RERE
ATRenewCNYSE / Consumer Discretionary Distribution & Retail
Last Price
At close
2026-06-02
Current thesis
The Q1 2026 company release is constructive on both growth and profitability: revenue rose 32.4%, operating income rose 154.9%, and net income rose 215.7%. Management cited self-operated sourcing, doorstep fulfillment, AI-supported pricing, and compliant refurbishment capacity, while the Q2 outlook still calls for 25%-27% revenue growth and the repurchase-program extension adds capital-return support.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +4.6.
What can break
Cash and equivalents, restricted cash, short-term investments, and third-party payment service funds receivable fell to RMB1.72 billion from RMB2.19 billion at year-end 2025.
Momentum
51
Value
51
Sentiment
64
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $5.80 · Bull $7.60 · Bear $4.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-19 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $7.44
Why
Momentum51 · Δ7d +0.4
Value51 · Δ7d -0.1
Sentiment64 · Δ7d +4.6
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
51
34% active weight
Current posture
7d trendSoftening
Δ7d
+0.4
Δ21d
+7.6
Value
51
32% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.3
Sentiment
64
33% active weight
Current posture
7d trendImproving
Δ7d
+4.6
Δ21d
-21.3
Why this grade
Composite grade C. Momentum 50.5 / Value 50.6 / Sentiment 63.6
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$1.02B
Beta
0.18
Shares Out
146.55M
P/E (TTM)
35.3
P/S (TTM)
0.46
P/FCF (TTM)
15.52
Rev YoY
+27.1%
EPS YoY
+412.7%
Gross Margin
+12.2%
Op Margin
+1.7%
Net Debt
-$323.7M
Current Ratio
3.30
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology