Guggenheim Lowers Arhaus (NASDAQ:ARHS) Price Target to $12.00

Key Points

• Guggenheim cut its price target on Arhaus from $14 to $12 but kept a "buy" rating, a target that implies roughly 75.26% upside from the current stock price.
• Analyst sentiment is mixed—three "Buy" vs nine "Hold" ratings—with a MarketBeat consensus of "Hold" and an average price target of $10.25 after multiple brokerages trimmed their targets.
• Arhaus's Q1 revenue slightly beat at $314.3M and EPS matched estimates at $0.02, but margin pressure (net income down ~54.5%, adjusted EBITDA down ~3.1%) and softer comparable sales led to cautious guidance of $350–370M for Q2 and $1.4–1.5B for FY.

Arhaus (NASDAQ:ARHS - Get Free Report) had its price target cut by Guggenheim from $14.00 to $12.00 in a research note issued on Friday,Benzinga reports. The firm currently has a "buy" rating on the stock. Guggenheim's target price points to a potential upside of 75.26% from the stock's current price.

Several other brokerages have also recently weighed in on ARHS. Telsey Advisory Group lowered their target price on Arhaus from $11.00 to $9.00 and set a "market perform" rating on the stock in a report on Monday. Stifel Nicolaus set a $12.00 price target on shares of Arhaus in a research note on Monday, March 2nd. TD Cowen dropped their target price on Arhaus from $12.00 to $9.00 and set a "buy" rating for the company in a research report on Monday, March 30th. Jefferies Financial Group reduced their price target on shares of Arhaus from $9.50 to $7.25 and set a "hold" rating on the stock in a research report on Tuesday, April 7th. Finally, Morgan Stanley lifted their price objective on shares of Arhaus from $10.50 to $12.00 and gave the company an "equal weight" rating in a report on Thursday, January 15th. Three research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company's stock. According to data from MarketBeat, Arhaus has a consensus rating of "Hold" and an average price target of $10.25.

Arhaus Price Performance

Shares of NASDAQ ARHS opened at $6.85 on Friday. The firm has a 50-day simple moving average of $7.25 and a 200-day simple moving average of $9.26. The stock has a market capitalization of $966.25 million, a price-to-earnings ratio of 14.26, a price-to-earnings-growth ratio of 1.58 and a beta of 2.40. The company has a quick ratio of 0.62, a current ratio of 1.37 and a debt-to-equity ratio of 0.13. Arhaus has a 52 week low of $6.17 and a 52 week high of $12.98.

Arhaus (NASDAQ:ARHS - Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.02 earnings per share for the quarter, hitting analysts' consensus estimates of $0.02. Arhaus had a net margin of 4.88% and a return on equity of 17.32%. The firm had revenue of $314.28 million for the quarter, compared to analyst estimates of $313.97 million. During the same period in the previous year, the business posted $0.03 earnings per share. Arhaus's quarterly revenue was up .9% on a year-over-year basis. On average, equities analysts predict that Arhaus will post 0.5 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Arhaus

A number of large investors have recently bought and sold shares of the company. State of Alaska Department of Revenue purchased a new position in Arhaus in the third quarter worth $28,000. Larson Financial Group LLC raised its position in shares of Arhaus by 89.8% during the 3rd quarter. Larson Financial Group LLC now owns 2,780 shares of the company's stock worth $30,000 after purchasing an additional 1,315 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in Arhaus during the 3rd quarter valued at $30,000. Global Retirement Partners LLC purchased a new position in Arhaus during the fourth quarter worth $39,000. Finally, Johnson Investment Counsel Inc. acquired a new position in shares of Arhaus in the third quarter worth $49,000. Hedge funds and other institutional investors own 27.88% of the company's stock.

Arhaus News Summary

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Q1 revenue was a record for a first quarter, rising 0.9% to $314.3M and slightly ahead of consensus, and EPS of $0.02 matched estimates — evidence the business remains resilient. Arhaus Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Company provided revenue guidance for Q2 of $350M–$370M and FY revenue guidance of $1.4B–$1.5B; the FY range overlaps consensus while the Q2 midpoint is slightly below Street expectations. Management didn’t provide explicit EPS guidance in the release. Compared to Estimates, Arhaus Q1 Earnings
• Neutral Sentiment: Management highlighted disciplined execution and branded strength on the earnings call; slide deck and transcript are available for investors wanting detail on channel and margin drivers. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Gross margin declined (down ~$1M) while SG&A rose ~1.9%, leading to net income falling 54.5% to ~$2M and adjusted EBITDA down ~3.1% to $18M — signaling margin pressure. Arhaus Reports First Quarter 2026 Financial Results
• Negative Sentiment: Key sales metrics softened: Comparable Delivered Sales fell 1.7% and Comparable Written Sales fell 5.7%, which, combined with margin softness and cautious near-term revenue pacing, likely explains downward pressure on the stock. MarketBeat Earnings Summary

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.

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