Telsey Advisory Group Comments on RH’s Q1 Earnings (NYSE:RH)

RH (NYSE:RH) – Investment analysts at Telsey Advisory Group decreased their Q1 2026 earnings estimates for shares of RH in a report issued on Thursday, April 3rd. Telsey Advisory Group analyst C. Fernandez now forecasts that the company will earn ($0.11) per share for the quarter, down from their prior estimate of $1.31. Telsey Advisory Group has a “Outperform” rating and a $280.00 price objective on the stock. The consensus estimate for RH’s current full-year earnings is $4.39 per share. Telsey Advisory Group also issued estimates for RH’s Q2 2026 earnings at $3.73 EPS, Q3 2026 earnings at $4.35 EPS, Q4 2026 earnings at $3.23 EPS, FY2026 earnings at $11.20 EPS and FY2027 earnings at $15.80 EPS.

RH has been the topic of several other research reports. Barclays cut their target price on RH from $515.00 to $436.00 and set an “overweight” rating on the stock in a research note on Thursday. UBS Group cut their price target on shares of RH from $250.00 to $235.00 and set a “neutral” rating on the stock in a research report on Thursday. Guggenheim reduced their price objective on shares of RH from $500.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday. Loop Capital lowered their target price on shares of RH from $450.00 to $190.00 and set a “hold” rating for the company in a research note on Friday. Finally, Morgan Stanley reduced their price target on shares of RH from $530.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday. Three research analysts have rated the stock with a sell rating, five have given a hold rating and nine have assigned a buy rating to the stock. Based on data from MarketBeat.com, RH presently has a consensus rating of “Hold” and a consensus target price of $293.81.

RH Stock Down 2.7 %

RH stock opened at $145.37 on Monday. RH has a twelve month low of $123.03 and a twelve month high of $457.26. The business’s fifty day moving average is $312.06 and its 200-day moving average is $348.44. The company has a market cap of $2.70 billion, a P/E ratio of 41.77, a price-to-earnings-growth ratio of 2.65 and a beta of 2.44.

RH (NYSE:RH) last announced its quarterly earnings data on Wednesday, April 2nd. The company reported $1.58 earnings per share for the quarter, missing the consensus estimate of $1.91 by ($0.33). RH had a net margin of 2.25% and a negative return on equity of 35.72%. The business had revenue of $812.41 million during the quarter, compared to analyst estimates of $828.21 million. During the same quarter in the prior year, the company earned $0.72 earnings per share. The company’s quarterly revenue was up 10.0% on a year-over-year basis.

Insider Buying and Selling

In other news, insider Edward T. Lee sold 600 shares of the stock in a transaction dated Friday, January 17th. The shares were sold at an average price of $446.73, for a total transaction of $268,038.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Eri Chaya sold 25,000 shares of the company’s stock in a transaction dated Tuesday, January 21st. The stock was sold at an average price of $450.45, for a total value of $11,261,250.00. The disclosure for this sale can be found here. Over the last three months, insiders sold 55,880 shares of company stock worth $24,550,754. 28.10% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On RH

Institutional investors and hedge funds have recently made changes to their positions in the stock. Versant Capital Management Inc grew its stake in shares of RH by 7,000.0% in the fourth quarter. Versant Capital Management Inc now owns 71 shares of the company’s stock valued at $28,000 after buying an additional 70 shares in the last quarter. UMB Bank n.a. grew its position in shares of RH by 125.8% in the 4th quarter. UMB Bank n.a. now owns 70 shares of the company’s stock valued at $28,000 after acquiring an additional 39 shares during the period. GAMMA Investing LLC grew its position in shares of RH by 533.3% in the 4th quarter. GAMMA Investing LLC now owns 76 shares of the company’s stock valued at $30,000 after acquiring an additional 64 shares during the period. Sunbelt Securities Inc. increased its stake in shares of RH by 690.0% during the 4th quarter. Sunbelt Securities Inc. now owns 79 shares of the company’s stock worth $31,000 after purchasing an additional 69 shares during the last quarter. Finally, Rakuten Securities Inc. raised its holdings in shares of RH by 180.0% in the 4th quarter. Rakuten Securities Inc. now owns 112 shares of the company’s stock valued at $44,000 after purchasing an additional 72 shares during the period. Institutional investors own 90.17% of the company’s stock.

About RH

RH, together with its subsidiaries, operates as a retailer in the home furnishings market. The company offers products in various categories, including furniture, lighting, textiles, bathware, décor, outdoor and garden, baby, child, and teen furnishings. It provides its products through rh.com, rhbabyandchild.com, rhteen.com, rhmodern.com, and waterworks.com online channels, as well as operates RH Galleries, RH outlet stores, RH Guesthouse, and Waterworks showrooms in the United States, Canada, the United Kingdom, and Germany.