The RealReal, Inc.

The RealReal, Inc.

REALยทNASDAQ

$9.12

-6.0%
Consumer CyclicalLuxury Goods

The RealReal, Inc. operates an online marketplace for consigned luxury goods in the United State. It offers various product categories, including women's, men's, kids', jewelry and watches, and home and art products. The company was incorporated in 2011 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$2.64B
EPS-0.3600
P/E Ratio-25.33
Earnings Date08/06/2026
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The RealReal, Inc. Street Expectations Map

REAL ยท NASDAQ

Wall Street analysts project that REAL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 17.29, with estimates ranging from a low of 13.00 to a high of 20.00.

Lowest Target
13.00
42.54%
Consensus Target
17.29
89.58%
Highest Target
20.00
119.30%

The consensus 1-year price target stands at 17.29, with estimates ranging from a low of 13.00 to a high of 20.00.

Analyst Consensus Analysis

Upside Potential

+89.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

40.5% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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The RealReal, Inc. Forward Estimates of Revenue

REAL ยท NASDAQ
Latest Revenue
692.85M
FY 2025
Avg Estimate
780.58M
FY 2026
Estimate Range
775.51M - 788.78M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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The RealReal, Inc. Forward Estimates of Net Income

REAL ยท NASDAQ
Latest Net Income
-41.80M
FY 2025
Avg Estimate
15.56M
FY 2026
Estimate Range
9.58M - 21.55M
Analyst Spread

Forward Growth Analysis

Projected Growth+137.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread77%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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The RealReal, Inc. Forward Estimates of EPS

REAL ยท NASDAQ
Latest EPS
-0.36
FY 2025
Avg Estimate
$0.06
FY 2026
Estimate Range
$0.03 - $0.07
Analyst Spread

Forward Growth Analysis

Projected Growth+116.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread71%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The RealReal, Inc. Forward Estimates of EBIT

REAL ยท NASDAQ
Latest EBIT
-13.73M
FY 2025
Avg Estimate
-196.78M
FY 2026
Estimate Range
-198.85M - -195.51M
Analyst Spread

Forward Growth Analysis

Projected Growth-1332.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The RealReal, Inc. Forward Estimates of EBITDA

REAL ยท NASDAQ
Latest EBITDA
19.27M
FY 2025
Avg Estimate
-150.23M
FY 2026
Estimate Range
-151.81M - -149.26M
Analyst Spread

Forward Growth Analysis

Projected Growth-879.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The RealReal, Inc. Forward Estimates of SG&A Expense

REAL ยท NASDAQ
Latest SG&A Expense
264.84M
FY 2025
Avg Estimate
411.36M
FY 2026
Estimate Range
408.69M - 415.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+55.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The RealReal, Inc. Insider Positioning

REAL ยท NASDAQ

During the last 12 months, insiders have sold $107.11M worth of REAL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

74.3K

689.00K

Net Activity

-689K

-$689K

3-6 Months

Bought

0

0.00

Sold

27.5K

309.30K

Net Activity

-309K

-$309K

6-9 Months

Bought

0

0.00

Sold

7.9M

104.35M

Net Activity

-104.3M

-$104.35M

9-12 Months

Bought

0

0.00

Sold

227.2K

1.76M

Net Activity

-1.8M

-$1.76M

Top Buyers

No buying activity

Top Sellers

1
BGLI

Baird Gilbert L. Iii

Director

7.7M sharesโ€ข1 transactions

$101.54M

2
MGA

Madan Gopal Ajay

Officer: Chief Financial Officer

148.8K sharesโ€ข5 transactions

$1.65M

3
SLR

Sahi Levesque Rati

Officer: Chief Executive Officer

175.8K sharesโ€ข2 transactions

$1.38M

4
LSM

Lo Steve Ming

Officer: Chief Accounting Officer

77.9K sharesโ€ข4 transactions

$1.12M

5
STA

Suko Todd A

Officer: Chief Legal Officer And Secret

72.9K sharesโ€ข1 transactions

$1.03M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $107.11M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$689K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.