REAL
TheRealReal, Inc.
$9.20
+3.72%
$1.1B
No data for this timeframe.
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders9 funds
Inst. Value$407.9M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 11S
Insider Net $-$1.6M
Reddit Sentiment57° Neutral
SEC Reports10
Recent Activity
Jun 5, 2026
short_volume
Short Volume: REAL — 55.9% short (0.4M / 0.7M)
Short: 405,745 | Exempt: 20 | TRF Vol: 726,306 | Short Ratio: 55.9% | Off-exchange volume (dark pool
May 22, 2026
SEC
Both the CEO and Chief Product & Technology Officer sold shares on the same day (May 21) in open-market transactions tot
CLUSTER — Impact 2/10
May 21, 2026
Insider
Sahi Levesque Rati sold 19,438 shares
Chief Executive Officer @ $9.25 ($179.8K)
May 21, 2026
Insider
Friang Luke Thomas sold 8,159 shares
Chief Product & Tech Officer @ $9.25 ($75.5K)
May 21, 2026
Insider
Suko Todd A sold 10,762 shares
Chief Legal Officer and Secret @ $9.25 ($99.5K)
May 8, 2026
SEC
TheRealReal filed an automatic shelf registration statement (S-3ASR) on May 8, 2026, allowing it to offer an indetermina
S-3ASR — Impact 3/10
May 7, 2026
SEC
TheRealReal reported Q1 2026 revenue of $190M (+19% YoY) and non-GAAP EPS of -$0.01, beating consensus of -$0.07 by 85.7
8-K — Impact 8/10
Inst.
FMR LLC — DOUBLED
12,458,244 shares ($196.6M)
Price Targets
$17.25
+80.8% upside
Strong Buy
Current $9.54
Low $13.00
Median $17.00
High $20.00
8 analysts
$13.00
$20.00
Analyst Ratings
4Strong Buy
8Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 3, 2026 | BTIG | REITERATE | Buy → Buy |
| May 8, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 8, 2026 | BTIG | MAINTAIN | Buy → Buy |
| Feb 27, 2026 | Baird | MAINTAIN | Neutral → Neutral |
| Feb 27, 2026 | BTIG | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.02 ▲ +26.7% | $-0.02 — $-0.02 | 67% YoY | 6 |
| Next Q | $-0.01 ▲ +20.1% | $-0.02 — $0.00 | 63% YoY | 6 |
| Current FY | $0.06 ▲ +49.1% | $0.04 — $0.09 | 150% YoY | 6 |
| Next FY | $0.22 ▲ +9.7% | $0.14 — $0.31 | 271% YoY | 6 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Both the CEO and Chief Product & Technology Officer sold shares on the same day (May 21) in open-market transactions tot
May 22, 2026
NEUTRAL
S-3ASR
3/10
TheRealReal filed an automatic shelf registration statement (S-3ASR) on May 8, 2026, allowing it to offer an indetermina
May 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $196.6M | DOUBLED |
| VANGUARD GROUP INC | $100.0M | — |
| TWO SIGMA INVESTMENTS, LP | $42.9M | — |
| BANK OF AMERICA CORP | $20.0M | ADD |
| MORGAN STANLEY | $17.8M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | Sahi Levesque | SELL | $179.8K |
| May 21, 2026 | Friang Luke | SELL | $75.5K |
| May 21, 2026 | Suko Todd | SELL | $99.5K |
| May 21, 2026 | Lo Steve | SELL | $79.9K |
| May 21, 2026 | Madan Gopal | SELL | $209.8K |
Reddit Sentiment
57°▲
Neutral
Bearish
Neutral
Bullish
9 institutional holders with $407.9M total value (25,851,041 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, TWO. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 12,458,244 | $196.6M | 48.2% | DOUBLED +2543.1% |
| 2 | VANGUARD GROUP INC | 6,336,596 | $100.0M | 24.5% | — |
| 3 | TWO SIGMA INVESTMENTS, LP | 2,718,631 | $42.9M | 10.5% | — |
| 4 | BANK OF AMERICA CORP /DE/ | 1,268,550 | $20.0M | 4.9% | ADD +29.5% |
| 5 | MORGAN STANLEY | 1,125,737 | $17.8M | 4.4% | TRIM -42.8% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 824,478 | $13.0M | 3.2% | DOUBLED +184.0% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 755,500 | $11.9M | 2.9% | DOUBLED +147.3% |
