RealReal (NASDAQ:REAL) Price Target Raised to $16.00

RealReal (NASDAQ:REAL) had its price target lifted by Robert W. Baird from $15.00 to $16.00 in a research note published on Friday,Benzinga reports. The firm currently has a neutral rating on the stock.

REAL has been the topic of a number of other reports. B. Riley Financial boosted their price target on shares of RealReal from $14.00 to $17.00 and gave the company a “buy” rating in a research note on Friday, December 12th. KeyCorp lifted their target price on shares of RealReal from $16.00 to $20.00 and gave the company an “overweight” rating in a report on Thursday, January 22nd. Wall Street Zen lowered RealReal from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Wells Fargo & Company raised their price target on RealReal from $15.00 to $20.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Finally, William Blair initiated coverage on RealReal in a research note on Monday, December 15th. They issued an “outperform” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $18.06.

RealReal Stock Down 1.0%

NASDAQ:REAL opened at $12.26 on Friday. RealReal has a 52 week low of $4.61 and a 52 week high of $17.39. The stock’s fifty day moving average is $14.50 and its two-hundred day moving average is $12.44. The company has a market capitalization of $1.46 billion, a P/E ratio of -11.25 and a beta of 2.68.

Insider Buying and Selling at RealReal

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

Institutional Investors Weigh In On RealReal

A number of large investors have recently modified their holdings of REAL. Quarry LP purchased a new stake in shares of RealReal during the 3rd quarter worth $28,000. Larson Financial Group LLC acquired a new stake in RealReal in the third quarter valued at $31,000. State of Alaska Department of Revenue purchased a new stake in RealReal during the 3rd quarter worth about $59,000. Flagship Harbor Advisors LLC purchased a new stake in RealReal during the 4th quarter worth about $71,000. Finally, Kemnay Advisory Services Inc. acquired a new position in shares of RealReal during the 4th quarter worth about $104,000. 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

RealReal Company Profile

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.