RealReal (NASDAQ:REAL) Given New $16.00 Price Target at Robert W. Baird

RealReal (NASDAQ:REAL) had its price objective boosted by Robert W. Baird from $15.00 to $16.00 in a research report released on Friday morning,Benzinga reports. They currently have a neutral rating on the stock.

A number of other analysts also recently weighed in on REAL. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of RealReal in a research report on Thursday, January 22nd. KeyCorp upped their price objective on shares of RealReal from $16.00 to $20.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. William Blair assumed coverage on shares of RealReal in a report on Monday, December 15th. They set an “outperform” rating for the company. Northland Securities set a $20.00 price target on RealReal in a research note on Wednesday, January 14th. Finally, B. Riley Financial boosted their target price on RealReal from $14.00 to $17.00 and gave the stock a “buy” rating in a report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $18.06.

RealReal Stock Performance

Shares of NASDAQ REAL traded down $0.13 during mid-day trading on Friday, hitting $12.26. 11,996,587 shares of the stock traded hands, compared to its average volume of 3,289,565. The company has a market cap of $1.43 billion, a price-to-earnings ratio of -11.25 and a beta of 2.65. The stock has a fifty day moving average price of $14.50 and a 200-day moving average price of $12.37. RealReal has a 52 week low of $4.61 and a 52 week high of $17.39.

Insider Activity

In related news, insider Luke Thomas Friang sold 19,609 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $10.72, for a total transaction of $210,208.48. Following the transaction, the insider owned 479,656 shares in the company, valued at $5,141,912.32. This represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Gopal Ajay Madan sold 31,381 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $10.72, for a total transaction of $336,404.32. Following the sale, the chief financial officer owned 1,124,711 shares of the company’s stock, valued at approximately $12,056,901.92. This represents a 2.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 235,298 shares of company stock worth $2,522,395. 9.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in REAL. Quarry LP bought a new stake in shares of RealReal during the 3rd quarter valued at $28,000. Larson Financial Group LLC bought a new stake in RealReal during the third quarter valued at about $31,000. State of Alaska Department of Revenue bought a new stake in RealReal during the third quarter valued at about $59,000. Flagship Harbor Advisors LLC purchased a new stake in RealReal in the fourth quarter worth about $71,000. Finally, Kemnay Advisory Services Inc. bought a new position in shares of RealReal in the fourth quarter worth about $104,000. 64.73% of the stock is currently owned by institutional investors.

RealReal News Roundup

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: Q4 results beat expectations — EPS $0.06 vs. $0.04 est. and revenues $194.05M (up 18% YoY); company reported GMV growth and said it exceeded 2025 guidance. The RealReal Announces Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Company reported a record >$2 billion GMV, signalling accelerating marketplace demand and scale benefits for margins and unit economics. The RealReal achieves record 2 billion dollar GMV amid luxury resale surge
• Positive Sentiment: Management provided 2026 targets: outlined 12–15% GMV growth and reiterated investments in AI, automation and supply initiatives aimed at driving throughput and EBITDA expansion. RealReal outlines 12–15% GMV growth for 2026 while advancing AI automation and supply
• Positive Sentiment: Bullish analyst action: BTIG reaffirmed a “buy” and set an $18 price target (~47% upside from current levels), reinforcing upside sentiment. Benzinga – BTIG rating
• Positive Sentiment: Analyst commentary and research pieces highlight platform-level EBITDA leverage as GMV scales and the shift to a capital-light consignment model improves gross margins. TheRealReal: Platform Growth Is Leading To Sizable EBITDA Gains
• Neutral Sentiment: Robert W. Baird raised its price target from $15 to $16 but kept a “neutral” rating — a modest positive on price target but not a conviction upgrade. Benzinga – Baird note
• Neutral Sentiment: Earnings materials, the slide deck and full call transcript are available for deeper read-throughs (useful for modeling but informational). Q4 Results – Earnings Call Presentation Q4 Earnings Call Transcript
• Negative Sentiment: An insider (Levesque Rati Sahi) sold 121,399 shares, which could be viewed as a near-term negative or trigger for profit-taking by investors. Levesque Rati Sahi Sells 121,399 Shares of RealReal Stock

About RealReal

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.