Revolve Group (NYSE:RVLV) Price Target Raised to $29.00 at Morgan Stanley

Revolve Group (NYSE:RVLV) had its price target upped by Morgan Stanley from $27.00 to $29.00 in a report issued on Wednesday,Benzinga reports. Morgan Stanley currently has an equal weight rating on the stock.

Several other analysts also recently weighed in on the company. Robert W. Baird set a $29.00 target price on Revolve Group in a report on Wednesday, December 17th. KeyCorp reiterated an “overweight” rating on shares of Revolve Group in a research note on Wednesday. Piper Sandler increased their price objective on Revolve Group from $25.00 to $30.00 and gave the company an “overweight” rating in a report on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Revolve Group in a report on Thursday, January 22nd. Finally, Guggenheim began coverage on shares of Revolve Group in a research note on Tuesday, December 9th. They set a “neutral” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Revolve Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $29.50.

Revolve Group Stock Down 6.3%

Shares of Revolve Group stock opened at $24.26 on Wednesday. Revolve Group has a 52 week low of $16.80 and a 52 week high of $31.68. The firm’s 50 day moving average is $28.45 and its two-hundred day moving average is $24.85. The firm has a market capitalization of $1.73 billion, a P/E ratio of 28.54, a P/E/G ratio of 2.45 and a beta of 1.79.

Revolve Group (NYSE:RVLV) last issued its quarterly earnings data on Tuesday, February 24th. The company reported $0.26 earnings per share for the quarter, topping the consensus estimate 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 5.03% and a return on equity of 12.39%. The company’s revenue was up 10.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.17 EPS. As a group, research analysts expect that Revolve Group will post 0.6 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Revolve Group news, CEO Michael Mente sold 114,024 shares of the business’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $26.67, for a total value of $3,041,020.08. The sale was disclosed in a legal filing with the SEC, which is available through this link. In the last 90 days, insiders have sold 780,928 shares of company stock valued at $22,565,084. Company insiders own 43.82% of the company’s stock.

Institutional Trading of Revolve Group

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Invesco Ltd. raised its holdings in Revolve Group by 19.5% during the fourth quarter. Invesco Ltd. now owns 96,734 shares of the company’s stock worth $2,920,000 after purchasing an additional 15,809 shares in the last quarter. Fuller & Thaler Asset Management Inc. acquired a new position in Revolve Group during the 4th quarter worth approximately $59,421,000. Man Group plc increased its position in Revolve Group by 0.6% during the 4th quarter. Man Group plc now owns 167,677 shares of the company’s stock worth $5,062,000 after purchasing an additional 1,064 shares during the period. Balyasny Asset Management L.P. raised its stake in shares of Revolve Group by 55.7% during the 4th quarter. Balyasny Asset Management L.P. now owns 1,862,955 shares of the company’s stock worth $56,243,000 after buying an additional 666,784 shares in the last quarter. Finally, Polar Asset Management Partners Inc. acquired a new stake in shares of Revolve Group in the 4th quarter valued at approximately $3,199,000. Hedge funds and other institutional investors own 67.60% of the company’s stock.

Key Stories Impacting Revolve Group

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

• Positive Sentiment: Q4 beat and strong profit/cash flow — RVLV reported $0.26 EPS vs. $0.16 expected and $324.4M revenue (vs. $305.8M est.), with management citing double‑digit top‑line growth, a 58% increase in net income and a 44% increase in adjusted EBITDA year‑over‑year. This underpins the bullish analyst activity. PR Newswire: Q4 Results
• Positive Sentiment: Multiple analyst price-target upgrades — BTIG raised its PT to $35 (buy), Roth MKM reaffirmed buy and lifted its PT to $33, Piper Sandler moved to $30 (overweight) and Morgan Stanley raised its PT to $29 (equal weight). These raises signal renewed analyst conviction that revenue and margin momentum could continue. Benzinga: Analyst Notes StreetInsider: Piper Sandler Raise
• Neutral Sentiment: Investor outreach scheduled — Management will present at upcoming Raymond James and UBS conferences in early March, which may provide additional forward guidance or color but is not an immediate earnings surprise. PR Newswire: Conferences
• Neutral Sentiment: Earnings materials available — The earnings call transcript and slide deck are posted (useful for investors digging into margin drivers, inventory and marketing cadence). Slide Deck Seeking Alpha: Presentation
• Negative Sentiment: Sharp rise in short interest — Short interest climbed ~33% in February to ~7.325M shares, about 19.2% of shares outstanding, with a ~6.7 days‑to‑cover ratio. That elevated shorting can add selling pressure and volatility, and raises the risk of further downside if sentiment turns negative.

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.