RealReal (NASDAQ:REAL) Stock Price Up 7.8% – What’s Next?

The RealReal, Inc. (NASDAQ:REAL) rose 7.8% during trading on Friday. The stock traded as high as $12.48 and last traded at $12.24. Approximately 962,226 shares traded hands during trading, a decline of 70% from the average daily volume of 3,254,415 shares. The stock had previously closed at $11.35.

Key Headlines Impacting RealReal

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: Quarterly results exceeded expectations: Third-quarter revenue reached $206.1 million, up 18.7% year over year and above the $196.9 million consensus estimate. Adjusted EPS was $0.02, ahead of expectations ranging from $0.00 to $0.01 and significantly better than the year-ago loss. The RealReal Announces Third Quarter 2026 Results
• Positive Sentiment: Marketplace momentum accelerated: Gross merchandise value increased 23% year over year, while the company reported records for revenue, GMV and orders. Accelerating active-buyer growth and stronger customer engagement suggest demand for authenticated luxury resale remains healthy. The RealReal Reports Q3 2026 Financial Results
• Positive Sentiment: Raised profitability outlook: The RealReal now forecasts 2026 adjusted EBITDA of $71.1 million to $72.6 million. Expanding margins, improved operating leverage and AI-driven efficiencies strengthen the earnings-growth narrative. The RealReal Raises Full-Year Outlook
• Neutral Sentiment: Technical momentum improved: REAL crossed above its 200-day moving average, a potentially constructive signal for momentum-focused investors, although the development does not change the company’s underlying fundamentals. RealReal Stock Crosses Above 200-Day Moving Average
• Neutral Sentiment: New merchandising leadership: The company appointed Alexis Hoopes as chief merchandising officer. The move could support assortment and merchandising improvements, but its financial impact is not yet clear. The RealReal Names New Chief Merchandising Officer

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on REAL. Roth Capital reissued a “buy” rating and issued a $19.00 target price on shares of RealReal in a report on Friday, October 16th. BTIG Research reiterated a “buy” rating and set a $17.00 target price on shares of RealReal in a research note on Thursday, September 17th. Weiss Ratings reissued a “sell (d-)” rating on shares of RealReal in a report on Thursday, October 15th. Finally, UBS Group reduced their target price on shares of RealReal from $16.00 to $14.00 and set a “neutral” rating for the company in a research note on Thursday, October 22nd. Six equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $17.50.

RealReal Stock Performance

The stock has a market cap of $1.44 billion, a PE ratio of -10.68 and a beta of 2.81. The business has a 50-day moving average of $10.00 and a 200 day moving average of $11.07.

RealReal (NASDAQ:REAL) last released its earnings results on Thursday, October 29th. The company reported $0.02 EPS for the quarter. The business had revenue of $206.12 million during the quarter, compared to analyst estimates of $196.89 million. The business’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($0.09) earnings per share. Equities analysts expect that The RealReal, Inc. will post -0.11 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CEO Levesque Sahi sold 84,432 shares of RealReal stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $10.98, for a total value of $927,063.36. Following the completion of the transaction, the chief executive officer directly owned 1,496,844 shares in the company, valued at approximately $16,435,347.12. This trade represents a 5.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Todd A. Suko sold 17,567 shares of RealReal stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $10.97, for a total transaction of $192,709.99. Following the completion of the transaction, the insider directly owned 587,897 shares of the company’s stock, valued at $6,449,230.09. This trade represents a 2.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 173,004 shares of company stock valued at $1,899,283 over the last three months. Company insiders own 2.66% of the company’s stock.

Institutional Investors Weigh In On RealReal

Several hedge funds and other institutional investors have recently bought and sold shares of REAL. KBC Group NV acquired a new stake in shares of RealReal during the 1st quarter valued at about $26,000. Gables Capital Management Inc. bought a new position in shares of RealReal in the 1st quarter valued at approximately $35,000. Persistent Asset Partners Ltd bought a new stake in RealReal during the second quarter worth approximately $46,000. Integrated Wealth Concepts LLC acquired a new stake in shares of RealReal in the second quarter worth $50,000. Finally, Allworth Financial LP acquired a new position in RealReal during the 2nd quarter worth $53,000. 64.73% of the stock is currently owned by institutional investors.

RealReal Company Profile

The RealReal, Inc operates an online and physical marketplace for authenticated, pre-owned luxury goods. Through its platform, the company enables individuals and businesses to consign and purchase items across categories such as apparel, handbags, shoes, jewelry, watches, fine art, and home furnishings.

The company combines consignment services with in-house authentication, merchandising, photography, fulfillment, and customer support. Its authentication process is designed to assess the legitimacy and condition of products before they are offered for sale, helping connect sellers with buyers seeking luxury items through the resale market.

Founded in 2011 by Julie Wainwright, The RealReal serves customers primarily in the United States through its website, mobile applications, and retail locations.