RLX
RLX Technology Inc.
$2.05
+0.49%
$3.2B
No data for this timeframe.
Vol
Market Cap$3.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$199.3M
Inst. Activity5 buys / 4 sells
SEC Reports2
Recent Activity
May 20, 2026
SEC
RLX Technology reported Q1 2026 results with net revenues up 96.2% YoY to RMB1,585.8M and U.S. GAAP net income up 32.1%
6-K — Impact 7/10
Apr 23, 2026
SEC
RLX Technology's 2025 20-F filing confirms strong financial performance with fiscal year revenue up 44.0% to $566.1 mill
20-F — Impact 5/10
Inst.
Pictet Asset Management Holding — DOUBLED
3,752,344 shares ($8.3M)
Inst.
MARSHALL WACE, LLP — DOUBLED
2,636,658 shares ($5.8M)
May 27, 2026
short_volume
Short Volume: RLX — 55.3% short (1.3M / 2.3M)
Short: 1,250,279 | Exempt: 0 | TRF Vol: 2,262,780 | Short Ratio: 55.3% | Off-exchange volume (dark p
Price Targets
$2.99
+46.0% upside
Strong Buy
Current $2.05
Low $2.34
Median $3.21
High $3.59
5 analysts
$2.34
$3.59
Analyst Ratings
2Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 16, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.63 | $0.63 — $0.63 | 187% YoY | 1 |
| Next Q | $0.25 | $0.25 — $0.25 | 12% YoY | 1 |
| Current FY | $0.97 ▼ -1.4% | $0.92 — $1.00 | 12% YoY | 5 |
| Next FY | $1.13 | $1.03 — $1.20 | 16% YoY | 5 |
Latest Reports
BULLISH
6-K
7/10
RLX Technology reported Q1 2026 results with net revenues up 96.2% YoY to RMB1,585.8M and U.S. GAAP net income up 32.1%
May 20, 2026
BULLISH
20-F
5/10
RLX Technology's 2025 20-F filing confirms strong financial performance with fiscal year revenue up 44.0% to $566.1 mill
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $47.2M | — |
| D. E. Shaw & | $21.1M | ADD |
| BlackRock, Inc. | $21.0M | — |
| BARCLAYS PLC | $13.3M | — |
| MORGAN STANLEY | $12.7M | ADD |
50 institutional holders with $199.3M total value (90,575,394 shares) as of 2026-Q1. Top holders: VANGUARD, D., BlackRock,. Net buying activity: 5 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 21,472,052 | $47.2M | 23.7% | — |
| 2 | D. E. Shaw & Co., Inc. | 9,609,985 | $21.1M | 10.6% | ADD +64.5% |
| 3 | BlackRock, Inc. | 9,524,887 | $21.0M | 10.5% | — |
| 4 | BARCLAYS PLC | 6,048,550 | $13.3M | 6.7% | — |
| 5 | MORGAN STANLEY | 5,768,107 | $12.7M | 6.4% | ADD +67.6% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 5,617,419 | $12.4M | 6.2% | — |
| 7 | Pictet Asset Management Holding SA | 3,752,344 | $8.3M | 4.1% | DOUBLED +1517.6% |
| 8 | STATE STREET CORP | 3,327,660 | $7.3M | 3.7% | TRIM -31.4% |
| 9 | CITADEL ADVISORS LLC | 3,166,610 | $7.0M | 3.5% | — |
| 10 | MARSHALL WACE, LLP | 2,636,658 | $5.8M | 2.9% | DOUBLED +344.0% |
| 11 | BANK OF AMERICA CORP /DE/ | 2,449,708 | $5.4M | 2.7% | DOUBLED +113.0% |
| 12 | NOMURA HOLDINGS INC | 2,362,209 | $5.2M | 2.6% | TRIM -49.2% |
| 13 | GOLDMAN SACHS GROUP INC | 2,208,702 | $4.9M | 2.4% | — |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 2,159,789 | $4.8M | 2.4% | ADD +32.1% |
| 15 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1,510,200 | $3.3M | 1.7% | — |
| 16 | VANGUARD ASSET MANAGEMENT, Ltd | 1,001,003 | $2.2M | 1.1% | — |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 898,360 | $2.0M | 1.0% | — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 865,133 | $1.9M | 1.0% | — |
| 19 | Legal & General Group Plc | 826,133 | $1.8M | 0.9% | — |
| 20 | Assenagon Asset Management S.A. | 751,997 | $1.7M | 0.8% | ADD +49.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | DOUBLED | 231,967 | 3,752,344 | +1517.6% | $8.3M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 593,869 | 2,636,658 | +344.0% | $5.8M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,149,880 | 2,449,708 | +113.0% | $5.4M | 2026-Q1 |
| NOMURA HOLDINGS INC | TRIM | 4,651,811 | 2,362,209 | -49.2% | $5.2M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | NEAR_EXIT | 4,218,617 | 528,675 | -87.5% | $1.2M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 872,907 | 507,857 | -41.8% | $1.1M | 2026-Q1 |
| Centiva Capital, LP | ADD | 21,691 | 32,668 | +50.6% | $71.9K | 2026-Q1 |
