Revolve Group, Inc. (RVLV) Stock Price & Analysis
Revolve Group, Inc. (RVLV) closed at USD 22.69 on Thursday, October 22, 2026, up 3.09% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 22.01; the Oct 22, 2026 session ranged USD 22.17–22.77 on volume of 578,447 shares. Market capitalization is $1.61B, with a 52-week range of USD 17.35–31.68 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:59 UTC.
Also available as compact Markdown for AI agents: nexqual.com/RVLV.md
Key facts (RVLV)
- Last four reported quarters (through Jun 30, 2026): revenue $1.31B, net income $72.6M (5.5% margin), free cash flow $27.6M (SEC filings).
- Valuation: P/E 22.2x (avg 42.3x at the last 3 fiscal year-ends).
- Insider open-market sales, last ~7 months: 6 Form 4 filings, $10.7M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.40 on a 1–5 scale) (15 analysts), mean target USD 30.62 (range 24–37).
- Total return with dividends: 1Y +1.2% vs S&P 500 +14.9%; 5Y -67.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 0.24, revenue estimate $345M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RVLV)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $891M | $1.10B | $1.07B | $1.13B | $1.23B | $1.31B |
| Gross profit | $490M | $592M | $554M | $593M | $656M | — |
| Operating income | $105M | $73.1M | $22.1M | $51.4M | $74.3M | $79.3M |
| Net income | $99.8M | $58.7M | $28.1M | $49.6M | $61.7M | $72.6M |
| EPS (diluted) | $1.34 | $0.79 | $0.38 | $0.69 | $0.86 | — |
| Free cash flow | $60.1M | $18.3M | $39.1M | $21.0M | $48.0M | $27.6M |
| Gross margin | 55.0% | 53.8% | 51.9% | 52.5% | 53.5% | — |
| Operating margin | 11.8% | 6.6% | 2.1% | 4.6% | 6.1% | 6.1% |
| Net margin | 11.2% | 5.3% | 2.6% | 4.4% | 5.0% | 5.5% |
| Revenue growth | +53.5% | +23.6% | -3.0% | +5.7% | +8.5% | — |
| Cash + short-term investments | $218M | $235M | $245M | $257M | $292M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (RVLV)
P/E 22.2x · P/S 1.2x · P/FCF 58.4x · P/B 3.0x · FCF yield 1.71% · Earnings yield 4.50%
P/E at fiscal year-ends: Dec 2025 35.3x, Dec 2024 48.4x, Dec 2023 43.3x.
Insider sales (SEC Form 4, open-market, last ~7 months) (RVLV)
6 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-04-27…2026-04-29 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | 119,241 | $3.1M | 62% | Yes (adopted May 29, 2025) | Too little history (no open-market trades in 2023) |
| 2026-04-27…2026-04-29 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | 119,241 | $3.1M | 49.2% | Yes (adopted May 29, 2025) | Too little history (no open-market trades in 2023) |
| 2026-04-27…2026-04-29 | Mmmk Development, Inc. | 119,241 | $3.1M | 100% | Yes (adopted May 29, 2025) | Too little history (no open-market trades in 2023) | |
| 2026-04-09 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | 15,972 | $414K | 18% | Yes (adopted May 29, 2025) | Too little history (no open-market trades in 2023) |
| 2026-04-09 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | 15,972 | $414K | 11.5% | Yes (adopted May 29, 2025) | Too little history (no open-market trades in 2023) |
| 2026-04-09 | Mmmk Development, Inc. | 15,972 | $414K | 100% | Yes (adopted May 29, 2025) | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (RVLV)
Consensus Buy (mean 2.40 on a 1–5 scale), 15 analysts; mean target USD 30.62 (low 24, high 37).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | Raymond James | Target lowered | Outperform | $28 → $25 |
| 2026-08-21 | BTIG | Reiterated | Buy | $35 |
| 2026-08-05 | UBS | Target raised | Neutral | $28 → $29 |
| 2026-08-05 | TD Cowen | Target raised | Buy | $28 → $31 |
| 2026-08-05 | Piper Sandler | Target raised | Overweight | $27 → $30 |
Total return (dividends reinvested) (RVLV)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +1.2% | -67.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +1.2% | -20.2% |
| Volatility (annualized) | 49.8% | 56.0% |
| Max drawdown | -44.3% (Dec 2025→May 2026) | -85.4% (Nov 2021→Sep 2023) |
RVLV revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Revolve | $302.5M | 87.1% | +12.7% |
| Forward | $44.9M | 12.9% | +10.7% |
| Total revenue | $347.4M | 100% | — |
RVLV revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Fashion Apparel | $154.8M | 44.6% | +15.8% |
| Dresses | $100.3M | 28.9% | +5.9% |
| Handbags Shoes & Accessories | $67.6M | 19.5% | +7.4% |
| Beauty | $14.3M | 4.1% | +11.2% |
| Manufactured Product Other | $10.4M | 3.0% | +120.4% |
| Breakage On Store Credit & Gift Cards | $1.3M | 0.4% | +0.0% |
| Total revenue | $347.4M | 100% | — |
RVLV revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $269.1M | 77.4% | +11.4% |
| Non Us | $78.4M | 22.6% | +16.3% |
| Total revenue | $347.4M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
