RH (NYSE:RH) Price Target Cut to $180.00 by Analysts at Wells Fargo & Company

RH (NYSE:RH) had its price target reduced by Wells Fargo & Company from $225.00 to $180.00 in a research report sent to investors on Wednesday,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the stock.

RH has been the topic of several other reports. 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. The Goldman Sachs Group lowered their price objective on RH from $195.00 to $144.00 and set a “sell” rating for the company in a research report on Monday, December 15th. Bank of America dropped their price objective on RH from $200.00 to $170.00 and set an “underperform” rating for the company in a research note on Friday, December 12th. Zelman & Associates reaffirmed an “outperform” rating on shares of RH in a research note on Thursday, January 29th. Finally, Telsey Advisory Group lowered their price target on shares of RH from $165.00 to $140.00 and set a “market perform” rating for the company in a report on Wednesday. Seven equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, RH presently has an average rating of “Hold” and an average price target of $191.06.

RH Stock Performance

RH stock opened at $112.77 on Wednesday. The firm has a fifty day simple moving average of $172.49 and a two-hundred day simple moving average of $179.95. The company has a quick ratio of 0.26, a current ratio of 1.19 and a debt-to-equity ratio of 944.39. RH has a twelve month low of $106.30 and a twelve month high of $257.00. The company has a market capitalization of $2.12 billion, a PE ratio of 17.87, a P/E/G ratio of 0.58 and a beta of 2.14.

RH (NYSE:RH) last announced its quarterly earnings data on Tuesday, March 31st. The company reported $1.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.21 by ($0.68). The company had revenue of $842.62 million for the quarter, compared to the consensus estimate of $873.48 million. RH had a net margin of 3.63% and a negative return on equity of 251.87%. The firm’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same period last year, the business posted $1.58 earnings per share. Research analysts expect that RH will post 4.39 EPS for the current year.

Insider Activity at RH

In related news, Director Mark S. Demilio sold 2,254 shares of the company’s 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 completion of the transaction, the director owned 19,962 shares in the company, valued at $4,391,640. This represents a 10.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Eri Chaya sold 7,000 shares of the firm’s stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $129.42, for a total value of $905,940.00. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 18,254 shares of company stock valued at $2,789,400. Company insiders own 27.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Senvest Management LLC lifted its position in shares of RH by 30.1% in the 4th quarter. Senvest Management LLC now owns 842,577 shares of the company’s stock worth $150,948,000 after purchasing an additional 194,773 shares during the period. Durable Capital Partners LP boosted its stake in shares of RH by 125.1% during the 2nd quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock valued at $122,119,000 after purchasing an additional 359,101 shares in the last quarter. Alliancebernstein L.P. increased its position in shares of RH by 66.1% during the third quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock valued at $116,546,000 after buying an additional 228,229 shares during the period. Two Sigma Investments LP increased its position in shares of RH by 40.9% during the third quarter. Two Sigma Investments LP now owns 359,093 shares of the company’s stock valued at $72,953,000 after buying an additional 104,154 shares during the period. Finally, Morgan Stanley raised its stake in RH by 0.8% in the fourth quarter. Morgan Stanley now owns 353,996 shares of the company’s stock worth $63,419,000 after buying an additional 2,658 shares in the last quarter. 90.17% of the stock is currently owned by institutional investors.

RH News Roundup

Here are the key news stories impacting RH this week:

• Positive Sentiment: Some sell-side supporters remain constructive on RH’s long-term opportunity — several firms kept buy/overweight ratings even after lowering targets (Guggenheim kept a Buy while cutting its target to $200; Morgan Stanley remains overweight with a $240 target). Guggenheim Lowers Price Target
• Positive Sentiment: Management reiterated multi-year growth ambitions (targeting roughly $5.4B–$5.8B revenue by 2030), signaling a strategic plan for scale that some investors view as a reason to buy the dip. Long-Term Revenue Target
• Neutral Sentiment: Company posted full Q4 results and held an earnings call; investors can review the release and transcript for management’s color on sourcing, store openings and margin drivers. RH Q4 Press Release
• Negative Sentiment: Q4 adjusted EPS of $1.53 missed consensus (~$2.21) and revenue of $842.6M missed estimates, triggering the initial selloff. Q4 Results Miss
• Negative Sentiment: Guidance and margin pressure: RH signaled FY26 revenue growth of ~4%–8% and adjusted EBITDA margin of ~14%–16%, and flagged a Q1 revenue decline (~2%–4%) as it funds expansion — a softer near-term outlook that disappointed the street. Guidance Reaction
• Negative Sentiment: Tariffs and weather hit margins — management said sourcing/tariff-related disruptions reduced Q4 revenue by roughly $30M and adverse weather another ~$10M; gross margin contracted ~180–190 bps. Tariff & Weather Impact
• Negative Sentiment: Analysts rapidly cut targets and trimmed forecasts after the print, amplifying selling pressure (multiple notes and target downgrades reported across outlets). Analyst Cuts
• Negative Sentiment: Heightened legal and balance-sheet risk: a shareholder law firm announced an inquiry into potential claims, and RH’s reported leverage and negative return-on-equity figures increase financial risk perception. Shareholder Inquiry

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.