RealReal (NASDAQ:REAL) Upgraded to Buy at Wall Street Zen

Wall Street Zen upgraded shares of RealReal (NASDAQ:REAL) from a hold rating to a buy rating in a research note issued to investors on Saturday.

Several other brokerages also recently weighed in on REAL. Northland Securities set a $20.00 price target on RealReal in a report on Wednesday, January 14th. Wells Fargo & Company lifted their price objective on RealReal from $15.00 to $20.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Robert W. Baird upped their target price on RealReal from $15.00 to $16.00 and gave the company a “neutral” rating in a research note on Friday. KeyCorp raised their price target on RealReal from $16.00 to $20.00 and gave the stock an “overweight” rating in a research note on Thursday, January 22nd. Finally, William Blair started coverage on RealReal in a report on Monday, December 15th. They issued an “outperform” rating for the company. One 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. Based on data from MarketBeat, RealReal has a consensus rating of “Moderate Buy” and a consensus target price of $18.06.

RealReal Price Performance

RealReal stock opened at $12.26 on Friday. The stock has a market capitalization of $1.43 billion, a P/E ratio of -11.25 and a beta of 2.65. RealReal has a 12-month low of $4.61 and a 12-month high of $17.39. The firm’s 50-day moving average is $14.50 and its two-hundred day moving average is $12.41.

Insider Buying and Selling

In other news, insider Luke Thomas Friang sold 19,609 shares of the firm’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 $210,208.48. Following the transaction, the insider directly owned 479,656 shares in the company, valued at $5,141,912.32. This trade represents a 3.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 sale, the chief accounting officer 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 SEC filing for this sale provides additional information. Over the last quarter, insiders sold 235,298 shares of company stock worth $2,522,395. Corporate insiders own 9.00% of the company’s stock.

Institutional Investors Weigh In On RealReal

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

Trending Headlines about 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.