RH (NYSE:RH) Price Target Cut to $140.00 by Analysts at Telsey Advisory Group

RH (NYSE:RH) had its target price lowered by Telsey Advisory Group from $165.00 to $140.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has a “market perform” rating on the stock. Telsey Advisory Group’s target price would suggest a potential upside of 25.63% from the stock’s previous close.

Other equities analysts have also recently issued research reports about the stock. Barclays dropped their price target on shares of RH from $385.00 to $283.00 and set an “overweight” rating on the stock in a research report on Monday, December 15th. Stifel Nicolaus reissued a “hold” rating and issued a $165.00 price objective (down from $320.00) on shares of RH in a research note on Friday, December 12th. The Goldman Sachs Group dropped their target price on RH from $195.00 to $144.00 and set a “sell” rating on the stock in a report on Monday, December 15th. Zelman & Associates reiterated an “outperform” rating on shares of RH in a report on Thursday, January 29th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of RH in a research report on Monday, March 23rd. Seven 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. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $207.07.

RH Stock Performance

Shares of RH stock opened at $111.43 on Wednesday. The firm has a market capitalization of $2.09 billion, a PE ratio of 19.84, a price-to-earnings-growth ratio of 0.55 and a beta of 2.14. The firm has a fifty day simple moving average of $174.82 and a two-hundred day simple moving average of $180.43. The company has a current ratio of 1.19, a quick ratio of 0.26 and a debt-to-equity ratio of 944.39. RH has a 12 month low of $108.00 and a 12 month high of $257.00.

RH (NYSE:RH) last released its quarterly earnings data on Tuesday, March 31st. The company reported $1.53 earnings per share for the quarter, missing analysts’ consensus estimates of $2.21 by ($0.68). The business had revenue of $842.62 million during the quarter, compared to the consensus estimate of $873.48 million. RH had a net margin of 3.22% and a negative return on equity of 161.72%. The firm’s quarterly revenue was up 3.7% on a year-over-year basis. During the same period last year, the business posted $1.58 earnings per share. Analysts forecast that RH will post 4.39 EPS for the current fiscal year.

Insider Activity at RH

In related 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 completion of the sale, the director directly 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Eri Chaya sold 7,000 shares of RH 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. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 18,254 shares of company stock worth $2,789,400. Insiders own 27.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Clearstead Advisors LLC raised its stake in shares of RH by 713.3% during the 3rd quarter. Clearstead Advisors LLC now owns 122 shares of the company’s stock worth $25,000 after purchasing an additional 107 shares during the period. Huntington National Bank increased its holdings in RH by 87.8% during the third quarter. Huntington National Bank now owns 139 shares of the company’s stock worth $28,000 after buying an additional 65 shares during the last quarter. Harvest Fund Management Co. Ltd purchased a new stake in RH during the third quarter worth about $30,000. Wilmington Savings Fund Society FSB raised its position in RH by 200.0% in the fourth quarter. Wilmington Savings Fund Society FSB now owns 174 shares of the company’s stock worth $31,000 after acquiring an additional 116 shares during the period. Finally, Advisory Services Network LLC bought a new stake in RH in the third quarter worth about $31,000. Institutional investors own 90.17% of the company’s stock.

Key Stories Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Management outlined 2026 revenue growth of 4%–8% and a longer-term target of $5.4B–$5.8B by 2030, signaling a clear growth target that could support valuation if execution improves. RH outlines 2026 revenue growth
• Positive Sentiment: RH announced leadership appointments to expand its global strategy and manufacturing focus — a potential positive for long-term execution and margin improvement if these hires accelerate supply-chain or product initiatives. RH builds out global strategy
• Neutral Sentiment: TD Cowen reduced its price target (from $265 to $200) but kept a Buy rating, showing some analyst conviction remains despite weaker near-term results. TD Cowen price target update
• Neutral Sentiment: The company posted its Q4 earnings release and made the earnings-call transcript / presentation available for investors to review management commentary and detail on headwinds. RH Q4 results press release
• Negative Sentiment: Core driver of the decline: RH missed Q4 consensus (reported EPS $1.53 vs. ~ $2.21 expected) and revenue also missed estimates — a clear near-term earnings disappointment. Earnings miss and weak guidance
• Negative Sentiment: Management guided Q1 revenue to decline 2%–4% and cited tariff headwinds that compressed gross margins (management quantified tariff pressure at roughly 190 basis points), intensifying concerns about near-term margin recovery. Tariff and guidance details
• Negative Sentiment: Market reaction: multiple outlets report the stock “tumbled” or “cratered” after results — indicating selling pressure as investors reprice near-term growth and margin risk. Market reaction coverage

About RH

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.