RERE
ATRenewDNYSE / Consumer Discretionary Distribution & Retail
Last Price
At close
2026-07-22
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
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -1.2.
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
10
Value
48
Sentiment
76
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $5.80 · Bull $7.60 · Bear $4.00
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-19 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-22
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $7.18
Why
Momentum10 · Δ7d -0.5
Value48 · Δ7d +0.7
Sentiment76 · Δ7d -1.2
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
10
26% active weight
Current posture
7d trendFlat
Δ7d
-0.5
Δ21d
+5.2
Value
48
39% active weight
Current posture
7d trendFlat
Δ7d
+0.7
Δ21d
+1.2
Sentiment
76
34% active weight
Current posture
7d trendSoftening
Δ7d
-1.2
Δ21d
-3.7
Why this grade
Composite grade D. Momentum 9.8 / Value 48.1 / Sentiment 75.8
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$864.86M
Beta
0.18
Shares Out
131.72M
P/E (TTM)
35.3
P/S (TTM)
0.46
P/FCF (TTM)
15.52
Rev YoY
+39.1%
EPS YoY
+234.4%
Gross Margin
+20.6%
Op Margin
+1.7%
Net Debt
-$193.04M
Current Ratio
2.42
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology