Revolve Group (NYSE:RVLV) Trading 9.1% Higher on Analyst Upgrade

Shares of Revolve Group, Inc. (NYSE:RVLV) rose 9.1% during trading on Thursday after Morgan Stanley raised their price target on the stock from $27.00 to $29.00. Morgan Stanley currently has an equal weight rating on the stock. Revolve Group traded as high as $26.17 and last traded at $26.58. Approximately 128,553 shares changed hands during mid-day trading, a decline of 89% from the average daily volume of 1,138,246 shares. The stock had previously closed at $24.36.

RVLV has been the subject of a number of other research reports. Wall Street Zen lowered Revolve Group from a “buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Barclays upped their price objective on shares of Revolve Group from $23.00 to $24.00 and gave the stock an “equal weight” rating in a report on Wednesday, November 5th. Roth Mkm reissued a “buy” rating and set a $33.00 target price (up from $30.00) on shares of Revolve Group in a research note on Wednesday. BTIG Research boosted their price target on shares of Revolve Group from $30.00 to $35.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Robert W. Baird set a $29.00 price target on shares of Revolve Group in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, Revolve Group presently has an average rating of “Moderate Buy” and an average target price of $29.50.

Insider Transactions at Revolve Group

In other news, CFO Jesse Timmermans sold 5,349 shares of the company’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $31.51, for a total transaction of $168,546.99. Following the completion of the sale, the chief financial officer directly owned 11,610 shares of the company’s stock, valued at $365,831.10. This represents a 31.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Michael Mente sold 15,645 shares of Revolve Group stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $26.13, for a total value of $408,803.85. The disclosure for this sale is available in the SEC filing. Insiders have sold 780,928 shares of company stock valued at $22,565,084 over the last three months. Company insiders own 43.82% of the company’s stock.

Key Headlines Impacting Revolve Group

Here are the key news stories impacting Revolve Group this week:

• Positive Sentiment: Q4 results beat consensus: RVLV reported $0.26 EPS vs. $0.16 expected and revenue $324.4M vs. $305.8M est.; management highlighted double‑digit top‑line growth, a 58% rise in net income and 44% growth in adjusted EBITDA — a clear fundamental catalyst for the rally. PR Newswire — Q4 Results
• Positive Sentiment: BTIG raised its price target to $35 and kept a Buy rating (≈41% upside vs. the ~$24.86 reference), signaling confidence in accelerating market-share and margin progress. Benzinga
• Positive Sentiment: Roth MKM reaffirmed a Buy and lifted its target to $33 (≈33% upside), showing demand from growth-focused analysts after the quarter. Benzinga
• Positive Sentiment: Piper Sandler hiked its target to $30 and moved to Overweight (≈21% upside), noting accelerating market-share gains as a rationale. Street Insider
• Positive Sentiment: Morgan Stanley raised its target to $29 and kept an Equal‑Weight rating (≈17% upside vs. the reference price), adding another institutional upward revision that supports near‑term momentum. TickerReport / Benzinga
• Neutral Sentiment: Earnings call materials, transcript and slide deck are available — useful for drilling into margin drivers, inventory trends and guidance details to verify whether the beat is repeatable. Slide Deck Seeking Alpha — Presentation
• Negative Sentiment: Short interest jumped ~33% in February to ~7.325M shares (≈19.2% of float) with a days-to-cover ~6.7 — this raises two-way risk: added selling pressure from shorts but also squeeze potential if buying persists; investors should monitor volume and short-covering activity.

Institutional Investors Weigh In On Revolve Group

Hedge funds have recently made changes to their positions in the company. Kestra Advisory Services LLC purchased a new position in Revolve Group during the 4th quarter worth approximately $40,000. State of Alaska Department of Revenue acquired a new stake in shares of Revolve Group in the third quarter worth $46,000. Elevation Point Wealth Partners LLC purchased a new position in shares of Revolve Group during the second quarter valued at $68,000. Quarry LP lifted its stake in Revolve Group by 6,932.1% in the 3rd quarter. Quarry LP now owns 3,727 shares of the company’s stock worth $79,000 after acquiring an additional 3,674 shares in the last quarter. Finally, Logan Capital Management Inc. boosted its position in Revolve Group by 35.5% during the 2nd quarter. Logan Capital Management Inc. now owns 5,579 shares of the company’s stock worth $112,000 after acquiring an additional 1,463 shares during the period. Hedge funds and other institutional investors own 67.60% of the company’s stock.

Revolve Group Stock Performance

The company has a market cap of $1.86 billion, a PE ratio of 30.92, a PEG ratio of 2.45 and a beta of 1.79. The company has a 50 day simple moving average of $28.45 and a two-hundred day simple moving average of $24.85.

Revolve Group (NYSE:RVLV) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $0.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.16 by $0.10. Revolve Group had a net margin of 5.03% and a return on equity of 12.39%. The business had revenue of $324.37 million during the quarter, compared to analyst estimates of $305.83 million. During the same period in the prior year, the firm earned $0.17 earnings per share. The firm’s revenue was up 10.4% compared to the same quarter last year. As a group, analysts expect that Revolve Group, Inc. will post 0.6 earnings per share for the current fiscal year.

About Revolve Group

Revolve Group, Inc operates as a leading online fashion retailer primarily serving millennial and Gen Z consumers through its flagship e-commerce platform. The company offers a curated assortment of apparel, accessories and beauty products from more than 500 established and emerging brands, alongside private label labels covering contemporary and premium segments. With a focus on trend-driven merchandise and seamless user experience, the website features shoppable editorial content and digital styling advice aimed at strengthening customer engagement and brand loyalty.

Founded in 2003 and headquartered in Cerritos, California, Revolve has expanded its footprint beyond North America by launching localized sites and logistics centers in Europe and the Middle East.