TD Cowen Lowers Arhaus (NASDAQ:ARHS) Price Target to $12.00

Arhaus (NASDAQ:ARHS) had its price target dropped by research analysts at TD Cowen from $13.00 to $12.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. TD Cowen’s price target suggests a potential upside of 45.45% from the stock’s current price.

A number of other research analysts have also recently issued reports on ARHS. Wall Street Zen downgraded Arhaus from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Telsey Advisory Group raised their price target on Arhaus from $12.00 to $13.00 and gave the stock a “market perform” rating in a research report on Thursday. Jefferies Financial Group reaffirmed a “hold” rating and issued a $9.50 price target on shares of Arhaus in a research note on Thursday. Zacks Research lowered Arhaus from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 7th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Arhaus in a report on Monday, December 29th. Three investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $11.20.

Arhaus Stock Down 10.9%

ARHS opened at $8.25 on Friday. The firm has a market capitalization of $1.16 billion, a P/E ratio of 17.19, a price-to-earnings-growth ratio of 4.26 and a beta of 2.51. Arhaus has a one year low of $6.61 and a one year high of $12.98. The company has a fifty day moving average price of $10.40 and a 200-day moving average price of $10.60. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.34 and a quick ratio of 0.64.

Arhaus (NASDAQ:ARHS) last issued its quarterly earnings results on Thursday, February 26th. The company reported $0.11 EPS for the quarter, topping analysts’ consensus estimates of $0.10 by $0.01. Arhaus had a net margin of 4.88% and a return on equity of 17.78%. The firm had revenue of $364.85 million for the quarter, compared to analyst estimates of $351.53 million. During the same quarter in the prior year, the firm earned $0.15 EPS. The business’s revenue for the quarter was up 5.1% compared to the same quarter last year. Equities research analysts expect that Arhaus will post 0.46 earnings per share for the current fiscal year.

Institutional Trading of Arhaus

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Voya Investment Management LLC increased its position in Arhaus by 10,207.1% during the 3rd quarter. Voya Investment Management LLC now owns 1,512,367 shares of the company’s stock valued at $16,076,000 after purchasing an additional 1,497,694 shares during the period. Balyasny Asset Management L.P. purchased a new stake in shares of Arhaus in the 4th quarter worth about $10,962,000. Wasatch Advisors LP boosted its stake in shares of Arhaus by 6.8% during the 2nd quarter. Wasatch Advisors LP now owns 12,703,259 shares of the company’s stock valued at $110,137,000 after purchasing an additional 811,337 shares in the last quarter. CenterBook Partners LP boosted its stake in shares of Arhaus by 207.9% during the 3rd quarter. CenterBook Partners LP now owns 1,056,367 shares of the company’s stock valued at $11,229,000 after purchasing an additional 713,324 shares in the last quarter. Finally, Nuveen LLC increased its position in shares of Arhaus by 616.6% during the fourth quarter. Nuveen LLC now owns 751,950 shares of the company’s stock valued at $8,429,000 after buying an additional 647,020 shares during the period. Hedge funds and other institutional investors own 27.88% of the company’s stock.

Key Stories Impacting Arhaus

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Declared a special cash dividend of $0.35/share payable March 31, rewarding shareholders and signaling strong cash generation. Arhaus press release
• Positive Sentiment: Q4 results beat expectations: revenue $364.8M (above consensus) and EPS $0.11 vs. $0.10 estimate; full-year revenue rose ~8.5% to a record $1.38B and adjusted EBITDA increased — supports longer‑term growth thesis. Earnings beat article
• Positive Sentiment: Company set FY2026 net revenue target of $1.43B–$1.47B and plans 10–14 showroom projects (4–6 new openings), continuing its showroom expansion strategy that drove 2025 growth. Revenue target / expansion
• Positive Sentiment: One analyst (Telsey) raised its target to $13 (from $12), signaling some analyst confidence in the recovery/expansion story. Benzinga note
• Neutral Sentiment: Management will attend investor conferences (Raymond James meetings), increasing access for investors and potential for additional clarity. Investor conference notice
• Neutral Sentiment: Short-interest data reported appears unreliable (zeros/NaN) and should not be interpreted as a material driver today; ignore until corrected.
• Negative Sentiment: Q1 2026 revenue guidance of $300M–$320M is below the consensus (~$327M), implying near-term demand softness and pressuring the stock. Guidance details
• Negative Sentiment: Profitability/momentum mixed: full-year net income declined ~1.9% YoY and comparable written sales grew only 1.3%, suggesting slower demand and pressure on margins despite revenue growth. Earnings release
• Negative Sentiment: TD Cowen trimmed its target to $12 from $13 (but kept a Buy), a modest analyst downgrade that can weigh on sentiment. Analyst note

Arhaus Company Profile

Arhaus (NASDAQ:ARHS) is a U.S.-based retailer specializing in high-end home furnishings and décor. Since its founding in 1986 in northeastern Ohio, the company has built a reputation for curating unique, design-forward products that blend contemporary aesthetics with artisanal craftsmanship. Headquartered in Boston Heights, Ohio, Arhaus operates a network of brick-and-mortar galleries across the United States alongside a robust e-commerce platform, serving customers from coastal metropolitan areas to interior regions.

The company’s product portfolio encompasses a wide range of furniture categories—including sofas, dining tables, bedroom pieces and storage solutions—complemented by lighting fixtures, rugs, pillows, wall art and decorative accessories.