BTIG Research Reiterates “Buy” Rating for RealReal (NASDAQ:REAL)

RealReal (NASDAQ:REAL)‘s stock had its “buy” rating restated by equities researchers at BTIG Research in a research note issued on Friday,Benzinga reports. They presently have a $18.00 target price on the stock. BTIG Research’s price objective points to a potential upside of 46.82% from the company’s previous close.

Other equities research analysts have also issued research reports about the company. Weiss Ratings reissued a “sell (d-)” rating on shares of RealReal in a research report on Thursday, January 22nd. Wall Street Zen downgraded shares of RealReal from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Robert W. Baird increased their target price on shares of RealReal from $15.00 to $16.00 and gave the company a “neutral” rating in a research report on Friday. KeyCorp boosted their price target on shares of RealReal from $16.00 to $20.00 and gave the company an “overweight” rating in a research report on Thursday, January 22nd. Finally, B. Riley Financial raised their price objective on RealReal from $14.00 to $17.00 and gave the stock a “buy” rating in a report on Friday, December 12th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $18.06.

RealReal Price Performance

NASDAQ:REAL opened at $12.26 on Friday. RealReal has a 12 month low of $4.61 and a 12 month high of $17.39. The firm has a market capitalization of $1.43 billion, a PE ratio of -11.25 and a beta of 2.65. The business’s fifty day moving average price is $14.50 and its 200 day moving average price is $12.41.

Insider Buying and Selling at RealReal

In other RealReal news, CFO Gopal Ajay Madan sold 31,381 shares of RealReal stock in a transaction that occurred 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 document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Steve Ming Lo sold 16,962 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $10.72, for a total value of $181,832.64. Following the completion of the transaction, the chief accounting officer directly owned 170,236 shares in the company, valued at approximately $1,824,929.92. The trade was a 9.06% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 235,298 shares of company stock valued at $2,522,395. Corporate insiders own 9.00% of the company’s stock.

Hedge Funds Weigh In On RealReal

Several institutional investors have recently bought and sold shares of REAL. Quarry LP acquired a new stake in shares of RealReal in the 3rd quarter worth $28,000. Larson Financial Group LLC acquired a new stake in RealReal in the third quarter valued at about $31,000. State of Alaska Department of Revenue acquired a new position in RealReal during the 3rd quarter worth approximately $59,000. Flagship Harbor Advisors LLC purchased a new position in shares of RealReal during the 4th quarter worth approximately $71,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of RealReal in the 4th quarter valued at approximately $104,000. 64.73% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting 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.