---
title: "Dylan Carden Reaffirms Buy on RealReal as Strong Execution, Accelerating Buyer–Seller Flywheel and Automation Upside Support Return Toward Prior Highs"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295194283.md"
description: "William Blair analyst Dylan Carden reaffirmed a Buy rating on The RealReal (REAL) stock, citing strong execution, an accelerating buyer-seller flywheel, and automation upside. Key drivers include better inventory management, rising average order values, and expanding EBITDA margins. Roth MKM also maintained a Buy rating with a $17 price target."
datetime: "2026-08-07T07:15:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295194283.md)
  - [en](https://longbridge.com/en/news/295194283.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295194283.md)
generator: "portal-rs"
---

# Dylan Carden Reaffirms Buy on RealReal as Strong Execution, Accelerating Buyer–Seller Flywheel and Automation Upside Support Return Toward Prior Highs

William Blair analyst Dylan Carden has maintained their bullish stance on REAL stock, giving a Buy rating on July 31.

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Dylan Carden has given his Buy rating due to a combination of factors, including RealReal’s broad outperformance versus expectations on key financial metrics and its improved full-year outlook that assumes continued strength into the fourth quarter. The company is demonstrating that active buyer growth and rising average order values can be sustained through better inventory management and more efficient marketing, while still expanding adjusted EBITDA margins and operating in investment mode.

In addition, he highlights that supply trends and the buyer–seller flywheel are accelerating, with stronger consignor engagement and a growing share of new sellers coming from the existing buyer base. Carden also points to the scaling of Athena and related automation as a structural reducer of unit processing costs, reinforcing RealReal’s competitive position in luxury resale and supporting his view that the stock’s valuation leaves meaningful upside as shares potentially move back toward prior highs.

Carden covers the Consumer Cyclical sector, focusing on stocks such as Boot Barn, Revolve Group, and RealReal. According to TipRanks, Carden has an average return of 11.2% and a 56.91% success rate on recommended stocks. 

In another report released on July 31, Roth MKM also maintained a Buy rating on the stock with a $17.00 price target.

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- [REAL.US](https://longbridge.com/en/quote/REAL.US.md)
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- [RVLV.US](https://longbridge.com/en/quote/RVLV.US.md)

## Related News & Research

- [PDT Partners LLC Invests $1.57 Million in The RealReal, Inc. $REAL](https://longbridge.com/en/news/297156096.md)
- [Dylan Carden Reiterates Buy on RealReal, Citing Misunderstood Consignment Model and Long-Term Resale Growth Opportunity](https://longbridge.com/en/news/286614850.md)
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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**