RENT — Rent the Runway Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates RENT Bearish with a Setup Score of 37, net conviction 37, actionability 38. How the Setup Score works →

Total Setup Score37
Directional BiasBearish
Net Conviction37
Actionability38 (in range)

Key signals behind this score

About Rent the Runway Inc

Rent the Runway, Inc. operates shared designer closet in the United States. The company provides evening wear and accessories, ready-to-wear, workwear, denim, casual, maternity, outerwear, blouses, knitwear, loungewear, jewelry, handbags, activewear, and ski wear under subscription, rental, and resale offering. It also engages in software development and support activities. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$3.65
Market Cap$123M
Float24.2M
Shares Outstanding33.6M
P/E (TTM)0.48
Price/Sales (TTM)0.35
vs. Analyst Target+995.9% to analyst PT
Profit Margin8.51%
Operating Margin (TTM)-21.14%
Revenue (TTM)$350M
Dividend RateNone
Analyst Target Price$40.00 (1 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $158M -$171M -$23.5M -$52.2M
2022 $203M -$212M $8.9M -$67.2M
2023 $296M -$139M $55.1M -$4.7M
2024 $298M -$113M $60.8M $25.7M
2025 $306M -$69.9M $67.7M $76.8M
2026 $330M $22.6M $196M $22.3M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jul 2025 $80.9M -$26.4M
Oct 2025 $87.6M $76.5M
Jan 2026 $91.7M -$1.4M
Apr 2026 $89.9M -$18.9M

Ownership & Float

Insider Ownership74.0%
Institutional Ownership22.8%
Short Float5.7%
% of All Funds Holding0.60%
Number of Funds Holding53

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$3.45Near-term / short-term trend
Weekly40-Week SMA$5.11Medium-term trend
Weekly80-Week SMA$5.06Cyclical trend (business cycle)
Weekly200-Week SMA$17.81Secular trend (multi-year)
Monthly10-Month SMA$4.96Near-term monthly trend
Monthly20-Month SMA$5.08Medium-term monthly trend
Monthly40-Month SMA$10.95Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$3.90 resistance 1.01x 1 months ago

Historical Earnings Reactions (19 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.41% -0.96% 42.11% 36.20% -31.03%
1 Day 5.69% -4.60% 26.32% 161.89% -38.74%
1 Week -1.31% -9.07% 21.05% 128.68% -45.84%
2 Weeks -7.21% -18.10% 26.32% 100.00% -51.72%
1 Month 1.29% -26.63% 22.22% 188.24% -60.24%

Next earnings: September 10, 2026 (15 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.38% 41.6% 226
Tuesday -0.29% 45.2% 250
Wednesday -0.06% 45.6% 248
Thursday 0.86% 41.3% 242
Friday -0.59% 41.6% 243

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 22.8%

Insider Transactions — Smart Summary

Total insider ownership: 74.0%

Founder-led management: Jennifer Hyman (Co-Founder, CEO, President & Director)

12-Month Insider Activity Summary

Total Filings6
Net Value-$51,398.79
Net Shares Change89,621
% of Float0.4%
C-Suite Filings5
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Fonseca Dhiren R. -$103,220.098 1 N/A
Hyman Jennifer Chair, CEO & President -$29,965.92 1 N/A
Thacker Siddharth Chief Financial Officer -$9,525.72 1 N/A
Tam Sarah K Chief Merchant Officer -$4,220.07 1 N/A
Schembri Cara Chief Legal & Admin. Officer -$3,897.33 1 N/A
Rau Andrew Chief Supply Chain Officer -$3,789.75 1 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-09-17 – 2025-09-17 5 5 -$51,398.79 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-27 Fonseca Dhiren R. -$103,220.098 Transaction at $2.99, now +22.1%
2025-09-17 Hyman Jennifer Chair, CEO & President -$29,965.92 Transaction at $4.89, now -25.4%
2025-09-17 Thacker Siddharth Chief Financial Officer -$9,525.72 Transaction at $4.89, now -25.4%
2025-09-17 Tam Sarah K Chief Merchant Officer -$4,220.07 Transaction at $4.89, now -25.4%
2025-09-17 Schembri Cara Chief Legal & Admin. Officer -$3,897.33 Transaction at $4.89, now -25.4%
2025-09-17 Rau Andrew Chief Supply Chain Officer -$3,789.75 Transaction at $4.89, now -25.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Rent the Runway Inc (RENT) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for RENT on Trend Edge →