TD Cowen Issues Pessimistic Forecast for Arhaus (NASDAQ:ARHS) Stock Price

Arhaus (NASDAQ:ARHS) had its target price lowered by investment analysts at TD Cowen from $13.00 to $12.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. TD Cowen’s price target would indicate a potential upside of 43.11% from the stock’s previous close.

Several other research analysts have also recently commented on the company. Jefferies Financial Group reaffirmed a “hold” rating and issued a $9.50 target price on shares of Arhaus in a research report on Thursday. Zacks Research downgraded shares of Arhaus from a “strong-buy” rating to a “hold” rating in a report on Friday, November 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Arhaus in a research report on Monday, December 29th. Morgan Stanley increased their price target on shares of Arhaus from $10.50 to $12.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. Finally, Telsey Advisory Group lifted their price objective on Arhaus from $12.00 to $13.00 and gave the company a “market perform” rating in a report on Thursday. Three equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $11.20.

Arhaus Stock Performance

Shares of NASDAQ ARHS traded down $0.88 during mid-day trading on Friday, hitting $8.39. The company had a trading volume of 897,971 shares, compared to its average volume of 1,250,382. Arhaus has a 12 month low of $6.61 and a 12 month high of $12.98. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.34 and a quick ratio of 0.64. The firm has a market cap of $1.18 billion, a P/E ratio of 16.05, a PEG ratio of 4.33 and a beta of 2.51. The business’s 50-day simple moving average is $10.47 and its 200-day simple moving average is $10.63.

Arhaus (NASDAQ:ARHS) last announced its quarterly earnings data 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 return on equity of 19.62% and a net margin of 5.40%.The company had revenue of $364.85 million during the quarter, compared to the consensus estimate of $351.53 million. During the same quarter last year, the company earned $0.15 EPS. The company’s quarterly revenue was up 5.1% on a year-over-year basis. As a group, analysts predict that Arhaus will post 0.46 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Arhaus

A number of institutional investors have recently modified their holdings of the stock. State of Alaska Department of Revenue bought a new stake in shares of Arhaus during the third quarter valued at approximately $28,000. Larson Financial Group LLC lifted its holdings in Arhaus by 89.8% during the 3rd quarter. Larson Financial Group LLC now owns 2,780 shares of the company’s stock worth $30,000 after buying an additional 1,315 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new position in Arhaus in the 3rd quarter valued at $30,000. Global Retirement Partners LLC acquired a new stake in shares of Arhaus in the 4th quarter valued at $39,000. Finally, Johnson Investment Counsel Inc. acquired a new stake in shares of Arhaus in the 3rd quarter valued at $49,000. 27.88% of the stock is owned by institutional investors.

Trending Headlines about 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, signaling strong cash generation and a debt-free balance sheet. Arhaus Reports Strong 2025 Results (Quiver)
• Positive Sentiment: Beat Q4 revenue and EPS estimates: revenue $364.8M (vs. ~$351.5M est.) and EPS $0.11 (vs. $0.10 est.), and FY2025 net revenue rose ~8.5% to a record $1.38B. Arhaus’s Q4 CY2025 Sales Beat Estimates (Yahoo)
• Positive Sentiment: Analyst support: Telsey raised its price target from $12 to $13 (market perform), which provides incremental upside narrative. Analyst Price Target Update (Benzinga)
• Neutral Sentiment: Company reiterated FY2026 revenue range of $1.43B–$1.47B and plans 10–14 showroom projects (4–6 new openings); full-year guidance mixes modest growth with increased showroom investment. Arhaus outlines $1.43B–$1.47B 2026 revenue target (Seeking Alpha)
• Neutral Sentiment: Management is engaging investors (conference participation) and issued an investor presentation and earnings call transcript for more detail. Arhaus to Participate in Investor Conferences (GlobeNewswire)
• Negative Sentiment: Near-term weakness: Q1 2026 revenue guide of $300M–$320M is below Street consensus (~$327M), raising concerns about sequential momentum and prompting revenue-growth caution. Earnings & Guidance (GlobeNewswire)
• Negative Sentiment: Slowing profitability metrics: FY net income dipped ~1.9% YoY and comparable sales growth softened (Comparable Written Sales +1.3% for FY), highlighting tougher comps despite revenue gains; investors may punish slower margin/earnings outlook. Q4 Metrics Analysis (Zacks)
• Negative Sentiment: Higher planned capex (~$70M–$90M company-funded) and showroom growth increase near-term cash use and execution risk; management also flagged tariffs/supply-chain risks in disclosures. Outlook & Risks (Seeking Alpha)
• Neutral Sentiment: Short-interest reports in the data feed look unreliable (zero/NaN entries) and shouldn’t drive conclusions; focus on guidance and cash/dividend signals instead.

About Arhaus

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.