TD Cowen Issues Pessimistic Forecast for Revolve Group (NYSE:RVLV) Stock Price

Key Points

• TD Cowen cut its Revolve Group price target from $31 to $25 but maintained a Buy rating; the new target implies 24.55% upside from the prior close.
• Analyst sentiment remains broadly positive: eight analysts rate RVLV Buy and six Hold, with a consensus price target of $28.62.
• Quarterly revenue rose 20.4% year over year to $355.96 million, beating estimates, but EPS of $0.20 missed the $0.22 consensus and fell from $0.29 a year earlier.

Revolve Group (NYSE:RVLV - Get Free Report) had its price target lowered by research analysts at TD Cowen from $31.00 to $25.00 in a research note issued to investors on Wednesday, Benzinga reports. The firm currently has a "buy" rating on the stock. TD Cowen's price objective would indicate a potential upside of 24.55% from the company's previous close.

Other analysts also recently issued reports about the company. Morgan Stanley set a $25.00 price target on Revolve Group in a research note on Wednesday. BTIG Research reiterated a "buy" rating and issued a $35.00 price target on shares of Revolve Group in a report on Wednesday, October 28th. Stifel Nicolaus set a $31.00 price objective on shares of Revolve Group in a report on Wednesday. Weiss Ratings raised shares of Revolve Group from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, September 24th. Finally, Wall Street Zen lowered Revolve Group from a "buy" rating to a "hold" rating in a research note on Saturday, July 25th. Eight analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Revolve Group has an average rating of "Moderate Buy" and a consensus target price of $28.62.

Revolve Group Price Performance

Shares of Revolve Group stock traded down $1.46 on Wednesday, reaching $20.07. 1,601,327 shares of the company were exchanged, compared to its average volume of 989,339. Revolve Group has a 1-year low of $17.35 and a 1-year high of $31.68. The company has a market cap of $1.43 billion, a P/E ratio of 19.90, a price-to-earnings-growth ratio of 2.78 and a beta of 1.62. The stock's 50 day moving average price is $21.69 and its 200-day moving average price is $23.29.

Revolve Group (NYSE:RVLV - Get Free Report) last announced its quarterly earnings results on Tuesday, November 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.22 by ($0.02). Revolve Group had a return on equity of 13.38% and a net margin of 5.54%. The business had revenue of $355.96 million for the quarter, compared to analysts' expectations of $345.49 million. During the same period last year, the firm earned $0.29 earnings per share. The firm's quarterly revenue was up 20.4% on a year-over-year basis. On average, research analysts predict that Revolve Group will post 0.80 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Revolve Group

Several hedge funds and other institutional investors have recently made changes to their positions in RVLV. Sterling Capital Management LLC grew its position in Revolve Group by 842.6% in the 3rd quarter. Sterling Capital Management LLC now owns 1,395 shares of the company's stock valued at $30,000 after buying an additional 1,247 shares in the last quarter. Integrated Wealth Concepts LLC bought a new stake in shares of Revolve Group during the 2nd quarter worth about $46,000. Elevation Point Wealth Partners LLC bought a new stake in shares of Revolve Group during the 1st quarter worth about $218,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of Revolve Group during the 2nd quarter worth about $259,000. Finally, OMERS ADMINISTRATION Corp acquired a new stake in shares of Revolve Group in the 1st quarter worth approximately $312,000. Institutional investors and hedge funds own 67.60% of the company's stock.

Trending Headlines about Revolve Group

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

• Positive Sentiment: Revenue rose 20.4% year over year to $355.96 million, above analysts’ $345.49 million estimate. The company also reported sales growth of at least 20% across REVOLVE and FWRD and in domestic and international markets. Revolve Group Announces Third Quarter 2026 Financial Results
• Neutral Sentiment: Piper Sandler lowered its price target from $30 to $26 but maintained an Overweight rating, indicating continued optimism alongside a more cautious valuation view. Piper Sandler stock recommendations
• Negative Sentiment: Q3 earnings per share were $0.20, below the $0.22 consensus and down from $0.29 a year earlier. Reports attributed the earnings pressure to rising operating costs and margin compression despite sales growth. Revolve Q3 Earnings Miss as Rising Costs Offset Strong Sales Growth
• Negative Sentiment: Revolve indicated Q4 gross margin of 52.3%–52.8%, with fuel surcharges pressuring shipping costs. The outlook suggests cost headwinds may persist and could limit how much strong sales growth boosts profits. Revolve signals Q4 gross margin outlook as fuel surcharges pressure shipping costs

About Revolve Group

Revolve Group, Inc operates a digital commerce platform focused on fashion and lifestyle products. Through its REVOLVE and FWRD platforms, the company offers women's and men's apparel, footwear, accessories, beauty products and other lifestyle merchandise from established and emerging brands. Its portfolio also includes proprietary and exclusive brands, including superdown and Song of Style.

The company primarily reaches customers through its e-commerce websites and mobile experiences, supported by influencer marketing, social media, content creation and data-driven merchandising.

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