Piper Sandler Forecasts Strong Price Appreciation for Arhaus (NASDAQ:ARHS) Stock

Key Points

• Piper Sandler raised Arhaus’s price target from $8 to $9 while maintaining a “neutral” rating, implying roughly 4% downside from the stock’s $9.38 price. The broader analyst consensus remains “Hold,” with an average target of $10.12.
• Arhaus reported quarterly EPS of $0.28, beating the $0.16 consensus, while revenue reached $384.9 million versus expectations of $365.7 million—up 7.5% year over year.
• Institutional investors own 27.88% of Arhaus shares, while the stock has traded between $5.57 and $12.93 over the past year. The company maintained its 2026 revenue outlook and raised adjusted EBITDA guidance, although some of the increase reflects nonrecurring tariff refunds.

Arhaus (NASDAQ:ARHS - Get Free Report) had its price objective raised by stock analysts at Piper Sandler from $8.00 to $9.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a "neutral" rating on the stock. Piper Sandler's price target would indicate a potential downside of 4.00% from the company's current price.

A number of other brokerages also recently commented on ARHS. Weiss Ratings restated a "hold (c-)" rating on shares of Arhaus in a research note on Wednesday, June 17th. TD Cowen lowered their price target on shares of Arhaus from $9.00 to $8.00 and set a "buy" rating for the company in a research report on Monday, May 11th. Wall Street Zen raised shares of Arhaus from a "sell" rating to a "hold" rating in a report on Monday, July 20th. Guggenheim reduced their target price on shares of Arhaus from $14.00 to $12.00 and set a "buy" rating for the company in a research note on Friday, May 8th. Finally, Robert W. Baird set a $10.00 price target on Arhaus in a research report on Friday. Four equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $10.12.

Arhaus Stock Down 3.2%

Shares of Arhaus stock traded down $0.30 on Friday, hitting $9.38. 768,283 shares of the company's stock traded hands, compared to its average volume of 1,346,187. Arhaus has a 52-week low of $5.57 and a 52-week high of $12.93. The company has a quick ratio of 0.46, a current ratio of 1.25 and a debt-to-equity ratio of 0.14. The stock has a market cap of $1.33 billion, a P/E ratio of 19.99, a PEG ratio of 3.31 and a beta of 2.29. The firm's 50-day moving average is $7.58 and its 200 day moving average is $7.77.

Arhaus (NASDAQ:ARHS - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.28 EPS for the quarter, beating the consensus estimate of $0.16 by $0.12. The business had revenue of $384.90 million during the quarter, compared to analyst estimates of $365.66 million. Arhaus had a net margin of 4.67% and a return on equity of 16.39%. The company's quarterly revenue was up 7.5% on a year-over-year basis. During the same period in the previous year, the business posted $0.25 EPS. Equities analysts anticipate that Arhaus will post 0.47 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of ARHS. Larson Financial Group LLC increased its stake in Arhaus by 89.8% during the 3rd quarter. Larson Financial Group LLC now owns 2,780 shares of the company's stock valued at $30,000 after purchasing an additional 1,315 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Arhaus by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,478 shares of the company's stock valued at $265,000 after acquiring an additional 1,326 shares during the last quarter. Deutsche Bank AG boosted its stake in shares of Arhaus by 4.6% during the fourth quarter. Deutsche Bank AG now owns 39,447 shares of the company's stock valued at $442,000 after purchasing an additional 1,725 shares during the period. Entropy Technologies LP grew its holdings in Arhaus by 7.0% in the 1st quarter. Entropy Technologies LP now owns 31,451 shares of the company's stock worth $213,000 after acquiring an additional 2,049 shares during the last quarter. Finally, Virtu Financial LLC raised its stake in shares of Arhaus by 19.2% during the third quarter. Virtu Financial LLC now owns 13,402 shares of the company's stock valued at $142,000 after acquiring an additional 2,161 shares during the last quarter. 27.88% of the stock is currently owned by institutional investors.

Trending Headlines about Arhaus

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Arhaus reported Q2 revenue of approximately $385 million, up 7.4% year over year and above estimates of $365.7 million. Adjusted EPS was $0.28 versus the $0.16 consensus and $0.25 a year earlier, providing the main catalyst for investor optimism. Arhaus Q2 earnings report
• Positive Sentiment: Operating momentum was also encouraging: comparable written sales rose 12.5%, comparable delivered sales increased 4.0%, net income climbed 13.1% to $40 million, and adjusted EBITDA grew 16.8% to $70 million. The company ended the quarter with 109 showrooms and continues to plan 10–14 showroom projects in 2026. Arhaus Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Craig-Hallum upgraded ARHS from “hold” to “buy” and set a $12 price target. Telsey Advisory Group separately raised its target from $8 to $10, while maintaining a “market perform” rating. These targets suggest additional upside and reinforce the improved earnings outlook.
• Neutral Sentiment: Arhaus maintained its 2026 revenue outlook at $1.43 billion–$1.47 billion and raised adjusted EBITDA guidance to $160 million–$171 million, largely reflecting $37.8 million of IEEPA tariff refunds and $1.3 million of interest. The profitability benefit is meaningful, but much of it is nonrecurring. Arhaus updates 2026 outlook
• Negative Sentiment: Third-quarter revenue guidance of $355 million–$375 million is roughly in line with, but slightly below, the $371.5 million consensus at the midpoint. Investors may also note that year-to-date comparable delivered sales increased only 1.4%, inventory rose 4.3%, and cash declined following a $49 million special dividend.

Arhaus Company Profile

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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