RH (NYSE:RH – Get Free Report) had its price target lowered by equities researchers at Morgan Stanley from $275.00 to $240.00 in a report released on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Morgan Stanley’s price objective suggests a potential upside of 115.37% from the company’s previous close.
RH has been the subject of several other research reports. KeyCorp reiterated a “sector weight” rating on shares of RH in a report on Friday, December 12th. Telsey Advisory Group dropped their target price on RH from $185.00 to $165.00 and set a “market perform” rating on the stock in a research note on Wednesday, March 25th. Zacks Research raised RH from a “strong sell” rating to a “hold” rating in a research report on Friday, February 13th. Zelman & Associates reiterated an “outperform” rating on shares of RH in a research note on Thursday, January 29th. Finally, Wells Fargo & Company lowered their price target on RH from $250.00 to $225.00 and set an “overweight” rating for the company in a report on Friday, March 13th. Seven investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $207.07.
RH Trading Down 20.3%
RH (NYSE:RH – Get Free Report) last announced its earnings results on Tuesday, March 31st. The company reported $1.53 earnings per share for the quarter, missing the consensus estimate of $2.21 by ($0.68). The firm had revenue of $842.62 million during the quarter, compared to analyst estimates of $873.48 million. RH had a net margin of 3.22% and a negative return on equity of 161.72%. RH’s revenue was up 3.7% on a year-over-year basis. During the same quarter last year, the business earned $1.58 earnings per share. As a group, sell-side analysts forecast that RH will post 4.39 EPS for the current fiscal year.
Insider Buying and Selling at RH
In other RH news, insider Eri Chaya sold 7,000 shares of RH stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $129.42, for a total transaction of $905,940.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mark S. Demilio sold 2,254 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $220.00, for a total value of $495,880.00. Following the sale, the director owned 19,962 shares in the company, valued at approximately $4,391,640. The trade was a 10.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 18,254 shares of company stock worth $2,789,400. 27.00% of the stock is owned by insiders.
Institutional Inflows and Outflows
Hedge funds have recently modified their holdings of the company. Norges Bank acquired a new position in RH in the 2nd quarter worth approximately $29,083,000. Dynamic Technology Lab Private Ltd lifted its stake in RH by 481.1% during the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 10,169 shares of the company’s stock valued at $2,066,000 after acquiring an additional 8,419 shares during the period. Greatmark Investment Partners Inc. boosted its holdings in shares of RH by 8.6% in the 3rd quarter. Greatmark Investment Partners Inc. now owns 81,015 shares of the company’s stock valued at $16,459,000 after acquiring an additional 6,412 shares during the last quarter. Westfield Capital Management Co. LP purchased a new stake in shares of RH in the 3rd quarter valued at $67,632,000. Finally, Barclays PLC increased its stake in shares of RH by 93.6% in the third quarter. Barclays PLC now owns 146,247 shares of the company’s stock worth $29,712,000 after acquiring an additional 70,702 shares during the period. 90.17% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting RH
Here are the key news stories impacting RH this week:
- Positive Sentiment: Management outlined 2026 revenue growth of 4%–8% and a longer-term target of $5.4B–$5.8B by 2030, signaling a clear growth target that could support valuation if execution improves. RH outlines 2026 revenue growth
- Positive Sentiment: RH announced leadership appointments to expand its global strategy and manufacturing focus — a potential positive for long-term execution and margin improvement if these hires accelerate supply-chain or product initiatives. RH builds out global strategy
- Neutral Sentiment: TD Cowen reduced its price target (from $265 to $200) but kept a Buy rating, showing some analyst conviction remains despite weaker near-term results. TD Cowen price target update
- Neutral Sentiment: The company posted its Q4 earnings release and made the earnings-call transcript / presentation available for investors to review management commentary and detail on headwinds. RH Q4 results press release
- Negative Sentiment: Core driver of the decline: RH missed Q4 consensus (reported EPS $1.53 vs. ~ $2.21 expected) and revenue also missed estimates — a clear near-term earnings disappointment. Earnings miss and weak guidance
- Negative Sentiment: Management guided Q1 revenue to decline 2%–4% and cited tariff headwinds that compressed gross margins (management quantified tariff pressure at roughly 190 basis points), intensifying concerns about near-term margin recovery. Tariff and guidance details
- Negative Sentiment: Market reaction: multiple outlets report the stock “tumbled” or “cratered” after results — indicating selling pressure as investors reprice near-term growth and margin risk. Market reaction coverage
About RH
RH, formerly Restoration Hardware, is a design-driven luxury retailer specializing in high-end home furnishings, décor, textiles, lighting and outdoor living products. The company offers a curated collection of furniture pieces—including seating, casegoods, beds and dining items—alongside rugs, art and decorative accessories. RH’s product lines are organized into distinct collections, each reflecting a cohesive design philosophy and premium craftsmanship aimed at the residential and hospitality markets.
Founded in 1979 in Eureka, California, by Stephen Gordon, Restoration Hardware began as a small warehouse in Northern California.
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