Revolve Group: Analyst Maintains Buy Rating Amid Demand Recovery and Tariff Clarity

Revolve Group's demand trends have improved since mid-May, and tariff uncertainties have eased. William Blair analyst Dylan Carden maintains a Buy rating due to the company's robust platform, solid balance sheet, and potential for international and retail expansion. Despite the current valuation, Carden sees further growth potential driven by new growth levers. Stifel Nicolaus also maintains a Buy rating with a $28.00 price target.

Revolve Group, Inc. (RVLV) has seen a significant uptick in demand trends since mid-May, according to William Blair analyst Dylan Carden. This recovery, coupled with the easing of tariff uncertainties, has positioned the company favorably as it approaches the end of the year [1]. Carden maintains a Buy rating on the stock, citing several factors including an observed improvement in demand trends and increased clarity on tariffs.

Carden's Buy rating is driven by several key factors. The company's robust platform, enhanced by extensive data and proprietary systems, has supported customer engagement and acquisition. Additionally, Revolve Group's solid balance sheet and significant opportunities for international and retail expansion contribute to its growth prospects. Despite the current valuation, Carden sees further growth potential driven by new growth levers [1].

Another analyst, Stifel Nicolaus, also maintains a Buy rating on the stock with a $28.00 price target, reflecting their optimistic outlook on Revolve Group's future performance [1]. The analysts' consensus suggests that market expectations might be conservative when compared to Revolve’s underlying growth trends, suggesting potential for upside.

However, it is essential to note that the stock has experienced some technical challenges. The Revolve Group, Inc. stock price ended at $20.94 on Wednesday, after gaining 0.191% [3]. The stock has fallen in 6 of the last 10 days and is down by -0.62% for this period. Despite the positive trend, some technical indicators suggest a more negative forecast for the stock in the near short-term [3].

Revolve Group, Inc. will release earnings on Tuesday, August 05, 2025. The consensus among analysts for the expected earnings (EPS) is $0.120. The stock is expected to move between $20.50 and $21.38 on the day of the earnings release, with a possible swing of +/- 5.97% [3].

In conclusion, Revolve Group, Inc. has shown signs of improvement in demand trends and tariff uncertainties, which have been reflected in analyst ratings. However, investors should consider the technical challenges and the upcoming earnings release before making any investment decisions.

References:
[1] https://www.tipranks.com/news/ratings/revolve-group-buy-rating-affirmed-amid-demand-recovery-and-tariff-clarity-ratings
[3] https://stockinvest.us/stock/RVLV