RVLV
Revolve Group, Inc.
$18.88
-2.33%
$1.4B
No data for this timeframe.
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders6 funds
Inst. Value$370.8M
Inst. Activity0 buys / 1 sells
Insider Activity0B / 16S
Insider Net $-$11.2M
SEC Reports6
Recent Activity
Jun 3, 2026
SEC
Revolve Group filed an 8-K furnishing an updated investor presentation for the William Blair Growth Stock Conference. Th
8-K — Impact 4/10
May 5, 2026
SEC
Revolve Group reported strong Q1 2026 results with net sales of $342.9M (+16% YoY) and diluted EPS of $0.20 (+25% YoY, b
8-K — Impact 7/10
Apr 29, 2026
SEC
Both co-CEOs of Revolve Group, Michael Karanikolas and Michael Mente, along with MMMK Development (a 10% owner entity co
CLUSTER — Impact 4/10
Apr 29, 2026
Insider
MMMK Development, Inc. sold 15,640 shares
10%+ Owner @ $0.00 ($0.00)
Apr 29, 2026
Insider
MMMK Development, Inc. sold 15,640 shares
10%+ Owner @ $26.00 ($406.6K)
Apr 29, 2026
Insider
MMMK Development, Inc. sold 15,640 shares
10%+ Owner @ $0.00 ($0.00)
Inst.
WELLS FARGO & COMPANY/MN — TRIM
247,040 shares ($7.5M)
Inst.
MORGAN STANLEY — DOUBLED
1,065,091 shares ($22.7M)
Price Targets
$29.69
+57.3% upside
Strong Buy
Current $18.88
Low $24.00
Median $28.00
High $37.00
13 analysts
$24.00
$37.00
Analyst Ratings
6Strong Buy
8Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 6, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 6, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| May 6, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| May 6, 2026 | BTIG | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.22 ▼ -6.7% | $0.19 — $0.24 | 45% YoY | 8 |
| Next Q | $0.27 ▲ +1.8% | $0.23 — $0.30 | -13% YoY | 8 |
| Current FY | $0.92 ▼ -1.3% | $0.78 — $1.02 | 5% YoY | 8 |
| Next FY | $1.07 ▼ -2.7% | $0.84 — $1.25 | 16% YoY | 8 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $183.0M | — |
| VANGUARD GROUP INC | $129.8M | — |
| MORGAN STANLEY | $26.5M | DOUBLED |
| BANK OF AMERICA CORP | $12.7M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $11.3M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 29, 2026 | MMMK Development, | C | $0.00 |
| Apr 29, 2026 | MMMK Development, | SELL | $406.6K |
| Apr 29, 2026 | MMMK Development, | C | $0.00 |
| Apr 29, 2026 | Karanikolas Michael | C | $0.00 |
| Apr 29, 2026 | Karanikolas Michael | C | $0.00 |
6 institutional holders with $370.8M total value (12,281,788 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net selling activity: 1 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 6,062,315 | $183.0M | 49.4% | — |
| 2 | VANGUARD GROUP INC | 4,299,273 | $129.8M | 35.0% | — |
| 3 | MORGAN STANLEY | 876,350 | $26.5M | 7.1% | DOUBLED +165.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 421,769 | $12.7M | 3.4% | TRIM -49.4% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 375,041 | $11.3M | 3.1% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 247,040 | $7.5M | 2.0% | TRIM -52.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | TRIM | 524,543 | 247,040 | -52.9% | $7.5M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 401,937 | 1,065,091 | +165.0% | $22.7M | 2025-Q3 |
| UBS Group AG | TRIM | 654,681 | 387,662 | -40.8% | $8.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 97,307 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | DOUBLED | 214,157 | 654,681 | +205.7% | $13.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 419,935 | 560,022 | +33.4% | $11.2M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 709,051 | 401,937 | -43.3% | $8.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 734,225 | 371,742 | -49.4% | $7.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 182,784 | 97,307 | -46.8% | $2.0M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 280,507 | 1,108,429 | +295.2% | $23.8M | 2025-Q1 |
| MORGAN STANLEY | ADD | 388,767 | 709,051 | +82.4% | $15.2M | 2025-Q1 |
| UBS Group AG | TRIM | 303,186 | 214,157 | -29.4% | $4.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 296,655 | 182,784 | -38.4% | $3.9M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 556,613 | 388,767 | -30.2% | $13.0M | 2024-Q4 |
| UBS Group AG | DOUBLED | 108,592 | 303,186 | +179.2% | $10.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 735,827 | 280,507 | -61.9% | $9.4M | 2024-Q4 |
| MORGAN STANLEY | ADD | 304,071 | 556,613 | +83.1% | $13.8M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 315,213 | — | $7.8M | 2024-Q3 |
