Revolve Group (NYSE:RVLV) Stock Price Down 7% – What’s Next?

Shares of Revolve Group, Inc. (NYSE:RVLV) dropped 7% during trading on Monday . The stock traded as low as $23.61 and last traded at $23.2250. Approximately 235,589 shares changed hands during mid-day trading, a decline of 77% from the average daily volume of 1,016,270 shares. The stock had previously closed at $24.98.

Trending Headlines about Revolve Group

Here are the key news stories impacting Revolve Group this week:

• Positive Sentiment: Q1 results beat expectations — EPS $0.20 vs. consensus $0.18, revenue $342.9M (+15.6% Y/Y), expanded margins, $49M operating cash flow and improved FWRD profitability. These fundamental beats and stronger cash generation support upside potential. Q1 Release
• Positive Sentiment: Management provided Q2 gross-margin guidance of roughly 54.1%–54.6% and reiterated growth initiatives including a planned Miami store and AI investments — guidance signals margin durability and reinvestment into customer acquisition/tech. Margin Guidance & Store/AI Plans
• Positive Sentiment: Sell?side support: BTIG reaffirmed a Buy with a $35 price target, which implies significant upside if execution continues. That keeps positive analyst conviction on the name. BTIG Note
• Neutral Sentiment: Piper Sandler trimmed its price target from $30 to $27 but kept an Overweight rating — a smaller lift to investor sentiment than a full downgrade, but it removes some of the bullish momentum. Piper Sandler PT Change
• Positive Sentiment: Key operating metrics look healthy: active customers grew ~8% Y/Y and sales jumped ~16% Y/Y, supporting the narrative of market?share gains among Gen Z/Millennial shoppers. Zacks: Metrics
• Negative Sentiment: Technical/market pressure: the stock is trading below its 50- and 200?day moving averages and is nearer the 52?week low than the high; coupled with today’s heavier volume, that can amplify short?term selling even after a beat. (Background price/moving-average data provided.)

Wall Street Analysts Forecast Growth

RVLV has been the topic of a number of recent research reports. KeyCorp cut their price target on shares of Revolve Group from $35.00 to $32.00 and set an “overweight” rating on the stock in a report on Wednesday. Raymond James Financial set a $28.00 target price on shares of Revolve Group in a research report on Wednesday. Piper Sandler cut their target price on Revolve Group from $30.00 to $27.00 and set an “overweight” rating on the stock in a report on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of Revolve Group in a research note on Tuesday, April 21st. Finally, Morgan Stanley set a $27.00 price objective on Revolve Group in a research note on Wednesday. Eight analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $29.17.

Revolve Group Stock Performance

The stock’s 50-day simple moving average is $24.26 and its two-hundred day simple moving average is $25.57. The stock has a market cap of $1.44 billion, a price-to-earnings ratio of 22.64, a price-to-earnings-growth ratio of 2.35 and a beta of 1.76.

Revolve Group (NYSE:RVLV) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $0.20 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.02. Revolve Group had a return on equity of 12.41% and a net margin of 5.05%.The business had revenue of $342.88 million for the quarter, compared to analyst estimates of $328.84 million. During the same period in the previous year, the company posted $0.16 earnings per share. The firm’s revenue for the quarter was up 15.6% on a year-over-year basis. As a group, research analysts predict that Revolve Group, Inc. will post 0.87 earnings per share for the current year.

Insider Activity at Revolve Group

In other news, CEO Michael Mente sold 15,640 shares of the firm’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $26.00, for a total value of $406,640.00. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Michael Karanikolas sold 1,948 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $25.93, for a total transaction of $50,511.64. The SEC filing for this sale provides additional information. Insiders sold 152,806 shares of company stock valued at $4,014,390 over the last three months. 42.67% of the stock is owned by company insiders.

Hedge Funds Weigh In On Revolve Group

Several large investors have recently added to or reduced their stakes in the company. Kestra Advisory Services LLC acquired a new stake in shares of Revolve Group during the 4th quarter worth approximately $40,000. State of Alaska Department of Revenue bought a new position in Revolve Group in the third quarter worth $46,000. Quarry LP lifted its position in Revolve Group by 6,932.1% in the third quarter. Quarry LP now owns 3,727 shares of the company’s stock worth $79,000 after purchasing an additional 3,674 shares during the period. Generali Investments Towarzystwo Funduszy Inwestycyjnych boosted its stake in Revolve Group by 50.0% during the fourth quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 4,500 shares of the company’s stock worth $136,000 after buying an additional 1,500 shares in the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new stake in Revolve Group during the third quarter worth $125,000. Institutional investors and hedge funds own 67.60% of the company’s stock.

Revolve Group Company Profile

Revolve Group, Inc operates as a leading online fashion retailer primarily serving millennial and Gen Z consumers through its flagship e-commerce platform. The company offers a curated assortment of apparel, accessories and beauty products from more than 500 established and emerging brands, alongside private label labels covering contemporary and premium segments. With a focus on trend-driven merchandise and seamless user experience, the website features shoppable editorial content and digital styling advice aimed at strengthening customer engagement and brand loyalty.

Founded in 2003 and headquartered in Cerritos, California, Revolve has expanded its footprint beyond North America by launching localized sites and logistics centers in Europe and the Middle East.