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)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RVLV)

USDFY2021FY2022FY2023FY2024FY2025TTM
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 margin55.0%53.8%51.9%52.5%53.5%—
Operating margin11.8%6.6%2.1%4.6%6.1%6.1%
Net margin11.2%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 dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-04-27…2026-04-29Mente MichaelCO-CHIEF EXECUTIVE OFFICER119,241$3.1M62%Yes (adopted May 29, 2025)Too little history (no open-market trades in 2023)
2026-04-27…2026-04-29Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICER119,241$3.1M49.2%Yes (adopted May 29, 2025)Too little history (no open-market trades in 2023)
2026-04-27…2026-04-29Mmmk Development, Inc.119,241$3.1M100%Yes (adopted May 29, 2025)Too little history (no open-market trades in 2023)
2026-04-09Mente MichaelCO-CHIEF EXECUTIVE OFFICER15,972$414K18%Yes (adopted May 29, 2025)Too little history (no open-market trades in 2023)
2026-04-09Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICER15,972$414K11.5%Yes (adopted May 29, 2025)Too little history (no open-market trades in 2023)
2026-04-09Mmmk Development, Inc.15,972$414K100%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:

DateFirmActionRatingPrice target
2026-10-16Raymond JamesTarget loweredOutperform$28 → $25
2026-08-21BTIGReiteratedBuy$35
2026-08-05UBSTarget raisedNeutral$28 → $29
2026-08-05TD CowenTarget raisedBuy$28 → $31
2026-08-05Piper SandlerTarget raisedOverweight$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)

LineRevenueShare of totalYoY
Revolve$302.5M87.1%+12.7%
Forward$44.9M12.9%+10.7%
Total revenue$347.4M100%—

RVLV revenue by product line (quarter ended Jun 30, 2026)

LineRevenueShare of totalYoY
Fashion Apparel$154.8M44.6%+15.8%
Dresses$100.3M28.9%+5.9%
Handbags Shoes & Accessories$67.6M19.5%+7.4%
Beauty$14.3M4.1%+11.2%
Manufactured Product Other$10.4M3.0%+120.4%
Breakage On Store Credit & Gift Cards$1.3M0.4%+0.0%
Total revenue$347.4M100%—

RVLV revenue by region (quarter ended Jun 30, 2026)

LineRevenueShare of totalYoY
United States$269.1M77.4%+11.4%
Non Us$78.4M22.6%+16.3%
Total revenue$347.4M100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

RVLV suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
SupplierUPS (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.”
SupplierFedEx (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.”
CustomerAlphabet (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.”
CustomerPayPal (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.”
CustomerByteDance“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.”
CompetitorApple (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)

Quoted word-for-word from the SEC 8-K results press release.

RVLV analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$0.23$0.27-11.3%$344.9M8
Next quarter (ends Dec 2026)$0.23$0.23-3.7%$356.0M8
Current fiscal year (ends Dec 2026)$0.91$0.92-1.2%$1.39B7
Next fiscal year (ends Dec 2027)$1.14$1.07+5.9%$1.52B8

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.

ExpirationDaysATM implied volatilityExpected move
Nov 20, 20262866.6%±15.1%
Dec 18, 20265658.8%±18.7%
Mar 19, 202714758.1%±29.6%
Jun 17, 202723757.7%±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)

PriceUSD 22.69
Change▲ 3.09% (up)
Previous CloseUSD 22.01
OpenUSD 22.23
Day RangeUSD 22.17 – 22.77
52-Week RangeUSD 17.35 – 31.68
Volume578,447 shares
Market Cap$1.61B
ExchangeNYQ

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 SignalSTRONG BUY
RSI (14)56.61 (neutral)
vs SMA50Above (USD 21.9)
MACD0.27 (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 RatingBuy
Analyst Count15
Mean TargetUSD 30.62
High TargetUSD 37
Low TargetUSD 24
Buy / Hold / Sell9 / 5 / 1

Earnings (RVLV)

Next Earnings Date2026-11-03
EPS EstimateUSD 0.24
Revenue Estimate$344.85M

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD 0.26 vs est 0.22 ▲ beat
2026-03-31USD 0.2 vs est 0.2 ▲ beat
2025-12-31USD 0.26 vs est 0.18 ▲ beat
2025-09-30USD 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 / Equity0.06
Current Ratio2.48
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.

GrowthSolid — Revenue +8% YoY (annual)
ProfitabilityStrong — Gross margin 54%, operating 6% (last 12 months)
Balance SheetStrong — $312M cash vs $31M debt, net cash position
Cash FlowMixed — FCF $28M (last 4 quarters to Jun 2026, SEC), slim 2.1% margin
EfficiencyMixed — ROE 14%, ROA 6.5%

Ownership (RVLV)

Insider Ownership+0.73%
Institutional Ownership+113.14%
Shares Outstanding41.06M
Float40.79M
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 BoardMichael Karanikolas
Co-Founder, Co-CEO & DirectorMichael Mente
Chief Financial OfficerJesse Timmermans
Senior Vice President of Investor RelationsErik Randerson C.F.A.
President of Brand & PartnershipsRaissa 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

InvestorStake
FMR, LLC15.13%
Fidelity7.79%
William Blair Investment Management, LLC5.68%
Marshall Wace LLP4.64%
Kayne Anderson Rudnick Investment Management LLC3.04%
Algert Global, LLC2.53%

Index Funds (Passive)

FundStake
Vanguard Group13.21%
BlackRock11.14%
State Street3.08%
Geode Capital2.57%

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)

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

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JMIAJumia Technologies AGUSD 5.91▼ 1.01%
PTRNPattern Group Inc. - Series AUSD 16.53▼ 5.27%
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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.

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