Revolve Group

RVLV · NYSE

$23.20+$0.89 (+3.99%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $22.31

RVLV analyst rating

BuyConsensus of 12 analysts over the last 12 months. 58% rate it a buy.

Strong buy0
Buy7
Hold5
Underperform0
Sell0

12-month price target · 15 analysts

Average $31.46 (+35.6% upside)

Low: $24.24
Now: $23.20
High: $38.85

Upgrades and downgrades

The latest rating actions, newest first

RVLV analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Raymond James	Oct 16, 2026	Maintains	Outperform	$28.00 → $25.00	49%
BTIG	Aug 21, 2026	Maintains	Buy	$35.00	51%
UBS	Aug 5, 2026	Maintains	Neutral	$28.00 → $29.00	50%
TD Cowen	Aug 5, 2026	Maintains	Buy	$28.00 → $31.00	51%
Piper Sandler	Aug 5, 2026	Maintains	Overweight	$27.00 → $30.00	49%
Barclays	May 7, 2026	Maintains	Equal-Weight	$28.00 → $26.00	51%
UBS	May 6, 2026	Maintains	Neutral	$31.00 → $28.00	50%
Piper Sandler	May 6, 2026	Maintains	Overweight	$30.00 → $27.00	49%
Keybanc	May 6, 2026	Maintains	Overweight	$35.00 → $32.00	32%
BTIG	May 6, 2026	Maintains	Buy	$35.00	51%

The case for and against

Updated Oct 14, 2026

Bull case

Revolve Group is well positioned for durable growth because its younger Millennial and Gen Z customer base remains resilient, self-purchase driven, and less exposed to macro stress, helping sales rise even with reduced performance marketing and unchanged installment use below 10% of sales. The company’s 2024 net sales of $1.1 billion, over $300 million in cash, no debt, and just over 3 million active customers support a long runway, while owned brands, the Grow-Good beauty JV, and Revolve Los Angeles should expand margins through higher mix and operating leverage. Management also sees further upside from international, physical retail, and recurring customer gains, with gross margin and Adj. EBITDA margin expected to improve as markdowns ease and SG&A leverage builds.

Bear case

Revolve Group is facing a weakening fundamental setup as marketing spend is not producing the expected return, which is pressuring operating margins and limiting leverage in the business. Higher return rates and elevated selling and distribution costs are also weighing on profitability, while modest product cost inflation and a lower gross margin outlook to 53.5%-54.0% suggest further compression ahead. Even with $1.1 billion in 2024 net sales and roughly 18% private-label mix, the company remains exposed to heightened promotional pressure, competition, and diminished marketing efficacy, all of which support a negative outlook.

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