Analyst Price Targets — REAL
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| January 22, 2026 11:11 am | — | KeyBanc | $20.00 | $16.58 | TheFly | RealReal price target raised to $20 from $16 at KeyBanc |
| January 14, 2026 2:21 pm | Bobby Brooks | Northland Securities | $20.00 | $16.66 | TheFly | RealReal price target raised to $20 from $16 at Northland |
| January 8, 2026 11:25 am | — | UBS | $16.00 | $16.45 | TheFly | RealReal price target raised to $16 from $14 at UBS |
| December 30, 2025 11:08 am | Marvin Fong | BTIG | $18.00 | $16.36 | TheFly | RealReal price target raised to $18 from $15 at BTIG |
| December 17, 2025 12:02 pm | — | Robert W. Baird | $15.00 | $14.56 | TheFly | RealReal price target raised to $15 from $13 at Baird |
| December 16, 2025 11:14 am | — | Wells Fargo | $20.00 | $14.03 | TheFly | RealReal price target raised to $20 from $15 at Wells Fargo |
| November 11, 2025 9:37 am | Marvin Fong | BTIG | $15.00 | $11.21 | StreetInsider | The RealReal Inc. (REAL) PT Raised to $15 at BTIG |
| November 5, 2025 6:07 am | Ashley Owens | KeyBanc | $16.00 | $11.19 | StreetInsider | KeyBanc Upgrades The RealReal Inc. (REAL) to Overweight |
| October 29, 2025 8:22 pm | — | Roth Capital | $17.50 | $12.29 | TheFly | RealReal initiated with a Buy at Roth Capital |
| October 15, 2025 9:53 am | — | UBS | $10.50 | $10.32 | TheFly | RealReal price target raised to $10.50 from $8 at UBS |
Latest News for REAL
On Feb. 23, 2026, Madan Gopal Ajay sold 31,381 shares for a total value of ~$336,000 at a weighted-average price of around $10.72 per share. This disposition represented 2.49% of Ajay's direct holdings at the time, reducing direct ownership to 1,230,892 shares.
TheRealReal continues to outperform, driven by accelerating GMV and strong Q4 results, prompting a reiterated "Buy" rating. REAL benefits from a large $200 billion TAM, with current GMV only ~1% penetrated, supporting significant long-term growth potential. The shift to a consignment-first, capital-light model has lifted gross margins to the mid-70%s, enabling substantial economies of scale.
The RealReal, Inc. (REAL) Q4 2025 Earnings Call Transcript
The RealReal's latest earnings message is less about a single quarter's sales tally and more about how the luxury reseller thinks artificial intelligence can rewire the work behind every listing, from deciding which sellers to pursue to getting more items authenticated, described and priced fast enough to meet demand.
The headline numbers for The RealReal (REAL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
🧮 Earnings Move Analyzer
Insider Trading
Insider Trading
| Name | Role | Date | Type | Shares | Price | Form | Link |
|---|
Senate Trading
No Senate trades found for REAL.
U.S. House Trading
No House trades found for REAL.
Options Chain
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