| 8 | WELLS FARGO & COMPANY/MN | 283,797 | $4.5M | 1.1% | TRIM -26.6% |
| 9 | NORGES BANK | 79,508 | $1.3M | 0.3% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 471,345 | 12,458,244 | +2543.1% | $196.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 979,849 | 1,268,550 | +29.5% | $20.0M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 1,966,753 | 1,125,737 | -42.8% | $17.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 305,500 | 755,500 | +147.3% | $11.9M | 2025-Q4 |
| NORGES BANK | NEW | — | 79,508 | — | $1.3M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,070,435 | 1,966,753 | +83.7% | $20.9M | 2025-Q3 |
| UBS Group AG | TRIM | 4,484,056 | 1,646,832 | -63.3% | $17.5M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 283,529 | 805,269 | +184.0% | $8.6M | 2025-Q3 |
| FMR LLC | ADD | 266,880 | 471,345 | +76.6% | $5.0M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 642,300 | 305,500 | -52.4% | $3.2M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 2,537,690 | 1,070,435 | -57.8% | $5.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 880,800 | 642,300 | -27.1% | $3.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 430,091 | 315,820 | -26.6% | $1.5M | 2025-Q2 |
| UBS Group AG | TRIM | 8,216,360 | 4,752,555 | -42.2% | $25.6M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 1,456,629 | 2,708,077 | +85.9% | $14.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 356,400 | 880,800 | +147.1% | $4.7M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 102,917 | 430,091 | +317.9% | $2.3M | 2025-Q1 |
| FMR LLC | DOUBLED | 58,954 | 257,597 | +336.9% | $1.4M | 2025-Q1 |
| NORGES BANK | EXIT | 1,096,912 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 5,686,673 | 8,216,360 | +44.5% | $89.8M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 4,379,391 | 2,795,772 | -36.2% | $30.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 588,873 | 1,456,629 | +147.4% | $15.9M | 2024-Q4 |
| NORGES BANK | NEW | — | 1,096,912 | — | $12.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 356,400 | — | $3.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 78,248 | 102,917 | +31.5% | $1.1M | 2024-Q4 |
8 unique insiders with 11 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | Sahi Levesque Rati | Chief Executive Officer | SELL | 19,438 | $9.25 | $179.8K |
| May 21, 2026 | Friang Luke Thomas | Chief Product & Tech Officer | SELL | 8,159 | $9.25 | $75.5K |
| May 21, 2026 | Suko Todd A | Chief Legal Officer and Secret | SELL | 10,762 | $9.25 | $99.5K |
| May 21, 2026 | Lo Steve Ming | Chief Accounting Officer | SELL | 8,640 | $9.25 | $79.9K |
| May 21, 2026 | Madan Gopal Ajay | Chief Financial Officer | SELL | 22,678 | $9.25 | $209.8K |
| Apr 13, 2026 | McKeehan Jennifer | Director | A | 4,247 | $0.00 | $0.00 |
| Apr 13, 2026 | Lo Steve Ming | Chief Accounting Officer | A | 31,310 | $0.00 | $0.00 |
| Mar 31, 2026 | KATZ KAREN | Director | A | 1,988 | $0.00 | $0.00 |
| Mar 31, 2026 | McCaffrey Mark | Director | A | 963 | $0.00 | $0.00 |
| Mar 19, 2026 | Madan Gopal Ajay | Chief Financial Officer | SELL | 51,585 | $9.29 | $479.2K |
| Feb 23, 2026 | Madan Gopal Ajay | Chief Financial Officer | SELL | 23,511 | $10.72 | $252.0K |
| Feb 23, 2026 | Sahi Levesque Rati | Chief Executive Officer | SELL | 5,265 | $10.72 | $56.4K |
| Feb 23, 2026 | Lo Steve Ming | Chief Accounting Officer | SELL | 6,051 | $10.72 | $64.9K |
| Feb 23, 2026 | Friang Luke Thomas | Chief Product & Tech Officer | SELL | 8,848 | $10.72 | $94.9K |
| Feb 23, 2026 | Suko Todd A | Chief Legal Officer and Secret | SELL | 3,787 | $10.72 | $40.6K |
