Telsey Advisory Group Forecasts Reduced Earnings for Arhaus

Arhaus, Inc. (NASDAQ:ARHS) – Stock analysts at Telsey Advisory Group dropped their Q2 2025 earnings per share estimates for shares of Arhaus in a research note issued on Friday, May 9th. Telsey Advisory Group analyst C. Fernandez now forecasts that the company will earn $0.16 per share for the quarter, down from their previous estimate of $0.19. Telsey Advisory Group has a “Market Perform” rating and a $10.00 price target on the stock. The consensus estimate for Arhaus’ current full-year earnings is $0.46 per share. Telsey Advisory Group also issued estimates for Arhaus’ FY2025 earnings at $0.41 EPS and FY2026 earnings at $0.48 EPS.

Arhaus (NASDAQ:ARHS) last announced its earnings results on Thursday, May 8th. The company reported $0.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.06 by ($0.03). Arhaus had a net margin of 6.18% and a return on equity of 24.92%. The business had revenue of $311.37 million for the quarter, compared to the consensus estimate of $314.76 million. During the same quarter last year, the firm posted $0.11 earnings per share. The business’s quarterly revenue was up 5.5% compared to the same quarter last year.

ARHS has been the topic of several other reports. Guggenheim decreased their price objective on shares of Arhaus from $14.00 to $12.00 and set a “buy” rating on the stock in a research report on Friday, May 9th. Piper Sandler lowered their price target on shares of Arhaus from $12.00 to $10.00 and set a “neutral” rating for the company in a report on Monday, May 5th. Baird R W lowered shares of Arhaus from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 7th. Stifel Nicolaus dropped their target price on Arhaus from $11.50 to $10.00 and set a “buy” rating for the company in a research report on Monday. Finally, Morgan Stanley cut their price target on shares of Arhaus from $11.00 to $10.00 and set an “equal weight” rating on the stock in a report on Friday, May 9th. Ten equities research analysts have rated the stock with a hold rating and four have issued a buy rating to the company. According to MarketBeat, Arhaus currently has an average rating of “Hold” and a consensus price target of $10.50.

Arhaus Stock Up 2.6%

NASDAQ ARHS opened at $8.72 on Monday. Arhaus has a 52 week low of $6.61 and a 52 week high of $19.81. The company has a market capitalization of $1.23 billion, a P/E ratio of 15.57, a price-to-earnings-growth ratio of 11.57 and a beta of 2.65. The stock’s 50-day moving average price is $8.40 and its 200-day moving average price is $9.77. The company has a quick ratio of 0.52, a current ratio of 1.23 and a debt-to-equity ratio of 0.17.

Institutional Investors Weigh In On Arhaus

Several hedge funds have recently modified their holdings of ARHS. Bank of America Corp DE lifted its holdings in Arhaus by 1,532.9% during the fourth quarter. Bank of America Corp DE now owns 2,497,915 shares of the company’s stock worth $23,480,000 after buying an additional 2,672,239 shares during the period. Barclays PLC increased its holdings in shares of Arhaus by 108.6% in the 4th quarter. Barclays PLC now owns 110,447 shares of the company’s stock valued at $1,038,000 after acquiring an additional 1,391,342 shares during the period. Long Focus Capital Management LLC bought a new position in shares of Arhaus in the 4th quarter worth $10,575,000. CenterBook Partners LP lifted its stake in shares of Arhaus by 145.8% during the 1st quarter. CenterBook Partners LP now owns 1,891,457 shares of the company’s stock worth $16,456,000 after purchasing an additional 1,122,004 shares during the last quarter. Finally, Jane Street Group LLC boosted its position in Arhaus by 808.3% during the fourth quarter. Jane Street Group LLC now owns 899,693 shares of the company’s stock valued at $8,457,000 after purchasing an additional 1,026,710 shares in the last quarter. Hedge funds and other institutional investors own 27.88% of the company’s stock.

Arhaus Company Profile

Arhaus, Inc operates as a lifestyle brand and premium retailer in the home furnishings market in the United States. It provides merchandise assortments across various categories, including furniture, lighting, textiles, décor, and outdoor. The company's furniture products comprise bedroom, dining room, living room, and home office furnishings, which includes sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases, modular storage, and other items; and outdoor products, such as outdoor dining tables, chairs, chaises and other furniture, lighting, textiles, décor, umbrellas, and fire pits.