Roth Capital Lowers Earnings Estimates for Revolve Group

Revolve Group, Inc. (NYSE:RVLV) – Research analysts at Roth Capital reduced their Q3 2025 earnings estimates for shares of Revolve Group in a research note issued to investors on Wednesday, May 7th. Roth Capital analyst M. Koranda now expects that the company will post earnings per share of $0.03 for the quarter, down from their prior forecast of $0.14. The consensus estimate for Revolve Group’s current full-year earnings is $0.60 per share. Roth Capital also issued estimates for Revolve Group’s Q4 2025 earnings at $0.04 EPS, FY2025 earnings at $0.34 EPS and FY2026 earnings at $0.50 EPS.

A number of other equities research analysts have also weighed in on RVLV. Stifel Nicolaus cut their target price on shares of Revolve Group from $40.00 to $28.00 and set a “buy” rating on the stock in a research report on Thursday, April 10th. UBS Group cut their target price on shares of Revolve Group from $22.00 to $19.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 7th. Raymond James cut their target price on shares of Revolve Group from $25.00 to $21.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 7th. KeyCorp cut their target price on shares of Revolve Group from $37.00 to $25.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 7th. Finally, Robert W. Baird cut their target price on shares of Revolve Group from $25.00 to $23.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 7th. One analyst has rated the stock with a sell rating, six have given a hold rating and nine have given a buy rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $26.00.

Revolve Group Price Performance

Shares of RVLV opened at $20.33 on Monday. Revolve Group has a 1-year low of $14.87 and a 1-year high of $39.58. The company has a 50-day moving average of $20.82 and a 200 day moving average of $27.92. The firm has a market capitalization of $1.45 billion, a price-to-earnings ratio of 36.30, a PEG ratio of 1.48 and a beta of 2.10.

Revolve Group (NYSE:RVLV) last announced its quarterly earnings data on Tuesday, May 6th. The company reported $0.16 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.03. Revolve Group had a net margin of 3.72% and a return on equity of 10.17%. The company had revenue of $296.71 million during the quarter, compared to analyst estimates of $297.56 million. During the same quarter last year, the business posted $0.15 EPS. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis.

Insider Transactions at Revolve Group

In other Revolve Group news, CEO Michael Karanikolas sold 12,566 shares of the business’s stock in a transaction that occurred on Monday, March 3rd. The shares were sold at an average price of $25.94, for a total transaction of $325,962.04. Following the sale, the chief executive officer now owns 123,000 shares of the company’s stock, valued at approximately $3,190,620. The trade was a 9.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Michael Mente sold 67,118 shares of the business’s stock in a transaction that occurred on Friday, February 14th. The stock was sold at an average price of $30.91, for a total transaction of $2,074,617.38. Following the sale, the chief executive officer now directly owns 73,000 shares in the company, valued at approximately $2,256,430. This represents a 47.90% decrease in their position. The disclosure for this sale can be found here. Insiders own 46.56% of the company’s stock.

Institutional Trading of Revolve Group

Several large investors have recently made changes to their positions in the business. Versor Investments LP boosted its holdings in shares of Revolve Group by 448.8% in the 1st quarter. Versor Investments LP now owns 46,100 shares of the company’s stock valued at $991,000 after acquiring an additional 37,700 shares during the last quarter. Summit Securities Group LLC purchased a new stake in shares of Revolve Group in the 1st quarter valued at $25,000. Algert Global LLC boosted its holdings in shares of Revolve Group by 42.3% in the 1st quarter. Algert Global LLC now owns 431,491 shares of the company’s stock valued at $9,273,000 after acquiring an additional 128,202 shares during the last quarter. Raymond James Financial Inc. lifted its stake in shares of Revolve Group by 4,131.2% in the 1st quarter. Raymond James Financial Inc. now owns 421,043 shares of the company’s stock valued at $9,048,000 after purchasing an additional 411,092 shares during the period. Finally, Fox Run Management L.L.C. lifted its stake in shares of Revolve Group by 107.6% in the 1st quarter. Fox Run Management L.L.C. now owns 22,845 shares of the company’s stock valued at $491,000 after purchasing an additional 11,841 shares during the period. 67.60% of the stock is owned by hedge funds and other institutional investors.

Revolve Group Company Profile

Revolve Group, Inc operates as an online fashion retailer for millennial and generation z consumers in the United States and internationally. The company operates in two segments, REVOLVE and FWRD. It operates a platform that connects consumers and global fashion influencers, as well as emerging, established, and owned brands.