Revolve Group (NYSE:RVLV) Shares Gap Down – What’s Next?

Revolve Group, Inc. (NYSE:RVLV)’s stock price gapped down before the market opened on Wednesday . The stock had previously closed at $25.90, but opened at $23.31. Revolve Group shares last traded at $23.9350, with a volume of 584,389 shares trading hands.

Trending Headlines about Revolve Group

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

• Positive Sentiment: Q4 results beat expectations: EPS $0.26 vs. $0.16 est.; revenue $324.4M vs. $305.8M est.; revenue +10.4% YoY; management highlighted a 58% jump in net income and 44% increase in adjusted EBITDA — a clear operational beat that supports fundamentals. Revolve Group Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: BTIG raised its price target to $35 and maintained a Buy rating — the most bullish PT published today, implying material upside and showing rising analyst conviction on market-share gains. Benzinga
• Positive Sentiment: Piper Sandler moved its PT to $30 and kept an Overweight rating, citing accelerating market-share gains — another institutional vote of confidence. Street Insider
• Positive Sentiment: Roth MKM reaffirmed a Buy and raised its PT to $33 (from $30), reinforcing the bullish analyst tone around the quarter. Benzinga
• Neutral Sentiment: Morgan Stanley raised its PT to $29 but kept an Equal-Weight rating — a modest upgrade in valuation but not a full endorsement, signaling some analyst caution. TickerReport / Benzinga
• Neutral Sentiment: Company will present at upcoming Raymond James and UBS investor conferences — provides more investor access but no immediate new guidance. PR Newswire
• Neutral Sentiment: Market and analyst write-ups (Zacks, Seeking Alpha, Yahoo) provide context and transcripts of the call; they emphasize the beat but note the need to monitor margin sustainability and cadence going forward. Yahoo Finance — Q4 Highlights

Analyst Upgrades and Downgrades

A number of research firms have recently commented on RVLV. Wall Street Zen lowered shares of Revolve Group from a “buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Morgan Stanley lifted their price objective on Revolve Group from $27.00 to $29.00 and gave the company an “equal weight” rating in a research note on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Revolve Group in a research note on Thursday, January 22nd. Evercore reaffirmed a “mixed” rating on shares of Revolve Group in a report on Wednesday, November 5th. Finally, Robert W. Baird set a $29.00 price objective on Revolve Group in a report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, Revolve Group has a consensus rating of “Moderate Buy” and an average target price of $28.77.

Revolve Group Price Performance

The stock has a market capitalization of $1.68 billion, a PE ratio of 31.02, a P/E/G ratio of 2.30 and a beta of 1.79. The firm’s 50 day simple moving average is $28.51 and its 200 day simple moving average is $24.85.

Revolve Group (NYSE:RVLV) last issued its earnings results on Tuesday, February 24th. The company reported $0.26 EPS for the quarter, topping analysts’ consensus estimates of $0.16 by $0.10. Revolve Group had a net margin of 4.64% and a return on equity of 11.26%. The company had revenue of $324.37 million for the quarter, compared to analysts’ expectations of $305.83 million. During the same quarter last year, the company earned $0.17 EPS. The firm’s revenue was up 10.4% compared to the same quarter last year. Analysts expect that Revolve Group, Inc. will post 0.6 earnings per share for the current fiscal year.

Insider Buying and Selling at Revolve Group

In other news, CEO Michael Mente sold 15,645 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $26.13, for a total value of $408,803.85. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Michael Karanikolas sold 1,948 shares of the company’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $25.93, for a total transaction of $50,511.64. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 780,928 shares of company stock worth $22,565,084. 46.56% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Revolve Group

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Revolve Group by 9.2% during the fourth quarter. Vanguard Group Inc. now owns 4,299,273 shares of the company’s stock valued at $129,795,000 after buying an additional 360,598 shares during the period. William Blair Investment Management LLC lifted its position in Revolve Group by 16.6% during the 4th quarter. William Blair Investment Management LLC now owns 2,148,125 shares of the company’s stock valued at $64,852,000 after acquiring an additional 306,547 shares during the period. Fuller & Thaler Asset Management Inc. bought a new stake in Revolve Group during the fourth quarter worth about $59,421,000. Balyasny Asset Management L.P. grew its holdings in Revolve Group by 55.7% in the fourth quarter. Balyasny Asset Management L.P. now owns 1,862,955 shares of the company’s stock worth $56,243,000 after purchasing an additional 666,784 shares during the period. Finally, Marshall Wace LLP grew its holdings in Revolve Group by 44.4% in the fourth quarter. Marshall Wace LLP now owns 1,489,581 shares of the company’s stock worth $44,970,000 after purchasing an additional 458,287 shares during the period. 67.60% of the stock is owned by hedge funds and other institutional investors.

Revolve Group Company Profile

Revolve Group, Inc operates as a leading online fashion retailer primarily serving millennial and Gen Z consumers through its flagship e-commerce platform. The company offers a curated assortment of apparel, accessories and beauty products from more than 500 established and emerging brands, alongside private label labels covering contemporary and premium segments. With a focus on trend-driven merchandise and seamless user experience, the website features shoppable editorial content and digital styling advice aimed at strengthening customer engagement and brand loyalty.

Founded in 2003 and headquartered in Cerritos, California, Revolve has expanded its footprint beyond North America by launching localized sites and logistics centers in Europe and the Middle East.