5 unique insiders with 16 transactions. Net insider value: -$11.2M ($0.00 bought, $11.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 29, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 15,640 | $0.00 | $0.00 |
| Apr 29, 2026 | MMMK Development, Inc. | 10%+ Owner | SELL | 15,640 | $26.00 | $406.6K |
| Apr 29, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 15,640 | $0.00 | $0.00 |
| Apr 29, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 15,640 | $0.00 | $0.00 |
| Apr 29, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 15,640 | $0.00 | $0.00 |
| Apr 29, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 15,640 | $26.00 | $406.6K |
| Apr 29, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 15,640 | $0.00 | $0.00 |
| Apr 29, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 15,640 | $26.00 | $406.6K |
| Apr 29, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 15,640 | $0.00 | $0.00 |
| Apr 28, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 42,678 | $0.00 | $0.00 |
| Apr 28, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 42,678 | $0.00 | $0.00 |
| Apr 28, 2026 | MMMK Development, Inc. | 10%+ Owner | SELL | 42,678 | $26.35 | $1.1M |
| Apr 28, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 42,678 | $0.00 | $0.00 |
| Apr 28, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 42,678 | $0.00 | $0.00 |
| Apr 28, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 42,678 | $0.00 | $0.00 |
| Apr 28, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 42,678 | $26.35 | $1.1M |
| Apr 28, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 42,678 | $26.35 | $1.1M |
| Apr 28, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 42,678 | $0.00 | $0.00 |
| Apr 27, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 60,923 | $0.00 | $0.00 |
| Apr 27, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 60,923 | $0.00 | $0.00 |
| Apr 27, 2026 | MMMK Development, Inc. | 10%+ Owner | SELL | 60,923 | $26.43 | $1.6M |
| Apr 27, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 60,923 | $0.00 | $0.00 |
| Apr 27, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 60,923 | $26.43 | $1.6M |
| Apr 27, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 60,923 | $0.00 | $0.00 |
| Apr 27, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 60,923 | $0.00 | $0.00 |
| Apr 27, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 60,923 | $26.43 | $1.6M |
| Apr 27, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 60,923 | $0.00 | $0.00 |
| Apr 9, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 15,972 | $0.00 | $0.00 |
| Apr 9, 2026 | MMMK Development, Inc. | 10%+ Owner | SELL | 15,972 | $25.90 | $413.7K |
| Apr 9, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 15,972 | $0.00 | $0.00 |
| Apr 9, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 15,972 | $0.00 | $0.00 |
| Apr 9, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 15,972 | $25.90 | $413.7K |
| Apr 9, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 15,972 | $0.00 | $0.00 |
| Apr 9, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 15,972 | $0.00 | $0.00 |
| Apr 9, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 15,972 | $25.90 | $413.7K |
| Apr 9, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 15,972 | $0.00 | $0.00 |
| Mar 18, 2026 | Murphy Erinn Elisabeth | Director | A | 2,186 | $0.00 | $0.00 |
| Mar 1, 2026 | Timmermans Jesse | CHIEF FINANCIAL OFFICER | A | 17,389 | $0.00 | $0.00 |
| Mar 1, 2026 | Timmermans Jesse | CHIEF FINANCIAL OFFICER | A | 53,657 | $0.00 | $0.00 |
| Feb 12, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 1,948 | $0.00 | $0.00 |
| Feb 12, 2026 | MMMK Development, Inc. | 10%+ Owner | SELL | 1,948 | $25.93 | $50.5K |
| Feb 12, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 1,948 | $0.00 | $0.00 |
| Feb 12, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 1,948 | $0.00 | $0.00 |
| Feb 12, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 1,948 | $25.93 | $50.5K |
| Feb 12, 2026 | Karanikolas Michael | CO-CHIEF EXECUTIVE OFFICER | C | 1,948 | $0.00 | $0.00 |
| Feb 12, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 1,948 | $0.00 | $0.00 |
| Feb 12, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | SELL | 1,948 | $25.93 | $50.5K |
| Feb 12, 2026 | Mente Michael | CO-CHIEF EXECUTIVE OFFICER | C | 1,948 | $0.00 | $0.00 |
| Feb 11, 2026 | MMMK Development, Inc. | 10%+ Owner | C | 15,645 | $0.00 | $0.00 |
| Feb 11, 2026 | MMMK Development, Inc. | 10%+ Owner | SELL | 15,645 | $26.13 | $408.8K |
6 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 5.0/10.