10 SEC filing reports analyzed. Sentiment: 2 bullish, 4 bearish, 0 mixed, 4 neutral. Avg impact: 5.1/10.
NEUTRAL
CLUSTER
2/10
Both the CEO and Chief Product & Technology Officer sold shares on the same day (May 21) in open-mar
May 22, 2026
NEUTRAL
S-3ASR
3/10
TheRealReal filed an automatic shelf registration statement (S-3ASR) on May 8, 2026, allowing it to
May 8, 2026
BULLISH
8-K
8/10
TheRealReal reported Q1 2026 revenue of $190M (+19% YoY) and non-GAAP EPS of -$0.01, beating consens
May 7, 2026
NEUTRAL
DEFA14A
2/10
TheRealReal filed additional definitive proxy soliciting materials (DEFA14A) on April 27, 2026. The
Apr 27, 2026
NEUTRAL
PRESS-RELEASE
3/10
The RealReal announced it will release Q1 2026 financial results on May 7, 2026, after the market cl
Apr 16, 2026
BULLISH
8-K
8/10
TheRealReal reported strong fourth quarter and full year 2025 results, with Q4 revenue up 18% YoY to
Feb 26, 2026
BEARISH
CLUSTER
7/10
Five corporate insiders at TheRealReal, Inc. (REAL), including the CEO, CFO, and other C-suite execu
Feb 24, 2026
BEARISH
CLUSTER
6/10
Four corporate insiders at TheRealReal, Inc. (REAL) sold shares on February 23, 2026, including the
Feb 24, 2026
BEARISH
CLUSTER
6/10
Three corporate insiders at TheRealReal, Inc. sold shares on the same day at $10.72 per share, total
Feb 24, 2026
BEARISH
CLUSTER
6/10
Two executives at TheRealReal, including the CEO and Chief Accounting Officer, sold shares totaling
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 15 analysts: 4 strong buy, 8 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$17.25 mean target
+80.8% upside
Strong Buy (1.44)
$13.00 Low
$20.00 High
| Metric | Value |
|---|---|
| Current Price | $9.54 |
| Target Low | $13.00 |
| Target Mean | $17.25 |
| Target Median | $17.00 |
| Target High | $20.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.44) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.02 | $-0.02 | $-0.02 | 67.4% | +26.7% | 4↑ 0↓ | $0.2B | 13.7% | 6 |
| Next Q 2026-09-30 |
$-0.01 | $-0.02 | $0.00 | 63.4% | +20.1% | 2↑ 0↓ | $0.2B | 10.0% | 6 |
| Current FY 2026-12-31 |
$0.06 | $0.04 | $0.09 | 150.4% | +49.1% | 4↑ 1↓ | $0.8B | 12.7% | 6 |
| Next FY 2027-12-31 |
$0.22 | $0.14 | $0.31 | 271.3% | +9.7% | 2↑ 4↓ | $0.9B | 10.4% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.020 | |
| 7d ago | $-0.025 | +0.006 |
| 30d ago | $-0.027 | +0.007 |
| 60d ago | $-0.027 | +0.007 |
| 90d ago | $-0.016 | -0.004 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 3, 2026 | BTIG | REITERATE | Buy | Buy |
| May 8, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Feb 27, 2026 | BTIG | REITERATE | Buy | Buy |
| Jan 22, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Dec 30, 2025 | BTIG | MAINTAIN | Buy | Buy |
| Dec 16, 2025 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Dec 15, 2025 | William Blair | INITIATE | — | Outperform |
| Dec 12, 2025 | B. Riley Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% | |
| May 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% | |
| Apr 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% | |
| Mar 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% | |
| Feb 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% | |
| Jan 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
57°
Neutral
Bearish
Neutral
Bullish
30 mentions
14 bullish
9 bearish
29 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 3, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 25, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 25, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 10, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 7, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| Apr 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 7, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 6, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Jun 5, 2026
short_volume
Short Volume: REAL — 55.9% short (0.4M / 0.7M)
Short: 405,745 | Exempt: 20 | TRF Vol: 726,306 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: REAL — 55.7% short (0.6M / 1.0M)
Short: 573,245 | Exempt: 223,639 | TRF Vol: 1,030,085 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
REAL Q1 2026 Earnings Scheduled — 2026-05-07
Apr 29, 2026
short_volume
Short Volume: REAL — 71.3% short (0.8M / 1.1M)
Short: 787,273 | Exempt: 54 | TRF Vol: 1,104,544 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
other
The RealReal Debuts Real Style, a New Book Rewriting the Rules of Personal Style
The RealReal announced presales for its first book, Real Style: Dressing with Intention & Expressing Yourself Through Style, to be published in Octobe
Apr 27, 2026
short_volume
Short Volume: REAL — 55.8% short (0.9M / 1.5M)
Short: 860,635 | Exempt: 100 | TRF Vol: 1,541,096 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: REAL — 55.4% short (0.6M / 1.2M)
Short: 649,577 | Exempt: 0 | TRF Vol: 1,173,009 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: REAL — 58.6% short (0.7M / 1.1M)
Short: 669,173 | Exempt: 0 | TRF Vol: 1,141,772 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
earnings
The RealReal Announces Timing of Its First Quarter 2026 Earnings Conference Call
<p style="padding-left:0pt;">SAN FRANCISCO, April 16, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=e-ALkWv7-72BwEBrH
Apr 15, 2026
other
The RealReal Launches Real Talk, a Series of Conversations Exploring Personal Style Hosted by Chief Brand Officer Kristen Naiman, Premiering April 15, 2026
Today, The RealReal debuted Real Talk, a podcast featuring candid interviews and listener call-ins that explores how personal style comes to life.
Apr 13, 2026
short_volume
Short Volume: REAL — 65.8% short (0.4M / 0.7M)
Short: 429,232 | Exempt: 0 | TRF Vol: 652,461 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: REAL — 59.3% short (0.5M / 0.8M)
Short: 469,373 | Exempt: 0 | TRF Vol: 791,823 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: REAL — 63.2% short (0.6M / 0.9M)
Short: 571,276 | Exempt: 30 | TRF Vol: 903,775 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_interest
FTD: REAL — 86,834 shares ($0.8M) failed to deliver
Settlement: 20260401, Price: $9.08, FTD Value: $788,452.72, THE REALREAL INC COM
Mar 17, 2026
earnings
The RealReal to Participate in Fireside Chat at the 38th Annual Roth Conference
<p>SAN FRANCISCO, March 17, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=MY_HNzLXpGEtyGgDxm3bv2n0rstQcbpqJCvNuxcMivX