| Mariner, LLC | NEAR_EXIT | 1,671,582 | 22,949 | -98.6% | $50.5K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 628 | 1,348 | +114.6% | $3.0K | 2026-Q1 |
| NOMURA HOLDINGS INC | DOUBLED | 916,119 | 4,651,811 | +407.8% | $10.8M | 2025-Q4 |
| MACKENZIE FINANCIAL CORP | ADD | 3,003,851 | 4,218,617 | +40.4% | $9.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 92,946 | 1,149,880 | +1137.1% | $2.7M | 2025-Q4 |
| MARSHALL WACE, LLP | TRIM | 2,067,228 | 593,869 | -71.3% | $1.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 122,800 | 478,800 | +289.9% | $1.1M | 2025-Q4 |
| ASSETMARK, INC | TRIM | 933 | 628 | -32.7% | $1.5K | 2025-Q4 |
| HRT FINANCIAL LP | DOUBLED | 29,304 | 132,011 | +350.5% | $307.00 | 2025-Q4 |
| D. E. Shaw & Co., Inc. | ADD | 6,017,137 | 9,901,155 | +64.5% | $26.0M | 2025-Q3 |
| MORGAN STANLEY | ADD | 4,111,174 | 6,892,228 | +67.6% | $18.1M | 2025-Q3 |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 1,603,605 | 2,118,900 | +32.1% | $5.6M | 2025-Q3 |
| MARSHALL WACE, LLP | ADD | 1,133,093 | 2,067,228 | +82.4% | $5.4M | 2025-Q3 |
| Mariner, LLC | DOUBLED | 21,770 | 1,668,476 | +7564.1% | $4.4M | 2025-Q3 |
| UBS Group AG | DOUBLED | 526,467 | 1,123,901 | +113.5% | $3.0M | 2025-Q3 |
| NOMURA HOLDINGS INC | TRIM | 2,590,622 | 916,119 | -64.6% | $2.4M | 2025-Q3 |
| Assenagon Asset Management S.A. | ADD | 580,015 | 867,842 | +49.6% | $2.3M | 2025-Q3 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 624,467 | 225,200 | -63.9% | $592.3K | 2025-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
2 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 8 analysts: 2 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$2.99 mean target
+46.0% upside
Strong Buy (1.50)
$2.34 Low
$3.59 High
| Metric | Value |
|---|---|
| Current Price | $2.05 |
| Target Low | $2.34 |
| Target Mean | $2.99 |
| Target Median | $3.21 |
| Target High | $3.59 |
| # Analysts | 5 |
| Recommendation | Strong Buy (1.50) |
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 |
$0.63 | $0.63 | $0.63 | 187.1% | — | — | $1.1B | 30.7% | 1 |
| Next Q 2026-09-30 |
$0.25 | $0.25 | $0.25 | 12.3% | — | — | $0.0B | — | 1 |
| Current FY 2026-12-31 |
$0.97 | $0.92 | $1.00 | 11.7% | -1.4% | 0↑ 2↓ | $5.6B | 42.0% | 5 |
| Next FY 2027-12-31 |
$1.13 | $1.03 | $1.20 | 15.7% | -0.3% | 0↑ 2↓ | $6.6B | 17.4% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.626 | |
| 7d ago | $0.000 | +0.626 |
| 30d ago | $0.000 | +0.626 |
| 60d ago | $0.000 | +0.626 |
| 90d ago | $0.000 | +0.626 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 16, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| May 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% | |
| Apr 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% | |
| Mar 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% | |
| Feb 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% | |
| Jan 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 27, 2026
short_volume
Short Volume: RLX — 55.3% short (1.3M / 2.3M)
Short: 1,250,279 | Exempt: 0 | TRF Vol: 2,262,780 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: RLX — 67.3% short (1.4M / 2.0M)
Short: 1,372,322 | Exempt: 0 | TRF Vol: 2,040,439 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
earnings_calendar
RLX Q1 2026 Earnings Scheduled — 2026-05-20
May 20, 2026
short_volume
Short Volume: RLX — 56.9% short (1.6M / 2.8M)
Short: 1,578,897 | Exempt: 3,325 | TRF Vol: 2,774,185 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: RLX — 61.2% short (0.6M / 0.9M)
Short: 568,944 | Exempt: 0 | TRF Vol: 929,721 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: RLX — 76.5% short (0.7M / 1.0M)
Short: 736,003 | Exempt: 0 | TRF Vol: 962,552 | Short Ratio: 76.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings_calendar
RLX Q1 2026 Earnings Scheduled — 2026-05-14
Mar 12, 2026
earnings_calendar
RLX Q4 2025 Earnings Before Market Open — 2026-03-12
Feb 25, 2026
short_interest
FTD: RLX — 459,222 shares ($1.1M) failed to deliver
Settlement: 20260225, Price: $2.42, FTD Value: $1,111,317.24, RLX TECHNOLOGY INC SPONSORED A