RH (NYSE:RH) Earns Buy Rating from Guggenheim

Key Points

• Guggenheim reaffirmed its Buy rating on RH and set a $200 price target, implying approximately 47% upside from the prior close.
• Analyst sentiment remains mixed overall: RH has a consensus “Hold” rating and an average price target of $177.64, despite seven Buy ratings.
• RH reported quarterly EPS of $2.70 versus the $0.38 consensus estimate, while revenue rose 2.6% year over year to $922.15 million; however, analysts flagged ongoing margin pressure and weaker-than-expected third-quarter guidance.

RH (NYSE:RH - Get Free Report)'s stock had its "buy" rating restated by equities research analysts at Guggenheim in a note issued to investors on Friday, Benzinga reports. They currently have a $200.00 price target on the stock. Guggenheim's target price indicates a potential upside of 47.14% from the company's previous close.

Other equities analysts have also recently issued reports about the company. Telsey Advisory Group boosted their price target on RH from $140.00 to $155.00 and gave the stock a "market perform" rating in a report on Friday. The Goldman Sachs Group upgraded RH from a "sell" rating to a "neutral" rating and upped their target price for the company from $86.00 to $155.00 in a research note on Wednesday, July 8th. Zacks Research upgraded RH from a "strong sell" rating to a "hold" rating in a research report on Tuesday, June 16th. TD Cowen reissued a "buy" rating on shares of RH in a research note on Tuesday, September 1st. Finally, Citigroup lifted their price target on RH from $150.00 to $166.00 and gave the company a "neutral" rating in a report on Monday, June 15th. Seven equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $177.64.

RH Stock Performance

Shares of RH opened at $135.93 on Friday. The company has a current ratio of 1.13, a quick ratio of 0.32 and a debt-to-equity ratio of 54.96. The stock has a market cap of $2.57 billion, a P/E ratio of 26.89, a PEG ratio of 3.32 and a beta of 1.85. The company has a 50-day moving average of $167.02 and a two-hundred day moving average of $150.20. RH has a 12-month low of $106.30 and a 12-month high of $248.44.

RH (NYSE:RH - Get Free Report) last released its quarterly earnings results on Thursday, September 10th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $0.38 by $2.32. RH had a net margin of 3.01% and a return on equity of 423.79%. The business had revenue of $922.15 million for the quarter, compared to analyst estimates of $915.09 million. During the same period in the prior year, the business earned $2.93 earnings per share. The company's quarterly revenue was up 2.6% on a year-over-year basis. As a group, research analysts predict that RH will post 4.2 EPS for the current fiscal year.

Insider Buying and Selling at RH

In other news, Director Mark S. Demilio sold 2,445 shares of RH stock in a transaction dated Friday, July 10th. The stock was sold at an average price of $168.44, for a total value of $411,835.80. Following the transaction, the director directly owned 25,680 shares of the company's stock, valued at $4,325,539.20. The trade was a 8.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Carlos Alberini bought 11,388 shares of the firm's stock in a transaction dated Monday, June 29th. The shares were purchased at an average price of $160.90 per share, with a total value of $1,832,329.20. Following the acquisition, the director directly owned 32,190 shares in the company, valued at approximately $5,179,371. This trade represents a 54.74% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders sold 132,749 shares of company stock valued at $21,856,812. Company insiders own 26.90% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of RH. California State Teachers Retirement System boosted its position in RH by 16,138.1% during the 2nd quarter. California State Teachers Retirement System now owns 2,835,168 shares of the company's stock worth $467,037,000 after purchasing an additional 2,817,708 shares during the period. BlackRock Inc. boosted its position in shares of RH by 41.7% in the second quarter. BlackRock Inc. now owns 1,978,271 shares of the company's stock worth $325,881,000 after buying an additional 581,710 shares during the period. Alyeska Investment Group L.P. raised its holdings in shares of RH by 4.4% during the 2nd quarter. Alyeska Investment Group L.P. now owns 1,708,997 shares of the company's stock valued at $281,523,000 after buying an additional 72,674 shares during the period. Senvest Management LLC lifted its holdings in RH by 30.1% in the 4th quarter. Senvest Management LLC now owns 842,577 shares of the company's stock worth $150,948,000 after buying an additional 194,773 shares in the last quarter. Finally, Durable Capital Partners LP lifted its stake in shares of 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 in the last quarter. 90.17% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: RH reported quarterly adjusted EPS of $2.70, far above the roughly $0.38–$0.42 analyst consensus. Revenue rose 2.6% year over year to approximately $922 million and slightly exceeded the $915 million estimate. Results were helped significantly by tariff refunds. RH earnings report
• Positive Sentiment: Management projected fiscal 2026 revenue of $3.6 billion to $3.7 billion, above consensus, and expects RH Estates to represent about 50% of its offering within five years. Executives said the collection could potentially double the company’s total addressable market, supporting the long-term growth narrative. RH fiscal 2026 outlook
• Positive Sentiment: The launch of RH Estates, including a new freestanding gallery in Connecticut, gives investors a visible catalyst for product expansion and customer acquisition. RH Estates collection
• Neutral Sentiment: Analyst reaction was mixed: Telsey raised its price target to $155 while maintaining “market perform,” whereas Baird lowered its target to $160 and kept a “neutral” rating. RH analyst ratings
• Negative Sentiment: Analysts warned that tariff-related benefits may obscure persistent margin pressure and weak core sales. Operating profit reportedly declined year over year, while third-quarter revenue guidance of $928 million to $936.8 million was below the roughly $964 million consensus. RH margin pressure analysis

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.

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