Q2 STOCKS TO BUY

What Makes RVLV an Intriguing Post-Earnings Pick

RVLV is up 90% in year-over-year and remains heavily shorted

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Online fashion retailer Revolve Group, Inc. (NYSE:RVLV) announced its fourth-quarter on Feb. 24 . In the report, RVLV highlighted its annual net income of $57 million and operating cash flow of $74 million, representing year-over-year increases of approximately 60% on both measures. Revolve also reported a 3% decrease year-over-year in net sales, totaling $580.6 million for the fiscal year 2020. Its cash and cash equivalents were $146.0 million, an increase of $80.6 million, or 123%, from $65.4 million at the end of 2019.

For its fourth quarter highlight, Revolve reported $140.8 million in net sales, representing a 5% decrease year-over-year. Nonetheless, RVLV generated a net income of $19.0 million, which was an extraordinary increase year-over-year of 126%. Revolve stock also reported an earnings per share (EPS) of $0.26, marking a year-over-year increase of 117% and beating analyst expectations by a margin of $0.15.

On the charts, RVLV dropped 1.1% yesterday, but received a slew of price-target hikes. No fewer than 11 -- you read that right, 11 -- brokerages upped their targets, the highest coming from Guggenheim and Raymond James, both up to $50. Year-to-date, the shares remain up 17%, and boast a 90% lead in the last 12 months.

A short squeeze could keep the wind at the stock's back. Short interest has dropped 20% in the most recent reporting period, yet the 43.2% of RVLV's total available float is sold short. At the stock's average pace of trading, it would take shorts over four days to buy back their bearish bets, an ample amount of buying power that can unwind and hit the market.

 
 

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