Luxury Resale Trends and Economic Shifts
The RealReal's 2025 Resale Report highlights a significant cultural shift towards luxury resale, with strong consumer interest in fine jewelry, handbags, and nostalgic fashion trends from the 1980s and 2010s. The report notes that nearly a third of U.S. clothing purchases last year were secondhand, influenced by consumers increasingly considering resale value before buying new items. It also details specific brand performance, creative director impacts, and generational shifts in wedding-related searches within the evolving luxury market.
Rolex, Hermès, and Van Cleef See Double-Digit Value Growth in The RealReal's 2025 Resale Report
The RealReal's 2025 Resale Report reveals significant trends in the secondary luxury market, with fine jewelry and classic handbags showing strong investment potential. Notable items like Rolex Datejusts, Van Cleef & Arpels Alhambra jewelry, and Hermès Birkin 30 appreciated by 15-20% in resale value. The report also highlights a 30% increase in vintage searches and a growing consumer focus on resale value before new purchases.
Breakeven Is Near for The RealReal, Inc. (NASDAQ:REAL)
The RealReal, Inc. (NASDAQ:REAL) is reportedly nearing its breakeven point, with analysts predicting the company will turn a profit of US$33 million in 2025 after a projected final loss in 2024. This turnaround, requiring an average annual growth rate of 24%, suggests the luxury resale marketplace could achieve profitability within the next year. The company's current negative equity balance is noted as a point for further consideration by investors.
Analysts Are Updating Their The RealReal, Inc. (NASDAQ:REAL) Estimates After Its Second-Quarter Results
The RealReal, Inc. (NASDAQ:REAL) recently reported better-than-expected Q2 results, with revenues exceeding estimates and smaller-than-anticipated losses. Analysts have subsequently upgraded their forecasts, now projecting profitability for the company sooner than previously expected and increased revenue estimates. Despite the improved outlook, the consensus price target remains unchanged, highlighting a diverse range of opinions among analysts regarding the company's long-term valuation.
The RealReal, Inc. 2025 Q2 - Results - Earnings Call Presentation (NASDAQ:REAL)
The RealReal, Inc. (NASDAQ: REAL) has published its Q2 2025 earnings call presentation, detailing its financial results. The company reported an EPS of -$0.06, beating estimates by $0.02, and revenue of $165.19 million, a 13.97% year-over-year increase, beating estimates by $5.56 million. This presentation accompanies their earnings call from August 7, 2025.
RealReal Stock Soars as Market Projects Strong Revenue Growth
The RealReal Inc. ($REAL) stock surged by 15.43% due to speculation about an impending merger announcement and strong financial performance. The company uplifted its FY25 forecasts, projecting higher revenue, adjusted EBITDA, and Gross Merchandise Value, with Q3 revenue expected to exceed earlier estimates. Analysts, including B. Riley, have given optimistic ratings and an $8 price target, driven by three consecutive quarters of positive EBITDA and robust demand for authenticated luxury goods.
Chanel's Legal Victory Sends a Clear Message: Authenticity Isn't Just a Luxury — It's the Law
Chanel won a $4 million unanimous verdict against luxury reseller What Goes Around Comes Around (WGACA) for trademark infringement, false association, and false advertising. The nearly six-year-long case centered on WGACA selling alleged counterfeit Chanel bags and using Chanel's trademarks without authorization, creating the appearance of endorsement. The ruling emphasizes that while resale of genuine goods is legal, unauthorized use of a brand's marks and the sale of non-genuine items can lead to significant legal consequences.
The RealReal Expands to Summit, New Jersey with New Store Opening
The RealReal (Nasdaq: REAL) has announced the opening of its 16th store nationwide in Summit, New Jersey, further expanding its presence in the tri-state area. The new 3,000 sq. ft. store offers authenticated luxury resale goods, personalized consignment services, and expert appraisals. This expansion follows successful pop-up events in the area, indicating strong community demand for The RealReal's offerings.
