coteau ARQ.

REF

Reformation Inc.
$15.58
+$0.55 (3.66%) Oct 23 close
Consumer Cyclical CompareTechnicals
1M3M6M1Y2Y
-21%-12%-3%+5%+14%Jul 30Oct 23Sep 1052w high $17.2652w low $11.85
REFSPY
Wall St. Highest PT $21.00 (+34.8%) Wall St. Avg PT $19.25 (+23.6%)
$12$14$17$19$22POC $15Hi $21Avg $19
Underwater Drawdown %Max DD -28.5%Current -7.5%
0.0%-28.5%
Relative Strength vs SPY+0.6% vs SPYOutperforming
+27%0%-27%
1W
+$1.95 (14.31%)
1M
+$3.11 (24.94%)
3M
–
6M
–
YTD
–
1Y
–

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Strong Buy
8 analysts · mean score 1.44
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$15.58
Average target$19.25
+$3.67 (+23.6%) upsideaverage target vs current price
CurrentAverageMedian
Low$16.00
Median$19.25
High$21.00
12-month Wall Street target range
Recent analyst rating changes · 11
Reiterated
2026-09-11 · RBC Capital reiterated Outperform on REF
Reiterated
2026-09-11 · Guggenheim reiterated Buy on REF
Initiated
2026-08-24 · William Blair started covering REF at Outperform
Initiated
2026-08-24 · Telsey Advisory Group started covering REF at Underperform
Initiated
2026-08-24 · Citigroup started covering REF at Buy
Initiated
2026-08-24 · JP Morgan started covering REF at Overweight
All analyst rating changes ›

Third-party ratings, not Coteau's views.

Key stats & company

Market value$920.5M
P/E (last 12 months)77.9
P/E (next 12 months, estimated)20.8
52-week range$11.85 – $17.26
Revenue growth (latest quarter vs a year ago)+24.1%
Dividend yieldNo dividend
Analyst consensusStrong Buy (8)
Average analyst price target$19.25 (+24%)

What they do

Reformation Inc. manufactures and sells sustainable women's clothing and accessories in the United States and Internationally. It offers dresses, tops, pants, skirts, shorts, jeans, sweaters, shoes, jumpsuits, two-piece sets, outerwear, sleep and loungewear, swimwear, and accessories. The company also offers wedding collection.

Consumer Cyclical · Apparel Retail
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

No sector grades for REF yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 Coteau Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 Coteau Physical AI Grid & Power
Outside this model's universe or screens
 Coteau Long Book
Not in the current book

Earnings & events

REF earningsNext report in 12 days
Next report · quarter Sep 2026
Thu Nov 5, 2026After the close
EPS consensus$0.11 range $0.02–$0.22
Revenue consensus$169.8M 8 analysts
Last 1 quarters · EPS vs estimate
Sep 10, 2026$0.24est $0.22+7.4%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-24 02:37:32 ET
26-090.000.24
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$155.2M–
2026-03-31$112.3M–
2025-06-30$125.1M–
2025-03-31$86.1M–

News & catalysts

More news
Reformation to Announce Third Quarter Fiscal 2026 Results on November 5, 2026
PR Newswire · Oct 22
Rating changes
Reiterated
2026-09-11 · RBC Capital reiterated Outperform on REF
Reiterated
2026-09-11 · Guggenheim reiterated Buy on REF
Initiated
2026-08-24 · William Blair started covering REF at Outperform
Initiated
2026-08-24 · Telsey Advisory Group started covering REF at Underperform
Initiated
2026-08-24 · Citigroup started covering REF at Buy
Initiated
2026-08-24 · JP Morgan started covering REF at Overweight

Third-party analyst actions, not Coteau's views. All rating changes

Stats refreshed 2026-10-24 02:37:32 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026