RealReal (NASDAQ:REAL) Shares Cross Above Two Hundred Day Moving Average - Here's Why

Key Points

• RealReal shares moved above their 200-day moving average, reaching $11.79 and last trading at $11.35 on heavy volume. The stock’s 200-day average was $11.07.
• Third-quarter results beat expectations: adjusted earnings were $0.02 per share versus $0.01 expected, while revenue rose 18.7% year over year to $206.12 million, above the $196.89 million forecast.
• Record gross merchandise value, orders and active-buyer growth, along with expanding margins and higher full-year guidance, supported the company’s turnaround narrative. Analysts maintain a “Moderate Buy” consensus with a $17.50 price target, although UBS cut its target to $14 and insiders have recently sold shares.

The RealReal, Inc. (NASDAQ:REAL - Get Free Report) passed above its 200-day moving average during trading on Thursday. The stock has a 200-day moving average of $11.07 and traded as high as $11.79. RealReal shares last traded at $11.35, with a volume of 9,535,419 shares trading hands.

RealReal News Summary

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: Q3 earnings and revenue beat estimates: The RealReal reported adjusted earnings of $0.02 per share, versus the $0.01 consensus estimate and a $0.09-per-share loss a year earlier. Revenue reached $206.12 million, topping the $196.89 million forecast and increasing 18.7% year over year. The RealReal Tops Q3 Earnings and Revenue Estimates
• Positive Sentiment: Record operating growth and raised outlook: Third-quarter gross merchandise value and total revenue rose 23% and 19%, respectively, with record GMV, orders and accelerating active-buyer growth. Expanding margins and the company’s higher full-year guidance support the view that its turnaround and operating improvements are gaining traction. The RealReal Announces Third Quarter 2026 Results
• Positive Sentiment: New merchandising leadership: The appointment of former eBay executive Alexis Hoopes as chief merchandising officer adds luxury, marketplace-expansion and digital-commerce experience that could help improve selection and support future growth. The RealReal Appoints Alexis Hoopes as Chief Merchandising Officer
• Neutral Sentiment: Reports that The RealReal and other retailers are strengthening defenses against AI shopping agents highlight an emerging e-commerce issue, but no immediate financial impact was disclosed. The RealReal and Retailers Tighten Defenses Against AI Shopping Agents

Analyst Ratings Changes

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

RealReal Price Performance

The company's fifty day moving average price is $10.00 and its 200 day moving average price is $11.07. The company has a market cap of $1.38 billion, a PE ratio of -10.13 and a beta of 2.81.

RealReal (NASDAQ:REAL - Get Free Report) last released its quarterly earnings results on Thursday, October 29th. The company reported $0.02 earnings per share for the quarter. The firm had revenue of $206.12 million for the quarter, compared to analysts' expectations of $196.89 million. During the same quarter last year, the firm posted ($0.09) earnings per share. The firm's revenue for the quarter was up 18.7% compared to the same quarter last year. On average, analysts forecast that The RealReal, Inc. will post -0.11 EPS for the current year.

Insider Transactions at RealReal

In other RealReal news, insider Luke Friang sold 22,028 shares of the business's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $10.98, for a total value of $241,867.44. Following the transaction, the insider owned 508,648 shares of the company's stock, valued at approximately $5,584,955.04. The trade was a 4.15% 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, CEO Levesque Sahi sold 84,432 shares of the business's stock in a transaction on 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 represents a 5.34% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 173,004 shares of company stock worth $1,899,283. 2.66% of the stock is owned by insiders.

Institutional Investors Weigh In On RealReal

Several large investors have recently made changes to their positions in the business. ProShare Advisors LLC raised its stake in RealReal by 1,248.3% in the 3rd quarter. ProShare Advisors LLC now owns 198,665 shares of the company's stock valued at $1,756,000 after acquiring an additional 183,931 shares during the period. State of Wyoming lifted its holdings in RealReal by 9.3% during the third quarter. State of Wyoming now owns 78,634 shares of the company's stock valued at $695,000 after purchasing an additional 6,674 shares during the last quarter. U S Global Investors Inc. boosted its position in RealReal by 93.8% during the third quarter. U S Global Investors Inc. now owns 62,000 shares of the company's stock worth $548,000 after purchasing an additional 30,000 shares during the period. SBI Securities Co. Ltd. boosted its position in RealReal by 60.7% during the third quarter. SBI Securities Co. Ltd. now owns 7,534 shares of the company's stock worth $67,000 after purchasing an additional 2,846 shares during the period. Finally, Net Worth Advisory Group boosted its position in RealReal by 11.7% during the third quarter. Net Worth Advisory Group now owns 17,345 shares of the company's stock worth $155,000 after purchasing an additional 1,810 shares during the period. 64.73% of the stock is owned by hedge funds and other institutional investors.

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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