RH (NYSE:RH) Shares Up 9% – Time to Buy?

Shares of RH (NYSE:RH) shot up 9% on Friday . The company traded as high as $207.92 and last traded at $222.9650. 24,567 shares were traded during trading, a decline of 97% from the average session volume of 965,304 shares. The stock had previously closed at $204.63.

Key RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: RH is moving forward with a large, experiential destination in Walnut Creek (store + food hub) — a high‑profile local project that aims to drive foot traffic, create jobs and showcase RH’s gallery/experience strategy that supports higher ASPs and brand premium. Article Title Article Title
• Positive Sentiment: RH Estates expansion: RH Estates is set to open this spring in a former Ralph Lauren building on Greenwich Avenue — this furthers RH’s lifestyle/hospitality pivot and recurring revenue/real‑estate experiential play that can differentiate it from traditional furniture sellers. Article Title
• Neutral Sentiment: Local retail churn: a longtime independent furniture store in Milwaukee announced it will close March 1 — signals ongoing consolidation in the sector but not a direct RH event; it’s useful context on regional retail weakness and competitive dynamics. Article Title
• Negative Sentiment: Tariff risk for furniture retailers: CNBC reports that new/continuing tariffs on upholstered furniture, kitchen cabinets and vanities are likely to remain in place regardless of a pending Supreme Court decision — this raises input‑cost risk for import‑dependent retailers like RH and could squeeze gross margins or force pricing changes. Investors should watch margin commentary and any supply‑chain or sourcing adjustments from RH. Article Title

Analysts Set New Price Targets

A number of research firms have recently issued reports on RH. Bank of America lowered their price objective on RH from $200.00 to $170.00 and set an “underperform” rating on the stock in a research report on Friday, December 12th. Stifel Nicolaus reaffirmed a “hold” rating and set a $165.00 price target (down from $320.00) on shares of RH in a report on Friday, December 12th. KeyCorp reiterated a “sector weight” rating on shares of RH in a research report on Friday, December 12th. Zelman & Associates reissued an “outperform” rating on shares of RH in a report on Thursday, January 29th. Finally, Robert W. Baird cut their price objective on shares of RH from $235.00 to $180.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Eight equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $231.19.

RH Price Performance

The company has a current ratio of 1.19, a quick ratio of 0.26 and a debt-to-equity ratio of 944.39. The company has a fifty day moving average price of $201.55 and a two-hundred day moving average price of $196.19. The firm has a market cap of $3.90 billion, a P/E ratio of 37.46, a PEG ratio of 0.87 and a beta of 2.12.

RH (NYSE:RH) last announced its earnings results on Thursday, December 11th. The company reported $1.71 earnings per share for the quarter, missing analysts’ consensus estimates of $2.13 by ($0.42). The company had revenue of $883.81 million during the quarter, compared to analyst estimates of $883.65 million. RH had a negative return on equity of 161.72% and a net margin of 3.22%.RH’s revenue for the quarter was up 8.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.48 earnings per share. Equities analysts anticipate that RH will post 4.39 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Mark S. Demilio sold 2,254 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $220.00, for a total value of $495,880.00. Following the completion of the transaction, the director owned 19,962 shares of the company’s stock, valued at approximately $4,391,640. This trade represents a 10.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold a total of 5,154 shares of company stock worth $1,100,148 in the last ninety days. Corporate insiders own 27.00% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Durable Capital Partners LP lifted its position in RH by 125.1% during the second quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock worth $122,119,000 after acquiring an additional 359,101 shares during the last quarter. Westfield Capital Management Co. LP acquired a new stake in RH during the third quarter worth about $67,632,000. Senvest Management LLC lifted its holdings in shares of RH by 54.6% during the 2nd quarter. Senvest Management LLC now owns 733,894 shares of the company’s stock worth $138,713,000 after acquiring an additional 259,200 shares during the period. Jacobs Levy Equity Management Inc. boosted its position in shares of RH by 1,797.7% during the 4th quarter. Jacobs Levy Equity Management Inc. now owns 246,355 shares of the company’s stock worth $44,134,000 after acquiring an additional 233,373 shares in the last quarter. Finally, Alliancebernstein L.P. increased its stake in RH by 66.1% in the third quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock valued at $116,546,000 after acquiring an additional 228,229 shares during the last quarter. 90.17% of the stock is currently owned by institutional investors.

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.