William Blair Forecasts Arhaus' Q4 Earnings (NASDAQ:ARHS)

Key Points

• William Blair analysts have revised their Q4 2025 earnings estimate for Arhaus down to $0.09 per share, from a previous forecast of $0.12, indicating a pessimistic outlook.
• Guggenheim and Stifel Nicolaus have both reduced their price targets for Arhaus, now rated at "buy" and "hold" respectively, reflecting shifting analyst sentiment.
• Arhaus reported a 15.6% increase in quarterly revenue compared to last year, with earnings of $0.25 per share exceeding the consensus estimate of $0.15.

Arhaus, Inc. (NASDAQ:ARHS - Free Report) - Equities research analysts at William Blair cut their Q4 2025 earnings estimates for Arhaus in a report released on Thursday, August 7th. William Blair analyst P. Blee now expects that the company will post earnings per share of $0.09 for the quarter, down from their previous forecast of $0.12. The consensus estimate for Arhaus' current full-year earnings is $0.46 per share.

Arhaus (NASDAQ:ARHS - Get Free Report) last announced its earnings results on Thursday, August 7th. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.15 by $0.10. The company had revenue of $358.44 million during the quarter, compared to the consensus estimate of $333.39 million. Arhaus had a net margin of 5.33% and a return on equity of 20.08%. Arhaus's revenue was up 15.6% compared to the same quarter last year. During the same period last year, the firm earned $0.16 earnings per share.

Several other brokerages also recently weighed in on ARHS. Wall Street Zen upgraded shares of Arhaus from a "sell" rating to a "hold" rating in a research note on Saturday, July 12th. Cowen restated a "buy" rating on shares of Arhaus in a research note on Friday, August 8th. Stifel Nicolaus lifted their price objective on shares of Arhaus from $10.00 to $14.00 and gave the stock a "buy" rating in a research note on Friday. Raymond James Financial began coverage on shares of Arhaus in a research note on Monday, June 9th. They set a "market perform" rating for the company. Finally, Telsey Advisory Group reiterated a "market perform" rating and set a $10.00 price objective on shares of Arhaus in a research note on Monday, August 4th. Twelve analysts have rated the stock with a hold rating and four have given a buy rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $10.83.

Arhaus Stock Up 2.5%

ARHS traded up $0.31 during trading on Monday, hitting $12.68. The stock had a trading volume of 294,658 shares, compared to its average volume of 1,964,239. The company has a market capitalization of $1.79 billion, a PE ratio of 25.36, a PEG ratio of 7.32 and a beta of 2.56. Arhaus has a twelve month low of $6.61 and a twelve month high of $13.97. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.61 and a current ratio of 1.33. The stock has a 50 day simple moving average of $9.31 and a two-hundred day simple moving average of $9.35.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. GAMMA Investing LLC increased its holdings in Arhaus by 185.1% in the second quarter. GAMMA Investing LLC now owns 3,150 shares of the company's stock valued at $27,000 after buying an additional 2,045 shares in the last quarter. BNP Paribas Financial Markets purchased a new position in Arhaus in the fourth quarter valued at $58,000. Cetera Investment Advisers purchased a new position in Arhaus in the fourth quarter valued at $99,000. Canada Pension Plan Investment Board increased its holdings in Arhaus by 28.9% in the second quarter. Canada Pension Plan Investment Board now owns 12,500 shares of the company's stock valued at $108,000 after buying an additional 2,800 shares in the last quarter. Finally, Freestone Grove Partners LP purchased a new position in Arhaus in the fourth quarter valued at $113,000. Hedge funds and other institutional investors own 27.88% of the company's stock.

About Arhaus

Arhaus, Inc operates as a lifestyle brand and premium retailer in the home furnishings market in the United States. It provides merchandise assortments across various categories, including furniture, lighting, textiles, décor, and outdoor. The company's furniture products comprise bedroom, dining room, living room, and home office furnishings, which includes sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases, modular storage, and other items; and outdoor products, such as outdoor dining tables, chairs, chaises and other furniture, lighting, textiles, décor, umbrellas, and fire pits.