RH (RH) News Today

RH (NYSE:RH) shares have seen mixed signals recently, with strong institutional and analyst support offset by price-target cuts and insider selling ahead of its Q1 earnings report. Key factors influencing the stock include:

• Insider & Institutional Confidence: Insider ownership remains high at around 28%, and major institutions have been adding to their positions, indicating long-term faith in RH’s transformation into a luxury lifestyle brand (InsiderTrades).
• Analyst Bullishness: Despite some target cuts, firms like Bank of America, Wedbush, Citigroup, Morgan Stanley and Telsey Advisory maintain buy/outperform/overweight ratings with median price targets well above current levels (Quiver Quantitative).
• Short‐Interest Catalyst: With short interest north of 20% of the float, a strong earnings showing or positive tariff resolution could trigger a short-covering rally (InsiderTrades).
• Q1 Revenue Growth: Analysts project revenue growth driven by new product expansions and a wider global rollout, although margin headwinds are expected to persist (Zacks).
• Broader Metric Focus: Investors are monitoring gross margins, inventory levels and other non-GAAP metrics—not just top- and bottom-line figures—to assess operational leverage in the quarter (Zacks).
• Earnings Preview: Street estimates call for roughly $843 million in Q1 revenue and an EPS loss near $0.08 per share (Quiver Quantitative).
• Price‐Target Reductions: Telsey Advisory lowered its target from $280 to $255, and Wells Fargo cut its target from $300 to $250, pointing to margin pressure and broader market uncertainty (MarketBeat).
• Earnings Estimate Downgrade: Telsey also trimmed its Q4 2026 EPS forecast from $3.23 to $3.11, reflecting concerns over thinning margins.
• Insider Selling: RH insiders have executed 22 share sales and no purchases over the past six months, which may weigh on sentiment despite their high ownership levels (Quiver Quantitative).