Telsey Advisory Group Has Lowered Expectations for RH (NYSE:RH) Stock Price

RH (NYSE:RH) had its price target reduced by equities research analysts at Telsey Advisory Group from $165.00 to $140.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “market perform” rating on the stock. Telsey Advisory Group’s target price indicates a potential upside of 23.36% from the stock’s current price.

RH has been the subject of several other research reports. JPMorgan Chase & Co. reduced their price target on shares of RH from $275.00 to $225.00 and set an “overweight” rating for the company in a research report on Friday, December 19th. Robert W. Baird dropped their price objective on shares of RH from $235.00 to $180.00 and set a “neutral” rating on the stock in a research note on Friday, December 12th. Zelman & Associates reaffirmed an “outperform” rating on shares of RH in a report on Thursday, January 29th. Jefferies Financial Group reiterated a “hold” rating on shares of RH in a research note on Tuesday, January 27th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of RH in a report on Monday, March 23rd. 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 company. Based on data from MarketBeat.com, RH presently has a consensus rating of “Hold” and a consensus target price of $180.81.

RH Trading Up 0.6%

RH opened at $113.49 on Wednesday. The firm has a market cap of $2.13 billion, a price-to-earnings ratio of 17.99, a price-to-earnings-growth ratio of 0.47 and a beta of 2.10. RH has a 52 week low of $106.30 and a 52 week high of $257.00. The business’s 50 day moving average is $170.14 and its two-hundred day moving average is $179.49. The company has a quick ratio of 0.26, a current ratio of 1.19 and a debt-to-equity ratio of 51.28.

RH (NYSE:RH) last posted its quarterly earnings data 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 3.63% and a negative return on equity of 567.82%. RH’s revenue was up 3.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.58 earnings per share. On average, research analysts predict that RH will post 4.39 EPS for the current year.

Insider Buying and Selling at RH

In other news, insider Eri Chaya sold 11,000 shares of the firm’s stock in a transaction on Tuesday, March 31st. The shares were sold at an average price of $137.92, for a total value of $1,517,120.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Mark S. Demilio sold 2,254 shares of RH stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $220.00, for a total transaction of $495,880.00. Following the completion of the sale, the director directly owned 19,962 shares in the company, valued at approximately $4,391,640. The trade was a 10.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 29,254 shares of company stock worth $4,306,520 over the last three months. 27.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On RH

A number of hedge funds have recently added to or reduced their stakes in RH. Senvest Management LLC boosted its holdings in RH by 30.1% in the 4th quarter. Senvest Management LLC now owns 842,577 shares of the company’s stock valued at $150,948,000 after purchasing an additional 194,773 shares in the last quarter. Durable Capital Partners LP increased its position in RH by 125.1% during the 2nd quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock worth $122,119,000 after purchasing an additional 359,101 shares during the period. Alliancebernstein L.P. raised its stake in shares of RH by 66.1% during the 3rd quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock worth $116,546,000 after buying an additional 228,229 shares in the last quarter. Two Sigma Investments LP raised its stake in shares of RH by 40.9% during the 3rd quarter. Two Sigma Investments LP now owns 359,093 shares of the company’s stock worth $72,953,000 after buying an additional 104,154 shares in the last quarter. Finally, Morgan Stanley lifted its holdings in shares of RH by 0.8% in the 4th quarter. Morgan Stanley now owns 353,996 shares of the company’s stock valued at $63,419,000 after buying an additional 2,658 shares during the period. Institutional investors and hedge funds own 90.17% of the company’s stock.

More RH News

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.