RVLV suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | UPS (UPS) | “A significant portion of our customers' experience depends on third parties outside of our control, including vendors, suppliers and logistics providers such as UPS, FedEx and DHL.” |
| Supplier | FedEx (FDX) | “A significant portion of our customers' experience depends on third parties outside of our control, including vendors, suppliers and logistics providers such as UPS, FedEx and DHL.” |
| Customer | Alphabet (Google) (GOOGL) | “For example, in March 2025, Google introduced an experimental AI mode within its search platform and other platforms have or may in the future launch similar functionality, which may change consumer search behavior and affect our ability to cost-effectively acquire and retain customers.” |
| Customer | PayPal (PYPL) | “We accept payments using a variety of methods, including credit card, gift cards, debit card, PayPal and other third-party payment vendors, which subjects us to certain regulations and the risk of fraud, and we may in the future offer new payment options to customers that would be subject to additional regulations and risks.” |
| Customer | ByteDance | “We also sell our merchandise to customers in China and use Chinese-owned social media and payment platforms such as TikTok, WeChat and AliPay to market to and transact with customers inside and outside of China.” |
| Competitor | Apple (AAPL) | “In addition, our future growth and our results of operations could suffer if we experience difficulties in integrating our mobile applications into mobile devices, if problems arise with our relationships with providers of mobile operating systems or mobile application download stores, such as those of Apple Inc. or Alphabet Inc., if those providers impose restrictions on the data collection or use practices or ot…” |
Quoted from the company's 10-K filed Feb 25, 2026.
RVLV company outlook (results filed Aug 4, 2026)
- “Based on information available to us as of August 4, 2026, we are providing the following guidance for the third quarter and full year ending December 31, 2026.”
Quoted word-for-word from the SEC 8-K results press release.
RVLV analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.23 | $0.27 | -11.3% | $344.9M | 8 |
| Next quarter (ends Dec 2026) | $0.23 | $0.23 | -3.7% | $356.0M | 8 |
| Current fiscal year (ends Dec 2026) | $0.91 | $0.92 | -1.2% | $1.39B | 7 |
| Next fiscal year (ends Dec 2027) | $1.14 | $1.07 | +5.9% | $1.52B | 8 |
RVLV options: expected move
Options price a move of about ±15.1% (±$3.40) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±9.5% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 66.6% | ±15.1% |
| Dec 18, 2026 | 56 | 58.8% | ±18.7% |
| Mar 19, 2027 | 147 | 58.1% | ±29.6% |
| Jun 17, 2027 | 237 | 57.7% | ±36.9% |
30-day implied volatility 64.5% vs 38.7% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:59 UTC)
| Price | USD 22.69 |
|---|---|
| Change | ▲ 3.09% (up) |
| Previous Close | USD 22.01 |
| Open | USD 22.23 |
| Day Range | USD 22.17 – 22.77 |
| 52-Week Range | USD 17.35 – 31.68 |
| Volume | 578,447 shares |
| Market Cap | $1.61B |
| Exchange | NYQ |
Technical Analysis (RVLV)
Nexqual's technical model rates RVLV "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 09:59 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 56.61 (neutral) |
| vs SMA50 | Above (USD 21.9) |
| MACD | 0.27 (positive) |
Analyst Ratings (RVLV)
Wall Street analysts rate RVLV "Buy" based on 15 analysts, with a mean price target of USD 30.62 (range USD 24–37), per Nexqual as of October 23, 2026 at 09:59 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 15 |
| Mean Target | USD 30.62 |
| High Target | USD 37 |
| Low Target | USD 24 |
| Buy / Hold / Sell | 9 / 5 / 1 |
Earnings (RVLV)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.24 |
| Revenue Estimate | $344.85M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.26 vs est 0.22 ▲ beat |
| 2026-03-31 | USD 0.2 vs est 0.2 ▲ beat |
| 2025-12-31 | USD 0.26 vs est 0.18 ▲ beat |
| 2025-09-30 | USD 0.3 vs est 0.13 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Financials & Fundamentals (RVLV)
| Total Revenue | $1.31B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +12.40% |
| Gross Margin | +54.32% |
| Operating Margin | +6.40% |
| Profit Margin | +5.54% |
| ROE | +14.31% |
| Debt / Equity | 0.06 |
| Current Ratio | 2.48 |
| Total Cash | $311.57M |
| Total Debt | $30.87M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $27.63M (2.1% of revenue) |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Financial Health Score (RVLV)
Nexqual rates Revolve Group, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:59 UTC.
