tiprankstipranks
Trending News
More News >
ATRenew Inc. Sponsored ADR (RERE)
NYSE:RERE
US Market

ATRenew Inc. Sponsored ADR (RERE) AI Stock Analysis

Compare
52 Followers

Top Page

RERE

ATRenew Inc. Sponsored ADR

(NYSE:RERE)

Select Model
Select Model
Select Model
Outperform 71 (OpenAI - 4o)
Rating:71Outperform
Price Target:
$6.00
▲(34.23% Upside)
ATRenew Inc. shows strong technical momentum and positive earnings call sentiment, driving the overall score. However, challenges in profitability and cash flow management, coupled with a high P/E ratio, weigh down the score. The absence of a dividend yield further impacts the valuation component negatively.

ATRenew Inc. Sponsored ADR (RERE) vs. SPDR S&P 500 ETF (SPY)

ATRenew Inc. Sponsored ADR Business Overview & Revenue Model

Company DescriptionATRenew Inc. Sponsored ADR (RERE) is a leading provider of technology recycling and refurbishment services based in China. The company operates in the electronics sector, focusing on the sustainable management of used electronic devices. ATRenew offers a range of services including the collection, testing, refurbishment, and resale of second-hand electronics, primarily smartphones and other consumer electronics. By facilitating a circular economy, ATRenew helps reduce electronic waste while providing consumers with affordable refurbished products.
How the Company Makes MoneyATRenew generates revenue primarily through the resale of refurbished electronic devices. The company acquires used electronics from consumers and businesses, which are then processed, tested, and refurbished to meet quality standards. Key revenue streams include direct sales of these refurbished products to consumers and partnerships with e-commerce platforms for broader distribution. Additionally, ATRenew may earn revenue through service fees from businesses for managing their electronic waste and through the sale of spare parts from unsalvageable devices. The company's established relationships with major retailers and technology firms also enhance its market reach and revenue potential.

ATRenew Inc. Sponsored ADR Earnings Call Summary

Earnings Call Date:Nov 20, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Mar 17, 2026
Earnings Call Sentiment Positive
The earnings call highlighted significant revenue growth and strategic expansions, particularly in the 1P product segment and AHS store network. However, increased expenses in selling and marketing were noted, along with challenges in adjusting merchant service policies. Overall, the highlights significantly outweigh the lowlights, indicating a strong performance and positive outlook.
Q3-2025 Updates
Positive Updates
Record-Breaking Revenue Growth
Total net revenue reached a new record high of RMB5.15 billion, representing 27.1% year-over-year growth.
Strong 1P Product Revenue Performance
1P product revenue rose by 28.7% year-over-year to RMB4.73 billion, showing sustained growth momentum.
Surge in Compliant Refurbished Product Revenue
Revenue from compliant refurbished products surged 102% year-over-year in the third quarter.
Expansion of AHS Store Network
The AHS store network grew to 2,195 locations, enhancing accessibility for customers.
International Recognition and Earthshot Prize Finalist
ATRenew Inc. is a finalist for the prestigious Earthshot Prize, recognizing contributions to the circular economy.
Negative Updates
Increased Selling and Marketing Expenses
Non-GAAP selling and marketing expenses increased by 40.6% to RMB360 million, impacting profit margins.
Challenges in Adjusting Merchant Service Policies
Phased adjustments in merchant service policy led to slight variations in the platform take rate for PJT Marketplace.
Company Guidance
During ATRenew Inc.'s Third Quarter 2025 Earnings Conference Call, the company reported robust financial performance with total net revenue reaching RMB5.15 billion, marking a 27.1% increase year-over-year. The 1P product revenue grew by 28.7% to RMB4.73 billion, while 3P platform service revenue rose 11.6% to RMB420 million. The non-GAAP operating profit surged 34.9% to RMB140 million, with a margin of 2.7%. The company expanded its AHS Recycle brand, growing its network to 2,195 locations, including self-operated and joint-operated sites, supported by a workforce of 1,962 team members. The multi-category business saw a transaction volume increase of 95% year-over-year, with stores offering an average monthly contribution profit of RMB7,000. ATRenew's three-stage development strategy focuses on enhancing capabilities in secondhand consumer electronics, expanding the AHS Recycle brand in China, and preparing for international market entry. Looking ahead, the company anticipates total revenue growth of 25.4% to 27.4% for the fourth quarter and 27.8% to 28.5% for the full year 2025.

ATRenew Inc. Sponsored ADR Financial Statement Overview

Summary
Income Statement
72
Positive
Balance Sheet
65
Positive
Cash Flow
50
Neutral
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

ATRenew Inc. Sponsored ADR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price4.47
Price Trends
50DMA
4.34
Positive
100DMA
4.29
Positive
200DMA
3.60
Positive
Market Momentum
MACD
0.32
Negative
RSI
70.95
Negative
STOCH
51.26
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RERE, the sentiment is Positive. The current price of 4.47 is below the 20-day moving average (MA) of 4.85, above the 50-day MA of 4.34, and above the 200-day MA of 3.60, indicating a bullish trend. The MACD of 0.32 indicates Negative momentum. The RSI at 70.95 is Negative, neither overbought nor oversold. The STOCH value of 51.26 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RERE.

ATRenew Inc. Sponsored ADR Peers Comparison

Overall Rating
UnderperformOutperform
Sector (―)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$2.00B35.6112.19%9.24%35.68%
72
Outperform
$980.78M36.3314.56%31.20%38.38%
71
Outperform
$1.15B33.357.42%27.84%
55
Neutral
$963.59M-24.48-35.37%-4.90%50.77%
48
Neutral
$393.88M-5.87-13.99%22.58%33.18%
45
Neutral
$1.48B-102.25%-4.38%
* Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RERE
ATRenew Inc. Sponsored ADR
5.38
2.63
95.64%
LQDT
Liquidity Services
31.51
0.10
0.32%
JMIA
Jumia Technologies AG
11.85
7.89
199.24%
RVLV
Revolve Group
27.42
-6.34
-18.78%
YSG
Yatsen Holding
4.20
-0.24
-5.41%
TDUP
thredUP
7.62
6.28
468.66%

ATRenew Inc. Sponsored ADR Corporate Events

ATRenew Inc. Reports Strong Q3 2025 Financial Growth and Announces Share Repurchase Program
Nov 20, 2025

ATRenew Inc. reported a significant increase in its financial performance for the third quarter of 2025, with total net revenues rising by 27.1% year-over-year to RMB5,149.2 million. The company’s income from operations saw a remarkable increase of 385.1%, reaching RMB120.8 million. This growth is attributed to strategic enhancements in transaction efficiency and user experience across its marketplaces, as well as the expansion of its store networks and operation center capacity. The company also announced a share repurchase program and expects continued revenue growth in the fourth quarter of 2025, reflecting its strong market positioning and commitment to shareholder value.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Dec 05, 2025