Morgan Stanley Raises Revolve Group (NYSE:RVLV) Price Target to $29.00

Revolve Group (NYSE:RVLV) had its target price boosted by equities research analysts at Morgan Stanley from $27.00 to $29.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Morgan Stanley’s target price points to a potential upside of 22.47% from the company’s previous close.

Other equities analysts have also recently issued reports about the stock. Robert W. Baird set a $29.00 price target on shares of Revolve Group in a research report on Wednesday, December 17th. Roth Mkm reaffirmed a “buy” rating and set a $33.00 target price (up from $30.00) on shares of Revolve Group in a research report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Revolve Group in a research report on Thursday, January 22nd. Barclays increased their price objective on shares of Revolve Group from $23.00 to $24.00 and gave the stock an “equal weight” rating in a research report on Wednesday, November 5th. Finally, Stifel Nicolaus upped their price target on shares of Revolve Group from $28.00 to $33.00 and gave the company a “buy” rating in a research report on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, Revolve Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $28.77.

Revolve Group Trading Down 8.6%

RVLV traded down $2.22 on Wednesday, reaching $23.68. The stock had a trading volume of 860,308 shares, compared to its average volume of 1,092,135. The company has a market capitalization of $1.69 billion, a price-to-earnings ratio of 30.96, a price-to-earnings-growth ratio of 2.30 and a beta of 1.79. Revolve Group has a fifty-two week low of $16.80 and a fifty-two week high of $31.68. The firm has a 50-day moving average of $28.51 and a 200-day moving average of $24.85.

Revolve Group (NYSE:RVLV) last released its quarterly earnings results on Tuesday, February 24th. The company reported $0.26 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.10. Revolve Group had a return on equity of 11.26% and a net margin of 4.64%.The company had revenue of $324.37 million for the quarter, compared to analysts’ expectations of $305.83 million. During the same period in the previous year, the business posted $0.17 earnings per share. The business’s quarterly revenue was up 10.4% compared to the same quarter last year. Sell-side analysts anticipate that Revolve Group will post 0.6 EPS for the current fiscal year.

Insider Activity

In other news, CEO Michael Mente sold 114,024 shares of Revolve Group stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $26.67, for a total transaction of $3,041,020.08. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Insiders have sold 780,928 shares of company stock worth $22,565,084 in the last ninety days. 46.56% of the stock is owned by company insiders.

Hedge Funds Weigh In On Revolve Group

A number of hedge funds have recently added to or reduced their stakes in RVLV. Fuller & Thaler Asset Management Inc. bought a new stake in Revolve Group during the 4th quarter worth approximately $59,421,000. Cooper Creek Partners Management LLC bought a new stake in Revolve Group during the third quarter worth $22,164,000. Balyasny Asset Management L.P. grew its holdings in Revolve Group by 830.9% during the second quarter. Balyasny Asset Management L.P. now owns 1,009,877 shares of the company’s stock worth $20,248,000 after buying an additional 901,396 shares in the last quarter. Marshall Wace LLP raised its position in Revolve Group by 2,036.0% in the 2nd quarter. Marshall Wace LLP now owns 544,678 shares of the company’s stock valued at $10,921,000 after buying an additional 519,178 shares during the last quarter. Finally, Vanguard Group Inc. lifted its stake in Revolve Group by 9.2% during the 4th quarter. Vanguard Group Inc. now owns 4,299,273 shares of the company’s stock valued at $129,795,000 after acquiring an additional 360,598 shares in the last quarter. Institutional investors and hedge funds own 67.60% of the company’s stock.

Trending Headlines about 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 of $324.4M (vs. $305.8M est.), with revenue up ~10.4% year-over-year. These headline beats underpin the recent bullish narrative. MarketBeat Q4 summary
• Positive Sentiment: Profitability and cash-flow improved — company disclosed a 58% increase in net income and a 44% increase in adjusted EBITDA YoY, supporting margin recovery and free-cash-flow strength. PR Newswire release
• Positive Sentiment: Analyst upgrade — BTIG raised its price target to $35 and maintained a “buy” rating, implying material upside from current levels and signaling institutional confidence. Benzinga note
• Neutral Sentiment: Earnings call and detailed commentary are available — call highlights and full transcript provide management color on demand, inventory, and margin drivers that investors will parse for forward guidance. Yahoo earnings highlights Seeking Alpha transcript
• Neutral Sentiment: Investor access ahead — management will present at upcoming Raymond James and UBS conferences (early March), offering further opportunities for guidance and Q&A with investors. Conference announcement
• Negative Sentiment: Shares fell despite the beat — likely profit‑taking and valuation/technical pressure: RVLV still trades at a ~30x PE and sits below its 50‑day moving average, which can trigger short‑term selling even after positive fundamentals. Monitor management guidance and next‑quarter outlook for catalysts that could reverse the pullback.

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.