Revolve Group (NYSE:RVLV) Shares Gap Down on Disappointing Earnings

Posted by Brian Himes on Nov 4th, 2026

Revolve Group, Inc. (NYSE:RVLV – Get Free Report)’s stock price gapped down prior to trading on Wednesday following a weaker than expected earnings announcement. The stock had previously closed at $21.53, but opened at $18.69. Revolve Group shares last traded at $21.6220, with a volume of 434,284 shares trading hands.

The company reported $0.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.22 by ($0.02). The firm had revenue of $355.96 million during the quarter, compared to the consensus estimate of $345.49 million. Revolve Group had a return on equity of 13.38% and a net margin of 5.54%. The company’s quarterly revenue was up 20.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.29 EPS.

Revolve Group News Summary

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

Positive Sentiment: Third-quarter revenue rose 20.4% year over year to about $356 million, exceeding analysts’ estimate of roughly $345.5 million. Management said sales grew at least 20% across REVOLVE and FWRD and in domestic and international markets. Revolve Group Announces Third Quarter 2026 Financial Results
Negative Sentiment: Adjusted earnings pressure was the counterpoint to sales growth: EPS was $0.20, below estimates of $0.21–$0.22 and lower than the year-ago result cited in reports. That earnings shortfall may be weighing on sentiment despite the revenue beat. Revolve Group Lags Q3 Earnings Estimates
Negative Sentiment: Revolve signaled fourth-quarter gross margin of 52.3%–52.8%, with fuel surcharges pressuring shipping costs. The outlook points to continued cost headwinds that could limit how much sales growth translates into profit. Revolve signals Q4 gross margin as fuel surcharges pressure shipping costs

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Morgan Stanley set a $25.00 price objective on shares of Revolve Group in a report on Wednesday. Piper Sandler increased their target price on Revolve Group from $27.00 to $30.00 and gave the company an “overweight” rating in a research note on Wednesday, August 5th. Wall Street Zen lowered Revolve Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Raymond James Financial reduced their target price on Revolve Group from $28.00 to $25.00 and set an “outperform” rating for the company in a report on Friday, October 16th. Finally, TD Cowen initiated coverage on Revolve Group in a research note on Friday, October 30th. They issued a “strong-buy” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $29.38.

Read Our Latest Analysis on RVLV

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Cooper Creek Partners Management LLC raised its holdings in shares of Revolve Group by 36.7% during the first quarter. Cooper Creek Partners Management LLC now owns 2,069,237 shares of the company’s stock valued at $46,785,000 after purchasing an additional 555,153 shares during the last quarter. Bank of America Corp DE boosted its holdings in Revolve Group by 48.2% in the first quarter. Bank of America Corp DE now owns 624,985 shares of the company’s stock worth $14,131,000 after purchasing an additional 203,216 shares during the last quarter. Segall Bryant & Hamill LLC boosted its holdings in Revolve Group by 63.0% in the first quarter. Segall Bryant & Hamill LLC now owns 513,621 shares of the company’s stock worth $11,613,000 after purchasing an additional 198,448 shares during the last quarter. Madison Asset Management LLC purchased a new stake in Revolve Group in the second quarter worth approximately $2,946,000. Finally, Walleye Capital LLC bought a new stake in Revolve Group in the 1st quarter worth approximately $2,871,000. 67.60% of the stock is owned by hedge funds and other institutional investors.

Revolve Group Stock Performance

The firm has a market cap of $1.53 billion, a P/E ratio of 21.29, a P/E/G ratio of 2.78 and a beta of 1.62. The business’s 50-day simple moving average is $21.69 and its 200 day simple moving average is $23.29.

About Revolve Group

(Get Free Report)

Revolve Group, Inc operates a digital commerce platform focused on fashion and lifestyle products. Through its REVOLVE and FWRD platforms, the company offers women’s and men’s apparel, footwear, accessories, beauty products and other lifestyle merchandise from established and emerging brands. Its portfolio also includes proprietary and exclusive brands, including superdown and Song of Style.

The company primarily reaches customers through its e-commerce websites and mobile experiences, supported by influencer marketing, social media, content creation and data-driven merchandising.