RealReal (NASDAQ:REAL) Upgraded at Wall Street Zen

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

A number of other equities research analysts also recently commented on REAL. UBS Group lifted their target price on shares of RealReal from $14.00 to $16.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Robert W. Baird lifted their price objective on RealReal from $15.00 to $16.00 and gave the stock a “neutral” rating in a report on Friday. Northland Securities set a $20.00 price objective on RealReal in a research report on Wednesday, January 14th. B. Riley Financial raised their target price on RealReal from $14.00 to $17.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Finally, Wells Fargo & Company upped their price target on shares of RealReal from $15.00 to $20.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $18.06.

RealReal Stock Down 1.0%

Shares of NASDAQ REAL opened at $12.26 on Friday. The firm’s 50-day moving average price is $14.50 and its 200-day moving average price is $12.37. RealReal has a 52-week low of $4.61 and a 52-week high of $17.39. The company has a market cap of $1.43 billion, a PE ratio of -11.25 and a beta of 2.65.

Insider Buying and Selling at RealReal

In other news, CAO Steve Ming Lo sold 16,962 shares of RealReal stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $10.72, for a total transaction of $181,832.64. Following the transaction, the chief accounting officer directly owned 170,236 shares of the company’s stock, valued at $1,824,929.92. The trade was a 9.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Todd A. Suko sold 45,947 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 $492,551.84. Following the transaction, the insider owned 560,563 shares of the company’s stock, valued at approximately $6,009,235.36. This trade represents a 7.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 235,298 shares of company stock valued at $2,522,395 in the last ninety days. 9.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On RealReal

Several large investors have recently added to or reduced their stakes in REAL. Comerica Bank boosted its position in shares of RealReal by 0.3% in the third quarter. Comerica Bank now owns 351,156 shares of the company’s stock worth $3,733,000 after purchasing an additional 1,156 shares during the period. Larson Financial Group LLC lifted its stake in shares of RealReal by 40.7% during the 4th quarter. Larson Financial Group LLC now owns 4,099 shares of the company’s stock valued at $65,000 after buying an additional 1,185 shares in the last quarter. Evoke Wealth LLC boosted its holdings in RealReal by 2.9% in the 4th quarter. Evoke Wealth LLC now owns 43,853 shares of the company’s stock worth $692,000 after buying an additional 1,240 shares during the period. DRW Securities LLC increased its stake in RealReal by 10.3% in the 4th quarter. DRW Securities LLC now owns 17,717 shares of the company’s stock worth $280,000 after buying an additional 1,650 shares in the last quarter. Finally, Royal Bank of Canada raised its holdings in RealReal by 4.0% during the fourth quarter. Royal Bank of Canada now owns 44,367 shares of the company’s stock valued at $700,000 after acquiring an additional 1,694 shares during the period. Hedge funds and other institutional investors own 64.73% of the company’s stock.

Key Headlines 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.