What is Telsey Advisory Group’s Forecast for RH Q1 Earnings?

RH (NYSE:RH) – Stock analysts at Telsey Advisory Group boosted their Q1 2026 earnings estimates for RH in a research note issued on Thursday, December 19th. Telsey Advisory Group analyst C. Fernandez now expects that the company will post earnings per share of $1.46 for the quarter, up from their previous estimate of $0.97. Telsey Advisory Group currently has a “Outperform” rating and a $500.00 target price on the stock. The consensus estimate for RH’s current full-year earnings is $5.63 per share. Telsey Advisory Group also issued estimates for RH’s Q2 2026 earnings at $3.86 EPS, Q4 2026 earnings at $3.38 EPS, FY2026 earnings at $13.20 EPS and FY2027 earnings at $18.65 EPS.

RH (NYSE:RH) last issued its quarterly earnings data on Thursday, December 12th. The company reported $2.48 EPS for the quarter, missing the consensus estimate of $2.67 by ($0.19). RH had a net margin of 2.25% and a negative return on equity of 32.76%. The firm had revenue of $811.73 million for the quarter, compared to the consensus estimate of $812.19 million. During the same period last year, the company posted ($0.42) earnings per share. The business’s revenue was up 8.1% on a year-over-year basis.

RH has been the topic of a number of other research reports. Bank of America upped their target price on RH from $310.00 to $359.00 and gave the stock a “buy” rating in a report on Friday, September 13th. Wells Fargo & Company raised their price objective on RH from $425.00 to $500.00 and gave the company an “overweight” rating in a research report on Friday, December 13th. Barclays reduced their target price on shares of RH from $340.00 to $320.00 and set an “equal weight” rating on the stock in a research report on Monday, September 16th. Stifel Nicolaus boosted their price objective on shares of RH from $420.00 to $500.00 and gave the stock a “buy” rating in a research note on Monday, December 16th. Finally, JPMorgan Chase & Co. lowered their target price on shares of RH from $345.00 to $338.00 and set an “overweight” rating for the company in a report on Monday, September 16th. Three investment analysts have rated the stock with a sell rating, five have assigned a hold rating and nine have assigned a buy rating to the company’s stock. According to data from MarketBeat, RH presently has an average rating of “Hold” and an average price target of $402.40.

RH Stock Performance

RH opened at $413.70 on Monday. The stock’s 50 day moving average price is $357.27 and its 200-day moving average price is $303.66. RH has a 52-week low of $212.43 and a 52-week high of $457.26. The stock has a market capitalization of $7.70 billion, a PE ratio of 118.88, a price-to-earnings-growth ratio of 2.73 and a beta of 2.44.

Insiders Place Their Bets

In other RH news, Director Keith Belling sold 500 shares of the stock in a transaction on Tuesday, December 17th. The stock was sold at an average price of $415.00, for a total value of $207,500.00. Following the sale, the director now owns 5,470 shares in the company, valued at $2,270,050. This trade represents a 8.38 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Edward T. Lee sold 2,000 shares of the business’s stock in a transaction that occurred on Friday, October 18th. The shares were sold at an average price of $353.57, for a total value of $707,140.00. The disclosure for this sale can be found here. 28.10% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On RH

Several large investors have recently modified their holdings of the business. Anomaly Capital Management LP raised its stake in RH by 503.6% in the second quarter. Anomaly Capital Management LP now owns 349,227 shares of the company’s stock valued at $85,365,000 after buying an additional 291,368 shares during the last quarter. Two Sigma Advisers LP lifted its holdings in RH by 141.5% in the third quarter. Two Sigma Advisers LP now owns 159,600 shares of the company’s stock valued at $53,375,000 after acquiring an additional 93,500 shares during the period. Marshall Wace LLP lifted its stake in shares of RH by 58.6% in the 2nd quarter. Marshall Wace LLP now owns 174,324 shares of the company’s stock valued at $42,612,000 after purchasing an additional 64,423 shares during the period. Victory Capital Management Inc. grew its position in RH by 77.0% during the second quarter. Victory Capital Management Inc. now owns 128,711 shares of the company’s stock valued at $31,462,000 after buying an additional 55,999 shares during the period. Finally, Allspring Global Investments Holdings LLC raised its position in shares of RH by 24.2% in the second quarter. Allspring Global Investments Holdings LLC now owns 227,247 shares of the company’s stock worth $55,548,000 after acquiring an additional 44,278 shares during the period. Institutional investors own 90.17% of the company’s stock.

RH Company Profile

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.