SecBot SecBot

REF

Reformation Inc.
NYSE· CIK 0001787117
$15.58 +0.55 (+3.66%)
Oct 23 4:00 PM ET · prev $15.03
Market cap
$888.0M
Small cap
Consensus
Buy
85% Buy or better · 13 analysts
Median target
$20.00
+28% · range $16.00–21.00
Since first trade
+3.3%
from $15.08 · Jul 30
30 days
+24.1%
from $12.55
Range since listing
$12.04–16.84
−7% from high · low Sep 30
Avg volume 20D
403.8K
shares / day
Short interest
2.55M
≈4.3% of shares · +24.5%
Days to cover
3.0
at average volume
Insider net
-$58.3M
3 buyers · 2 sellers · 12 mo
Filing reports
6
analyzed by SecBot
SecBot read BEARISH 4 reports · 90 days
Balance 1 bearish · 0 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 2/4
Strongest NEUTRAL No summary provided
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • S Jul 31 to Jul 31 2 days of insider sells: $58.5M by 2 insiders, avg $13.95
  • B Jul 31 3 insiders buy $3.1M at $15.00
  • X Aug 14 Short interest jumps 147.4% to 879.3K
  • A Aug 24 9 analysts initiate
  • X Aug 31 Short interest jumps 150.2% to 2.20M
  • S Sep 1 2 insiders sell $2.9M at $13.95

Signal stack

Where each data set points today.

  • InsidersBEARISH

    3 insiders bought $3.1M at an average $15.00. 2 insiders sold $61.4M.

  • AnalystsBULLISH

    11 of 13 rate it Buy or better. Every target is above the price.

  • Short sellersBUILDING

    Short interest +24.5% to 2.55M shares. 3.0 days to cover, ≈4.3% of shares.

  • TrendUPTREND

    12% above its 50-day average.

The Street

13 analysts
Buy 85% rate it Buy or better
Strong Buy6Buy5Hold2Sell0Strong Sell0
12-month targets · 8 analysts

Price is below the lowest target. Median implies +28%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Sep 11, 2026RBC Capital
REITERATE
REITERATEOutperform
Sep 11, 2026Guggenheim
REITERATE
REITERATEBuy
Aug 24, 2026William Blair
INITIATE
INITIATEOutperform
Aug 24, 2026Telsey Advisory Group
INITIATE
INITIATEUnderperform
Aug 24, 2026Citigroup
INITIATE
INITIATEBuy
Aug 24, 2026JP Morgan
INITIATE
INITIATEOverweight
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 5, 2026
Earnings date
🔒 Fresh data, subscribers only
Recent
Oct 22, 2026
Earnings
Reformation to Announce Third Quarter Fiscal 2026 Results on November 5, 2026
LOS ANGELES, Oct. 22, 2026 /PRNewswire/ -- Reformation Inc. (NYSE: REF), the sustainable women's fashion brand, today announced that its financial…
Sep 30, 2026
Short interest
Short Interest: REF up 24% to 2.6M shares
Settlement 2026-09-30 | Days to cover: 2.96 | ≈4.32% of shares outstanding (est.)
Sep 10, 2026
Earnings
Reformation Announces Second Quarter Fiscal 2026 Results
Net Revenue increased 24.1% Net Income grew 79.4% Adjusted EBITDA Margin expanded 320 basis points to 16.4% LOS ANGELES, Sept. 10, 2026 /PRNewswire/…
Aug 31, 2026
Short interest
Short Interest: REF up 150% to 2.2M shares
Settlement 2026-08-31 | Days to cover: 5.25 | ≈3.46% of shares outstanding (est.)
Jul 30, 2026
Listing
New Listing: REF — Reformation Inc. Common Stock
Listed on exchange N

Insider ledger

Form 4
$3.1M
bought · 3 insiders
$61.4M
sold · 2 insiders
+3.9%
vs their $15.00 cost
DateInsiderTypeValue
Sep 1, 2026
Refo SCSp
10%+ Owner
SELL$2.1M
Sep 1, 2026
Aflalo Yael
Director
SELL$841.2K
Jul 31, 2026
Kleine Brigitte
Director
BUY$3.0K
Jul 31, 2026
Coyle John Joseph
Director
BUY$3.0M
Jul 31, 2026
Allen Zipporah
Director
BUY$52.5K
Jul 31, 2026
Refo SCSp
10%+ Owner
SELL$41.7M
Jul 31, 2026
Borenstein Hali
CEO and President
TO ISSUER$2.4M
Jul 31, 2026
Tchakarov Ivan
Chief Operating Officer
TO ISSUER$521.7K

Earnings setup

Estimates
$0.11
EPS estimate, this quarter
3↑ 0↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.11$0.02–$0.22-7.0%$169.8M
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
2,551,273
shares short
+24.5%
vs prior settlement
3.0
days to cover
≈4.3%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 SEC
Reformation Inc. announced it will report its fiscal Q3 2026 results on November 5, 2026.
PRESS-RELEASE — Impact 1/10
Oct 22, 2026 Earnings
Reformation to Announce Third Quarter Fiscal 2026 Results on November 5, 2026
LOS ANGELES, Oct. 22, 2026 /PRNewswire/ -- Reformation Inc. (NYSE: REF), the sustainable women's fas
Sep 10, 2026 SEC
No summary provided
PRESS-RELEASE — Impact 5/10
Sep 3, 2026 SEC
Two 10% owners, including Director Yael Aflalo and Refo SCSp, sold a combined 209,894 shares for $2.93M in open-market…
CLUSTER — Impact 5/10
Sep 1, 2026 Insider
Refo SCSp sold 149,596 shares
10%+ Owner @ $13.95 ($2.1M)
Sep 1, 2026 Insider
Aflalo Yael sold 60,298 shares
Director @ $13.95 ($841.2K)
Jul 31, 2026 Insider
Kleine Brigitte bought 200 shares
Director @ $15.00 ($3.0K)

SecBot reports

6 filings · 0 bullish · 1 bearish · 5 neutral
All REF filing & press-release reports (6)