Barclays Cuts RH (NYSE:RH) Price Target to $202.00

RH (NYSE:RH) had its target price reduced by investment analysts at Barclays from $283.00 to $202.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s price target would indicate a potential upside of 85.66% from the stock’s current price.

Several other equities analysts have also weighed in on RH. Robert W. Baird cut their price target on RH from $235.00 to $180.00 and set a “neutral” rating for the company in a research note on Friday, December 12th. UBS Group decreased their price objective on RH from $188.00 to $160.00 and set a “neutral” rating on the stock in a report on Tuesday, March 17th. The Goldman Sachs Group dropped their target price on shares of RH from $195.00 to $144.00 and set a “sell” rating for the company in a report on Monday, December 15th. JPMorgan Chase & Co. reduced their target price 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. Finally, KeyCorp restated a “sector weight” rating on shares of RH in a research report on Friday, December 12th. Seven research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $186.00.

RH Price Performance

Shares of RH stock opened at $108.80 on Thursday. The firm has a market capitalization of $2.04 billion, a price-to-earnings ratio of 17.24, a PEG ratio of 0.58 and a beta of 2.14. RH has a fifty-two week low of $106.30 and a fifty-two week high of $257.00. The company has a debt-to-equity ratio of 944.39, a quick ratio of 0.26 and a current ratio of 1.19. The stock’s 50-day simple moving average is $172.49 and its 200-day simple moving average is $179.95.

RH (NYSE:RH) last announced its quarterly earnings data on Tuesday, March 31st. The company reported $1.53 EPS for the quarter, missing the consensus estimate of $2.21 by ($0.68). The business had revenue of $842.62 million for 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 251.87%. The business’s revenue was up 3.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.58 earnings per share. As a group, equities analysts forecast that RH will post 4.39 earnings per share for the current fiscal year.

Insider Buying and Selling at RH

In other news, Director Mark S. Demilio sold 2,254 shares of RH stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $220.00, for a total value of $495,880.00. Following the completion of the transaction, the director owned 19,962 shares in the company, valued at approximately $4,391,640. This trade represents a 10.15% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Eri Chaya sold 7,000 shares of the business’s stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $129.42, for a total value of $905,940.00. The SEC filing for this sale provides additional information. Insiders have sold a total of 18,254 shares of company stock valued at $2,789,400 over the last three months. 27.00% of the stock is currently owned by insiders.

Institutional Trading of RH

Several hedge funds have recently added to or reduced their stakes in RH. Durable Capital Partners LP lifted its stake in RH by 125.1% in the second quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock worth $122,119,000 after acquiring an additional 359,101 shares during the last quarter. Westfield Capital Management Co. LP purchased a new stake in shares of RH in the 3rd quarter valued at approximately $67,632,000. Jacobs Levy Equity Management Inc. raised its holdings in shares of RH by 1,797.7% in the 4th quarter. Jacobs Levy Equity Management Inc. now owns 246,355 shares of the company’s stock valued at $44,134,000 after purchasing an additional 233,373 shares in the last quarter. Alliancebernstein L.P. raised its holdings in shares of RH by 66.1% in the 3rd quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock valued at $116,546,000 after purchasing an additional 228,229 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its position in shares of RH by 388.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 265,271 shares of the company’s stock worth $53,893,000 after purchasing an additional 210,991 shares during the last quarter. Institutional investors and hedge funds own 90.17% of the company’s stock.

RH News Summary

Here are the key news stories impacting RH this week:

• Positive Sentiment: Certain sell?side investors remain constructive: Guggenheim kept a “Buy” rating while lowering its price target to $200, signaling some firms still view RH as a recovery / long?term opportunity. Guggenheim lowers price target on RH to 200 from 275, keeps buy rating
• Positive Sentiment: RH is pushing a multi?year growth plan — management reinforced a target of roughly $5.4B–$5.8B revenue by 2030 and is investing in global expansion and leadership hires, which supports the bull case for recovery if demand stabilizes. RH Reports Fourth Quarter and Fiscal Year 2025 Results
• Neutral Sentiment: Q4 snapshot: revenue rose modestly year?over?year but RH missed both top and bottom-line expectations (adjusted EPS $1.53 vs. ~ $2.21 est; revenue ~$842.6M vs. ~$873.5M est.), a primary trigger for the selloff. RH stock tanks as fourth quarter results miss on the top and bottom lines
• Negative Sentiment: Management issued cautious FY26/near?term guidance: revenue growth of ~4%–8% and EBITDA margin guidance implying compression as RH spends on expansion and pre?open costs — the outlook lowers near?term earnings visibility. RH sinks 22% after Q4 earnings miss and softer fiscal 2026 outlook
• Negative Sentiment: Operational headwinds: management cited tariff?related sourcing/backorder costs (~$30M) and adverse weather (~$10M) that compressed gross margins — a reminder of near?term margin risk. RH stock: 4 under the surface updates that warrant buying the dip
• Negative Sentiment: Macro demand risk: CEO warned of a worsening housing market as mortgage applications fell ~10.4% on rising rates — weaker housing activity disproportionately pressures high?end home?furnishings sales. RH CEO Warns Of ‘Most Dire’ Housing Market As Mortgage Applications Tumble On Rising Rates
• Negative Sentiment: Follow?on selling and legal risk: multiple analysts slashed forecasts/targets after the miss and several outlets report a shareholder law?firm inquiry into potential investor claims, adding near?term downside pressure. These Analysts Slash Their Forecasts On RH After Downbeat Q4 Results RH Shareholders Are Encouraged to Reach Out to Johnson Fistel

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.