Digital Native And Mobile-First Trends Will Drive E-Commerce Expansion

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

08 May 25

Updated

16 Jun 26

Views

18

16 Jun

US$21.79

AnalystHighTarget's Fair Value

US$37.00

41.1% undervalued

1Y

6.6%

7D

5.6%

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1Y

6.6%

7D

5.6%

You can edit this narrative until Jun 17 7:10 AM. Then, changes will post as Updates.

Author's Valuation

US$3741.1% undervalued

AnalystHighTarget Fair Value

Shared on 16 Jun 26

Fair value Decreased 5.14%

RVLV: Q1 Execution And 2026 Investments Will Support Renewed Bullish Momentum

Revolve’s latest results show stronger sales and customer growth even as it spends more on marketing, and management is lining up new bets on AI, overseas growth, and new in-house brands for next year. Analysts are trimming their targets, but many still see a path to upside if the company keeps executing while costs rise.

1 view

Shared on 30 Apr 26

RVLV: Q4 Beat And 2026 Investments Will Drive Renewed Bullish Momentum

Analysts have lifted their average price targets on Revolve Group into a higher $20s to mid $30s range, citing a strong Q4 beat on revenue and margins, accelerating growth expectations into 2026, and confidence that recent investments in marketing, merchandising, and technology are gaining traction, even as some highlight near term margin pressure. Analyst Commentary Analysts with a positive view are generally responding favorably to Revolve Group's recent Q4 performance, refining their valuation frameworks around stronger execution on revenue growth and margins, even as they acknowledge near term margin pressure.

0 views

Shared on 01 Apr 26

Fair value Increased 11%

RVLV: Q4 Execution And 2026 Investments Will Support Future Upside

Analysts have lifted the base fair value estimate for Revolve Group to about $39 from $35, reflecting updated views on slightly higher revenue growth, modestly stronger profit margins, and a marginally lower discount rate after a series of higher Street price targets following the Q4 beat. Analyst Commentary Street research has turned more constructive on Revolve Group, with a series of higher price targets following the recent Q4 beat.

2 views

Shared on 18 Feb 26

RVLV: GenAI ROIC Execution Will Support Future Upside Potential

Analysts have nudged their price targets on Revolve Group higher, with recent increases of $10 and $1. These changes are supported by views that the company can participate in areas of the internet sector that are expected to be rewarded for clear returns on invested capital from GenAI and related technologies.

1 view

Shared on 21 Jan 26

Fair value Increased 17%

RVLV: GenAI Execution And New Flagship Store Will Support Higher Returns

Analysts have lifted their fair value estimate for Revolve Group to $35 from $30, citing updated expectations around discount rates, revenue growth, profit margins, and future P/E multiples in the context of recent price target adjustments and sector views on companies that can show stronger ROIC from GenAI and GPU related technologies. Analyst Commentary Bullish analysts are framing Revolve Group as a potential beneficiary of investor interest in companies that can show stronger returns on invested capital from GenAI and GPU related technologies.

2 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$37

41.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

7.59%

Historical revenue growth rate

8.83%

Specialty Stores revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.10%

Calculation

US$105.49m

Earnings '29

x

31.87x

PE Ratio '29

=

US$3.36b

Market Cap '29

US$3.36b

Market Cap '29

/

72.34m

No. shares '29

=

US$46.48

Share Price '29

US$46.48 Share Price '29

Discounted to 2026 @ 8.07% p.a.

=

US$36.83

Fair Value '26