RealReal (NASDAQ:REAL) Raised to Buy at Wall Street Zen

RealReal (NASDAQ:REAL) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

REAL has been the subject of several other reports. Northland Securities set a $20.00 price objective on RealReal in a research note on Wednesday, January 14th. Wells Fargo & Company increased their target price on shares of RealReal from $15.00 to $20.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Robert W. Baird boosted their price target on shares of RealReal from $15.00 to $16.00 and gave the company a “neutral” rating in a research report on Friday. BTIG Research reaffirmed a “buy” rating and set a $18.00 price objective on shares of RealReal in a research note on Friday. Finally, KeyCorp raised their price objective on shares of RealReal from $16.00 to $20.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, RealReal has an average rating of “Moderate Buy” and a consensus price target of $18.06.

RealReal Trading Down 1.0%

REAL stock opened at $12.26 on Friday. RealReal has a 1-year low of $4.61 and a 1-year high of $17.39. The business’s 50 day moving average is $14.50 and its 200-day moving average is $12.44. The firm has a market cap of $1.46 billion, a P/E ratio of -11.25 and a beta of 2.68.

Insider Activity

In other RealReal news, CFO Gopal Ajay Madan sold 31,381 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $10.72, for a total value of $336,404.32. Following the transaction, the chief financial officer directly owned 1,124,711 shares in the company, valued at approximately $12,056,901.92. This trade represents a 2.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Luke Thomas Friang sold 19,609 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $10.72, for a total value of $210,208.48. Following the sale, the insider owned 479,656 shares of the company’s stock, valued at approximately $5,141,912.32. The trade was a 3.93% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 235,298 shares of company stock worth $2,522,395. 9.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its stake in shares of RealReal by 6.9% during the fourth quarter. Vanguard Group Inc. now owns 6,336,596 shares of the company’s stock worth $99,991,000 after buying an additional 406,789 shares during the last quarter. Marshall Wace LLP grew its holdings in RealReal by 3.4% during the 2nd quarter. Marshall Wace LLP now owns 4,321,577 shares of the company’s stock worth $20,700,000 after acquiring an additional 143,165 shares during the period. State Street Corp raised its position in shares of RealReal by 4.2% during the 4th quarter. State Street Corp now owns 2,746,238 shares of the company’s stock valued at $43,336,000 after acquiring an additional 111,677 shares during the last quarter. Two Sigma Investments LP lifted its stake in shares of RealReal by 6.6% in the 3rd quarter. Two Sigma Investments LP now owns 2,628,770 shares of the company’s stock valued at $27,944,000 after purchasing an additional 162,804 shares during the period. Finally, Divisadero Street Capital Management LP lifted its stake in shares of RealReal by 652.5% in the 3rd quarter. Divisadero Street Capital Management LP now owns 2,599,801 shares of the company’s stock valued at $27,636,000 after purchasing an additional 2,254,300 shares during the period. Institutional investors own 64.73% of the company’s stock.

Trending Headlines about RealReal

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: Q4 results beat expectations — EPS $0.06 vs. $0.04 est. and revenues $194.05M (up 18% YoY); company reported GMV growth and said it exceeded 2025 guidance. The RealReal Announces Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Company reported a record >$2 billion GMV, signalling accelerating marketplace demand and scale benefits for margins and unit economics. The RealReal achieves record 2 billion dollar GMV amid luxury resale surge
• Positive Sentiment: Management provided 2026 targets: outlined 12–15% GMV growth and reiterated investments in AI, automation and supply initiatives aimed at driving throughput and EBITDA expansion. RealReal outlines 12–15% GMV growth for 2026 while advancing AI automation and supply
• Positive Sentiment: Bullish analyst action: BTIG reaffirmed a “buy” and set an $18 price target (~47% upside from current levels), reinforcing upside sentiment. Benzinga – BTIG rating
• Positive Sentiment: Analyst commentary and research pieces highlight platform-level EBITDA leverage as GMV scales and the shift to a capital-light consignment model improves gross margins. TheRealReal: Platform Growth Is Leading To Sizable EBITDA Gains
• Neutral Sentiment: Robert W. Baird raised its price target from $15 to $16 but kept a “neutral” rating — a modest positive on price target but not a conviction upgrade. Benzinga – Baird note
• Neutral Sentiment: Earnings materials, the slide deck and full call transcript are available for deeper read-throughs (useful for modeling but informational). Q4 Results – Earnings Call Presentation Q4 Earnings Call Transcript
• Negative Sentiment: An insider (Levesque Rati Sahi) sold 121,399 shares, which could be viewed as a near-term negative or trigger for profit-taking by investors. Levesque Rati Sahi Sells 121,399 Shares of RealReal Stock

About RealReal

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.