Revolve Group, Inc. (NYSE:RVLV) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Revolve Group, Inc. (NYSE:RVLV) have earned an average rating of “Moderate Buy” from the sixteen brokerages that are covering the firm, Marketbeat Ratings reports. Seven research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has given a strong buy rating to the company. The average 12 month price target among brokerages that have issued a report on the stock in the last year is $27.6154.

Several research analysts have recently weighed in on the company. UBS Group set a $27.00 price objective on Revolve Group in a research report on Tuesday, January 13th. Barclays lifted their target price on Revolve Group from $23.00 to $24.00 and gave the stock an “equal weight” rating in a report on Wednesday, November 5th. Jefferies Financial Group reissued a “buy” rating and issued a $34.00 price target on shares of Revolve Group in a research note on Thursday, December 18th. Morgan Stanley increased their price objective on shares of Revolve Group from $26.00 to $27.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. Finally, Wall Street Zen downgraded shares of Revolve Group from a “buy” rating to a “hold” rating in a research report on Tuesday, December 9th.

Key Revolve Group News

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

• Positive Sentiment: Q4 results beat expectations: RVLV reported $0.26 EPS vs. consensus $0.16 and revenue of $324.4M vs. $305.8M est.; revenue rose ~10.4% year-over-year and management flagged strong holiday execution. PR Newswire — Q4 & FY2025 Results
• Positive Sentiment: Profitability and margin improvements: Management highlighted a 58% increase in net income and a 44% increase in Adjusted EBITDA YoY, signaling operational leverage as revenue grows. Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and metric breakdowns: Post-release writeups (Zacks, SFGate, MarketBeat) emphasize the beat and dig into key metrics — useful for modeling but not containing major guidance changes. Zacks — Q4 Results Coverage
• Neutral Sentiment: Investor outreach scheduled: Management will present at Raymond James and UBS investor conferences in early March — these presentations may provide incremental color but are routine. PR Newswire — Investor Conferences
• Negative Sentiment: Valuation and margin context: RVLV trades at a relatively rich multiple (PE ~34.2, PEG ~2.3) with a modest net margin (~4.6%), leaving limited room for disappointment if growth slows. MarketBeat — Earnings Summary & Metrics
• Negative Sentiment: Price/technical considerations: Shares remain volatile (beta ~1.8) and are trading below the 50‑day moving average, so momentum could reverse if upcoming commentary/guidance disappoints. SFGate — Earnings Snapshot

Insider Buying and Selling

In related news, CFO Jesse Timmermans sold 5,349 shares of the stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $31.51, for a total value of $168,546.99. Following the completion of the sale, the chief financial officer directly owned 11,610 shares of the company’s stock, valued at approximately $365,831.10. This represents a 31.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Michael Karanikolas sold 1,948 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $25.93, for a total transaction of $50,511.64. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 780,928 shares of company stock worth $22,565,084. 46.56% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Fuller & Thaler Asset Management Inc. purchased a new stake in shares of Revolve Group during the 4th quarter valued at $59,421,000. Cooper Creek Partners Management LLC bought a new position in Revolve Group during the third quarter valued at about $22,164,000. Balyasny Asset Management L.P. increased its holdings in Revolve Group by 830.9% during the second quarter. Balyasny Asset Management L.P. now owns 1,009,877 shares of the company’s stock worth $20,248,000 after buying an additional 901,396 shares during the last quarter. Marshall Wace LLP raised its position in Revolve Group by 2,036.0% in the second quarter. Marshall Wace LLP now owns 544,678 shares of the company’s stock worth $10,921,000 after acquiring an additional 519,178 shares during the period. Finally, Vanguard Group Inc. raised its position in Revolve Group by 9.2% in the fourth quarter. Vanguard Group Inc. now owns 4,299,273 shares of the company’s stock worth $129,795,000 after acquiring an additional 360,598 shares during the period. Institutional investors own 67.60% of the company’s stock.

Revolve Group Stock Performance

NYSE:RVLV opened at $25.96 on Friday. The firm’s fifty day moving average is $28.51 and its 200-day moving average is $24.85. Revolve Group has a 52 week low of $16.80 and a 52 week high of $31.68. The firm has a market cap of $1.85 billion, a P/E ratio of 34.16, a P/E/G ratio of 2.30 and a beta of 1.79.

Revolve Group (NYSE:RVLV) last announced its earnings results on Tuesday, February 24th. The company reported $0.26 earnings per share for the quarter, topping analysts’ consensus estimates of $0.16 by $0.10. The business had revenue of $324.37 million during the quarter, compared to the consensus estimate of $305.83 million. Revolve Group had a net margin of 4.64% and a return on equity of 11.26%. Revolve Group’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter last year, the firm earned $0.17 earnings per share. As a group, sell-side analysts anticipate that Revolve Group will post 0.6 earnings per share for the current year.

Revolve Group Company Profile

Revolve Group, Inc operates as a leading online fashion retailer primarily serving millennial and Gen Z consumers through its flagship e-commerce platform. The company offers a curated assortment of apparel, accessories and beauty products from more than 500 established and emerging brands, alongside private label labels covering contemporary and premium segments. With a focus on trend-driven merchandise and seamless user experience, the website features shoppable editorial content and digital styling advice aimed at strengthening customer engagement and brand loyalty.

Founded in 2003 and headquartered in Cerritos, California, Revolve has expanded its footprint beyond North America by launching localized sites and logistics centers in Europe and the Middle East.