RH (NYSE:RH) Price Target Lowered to $202.00 at Barclays

RH (NYSE:RH) had its price objective cut by Barclays from $283.00 to $202.00 in a report released on Thursday,Benzinga reports. They currently have an overweight rating on the stock.

Several other brokerages have also recently issued reports on RH. Zelman & Associates restated an “outperform” rating on shares of RH in a research report on Thursday, January 29th. Wells Fargo & Company reduced their price objective on shares of RH from $225.00 to $180.00 and set an “overweight” rating on the stock in a research note on Wednesday. Morgan Stanley decreased their price objective on RH from $275.00 to $240.00 and set an “overweight” rating for the company in a report on Wednesday. Bank of America cut their target price on RH from $200.00 to $170.00 and set an “underperform” rating on the stock in a report on Friday, December 12th. Finally, TD Cowen reduced their price target on RH from $265.00 to $200.00 and set a “buy” rating on the stock in a research report on Monday. Seven investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $180.81.

RH Price Performance

RH stock opened at $113.49 on Thursday. The stock has a 50-day moving average price of $170.14 and a two-hundred day moving average price of $179.49. RH has a 12 month low of $106.30 and a 12 month high of $257.00. The company has a market capitalization of $2.13 billion, a PE ratio of 17.99, a P/E/G ratio of 0.47 and a beta of 2.10. The company has a current ratio of 1.19, a quick ratio of 0.26 and a debt-to-equity ratio of 51.28.

RH (NYSE:RH) last released its quarterly earnings data on Tuesday, March 31st. The company reported $1.53 earnings per share (EPS) 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 3.63% and a negative return on equity of 567.82%. The business’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the company earned $1.58 EPS. Analysts expect that RH will post 4.39 EPS for the current year.

Insider Activity

In other RH news, Director Mark S. Demilio sold 2,254 shares of the stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $220.00, for a total transaction of $495,880.00. Following the transaction, the director directly owned 19,962 shares in the company, valued at approximately $4,391,640. This represents a 10.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Eri Chaya sold 11,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $137.92, for a total transaction of $1,517,120.00. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 29,254 shares of company stock worth $4,306,520. 27.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Norges Bank acquired a new stake in shares of RH in the 2nd quarter valued at about $29,083,000. Dynamic Technology Lab Private Ltd raised 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 worth $2,066,000 after buying an additional 8,419 shares during the period. Greatmark Investment Partners Inc. raised its stake in RH by 8.6% during the 3rd quarter. Greatmark Investment Partners Inc. now owns 81,015 shares of the company’s stock worth $16,459,000 after buying an additional 6,412 shares during the period. Westfield Capital Management Co. LP bought a new position in RH in the third quarter worth approximately $67,632,000. Finally, Barclays PLC boosted its holdings in 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 in the last quarter. 90.17% of the stock is owned by institutional investors.

RH News Summary

Here are the key news stories impacting RH this week:

• Positive Sentiment: Some large brokers still see meaningful upside after the pullback — Guggenheim and other firms kept bullish/overweight views (albeit with lower targets), which supports short-term buying interest. Guggenheim Lowers Price Target on RH
• Positive Sentiment: Several value/“buy-the-dip” commentaries argue RH’s sell-off creates a long-term entry opportunity given brand strength and long-term revenue goals — this can attract opportunistic investors. Not April Fool’s, RH Is Too Cheap To Ignore
• Positive Sentiment: Broader market strength and risk-off de-escalation headlines have helped short-term sentiment, providing a lift after the prior day’s heavy selling. Nasdaq Gains Over 1% On War De-Escalation Hopes
• Neutral Sentiment: Citigroup lowered its price target to $150 and set a neutral rating — this trims upside expectations but isn’t a sell call, so it can stabilize trading rather than force further liquidation. Citigroup Lowers RH Price Target
• Neutral Sentiment: RH reiterated its longer-term growth targets and emphasized investment in global expansion and new gallery openings; that strategy explains elevated near-term spending and pre-opening costs (uncertain timing of payback). RH Press Release / Earnings Materials
• Negative Sentiment: Q4 double miss: RH reported adjusted EPS $1.53 vs. ~ $2.2 expected and revenue $842.6M vs. ~$873.5M — management cited ~$30M tariff/resourcing impact and ~$10M weather headwind. That miss sparked analyst cuts and the sharp prior-day decline. RH stock tanks as fourth quarter results miss
• Negative Sentiment: FY2026 outlook is cautious: RH guided revenue growth ~4%–8% and adjusted EBITDA margin ~14%–16%, signaling margin compression as the company funds expansion and pre-opening costs — a clear near-term headwind to profitability. RH stock tumbles on disappointing Q4 and guidance
• Negative Sentiment: Insider selling and shareholder legal activity add downside risk — a recent disclosure shows an insider sale (Eri Chaya) and a law firm (Johnson Fistel) has announced an investigation into potential claims. SEC Form 4 — Eri Chaya Johnson Fistel Announces Investigation

RH Company Profile

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.