REAL
TheRealReal, Inc.$10.84 +0.36 (+3.44%)
Oct 23 4:00 PM ET · prev $10.48
Market cap
$1.3B
Small cap
Consensus
Buy
80% Buy or better · 15 analysts
Median target
$18.00
+66% · range $14.00–20.00
Next earnings
Oct 29
in 3 days · EPS est. $0.00
1 year
−12.0%
from $12.32 · Oct 27
30 days
+23.0%
from $8.81
52-week range
$8.12–16.90
−36% from high · low Mar 30
Avg volume 20D
3.04M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$4.5M
0 buyers · 5 sellers · since Feb 23
New fund stakes
1
Q2 2026 13F · 0 exits
Filing reports
14
analyzed by SecBot
SecBot read BULLISH 3 reports · 90 days
Balance 0 bearish · 1 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 2/3 ·Next Earnings date, Oct 29, 2026
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- S Feb 23 2 insiders sell $543.9K at $10.72
- R Feb 23 Five corporate insiders at TheRealReal, Inc. (REAL), including the C…
- R Feb 26 TheRealReal reported strong fourth quarter and full year 2025 result…
- S Mar 19 1 insider sell $479.2K at $9.29
- R May 7 TheRealReal reported Q1 2026 revenue of $190M (+19% YoY) and non-GAA…
- S May 21 5 insiders sell $1.5M at $9.25
- S Aug 21 5 insiders sell $1.9M at $10.98
- R Oct 15 The RealReal entered into a new $150M senior secured term loan and $…
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $4.5M.
- InstitutionsBULLISH
Q2 2026: 35 added (1 new), 19 trimmed or exited. Largest new: Balyasny Asset Management $14.0M.
- AnalystsBULLISH
12 of 15 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate −$0.015 → $0.003 over 90 days. 2 up, 0 down in 30 days.
- TrendUPTREND
8% above its 50-day average.
Who's buying
13F· Q2 20261
new positions
0
exits
$14.0M
in new stakes
| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $134.5M |
| FMR LLC | TRIM | $59.5M |
| Qube Research & Technologies Ltd | TRIM | $16.1M |
| ROYCE & ASSOCIATES LP | DOUBLED | $15.0M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | $14.0M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | TRIM | $13.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | $12.7M |
| JPMORGAN CHASE & CO | ADD | $11.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analysts 80% rate it Buy or better
12-month targets · 8 analysts
$10.84 $14.00 $18.00 $20.00
Price is below the lowest target. Median implies +66%.Targets as of Oct 27, 2026.
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | UBS MAINTAIN | Neutral |
| Oct 16, 2026 | Roth Capital REITERATE | Buy |
| Sep 17, 2026 | BTIG REITERATE | Buy |
| Aug 7, 2026 | UBS MAINTAIN | Neutral |
| Jun 3, 2026 | BTIG REITERATE | Buy |
| May 8, 2026 | UBS MAINTAIN | Neutral |
Insider ledger
Form 4$0
bought · 0 insiders
$4.5M
sold · 5 insiders
| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | KATZ KAREN Director | AWARD | 2,262 sh |
| Sep 30, 2026 | McCaffrey Mark Director | AWARD | 1,414 sh |
| Aug 21, 2026 | Suko Todd A Chief Legal Officer and Secret | SELL | $27.2K |
| Aug 21, 2026 | Friang Luke Thomas Chief Product & Tech Officer | SELL | $27.6K |
| Aug 21, 2026 | Suko Todd A Chief Legal Officer and Secret | SELL | $46.0K |
| Aug 21, 2026 | Suko Todd A Chief Legal Officer and Secret | SELL | $119.5K |
| Aug 21, 2026 | Friang Luke Thomas Chief Product & Tech Officer | SELL | $93.2K |
| Aug 21, 2026 | Friang Luke Thomas Chief Product & Tech Officer | SELL | $27.5K |
Earnings setup
EstimatesOct 29
reports in 3 days
$0.00
EPS estimate, this quarter
+123%
estimate change, 90 days
2↑ 0↓
revisions, 30 days
Current-quarter EPS estimate
−$0.01590d
$0.00360d
$0.00330d
$0.0037d
$0.003Now
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.00 | -$0.01–$0.02 | -4.6% | $196.9M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 SEC
The RealReal entered into a new $150M senior secured term loan and $25M revolving credit facility with Fortress Credit…
8-K — Impact 6/10
Oct 15, 2026 Other
Oct 14, 2026 SEC THE REALREAL ANNOUNCES REFINANCING OF 2029 SENIOR SECURED NOTES WITH NEW $150 MILLION TERM LOAN AND $25 MILLION REVOLVING CREDIT FACILITY
Refinancing Extends Secured Debt Maturity to 2033 and Reduces Interest Expense Outlines Medium-Term
The RealReal announced it will report its Q3 2026 results.
