Revolve Group (NYSE:RVLV) Trading 9.1% Higher on Analyst Upgrade

Revolve Group, Inc. (NYSE:RVLV)’s share price rose 9.1% during mid-day trading on Thursday after Morgan Stanley raised their price target on the stock from $27.00 to $29.00. Morgan Stanley currently has an equal weight rating on the stock. Revolve Group traded as high as $26.17 and last traded at $26.58. Approximately 128,553 shares traded hands during trading, a decline of 89% from the average daily volume of 1,138,246 shares. The stock had previously closed at $24.36.

RVLV has been the subject of several other reports. Guggenheim initiated coverage on Revolve Group in a report on Tuesday, December 9th. They issued a “neutral” rating for the company. Roth Mkm reiterated a “buy” rating and issued a $33.00 target price (up from $30.00) on shares of Revolve Group in a research report on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of Revolve Group in a report on Thursday, January 22nd. Evercore reissued a “mixed” rating on shares of Revolve Group in a research report on Wednesday, November 5th. Finally, Robert W. Baird set a $29.00 price objective on shares of Revolve Group in a report on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $29.50.

Insider Buying and Selling

In other Revolve Group news, CEO Michael Mente sold 15,645 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $26.13, for a total value of $408,803.85. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Michael Karanikolas sold 1,948 shares of the company’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $25.93, for a total transaction of $50,511.64. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 780,928 shares of company stock valued at $22,565,084. Insiders own 43.82% of the company’s stock.

Revolve Group News Roundup

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

• Positive Sentiment: Q4 results beat expectations — Revolve reported $0.26 EPS vs. ~$0.16 consensus and revenue roughly $324M vs. ~$306M, with management highlighting stronger net income and cash flow; the earnings/earnings-call materials support the bullish reaction. Revolve Q4 Highlights
• Positive Sentiment: Multiple analyst upgrades/price-target raises over Feb. 25: BTIG raised PT to $35 (buy), Roth MKM reaffirmed buy and lifted PT to $33, Piper Sandler raised PT to $30 (overweight), Morgan Stanley raised PT to $29 (equal weight). These upward revisions provide near-term support and signal improved sell-through/market-share expectations. Analyst PT Raises
• Neutral Sentiment: Shareholder vote item is for a different company (Revolve Renewable Power Corp., CSE:REVV / OTCQB:REVVF) — not Revolve Group (RVLV). Investors should not conflate the two tickers. REVV Voting Results
• Negative Sentiment: Short interest jumped sharply in February — short position rose ~33% to ~7.32M shares (about 19.2% of shares outstanding) with a days-to-cover near 6.7. That level can increase volatility (downside pressure from short selling and upside risk from squeeze).
• Negative Sentiment: Recent selling/sentiment pressure: an AAII piece flagged a ~12.5% intraday decline recently, highlighting momentum/technical weakness that has attracted short sellers and contributed to volatile price action. AAII: Why RVLV Dropped

Institutional Investors Weigh In On Revolve Group

Several large investors have recently made changes to their positions in RVLV. Allspring Global Investments Holdings LLC raised its stake in shares of Revolve Group by 4.7% during the third quarter. Allspring Global Investments Holdings LLC now owns 628,552 shares of the company’s stock valued at $13,388,000 after purchasing an additional 28,428 shares in the last quarter. Creative Planning increased its stake in Revolve Group by 10.8% during the 2nd quarter. Creative Planning now owns 155,019 shares of the company’s stock valued at $3,108,000 after buying an additional 15,104 shares during the period. Geode Capital Management LLC raised its position in shares of Revolve Group by 5.9% during the 2nd quarter. Geode Capital Management LLC now owns 935,784 shares of the company’s stock worth $18,764,000 after buying an additional 52,049 shares in the last quarter. Segall Bryant & Hamill LLC lifted its stake in shares of Revolve Group by 20.3% in the 2nd quarter. Segall Bryant & Hamill LLC now owns 293,725 shares of the company’s stock worth $5,889,000 after acquiring an additional 49,618 shares during the period. Finally, Federated Hermes Inc. boosted its holdings in shares of Revolve Group by 41.9% in the second quarter. Federated Hermes Inc. now owns 347,664 shares of the company’s stock valued at $6,971,000 after acquiring an additional 102,573 shares in the last quarter. Institutional investors and hedge funds own 67.60% of the company’s stock.

Revolve Group Stock Up 8.3%

The firm has a market cap of $1.88 billion, a price-to-earnings ratio of 31.02, a price-to-earnings-growth ratio of 2.20 and a beta of 1.79. The stock’s 50 day moving average is $28.41 and its 200 day moving average is $24.86.

Revolve Group (NYSE:RVLV) last issued its quarterly earnings results on Tuesday, February 24th. The company reported $0.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.16 by $0.10. Revolve Group had a return on equity of 12.39% and a net margin of 5.03%.The firm had revenue of $324.37 million during the quarter, compared to analyst estimates of $305.83 million. During the same period last year, the company posted $0.17 EPS. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. Analysts anticipate that Revolve Group, Inc. will post 0.6 earnings per share for the current fiscal year.

About Revolve Group

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.