BTIG Research Reaffirms Buy Rating for RealReal (NASDAQ:REAL)

RealReal (NASDAQ:REAL)‘s stock had its “buy” rating restated by stock analysts at BTIG Research in a report issued on Friday,Benzinga reports. They currently have a $18.00 price target on the stock. BTIG Research’s target price suggests a potential upside of 45.28% from the stock’s previous close.

A number of other equities research analysts also recently issued reports on the stock. Wells Fargo & Company boosted their target price on shares of RealReal from $15.00 to $20.00 and gave the company an “overweight” rating in a report on Tuesday, December 16th. Wall Street Zen lowered RealReal from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Northland Securities set a $20.00 price target on RealReal in a research note on Wednesday, January 14th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of RealReal in a research note on Thursday, January 22nd. Finally, UBS Group increased their target price on shares of RealReal from $14.00 to $16.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $18.06.

RealReal Price Performance

REAL opened at $12.39 on Friday. RealReal has a 12 month low of $4.61 and a 12 month high of $17.39. The business has a 50-day moving average of $14.56 and a two-hundred day moving average of $12.33. The stock has a market capitalization of $1.45 billion, a price-to-earnings ratio of -8.98 and a beta of 2.65.

Insider Buying and Selling

In other news, CAO Steve Ming Lo sold 16,962 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $10.72, for a total value of $181,832.64. Following the completion of the transaction, the chief accounting officer directly owned 170,236 shares in the company, valued at approximately $1,824,929.92. This represents a 9.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Levesque Rati Sahi sold 121,399 shares of RealReal stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $10.72, for a total transaction of $1,301,397.28. Following the sale, the chief executive officer directly owned 1,482,779 shares in the company, valued at $15,895,390.88. This trade represents a 7.57% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 235,298 shares of company stock valued at $2,522,395 over the last three months. Company insiders own 9.00% of the company’s stock.

Institutional Trading of RealReal

Large investors have recently modified their holdings of the business. Divisadero Street Capital Management LP increased its position in shares of RealReal by 652.5% during the third quarter. Divisadero Street Capital Management LP now owns 2,599,801 shares of the company’s stock worth $27,636,000 after acquiring an additional 2,254,300 shares during the last quarter. American Century Companies Inc. grew its stake in RealReal by 3,474.7% during the 3rd quarter. American Century Companies Inc. now owns 1,837,907 shares of the company’s stock valued at $19,537,000 after purchasing an additional 1,786,493 shares in the last quarter. Jupiter Asset Management Ltd. increased its holdings in RealReal by 501.0% during the 3rd quarter. Jupiter Asset Management Ltd. now owns 1,961,057 shares of the company’s stock worth $20,846,000 after purchasing an additional 1,634,782 shares during the last quarter. Penn Capital Management Company LLC purchased a new stake in RealReal during the 3rd quarter worth approximately $12,585,000. Finally, BIT Capital GmbH acquired a new position in shares of RealReal in the 3rd quarter valued at approximately $10,912,000. 64.73% of the stock is currently owned by institutional investors and hedge funds.

RealReal News Roundup

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: Q4 results beat expectations — EPS of $0.06 vs. $0.04 est. and revenue of $194.1M vs. $190.6M; GMV and revenue rose sharply year-over-year and the company surpassed $2 billion in annual GMV, reinforcing growth momentum. Read More.
• Positive Sentiment: Company issued 2026 guidance and mid-term targets that modestly top street revenue expectations (Q1 revenue guide $185–189M vs. consensus ~$183M; FY revenue guide $765–780M vs. ~$763M) and outlined 12–15% GMV growth for 2026 — signaling confidence in demand and supply-side improvements. Read More.
• Positive Sentiment: Operational leverage and margin upside from a consignment-first, capital-light model and platform scale were highlighted by analysts; Seeking Alpha notes higher gross margins (mid-70%s) and sizable EBITDA acceleration as GMV scales, supporting a reiterated Buy thesis. Read More.
• Positive Sentiment: Management is investing in AI and automation (authentication, pricing, seller sourcing and listing throughput) to increase throughput and margins — a strategic shift that investors view as a longer-term operating-leverage catalyst. Read More.
• Neutral Sentiment: Coverage and analyst writeups (Zacks, Seeking Alpha summaries) emphasize the beat but also dig into metric-level comparisons and assumptions; these deeper reads are useful for modeling but not immediate market movers. Read More.
• Negative Sentiment: An insider sale — 121,399 shares reported — may soak up some sentiment-sensitive buying interest and can be viewed as a short-term headwind by some investors. Read More.

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.