Reformation Inc. (NYSE:REF) Stock Now Rated “Moderate Buy” by Wall Street Analysts

Reformation Inc. (NYSE:REF) has been assigned an average recommendation of “Moderate Buy” from the eleven research firms that are presently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating and eight have issued a buy rating on the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $19.75.

A number of analysts recently issued reports on the company. Guggenheim reiterated a “buy” rating and issued a $20.00 price target on shares of Reformation in a report on Friday, September 11th. Weiss Ratings assumed coverage on Reformation in a report on Monday, October 26th. They issued a “sell (e)” rating for the company. William Blair initiated coverage on Reformation in a report on Monday, August 24th. They issued an “outperform” rating on the stock. Robert W. Baird assumed coverage on shares of Reformation in a report on Monday, August 24th. They issued an “outperform” rating and a $19.00 price target for the company. Finally, BTIG Research lifted their target price on shares of Reformation from $20.00 to $21.00 and gave the stock a “buy” rating in a research note on Friday.

Insider Buying and Selling at Reformation

In other news, major shareholder Scsp Refo sold 149,596 shares of Reformation stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $13.95, for a total value of $2,086,864.20. Following the completion of the transaction, the insider owned 28,942,153 shares in the company, valued at approximately $403,743,034.35. This trade represents a 0.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Yael Aflalo sold 60,298 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $13.95, for a total value of $841,157.10. Following the completion of the transaction, the director directly owned 11,665,505 shares in the company, valued at $162,733,794.75. The trade was a 0.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information.

Reformation Stock Performance

REF opened at $18.01 on Friday. Reformation has a one year low of $11.85 and a one year high of $18.44. The company has a current ratio of 1.58, a quick ratio of 0.96 and a debt-to-equity ratio of 0.64. The stock has a market cap of $1.06 billion and a P/E ratio of -1,801.00. The firm has a 50-day simple moving average of $14.37.

Reformation (NYSE:REF) last announced its earnings results on Thursday, November 5th. The company reported ($0.02) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.02 by ($0.04). The firm had revenue of $173.57 million during the quarter, compared to the consensus estimate of $170.48 million. The company’s revenue for the quarter was up 19.1% compared to the same quarter last year. As a group, analysts predict that Reformation will post 0.17 earnings per share for the current fiscal year.

Key Reformation News

Here are the key news stories impacting Reformation this week:

• Positive Sentiment: Royal Bank of Canada raised its price target to $21 from $18 and maintained an “outperform” rating. Tickerreport article
• Positive Sentiment: BTIG Research increased its target to $21 from $20 and assigned a “buy” rating, adding to the analyst support for the shares. Tickerreport article
• Positive Sentiment: Fiscal Q3 revenue rose 19.1% year over year to $173.6 million, topping estimates. Active customers grew 23%, gross margin expanded to 60.4%, and adjusted EBITDA increased 64.2% to $23.1 million. Q3 results
• Positive Sentiment: Reformation raised its fiscal 2026 net revenue growth outlook to about 20% and expects its adjusted EBITDA margin to reach the high end of its prior guidance, around 14.2%. 2026 outlook
• Negative Sentiment: Quarterly loss was $0.02 per share, missing consensus expectations for earnings of $0.02 per share. The company reported a net loss of $1.1 million. Earnings report

About Reformation

Reformation is a fashion company that designs and sells women’s clothing, footwear, accessories and related products. Its assortment includes dresses, tops, denim, knitwear, outerwear, shoes, handbags and wedding apparel, with products offered through its direct-to-consumer website and retail stores.

Founded in 2009 by Yael Aflalo, Reformation built its brand around combining contemporary style with sustainability-focused production practices. The company has emphasized the use of lower-impact materials, reuse of vintage garments and deadstock fabrics, and efforts to reduce the environmental impact of its operations and supply chain.

Reformation serves customers in the United States and internationally through its online platform and a network of retail locations.