PRESS-RELEASE — Impact 1/10
Sep 30, 2026 Insider
KATZ KAREN was granted 2,262 shares
Director
Sep 30, 2026 Insider
Aug 24, 2026 SEC McCaffrey Mark was granted 1,414 shares
Director
Two C-suite insiders at TheRealReal (REAL) sold a combined $213K in open-market sales on August 21, 2026. The Chief…
CLUSTER — Impact 4/10
Aug 21, 2026 Insider
Suko Todd A sold 2,479 shares
Chief Legal Officer and Secret @ $10.98 ($27.2K)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
11,408,817 shares ($134.5M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent
Oct 15, 2026
Press release
THE REALREAL ANNOUNCES REFINANCING OF 2029 SENIOR SECURED NOTES WITH NEW $150 MILLION TERM LOAN AND $25 MILLION REVOLVING CREDIT FACILITY
Refinancing Extends Secured Debt Maturity to 2033 and Reduces Interest Expense Outlines Medium-Term Target for Leverage SAN FRANCISCO, Oct. 15, 2026…
Oct 14, 2026
Earnings
The RealReal Announces Timing of Its Third Quarter 2026 Earnings Conference Call
SAN FRANCISCO, Oct. 14, 2026 /PRNewswire/ -- The RealReal (Nasdaq: REAL)—the world's largest online marketplace for authenticated, resale luxury…
Sep 9, 2026
Press release
The RealReal Expands Los Angeles Presence with New Glendale Store
New Glendale location brings authenticated luxury resale, expert consignment services and a constantly evolving assortment of one-of-one designer…
Aug 25, 2026
Press release
THE REALREAL'S 2026 RESALE REPORT REVEALS RESALE IS BECOMING FIRST CHOICE FOR SHOPPERS
What's Gaining Value, What's Next and How America Is Shopping Luxury Now SAN FRANCISCO, Aug. 25, 2026 /PRNewswire/ -- The RealReal (NASDAQ: REAL)…
Aug 6, 2026
Earnings date
REAL Q2 2026 Earnings Scheduled — 2026-08-06
SecBot reports
14 filings · 3 bullish · 4 bearish · 7 neutral- BULLISH 8-KOct 15, 2026
The RealReal entered into a new $150M senior secured term loan and $25M revolving credit facility…
The refinancing removes the 2029 note maturity overhang and its PIK/cash burden, replacing it with a longer-dated, lower-cost, all-cash facility. The $25M revolver provides a liquidity backstop. The…
- NEUTRAL PRESS-RELEASEOct 14, 2026
The RealReal announced it will report its Q3 2026 results.
- NEUTRAL CLUSTERAug 24, 2026
Two C-suite insiders at TheRealReal (REAL) sold a combined $213K in open-market sales on August…
The cluster of C-suite sales is notable for its timing and coordination, but the dollar amount is too small to signal material bearish conviction. Monitor for any upcoming 8-K or earnings release…
- NEUTRAL PRESS-RELEASEJul 16, 2026
The RealReal announced it will report its Q2 2026 results.
All REAL filing & press-release reports (14)
- 8-K reportOct 15, 2026
- PRESS-RELEASE reportOct 14, 2026
- CLUSTER reportAug 24, 2026
- PRESS-RELEASE reportJul 16, 2026
- CLUSTER reportMay 22, 2026
- S-3ASR reportMay 8, 2026
- 8-K reportMay 7, 2026
- DEFA14A reportApr 27, 2026
- PRESS-RELEASE reportApr 16, 2026
- 8-K reportFeb 26, 2026
- CLUSTER reportFeb 23, 2026
- CLUSTER reportFeb 23, 2026
- CLUSTER reportFeb 23, 2026
- CLUSTER reportFeb 23, 2026