RealReal (NASDAQ:REAL) Announces Earnings Results

Key Points

• RealReal exceeded revenue expectations, reporting quarterly EPS of $0.02 and revenue of $206.12 million versus analysts’ estimate of $196.89 million.
• The stock rose 2.6% to $11.35 following the results. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $17.50, despite UBS lowering its target to $14.
• Insiders have been selling shares: company insiders sold 173,004 shares worth approximately $1.9 million over the past 90 days, while insiders collectively own 2.66% of the stock.

RealReal (NASDAQ:REAL - Get Free Report) announced its earnings results on Thursday. The company reported $0.02 EPS for the quarter, FiscalAI reports. The firm had revenue of $206.12 million during the quarter, compared to analyst estimates of $196.89 million.

RealReal Trading Up 2.6%

NASDAQ:REAL traded up $0.29 on Thursday, hitting $11.35. 9,535,319 shares of the company's stock traded hands, compared to its average volume of 3,268,751. The company has a market cap of $1.38 billion, a PE ratio of -10.13 and a beta of 2.81. RealReal has a 1 year low of $8.05 and a 1 year high of $17.39. The firm has a 50-day moving average price of $10.00 and a 200-day moving average price of $11.10.

Analyst Upgrades and Downgrades

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

Insiders Place Their Bets

In related news, insider Todd A. Suko sold 17,567 shares of the business's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $10.97, for a total transaction of $192,709.99. Following the transaction, the insider directly owned 587,897 shares of the company's stock, valued at approximately $6,449,230.09. The trade was a 2.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Steve Lo sold 12,559 shares of the company's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $10.97, for a total transaction of $137,772.23. Following the completion of the transaction, the chief accounting officer owned 176,910 shares in the company, valued at approximately $1,940,702.70. This represents a 6.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 173,004 shares of company stock valued at $1,899,283 over the last ninety days. Insiders own 2.66% of the company's stock.

More RealReal News

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: Quarterly results exceeded expectations: The RealReal reported earnings of $0.02 per share and revenue of $206.12 million, surpassing analysts’ revenue estimate of $196.89 million. Quarterly Results Press Release
• Positive Sentiment: Strong operating momentum: Third-quarter gross merchandise value rose 23% year over year, while revenue increased 19%. The company also reported record orders and continued acceleration in active-buyer growth, supporting expectations for sustained demand in luxury resale. The RealReal Announces Third Quarter 2026 Results
• Positive Sentiment: Margins and guidance improved: Management said margins expanded during the quarter and raised its full-year outlook, giving investors greater confidence that growth is translating into improved profitability. The RealReal Announces Third Quarter 2026 Results
• Positive Sentiment: New merchandising leadership: Alexis Hoopes joined as chief merchandising officer from eBay, where she led its global fashion business. Her luxury, international marketplace and digital-commerce experience could support sourcing, assortment and further marketplace expansion. The RealReal Appoints Alexis Hoopes as Chief Merchandising Officer
• Neutral Sentiment: The RealReal is among online retailers tightening defenses against third-party AI shopping agents. The development may affect how automated tools access shopping platforms, but the immediate financial impact on REAL was not disclosed. Online Shopping Platforms Turn Against Third-Party AI Agents

About RealReal

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.

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