RealReal (NASDAQ:REAL) Stock Rating Upgraded by Wall Street Zen

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

REAL has been the topic of a number of other reports. KeyCorp lifted their price target on shares of RealReal from $16.00 to $20.00 and gave the company an “overweight” rating in a report on Thursday, January 22nd. Weiss Ratings restated a “sell (d-)” rating on shares of RealReal in a research report on Thursday, January 22nd. William Blair assumed coverage on RealReal in a report on Monday, December 15th. They issued an “outperform” rating on the stock. Wells Fargo & Company increased their price target on RealReal from $15.00 to $20.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Finally, UBS Group lifted their price objective on RealReal from $14.00 to $16.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $18.06.

RealReal Price Performance

Shares of REAL opened at $12.26 on Friday. The firm has a market cap of $1.43 billion, a P/E ratio of -11.25 and a beta of 2.65. RealReal has a 1 year low of $4.61 and a 1 year high of $17.39. The company has a 50 day simple moving average of $14.50 and a two-hundred day simple moving average of $12.37.

Insider Buying and Selling

In other RealReal news, CEO Levesque Rati Sahi sold 121,399 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $10.72, for a total transaction of $1,301,397.28. Following the sale, the chief executive officer directly owned 1,482,779 shares of the company’s stock, valued at $15,895,390.88. The trade was a 7.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Luke Thomas Friang sold 19,609 shares of the company’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 $210,208.48. Following the sale, the insider owned 479,656 shares in the company, valued at approximately $5,141,912.32. This trade represents a 3.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 235,298 shares of company stock valued at $2,522,395 in the last quarter. 9.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of REAL. Vanguard Group Inc. increased its position in RealReal by 6.9% during the fourth quarter. Vanguard Group Inc. now owns 6,336,596 shares of the company’s stock valued at $99,991,000 after acquiring an additional 406,789 shares during the last quarter. Marshall Wace LLP boosted its stake in shares of 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 purchasing an additional 143,165 shares during the period. State Street Corp grew its holdings in 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 purchasing an additional 111,677 shares during the last quarter. Two Sigma Investments LP raised its position in RealReal by 6.6% in the 3rd quarter. Two Sigma Investments LP now owns 2,628,770 shares of the company’s stock worth $27,944,000 after purchasing an additional 162,804 shares during the period. Finally, Divisadero Street Capital Management LP lifted its stake in RealReal by 652.5% in the third quarter. Divisadero Street Capital Management LP now owns 2,599,801 shares of the company’s stock worth $27,636,000 after purchasing an additional 2,254,300 shares during the last quarter. 64.73% of the stock is owned by hedge funds and other institutional investors.

Key RealReal News

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.