RH
RH is a retailer and lifestyle brand focused on luxury home furnishings, serving consumers, residential interior designers and decorators, and businesses involved in hospitality, commercial and residential development projects. Its merchandise includes furniture, lighting, textiles, bathware, décor, outdoor and garden products, and baby, child and teen furnishings. Brands and collections include RH Interiors, RH Modern, RH Outdoor, RH Baby & Child, RH Teen and Waterworks. RH sells through Design Galleries, showrooms, websites, Sourcebooks, Trade and Contract channels, and outlet stores. Its Galleries include restaurants and wine bars in some locations, and it also operates an RH Guesthouse. It earns money from merchandise sales across these channels, annual-fee membership program fees, and hospitality offerings. RH operates in the United States, Canada and Europe and is headquartered in Corte Madera, California.
No SEC Form 4 filings for $RH in the last 30 days.
See all $RH insider activity →Citigroup kept its Neutral rating on RH but reduced its price target to $155 from $166, a 6.6% decrease. The new target suggests an 18.4% upside from RH's Nov 6 close of $130.96, according to the bank.
Lowe's (NYSE:LOW) reported $25.96B revenue, up 8.3% YoY, missing EPS and revenue guidance. Arhaus (NASDAQ:ARHS) reported $384.9M revenue, up 7.4% YoY, beating estimates. RH (NYSE:RH) reported $922.2M revenue, up 2.6% YoY, also beating estimates. Lowe's stock fell 7.7%, Arhaus rose 42.1%, and RH gained 2.4% post-earnings.
RH shares rose 5.6% to $126.39 on Wednesday. The luxury furniture retailer reported adjusted earnings of $2.70 per share, beating estimates, with revenue of $922.2 million, up 2.6% year-over-year. Goldman Sachs cut its price target to $140 from $164, maintaining a neutral rating.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning RH (RH). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent RH coverage spans financial news, earnings and macro economy.
Target reduction suggests weaker outlook and may pressure the stock.
Mild positive reaction to earnings beat
Earnings beat supports short-term upside, but lowered price target tempers the rally.
Higher yields reduce consumer spending power, hurting home‑furnishings demand.
Executive departure may create short‑term uncertainty for RH.
AlphAI scores every news story that mentions RH with an AI model for sentiment and relevance, and aggregates insider trades from RH's SEC EDGAR Form 4 filings. Figures refresh continuously.
Citigroup kept its Neutral rating on RH but reduced its price target to $155 from $166, a 6.6% decrease. The new target suggests an 18.4% upside from RH's Nov 6 close of $130.96, according to the bank.
Lowe's (NYSE:LOW) reported $25.96B revenue, up 8.3% YoY, missing EPS and revenue guidance. Arhaus (NASDAQ:ARHS) reported $384.9M revenue, up 7.4% YoY, beating estimates. RH (NYSE:RH) reported $922.2M revenue, up 2.6% YoY, also beating estimates. Lowe's stock fell 7.7%, Arhaus rose 42.1%, and RH gained 2.4% post-earnings.
RH shares rose 5.6% to $126.39 on Wednesday. The luxury furniture retailer reported adjusted earnings of $2.70 per share, beating estimates, with revenue of $922.2 million, up 2.6% year-over-year. Goldman Sachs cut its price target to $140 from $164, maintaining a neutral rating.
Several retail stocks fell after a hotter-than-expected September inflation report, pushing Treasury yields higher. America's Car-Mart (CRMT) dropped 12.2%, RH (RH) fell 4.6%, Floor & Decor (FND) declined 2.8%, Boot Barn (BOOT) fell 4%, and Camping World (CWH) dropped 3.1%. The inflation data raised concerns about equity valuations and consumer spending.
Michael Brown, RH's senior vice president, left to become chief creative officer at Vesta Home. Jefferies maintained a 'hold' rating on RH, citing uncertainty about RH Estates' impact and potential margin drag from international investments. Vesta Home completes 2,500 residential projects annually, with $13.7B in transactions in 2025. RH's chief gallery officer, Stefan Duban, also recently departed.
TD Cowen reiterated a Buy rating and $190 price target for Restoration Hardware (RH), citing progress in Europe, particularly in London. The stock has fallen 34% YTD, trading at $117.07. Analysts note mixed outlooks, with some lowering targets due to margin risks and seasonal pressures, while others see long-term potential.
RH shares fell 2.69% to $117.22 on October 5, 2026, despite Q2 revenue growth of 2.6% to $922.2M and net profit of $60.2M. Management forecasts 5.5-7.0% full-year revenue growth, with international expansion impacting Q3 margins. RH opened a new gallery in Greenwich and plans more. Analysts' average price target is $166.50.
Kohl's (KSS) and RH had the highest short interest in the consumer discretionary sector as of September, according to State Street. VinFast and Luckin Coffee saw the lowest short interest.
Argus lowered its price target for RH, a luxury furniture retailer, to $98.00. The company operates in the $136 billion U.S. furniture and home furnishings market.
RH (NYSE:RH) opened its first North American RH Estates Gallery in Greenwich, with another planned for Los Angeles in 2027. The concept aims to enhance immersive retail, potentially impacting store economics and global reach. Analysts project revenues of $4.4B and earnings of $260.4M by 2029, with execution risk and macroeconomic factors as key concerns.
