Arhaus (NASDAQ:ARHS) Price Target Raised to $10.00 at Telsey Advisory Group

Arhaus (NASDAQ:ARHS) had its price target upped by Telsey Advisory Group from $8.00 to $10.00 in a research report sent to investors on Friday morning, Marketbeat.com reports. The firm currently has a market perform rating on the stock.

Other analysts have also recently issued research reports about the company. TD Cowen cut their price objective on Arhaus from $9.00 to $8.00 and set a “buy” rating on the stock in a research note on Monday, May 11th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Arhaus in a research report on Wednesday, June 17th. Wall Street Zen upgraded Arhaus from a “sell” rating to a “hold” rating in a report on Monday, July 20th. Robert W. Baird set a $8.00 price target on Arhaus in a research report on Friday, May 8th. Finally, Piper Sandler reduced 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. Four investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $10.12.

Arhaus Trading Down 0.8%

ARHS opened at $9.60 on Friday. Arhaus has a 12-month low of $5.57 and a 12-month high of $12.93. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.25 and a quick ratio of 0.46. The stock has a market capitalization of $1.36 billion, a PE ratio of 19.20, a P/E/G ratio of 3.90 and a beta of 2.29. The firm’s fifty day moving average price is $7.64 and its 200 day moving average price is $7.79.

Arhaus (NASDAQ:ARHS) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.12. The company had revenue of $384.90 million during the quarter, compared to analyst estimates of $365.66 million. Arhaus had a net margin of 4.91% and a return on equity of 17.42%. The firm’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same period last year, the business earned $0.25 EPS. As a group, research analysts expect that Arhaus will post 0.47 EPS for the current fiscal year.

Institutional Investors Weigh In On Arhaus

A number of hedge funds have recently added to or reduced their stakes in ARHS. Simcoe Capital LLC bought a new stake in Arhaus in the 4th quarter valued at about $4,592,000. Tudor Investment Corp ET AL bought a new position in Arhaus in the 3rd quarter worth about $1,897,000. Arrowstreet Capital Limited Partnership raised its holdings in shares of Arhaus by 95.1% during the first quarter. Arrowstreet Capital Limited Partnership now owns 459,025 shares of the company’s stock valued at $3,112,000 after buying an additional 223,692 shares during the last quarter. AGP Franklin LLC acquired a new position in shares of Arhaus during the fourth quarter worth approximately $1,705,000. Finally, UBS Group AG boosted its position in shares of Arhaus by 43.3% during the fourth quarter. UBS Group AG now owns 1,098,150 shares of the company’s stock worth $12,310,000 after buying an additional 331,961 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: Arhaus reported adjusted earnings of $0.28 per share versus the $0.16 consensus estimate, while revenue rose 7.4% year over year to $384.9 million, above the $365.7 million expected. Arhaus Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Demand and profitability improved: Comparable written sales increased 12.5% and comparable delivered sales rose 4.0%. Net income grew 13.1% to approximately $40 million, while adjusted EBITDA increased 16.8% to $70 million, supported partly by tariff recoveries. Arhaus Reports Second Quarter 2026 Financial Results
• Positive Sentiment: 2026 profit outlook was raised: Arhaus maintained its $1.43 billion–$1.47 billion revenue forecast but increased its net income outlook to $71 million–$80 million and adjusted EBITDA guidance to $160 million–$171 million, reflecting $37.8 million of received tariff refunds plus interest. Arhaus Updates 2026 Outlook After Tariff Refunds
• Positive Sentiment: Analyst sentiment improved: Craig Hallum upgraded ARHS from Hold to Buy and set a $12 price target, implying substantial upside relative to the referenced share price. Analyst Rating Update
• Neutral Sentiment: Piper Sandler raised its target to $9 but retained a Neutral rating, while Telsey Advisory Group raised its target to $10 and maintained Market Perform. The mixed ratings suggest analysts see improved fundamentals but limited near-term upside after the rally. Benzinga Analyst Update
• Negative Sentiment: The profitability benefit is partly dependent on one-time tariff refunds. Inventory increased 4.3%, cash declined following a special dividend, and third-quarter revenue guidance of $355 million–$375 million is slightly below consensus at the midpoint.

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.