RH (NYSE:RH) Price Target Lowered to $200.00 at Guggenheim

RH (NYSE:RH) had its price target reduced by equities research analysts at Guggenheim from $275.00 to $200.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm presently has a “buy” rating on the stock. Guggenheim’s price objective suggests a potential upside of 81.26% from the stock’s current price.

Other equities analysts also recently issued reports about the stock. JPMorgan Chase & Co. reduced their target price on shares of RH from $275.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, December 19th. Telsey Advisory Group cut their price target on RH from $165.00 to $140.00 and set a “market perform” rating for the company in a research note on Wednesday. Jefferies Financial Group restated a “hold” rating on shares of RH in a research note on Tuesday, January 27th. Stifel Nicolaus reaffirmed a “hold” rating and set a $165.00 price objective (down from $320.00) on shares of RH in a report on Friday, December 12th. Finally, KeyCorp reiterated a “sector weight” rating on shares of RH in a research report on Friday, December 12th. Seven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $191.06.

RH Price Performance

NYSE RH traded down $29.48 during mid-day trading on Wednesday, hitting $110.34. The stock had a trading volume of 7,066,130 shares, compared to its average volume of 1,216,267. The firm’s 50 day moving average is $174.82 and its 200 day moving average is $180.43. RH has a twelve month low of $106.30 and a twelve month high of $257.00. The company has a debt-to-equity ratio of 944.39, a current ratio of 1.19 and a quick ratio of 0.26. The stock has a market capitalization of $2.07 billion, a price-to-earnings ratio of 19.92, a PEG ratio of 0.55 and a beta of 2.14.

RH (NYSE:RH) last announced its earnings results on Tuesday, March 31st. The company reported $1.53 earnings per share (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 negative return on equity of 161.72% and a net margin of 3.22%.The company’s revenue for the quarter was up 3.7% compared to the same quarter last year. During the same period last year, the firm earned $1.58 EPS. Equities research 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 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 transaction, the director owned 19,962 shares of the company’s stock, valued at $4,391,640. The trade was a 10.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 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 transaction of $905,940.00. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 18,254 shares of company stock valued at $2,789,400. 27.00% of the stock is currently owned by insiders.

Institutional Trading of RH

Several large investors have recently modified their holdings of the business. Durable Capital Partners LP grew its holdings in RH by 125.1% during the 2nd quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock valued at $122,119,000 after buying an additional 359,101 shares during the last quarter. Westfield Capital Management Co. LP purchased a new stake in shares of RH in the third quarter valued at $67,632,000. Jacobs Levy Equity Management Inc. boosted its stake in shares of RH by 1,797.7% during the fourth quarter. Jacobs Levy Equity Management Inc. now owns 246,355 shares of the company’s stock valued at $44,134,000 after acquiring an additional 233,373 shares during the last quarter. Alliancebernstein L.P. increased its position in RH by 66.1% during the 3rd quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock worth $116,546,000 after purchasing an additional 228,229 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its position in 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 in the last quarter. 90.17% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Some analysts remain constructive despite the selloff — Wells Fargo lowered its price target to $180 but kept an “overweight” rating, and Morgan Stanley trimmed its target to $240 while also remaining overweight, signaling continued upside potential from current levels. Analyst Price Target Moves
• Positive Sentiment: RH reiterated long‑term targets (management is still aiming for higher revenue by 2030), which supports the case for recovery if housing/consumer demand normalizes over time. Long‑Term Revenue Target
• Neutral Sentiment: RH published its Q4 results, investor presentation and earnings‑call transcript (full details and management commentary available for review). Q4 Press Release & Transcript
• Negative Sentiment: Q4 results missed consensus: adjusted EPS ~$1.53 vs. ~ $2.2 expected and revenue $842.6M vs. ~$873.5M consensus — the immediate catalyst for the sharp decline in the share price. Q4 Double Miss
• Negative Sentiment: Management guided FY26 revenue growth of ~4%–8% and set an adjusted EBITDA margin target (~14%–16%) that implies near‑term margin compression as RH spends on expansion and pre‑opening costs; Q1 revenue is expected to decline ~2%–4%. Guidance & Margin Outlook
• Negative Sentiment: Management cited about $30M of late‑quarter tariff/resourcing/backorder disruption and ~$10M from adverse weather — unexpected headwinds that pressured Q4 results. Tariff & Weather Impacts
• Negative Sentiment: Analysts broadly cut forecasts and trimmed price targets (Telsey cut to $140 and others lowered targets), and the stock has hit a 52‑week low amid heavy volume — signaling reduced near‑term confidence. Analyst Cuts
• Negative Sentiment: High leverage and recent insider sales amplify investor concern about execution and capital structure while RH navigates a softer housing/consumer backdrop. Balance Sheet & Insider Activity

RH Company Profile

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.