NEUTRAL
8-K
4/10
Revolve Group filed an 8-K furnishing an updated investor presentation for the William Blair Growth
Jun 3, 2026
BULLISH
8-K
7/10
Revolve Group reported strong Q1 2026 results with net sales of $342.9M (+16% YoY) and diluted EPS o
May 5, 2026
NEUTRAL
CLUSTER
4/10
Both co-CEOs of Revolve Group, Michael Karanikolas and Michael Mente, along with MMMK Development (a
Apr 29, 2026
NEUTRAL
DEFA14A
2/10
Revolve Group, Inc. (RVLV) has filed a DEFA14A, which is definitive additional proxy soliciting mate
Apr 24, 2026
BEARISH
CLUSTER
5/10
Two key insiders — co-CEO Michael Karanikolas and 10% owner MMMK Development — each sold approximate
Apr 13, 2026
BULLISH
8-K
8/10
Revolve Group (RVLV) reported strong Q4 and full-year 2025 financial results, with double-digit reve
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (67% buy). Based on 21 analysts: 6 strong buy, 8 buy, 6 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$29.69 mean target
+57.3% upside
Strong Buy (2.00)
$24.00 Low
$37.00 High
| Metric | Value |
|---|---|
| Current Price | $18.88 |
| Target Low | $24.00 |
| Target Mean | $29.69 |
| Target Median | $28.00 |
| Target High | $37.00 |
| # Analysts | 13 |
| Recommendation | Strong Buy (2.00) |
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 |
$0.22 | $0.19 | $0.24 | 44.8% | -6.7% | 1↑ 3↓ | $0.3B | 10.2% | 8 |
| Next Q 2026-09-30 |
$0.27 | $0.23 | $0.30 | -13.0% | +1.8% | 2↑ 2↓ | $0.3B | 9.2% | 8 |
| Current FY 2026-12-31 |
$0.92 | $0.78 | $1.02 | 5.1% | -1.3% | 1↑ 4↓ | $1.4B | 10.3% | 8 |
| Next FY 2027-12-31 |
$1.07 | $0.84 | $1.25 | 16.1% | -2.7% | 1↑ 4↓ | $1.5B | 7.5% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.220 | |
| 7d ago | $0.222 | -0.002 |
| 30d ago | $0.236 | -0.016 |
| 60d ago | $0.239 | -0.019 |
| 90d ago | $0.239 | -0.019 |
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 6, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 6, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| May 6, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 6, 2026 | BTIG | REITERATE | Buy | Buy |
| Feb 25, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 25, 2026 | Roth Capital | REITERATE | Buy | Buy |
| Feb 25, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Feb 25, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Jan 22, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 13, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 8, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Dec 12, 2025 | Stifel | MAINTAIN | Buy | Buy |
| Dec 10, 2025 | Guggenheim | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 8 | 6 | 1 | 0 | 67% | |
| May 1, 2026 | 6 | 8 | 7 | 1 | 0 | 64% | |
| Apr 1, 2026 | 6 | 8 | 7 | 1 | 0 | 64% | |
| Mar 1, 2026 | 6 | 8 | 6 | 1 | 0 | 67% | |
| Feb 1, 2026 | 6 | 8 | 6 | 1 | 0 | 67% | |
| Jan 1, 2026 | 6 | 8 | 6 | 1 | 0 | 67% |
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 8, 2026
short_volume
Short Volume: RVLV — 55.4% short (0.3M / 0.6M)
Short: 319,042 | Exempt: 0 | TRF Vol: 575,767 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
RVLV Q1 2026 Earnings Scheduled — 2026-05-05
Apr 8, 2026
short_volume
Short Volume: RVLV — 60.8% short (0.3M / 0.5M)
Short: 311,626 | Exempt: 0 | TRF Vol: 512,941 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Feb 24, 2026
earnings_calendar
RVLV Q4 2025 Earnings After Market Close — 2026-02-24