Arhaus’ (ARHS) “Market Perform” Rating Reaffirmed at Telsey Advisory Group

Telsey Advisory Group restated their market perform rating on shares of Arhaus (NASDAQ:ARHS) in a report published on Thursday,Benzinga reports. The firm currently has a $12.00 price target on the stock. Telsey Advisory Group also issued estimates for Arhaus’ Q3 2025 earnings at $0.08 EPS, FY2025 earnings at $0.47 EPS, Q1 2026 earnings at $0.04 EPS, Q2 2026 earnings at $0.25 EPS, Q3 2026 earnings at $0.08 EPS, Q4 2026 earnings at $0.13 EPS and FY2026 earnings at $0.50 EPS.

A number of other research analysts have also weighed in on the stock. Piper Sandler reissued a “neutral” rating and set a $11.00 target price (up previously from $9.00) on shares of Arhaus in a research report on Friday, August 8th. Morgan Stanley lifted their price objective on Arhaus from $10.00 to $12.50 and gave the stock an “equal weight” rating in a research note on Friday, August 8th. Zacks Research raised Arhaus from a “hold” rating to a “strong-buy” rating in a research report on Monday, October 6th. Stifel Nicolaus raised their target price on Arhaus from $10.00 to $14.00 and gave the company a “buy” rating in a report on Friday, August 15th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Arhaus in a report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $11.18.

Arhaus Stock Performance

ARHS traded up $0.44 on Thursday, hitting $9.84. The company had a trading volume of 2,308,230 shares, compared to its average volume of 1,927,923. The stock has a market cap of $1.39 billion, a price-to-earnings ratio of 19.68, a price-to-earnings-growth ratio of 5.49 and a beta of 2.52. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.33 and a quick ratio of 0.61. The company’s fifty day moving average price is $10.67 and its 200 day moving average price is $9.75. Arhaus has a 1-year low of $6.61 and a 1-year high of $13.02.

Arhaus (NASDAQ:ARHS) last released its quarterly earnings results on Thursday, November 6th. The company reported $0.09 EPS for the quarter, beating analysts’ consensus estimates of $0.08 by $0.01. Arhaus had a net margin of 5.33% and a return on equity of 20.08%. The company had revenue of $344.57 million for the quarter, compared to analyst estimates of $338.26 million. During the same quarter last year, the firm posted $0.07 earnings per share. The company’s quarterly revenue was up 8.0% compared to the same quarter last year. Arhaus has set its Q4 2025 guidance at EPS. FY 2025 guidance at EPS. Equities analysts predict that Arhaus will post 0.46 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of ARHS. Wasatch Advisors LP lifted its position in Arhaus by 6.8% in the second quarter. Wasatch Advisors LP now owns 12,703,259 shares of the company’s stock worth $110,137,000 after purchasing an additional 811,337 shares during the period. Bank of America Corp DE raised its stake in shares of Arhaus by 9.4% in the 2nd quarter. Bank of America Corp DE now owns 3,213,288 shares of the company’s stock valued at $27,859,000 after buying an additional 275,835 shares in the last quarter. JPMorgan Chase & Co. raised its stake in shares of Arhaus by 4.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 2,548,946 shares of the company’s stock valued at $22,099,000 after buying an additional 97,149 shares in the last quarter. CenterBook Partners LP lifted its holdings in shares of Arhaus by 145.8% during the 1st quarter. CenterBook Partners LP now owns 1,891,457 shares of the company’s stock worth $16,456,000 after acquiring an additional 1,122,004 shares during the period. Finally, Emerald Advisers LLC boosted its position in shares of Arhaus by 3.8% during the 2nd quarter. Emerald Advisers LLC now owns 1,730,371 shares of the company’s stock valued at $15,002,000 after acquiring an additional 63,243 shares in the last quarter. 27.88% of the stock is currently owned by institutional investors and hedge funds.

About Arhaus

Arhaus, Inc operates as a lifestyle brand and premium retailer in the home furnishings market in the United States. It provides merchandise assortments across various categories, including furniture, lighting, textiles, décor, and outdoor. The company's furniture products comprise bedroom, dining room, living room, and home office furnishings, which includes sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases, modular storage, and other items; and outdoor products, such as outdoor dining tables, chairs, chaises and other furniture, lighting, textiles, décor, umbrellas, and fire pits.