Arhaus (NASDAQ:ARHS) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

Arhaus (NASDAQ:ARHS) had its target price increased by investment analysts at Telsey Advisory Group from $8.00 to $10.00 in a research note issued on Friday. The firm currently has a “market perform” rating on the stock. Telsey Advisory Group’s price target points to a potential upside of 3.31% from the company’s previous close.

ARHS has been the topic of several other reports. Weiss Ratings reissued a “hold (c-)” rating on shares of Arhaus in a report on Wednesday, June 17th. Piper Sandler dropped their price target on Arhaus from $11.00 to $8.00 and set a “neutral” rating for the company in a research note on Monday, May 11th. Craig Hallum raised shares of Arhaus from a “hold” rating to a “buy” rating and set a $12.00 price objective for the company in a research report on Thursday. Wall Street Zen upgraded shares of Arhaus from a “sell” rating to a “hold” rating in a research note on Monday, July 20th. Finally, TD Cowen decreased their target price on shares of Arhaus from $9.00 to $8.00 and set a “buy” rating on the stock in a report on Monday, May 11th. Four analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $10.03.

Arhaus Trading Up 17.6%

Shares of NASDAQ:ARHS opened at $9.68 on Friday. The company has a market capitalization of $1.37 billion, a P/E ratio of 20.60, a P/E/G ratio of 3.31 and a beta of 2.29. Arhaus has a 1 year low of $5.57 and a 1 year high of $12.98. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.25 and a quick ratio of 0.46. The business’s 50 day simple moving average is $7.58 and its 200 day simple moving average is $7.77.

Arhaus (NASDAQ:ARHS) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.28 EPS for the quarter, topping analysts’ consensus estimates of $0.16 by $0.12. The firm had revenue of $384.90 million for the quarter, compared to analyst estimates of $365.66 million. Arhaus had a return on equity of 16.39% and a net margin of 4.67%.The company’s revenue was up 7.5% on a year-over-year basis. During the same quarter last year, the company earned $0.25 EPS. On average, research analysts anticipate that Arhaus will post 0.47 EPS for the current fiscal year.

Institutional Trading of Arhaus

Institutional investors and hedge funds have recently modified their holdings of the business. Simcoe Capital LLC bought a new position in shares of Arhaus in the 4th quarter valued at $4,592,000. Tudor Investment Corp ET AL acquired a new stake in shares of Arhaus during the 3rd quarter valued at $1,897,000. Arrowstreet Capital Limited Partnership grew its position in Arhaus by 95.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 459,025 shares of the company’s stock worth $3,112,000 after acquiring an additional 223,692 shares during the last quarter. AGP Franklin LLC acquired a new position in Arhaus in the 4th quarter worth about $1,705,000. Finally, UBS Group AG increased its holdings in Arhaus by 43.3% in the 4th quarter. UBS Group AG now owns 1,098,150 shares of the company’s stock worth $12,310,000 after purchasing an additional 331,961 shares in the last quarter. 27.88% of the stock is currently owned by institutional investors.

Key Stories Impacting Arhaus

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Q2 results exceeded expectations: Earnings per share were $0.28 versus the $0.16 analyst consensus, while revenue rose 7.4% year over year to $384.9 million, surpassing the $365.7 million estimate. Arhaus Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Profitability and demand improved: Net income increased 13.1% to about $40 million, adjusted EBITDA rose 16.8% to $70 million, comparable delivered sales increased 4.0%, and comparable written sales jumped 12.5%. Product launches, customization and showroom expansion supported the momentum. Arhaus Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Outlook and analyst sentiment strengthened: Arhaus maintained its full-year revenue outlook of $1.43 billion to $1.47 billion and raised adjusted EBITDA guidance to $160 million-$171 million after receiving $37.8 million in tariff refunds plus $1.3 million of interest. Craig Hallum upgraded the shares from “hold” to “buy” and set a $12 price target. Arhaus Updates 2026 Outlook
• Neutral Sentiment: Investors should distinguish recurring performance from temporary benefits: The $23.8 million tariff recovery materially boosted Q2 gross margin and EBITDA, while year-to-date comparable delivered sales remained modest at 1.4%. Inventory increased 4.3% and cash declined 10.6%, primarily because of a $49 million special dividend, though the company reported no long-term debt.

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.