REAL Earnings
Thursday, May 07 2026
EPS Estimate
$-0.01
Revenue Estimate
$188M
Current Price
$11.61
Our Position
neutralRealReal beats revenue, but stock sinks 22% YTD
structured data
est. revisions falling
(-69.7pp / 30d)
The earnings beat and shrinking losses prove the luxury resale unit economics are tightening, but the market's 22% YTD retreat signals investors are repricing a once-hot narrative. The CFO's mechanical sell — aligned with his historical cadence — doesn't signal alarm, but it does underscore that insider conviction hasn't shifted despite operational wins. The real question isn't profitability; it's whether REAL can scale revenue growth fast enough to justify valuations that spiked 79% last year.
Watch: Monitor Q1 2026 guidance and whether management signals accelerating revenue growth or margin expansion. If guidance disappoints or remains modest, expect further downside as growth-at-any-cost momentum has clearly faded.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.9%
Est. Revisions (30d)
+0.0% 3up/0dn
Analyst Target (mean)
$18 $16–$20 +57%
Options P/C Ratio
0.21
Est. Dispersion
150% 6 analysts
Insider Cluster
strong buy (officer)
Recent Activity
insider trades
88 transactions
Award
·
MCCAFFREY MARK D. (Director)
·963 shares
Award
·
KATZ KAREN W. (Director)
·1,988 shares
Sell
·
MADAN GOPAL AJAY (Chief Financial Officer)
·51,585 shares
·$479,225
Award
·
SAHI LEVESQUE RATI (Chief Executive Officer)
·179,691 shares
Sell
·
SAHI LEVESQUE RATI (Chief Executive Officer)
·121,399 shares
·$1,301,397
83 more
Sell
·
LO STEVE MING
·16,962 shr
·$181,833
Award
·
MADAN GOPAL AJAY
·106,181 shr
Sell
·
MADAN GOPAL AJAY
·31,381 shr
·$336,404
Award
·
SUKO TODD ANDREW
·63,708 shr
Sell
·
SUKO TODD ANDREW
·45,947 shr
·$492,552
Award
·
FRIANG LUKE THOMAS
·72,203 shr
Sell
·
FRIANG LUKE THOMAS
·19,609 shr
·$210,208
Award
·
LEONDAKIS NIKI
·554 shr
Award
·
KATZ KAREN W.
·1,107 shr
Sell
·
LO STEVE MING
·62,355 shr
·$896,424
Sell
·
MADAN GOPAL AJAY
·28,520 shr
·$420,014
Sell
·
LO STEVE MING
·59,789 shr
·$864,250
Sell
·
SUKO TODD ANDREW
·72,933 shr
·$1,028,647
Sell
·
SAHI LEVESQUE RATI
·97,036 shr
·$1,267,290
Sell
·
LO STEVE MING
·22,426 shr
·$292,884
Sell
·
MADAN GOPAL AJAY
·30,196 shr
·$394,360
Sell
·
SUKO TODD ANDREW
·31,611 shr
·$412,840
Sell
·
FRIANG LUKE THOMAS
·18,619 shr
·$243,164
Sell
·
SUKO TODD ANDREW
·75,693 shr
·$1,065,682
Sell
·
BAIRD GILBERT L III
·7,686,442 shr
·$101,537,899
Sell
·
LO STEVE MING
·13,542 shr
·$193,244
Exercise
·
LO STEVE MING
·13,542 shr
·$103,461
Award
·
MCCAFFREY MARK D.
·11,900 shr
Award
·
LEONDAKIS NIKI
·823 shr
Award
·
KATZ KAREN W.
·1,528 shr
Sell
·
SAHI LEVESQUE RATI
·411,290 shr
·$3,241,041
Exercise
·
SAHI LEVESQUE RATI
·36,119 shr
·$125,694
Sell
·
LYNCH CHATELLE AILEEN
·51,455 shr
·$383,695
Award
·
LEONDAKIS NIKI
·26,025 shr
Award
·
COLEMAN CARETHA
·26,025 shr
Award
·
KATZ KAREN W.
