Revolve Group, Inc. $RVLV reported second-quarter 2026 revenue of $347.4 million, up 12.4% from a year earlier, as the online fashion retailer continued to grow sales at a steady pace. Gross profit rose 17.7% to $196.7 million, while operating profit increased 22.8% to $22.1 million.
Bottom-line results were even stronger. Net income attributable to common shareholders climbed 82.7% year over year to $18.6 million, and diluted earnings per share rose to $0.26. Both figures came in above analyst expectations, with earnings per share topping the $0.22 estimate while revenue was slightly below forecast.
On the balance sheet, Revolve ended the period with $311.6 million in cash and cash equivalents, compared with $303.4 million in total liabilities. Operating cash flow was negative at $8.2 million, and capital spending totaled $2.8 million.
- Revenue: $347.4 million, up 12.4%
- Gross profit: $196.7 million, up 17.7%
- Net income: $18.6 million, up 82.7%
- Diluted EPS: $0.26
Shares fell 6.3% after the market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Revolve Group, Inc. Insider Trading Activity
Revolve Group, Inc. insiders have traded $RVLV stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $RVLV stock by insiders over the last 6 months:
- MICHAEL KARANIKOLAS (CO-CHIEF EXECUTIVE OFFICER) has made 0 purchases and 6 sales selling 152,806 shares for an estimated $4,014,390.
- MICHAEL MENTE (CO-CHIEF EXECUTIVE OFFICER) has made 0 purchases and 6 sales selling 152,806 shares for an estimated $4,014,390.
- DEVELOPMENT, INC. MMMK has made 0 purchases and 6 sales selling 152,806 shares for an estimated $4,014,390.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Revolve Group, Inc. Hedge Fund Activity
We have seen 93 institutional investors add shares of Revolve Group, Inc. stock to their portfolio, and 100 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BALYASNY ASSET MANAGEMENT L.P. removed 663,907 shares (-35.6%) from their portfolio in Q1 2026, for an estimated $15,010,937
- COOPER CREEK PARTNERS MANAGEMENT LLC added 555,153 shares (+36.7%) to their portfolio in Q1 2026, for an estimated $12,552,009
- MARSHALL WACE, LLP added 461,170 shares (+31.0%) to their portfolio in Q1 2026, for an estimated $10,427,053
- WOODLINE PARTNERS LP removed 448,471 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $10,139,929
- GOLDMAN SACHS GROUP INC removed 448,412 shares (-38.6%) from their portfolio in Q1 2026, for an estimated $10,138,595
- QUBE RESEARCH & TECHNOLOGIES LTD added 436,829 shares (+142.2%) to their portfolio in Q1 2026, for an estimated $9,876,703
- JANE STREET GROUP, LLC added 374,842 shares (+inf%) to their portfolio in Q1 2026, for an estimated $8,475,177
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Revolve Group, Inc. Analyst Ratings
Wall Street analysts have issued reports on $RVLV in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 05/06/2026
To track analyst ratings and price targets for Revolve Group, Inc., check out Quiver Quantitative's $RVLV forecast page.
Revolve Group, Inc. Price Targets
Multiple analysts have issued price targets for $RVLV recently. We have seen 8 analysts offer price targets for $RVLV in the last 6 months, with a median target of $28.5.
Here are some recent targets:
- Trevor Young from Barclays set a target price of $26.0 on 05/07/2026
- Janine Stichter from BTIG set a target price of $35.0 on 05/06/2026
- Ashley Owens from Keybanc set a target price of $32.0 on 05/06/2026
- Anna Andreeva from Piper Sandler set a target price of $27.0 on 05/06/2026
- Jay Sole from UBS set a target price of $28.0 on 05/06/2026
- Lauren Schenk from Morgan Stanley set a target price of $29.0 on 02/25/2026
- Matt Koranda from Roth Capital set a target price of $33.0 on 02/25/2026
