Arhaus (NASDAQ:ARHS) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

Arhaus (NASDAQ:ARHS) had its price target increased by analysts at Telsey Advisory Group from $8.00 to $10.00 in a note issued to investors on Friday. The firm currently has a “market perform” rating on the stock. Telsey Advisory Group’s price target would suggest a potential upside of 3.31% from the company’s current price.

Other equities analysts have also issued reports about the company. Piper Sandler cut their price objective on Arhaus from $11.00 to $8.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th. Guggenheim decreased their target price on shares of Arhaus from $14.00 to $12.00 and set a “buy” rating for the company in a research report on Friday, May 8th. Stifel Nicolaus lowered their price target on shares of Arhaus from $12.00 to $11.00 and set a “buy” rating for the company in a report on Monday, May 11th. Wall Street Zen upgraded shares of Arhaus from a “sell” rating to a “hold” rating in a research report on Monday, July 20th. Finally, Craig Hallum raised shares of Arhaus from a “hold” rating to a “buy” rating and set a $12.00 price objective on the stock in a research note on Thursday. Four equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $10.03.

Arhaus Price Performance

Shares of NASDAQ:ARHS opened at $9.68 on Friday. The firm has a market cap of $1.37 billion, a PE ratio of 20.60, a price-to-earnings-growth ratio of 3.31 and a beta of 2.29. The firm’s fifty day moving average is $7.58 and its 200-day moving average is $7.77. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.46 and a current ratio of 1.25. Arhaus has a 52 week low of $5.57 and a 52 week high of $12.98.

Arhaus (NASDAQ:ARHS) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.12. The business had revenue of $384.90 million during the quarter, compared to the consensus estimate of $365.66 million. Arhaus had a return on equity of 16.39% and a net margin of 4.67%.Arhaus’s quarterly revenue was up 7.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.25 earnings per share. Sell-side analysts predict that Arhaus will post 0.47 earnings per share for the current year.

Institutional Investors Weigh In On Arhaus

A number of hedge funds have recently added to or reduced their stakes in ARHS. Larson Financial Group LLC lifted its stake in Arhaus by 89.8% in the third quarter. Larson Financial Group LLC now owns 2,780 shares of the company’s stock valued at $30,000 after buying an additional 1,315 shares during the period. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Arhaus during the 3rd quarter worth approximately $30,000. Global Retirement Partners LLC bought a new stake in shares of Arhaus in the 4th quarter valued at $39,000. New York State Teachers Retirement System bought a new stake in shares of Arhaus in the 4th quarter valued at $52,000. Finally, Quarry LP lifted its position in shares of Arhaus by 203.0% during the 3rd quarter. Quarry LP now owns 4,996 shares of the company’s stock valued at $53,000 after acquiring an additional 3,347 shares during the period. 27.88% of the stock is currently owned by institutional investors.

Key Arhaus News

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Q2 results exceeded expectations: Earnings per share were $0.28 versus the $0.16 analyst consensus, while revenue rose 7.4% year over year to $384.9 million, surpassing the $365.7 million estimate. Arhaus Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Profitability and demand improved: Net income increased 13.1% to about $40 million, adjusted EBITDA rose 16.8% to $70 million, comparable delivered sales increased 4.0%, and comparable written sales jumped 12.5%. Product launches, customization and showroom expansion supported the momentum. Arhaus Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Outlook and analyst sentiment strengthened: Arhaus maintained its full-year revenue outlook of $1.43 billion to $1.47 billion and raised adjusted EBITDA guidance to $160 million-$171 million after receiving $37.8 million in tariff refunds plus $1.3 million of interest. Craig Hallum upgraded the shares from “hold” to “buy” and set a $12 price target. Arhaus Updates 2026 Outlook
• Neutral Sentiment: Investors should distinguish recurring performance from temporary benefits: The $23.8 million tariff recovery materially boosted Q2 gross margin and EBITDA, while year-to-date comparable delivered sales remained modest at 1.4%. Inventory increased 4.3% and cash declined 10.6%, primarily because of a $49 million special dividend, though the company reported no long-term debt.

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.