·26,025 shr
Award
·
KROLIK ROBERT J
·26,025 shr
Award
·
MILLER JAMES R
·26,025 shr
Award
·
BAIRD GILBERT L III
·26,025 shr
Award
·
LEONDAKIS NIKI
·1,826 shr
Award
·
KATZ KAREN W.
·3,392 shr
Other
·
KROLIK ROBERT J
·25,000 shr
Award
·
LO STEVE MING
·48,231 shr
Award
·
LEONDAKIS NIKI
·1,623 shr
Award
·
KATZ KAREN W.
·3,014 shr
Sell
·
MADAN GOPAL AJAY
·51,425 shr
·$299,376
Sell
·
SAHI LEVESQUE RATI
·143,170 shr
·$987,374
Sell
·
SUKO TODD ANDREW
·48,963 shr
·$337,709
Sell
·
LO STEVE MING
·23,477 shr
·$161,891
Sell
·
LYNCH CHATELLE AILEEN
·18,456 shr
·$127,265
Sell
·
MADAN GOPAL AJAY
·102,386 shr
·$706,013
Sell
·
FRIANG LUKE THOMAS
·18,503 shr
·$127,589
Award
·
LYNCH CHATELLE AILEEN
·107,750 shr
Award
·
MADAN GOPAL AJAY
·179,584 shr
Award
·
SUKO TODD ANDREW
·107,750 shr
Award
·
FRIANG LUKE THOMAS
·71,833 shr
Sell
·
KORYL JOHN E
·396,478 shr
·$3,811,454
Sell
·
LO STEVE MING
·134,597 shr
·$813,656
Exercise
·
SAHI LEVESQUE RATI
·44,905 shr
·$78,135
Award
·
SAHI LEVESQUE RATI
·1,250,000 shr
Sell
·
KATZ KAREN W.
·33,000 shr
·$86,460
Sell
·
SAHI LEVESQUE RATI
·46,488 shr
·$121,259
Sell
·
LO STEVE MING
·20,610 shr
·$53,759
Sell
·
SUKO TODD ANDREW
·27,573 shr
·$71,966
Sell
·
FRIANG LUKE THOMAS
·16,239 shr
·$42,358
Buy
·
KORYL JOHN E
·19,919 shr
·$49,997
Sell
·
MILLER JAMES R
·53,526 shr
·$173,424
Award
·
LEONDAKIS NIKI
·50,925 shr
Award
·
COLEMAN CARETHA
·50,925 shr
Award
·
MELTON CAROL A
·50,925 shr
Award
·
KATZ KAREN W.
·50,925 shr
Award
·
KROLIK ROBERT J
·50,925 shr
Award
·
MILLER JAMES R
·50,925 shr
Award
·
BAIRD GILBERT L III
·50,925 shr
Sell
·
LEONDAKIS NIKI
·59,474 shr
·$215,296
Sell
·
MELTON CAROL A
·28,000 shr
·$102,480
Sell
·
KROLIK ROBERT J
·29,737 shr
·$109,135
Sell
·
SAHI LEVESQUE RATI
·10,000 shr
·$38,300
Buy
·
SAHI LEVESQUE RATI
·11 shr
·$48
Sell
·
COLEMAN CARETHA
·10,354 shr
·$44,833
Sell
·
SAHI LEVESQUE RATI
·45,867 shr
·$194,848
Sell
·
LO STEVE MING
·20,330 shr
·$86,364
Sell
·
KORYL JOHN E
·31,412 shr
·$133,441
Sell
·
SUKO TODD ANDREW
·35,906 shr
·$152,600
Sell
·
FRIANG LUKE THOMAS
·16,378 shr
·$69,575
Award
·
MADAN GOPAL AJAY
·1,250,000 shr
Award
·
LO STEVE MING
·31,310 shr
Award
·
MCKEEHAN JENNIFER
·4,247 shr
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