The RealReal, Inc. (NASDAQ:REAL) Receives Average Rating of "Moderate Buy" from Brokerages

Key Points

• Analyst sentiment is moderately positive: Nine analysts rate RealReal a consensus “Moderate Buy,” with six buys, two holds and one sell. The average 12-month price target is $17.75 versus a recent share price of $11.12.
• Recent quarterly results exceeded expectations: RealReal reported a narrower-than-expected loss of $0.01 per share and revenue of $192.57 million, up 16.6% year over year and above the $188.11 million analyst consensus.
• Insider selling is a potential overhang: Company insiders sold 173,004 shares worth approximately $1.90 million over the past 90 days, including sales by the CFO and other executives. Meanwhile, institutional investors own 64.73% of the stock.

The RealReal, Inc. (NASDAQ:REAL - Get Free Report) has received a consensus recommendation of "Moderate Buy" from the nine analysts that are currently covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, two have assigned a hold rating and six have assigned a buy rating to the company. The average 12-month price target among analysts that have covered the stock in the last year is $17.75.

REAL has been the subject of a number of recent research reports. Roth Capital reiterated a "buy" rating and issued a $19.00 target price on shares of RealReal in a research note on Friday, August 7th. BTIG Research reissued a "buy" rating and set a $17.00 price target on shares of RealReal in a research report on Wednesday, June 3rd. Robert W. Baird set a $13.00 price target on RealReal in a report on Friday, May 8th. UBS Group increased their price objective on shares of RealReal from $14.00 to $16.00 and gave the company a "neutral" rating in a research report on Friday, August 7th. Finally, Weiss Ratings reiterated a "sell (d-)" rating on shares of RealReal in a research note on Friday, July 17th.

Insiders Place Their Bets

In related news, insider Luke Thomas Friang sold 22,028 shares of the firm's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $10.98, for a total transaction of $241,867.44. Following the completion of the sale, the insider directly owned 508,648 shares of the company's stock, valued at approximately $5,584,955.04. This trade represents a 4.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Gopal Ajay Madan sold 36,418 shares of RealReal stock in a transaction on Friday, August 21st. The stock was sold at an average price of $10.98, for a total transaction of $399,869.64. Following the sale, the chief financial officer directly owned 1,108,860 shares in the company, valued at $12,175,282.80. This trade represents a 3.18% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 173,004 shares of company stock valued at $1,899,283. Corporate insiders own 2.66% of the company's stock.

Institutional Trading of RealReal

A number of hedge funds and other institutional investors have recently modified their holdings of REAL. AQR Capital Management LLC lifted its stake in shares of RealReal by 589.2% in the first quarter. AQR Capital Management LLC now owns 887,997 shares of the company's stock worth $4,786,000 after acquiring an additional 759,160 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in RealReal by 6.1% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,437 shares of the company's stock valued at $326,000 after purchasing an additional 3,500 shares during the last quarter. Millennium Management LLC grew its stake in RealReal by 1.9% during the 1st quarter. Millennium Management LLC now owns 883,690 shares of the company's stock valued at $4,763,000 after purchasing an additional 16,136 shares in the last quarter. Legal & General Group Plc grew its stake in RealReal by 14.1% during the 2nd quarter. Legal & General Group Plc now owns 81,292 shares of the company's stock valued at $389,000 after purchasing an additional 10,052 shares in the last quarter. Finally, Amundi purchased a new stake in RealReal during the 2nd quarter worth approximately $197,000. 64.73% of the stock is owned by hedge funds and other institutional investors.

RealReal Trading Down 1.3%

Shares of RealReal stock opened at $11.12 on Wednesday. RealReal has a twelve month low of $7.21 and a twelve month high of $17.39. The stock has a market cap of $1.35 billion, a price-to-earnings ratio of -9.93 and a beta of 2.69. The company has a fifty day moving average price of $11.66 and a 200 day moving average price of $10.89.

RealReal (NASDAQ:REAL - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported ($0.01) EPS for the quarter, beating the consensus estimate of ($0.02) by $0.01. The company had revenue of $192.57 million during the quarter, compared to analysts' expectations of $188.11 million. RealReal's revenue was up 16.6% compared to the same quarter last year. Analysts forecast that RealReal will post -0.13 earnings per share for the current year.

RealReal News Summary

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: The RealReal’s 2026 Resale Report highlights growing consumer adoption of secondhand luxury, suggesting resale is becoming a first-choice shopping channel. The report draws on 15 years of data covering more than 50 million items sold and 44 million members, reinforcing the company’s marketplace scale and industry expertise. The RealReal’s 2026 Resale Report
• Positive Sentiment: The company said demand for vintage products surged 432%, a potentially favorable signal for merchandise supply, buyer engagement and transaction growth. Resale shoppers are also identifying upcoming “it bags,” while Chanel has reportedly become the most popular brand on the platform. Vintage demand surge report Next it bags according to resale shoppers Chanel popularity on The RealReal
• Neutral Sentiment: A reported August short-interest figure of zero shares and a 0.0-day days-to-cover ratio appears inconsistent with the company’s trading activity and is likely incomplete or erroneous. It does not provide a reliable signal about short-seller positioning.
• Negative Sentiment: Several insiders sold shares on August 21 at approximately $10.97 to $10.98, including the CEO, CFO, chief accounting officer and another insider. The combined sales were worth roughly $1.90 million and reduced the sellers’ individual holdings by about 2.9% to 6.6%, creating a near-term overhang and potentially signaling limited insider conviction. RealReal insider sales

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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