| Growth | Solid — Revenue +8% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 54%, operating 6% (last 12 months) |
| Balance Sheet | Strong — $312M cash vs $31M debt, net cash position |
| Cash Flow | Mixed — FCF $28M (last 4 quarters to Jun 2026, SEC), slim 2.1% margin |
| Efficiency | Mixed — ROE 14%, ROA 6.5% |
Ownership (RVLV)
| Insider Ownership | +0.73% |
|---|---|
| Institutional Ownership | +113.14% |
| Shares Outstanding | 41.06M |
| Float | 40.79M |
| Short % of Float | +13.01% |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Leadership (RVLV)
Revolve Group, Inc. is led by Michael Karanikolas, Co-Founder, Co-CEO & Chairman of the Board, per Nexqual as of October 23, 2026 at 09:59 UTC.
| Co-Founder, Co-CEO & Chairman of the Board | Michael Karanikolas |
|---|---|
| Co-Founder, Co-CEO & Director | Michael Mente |
| Chief Financial Officer | Jesse Timmermans |
| Senior Vice President of Investor Relations | Erik Randerson C.F.A. |
| President of Brand & Partnerships | Raissa Gerona |
Major Backers & Investors (RVLV)
Notable institutional backers of Revolve Group, Inc. include FMR, LLC, Fidelity, William Blair Investment Management, LLC, according to Nexqual as of October 23, 2026 at 09:59 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 15.13% |
| Fidelity | 7.79% |
| William Blair Investment Management, LLC | 5.68% |
| Marshall Wace LLP | 4.64% |
| Kayne Anderson Rudnick Investment Management LLC | 3.04% |
| Algert Global, LLC | 2.53% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 13.21% |
| BlackRock | 11.14% |
| State Street | 3.08% |
| Geode Capital | 2.57% |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
From Revolve Group, Inc.'s Latest SEC 10-K Filing (filed 2026-02-25)
Key Strengths & Strategy (as disclosed to the SEC)
- Although we have not sought copyright registration for our technology or works to date, we rely on common law copyright and trade secret protections in relation to our proprietary technology, products and the content displayed on our sites, including our photography and fabric prints that we design.
- To improve on the merchandise offerings of traditional retail, we have built a custom, proprietary technology platform to manage nearly all aspects of our business, with a particular focus on developing sophisticated and highly automated inventory management, pricing and trend-forecasting algorithms.
- Our proprietary technology leverages a comprehensive data net that encompasses millions of styles, attributes and customer interactions forming a strategic asset of hundreds of millions of data points.
- We have built a large community of influencer and brand partners, including thousands of influencers enrolled in our proprietary brand ambassador program, as well as some of the most influential celebrities in the world.
Legal & Regulatory Risks (Item 1A, quoted)
- Any failure by us or our vendors to comply with trade and other regulations including importation, exportation, product safety, labeling, labor or other laws, or to provide safe conditions for our or their workers, may lead to investigations or actions by government regulators, damage our reputation and brands and harm our business.
- We face the risk that Congress, federal agencies or one or more states could approve legislation or regulations significantly affecting our businesses and our relationship with our employees and other individuals providing valuable services to us, such as our influencers and models.
- Government regulation of the Internet and eCommerce is evolving and unfavorable changes or failure by us to comply with these regulations could substantially harm our business and results of operations.
- We are subject to various governmental export control and trade sanctions laws and regulations that could impair our ability to compete in international markets or subject us to liability if we violate these controls.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:59 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt