Arhaus (NASDAQ:ARHS) Upgraded at Craig Hallum

Craig Hallum upgraded shares of Arhaus (NASDAQ:ARHS) from a hold rating to a buy rating in a report issued on Thursday morning, MarketBeat Ratings reports. They currently have $12.00 target price on the stock.

A number of other equities research analysts have also recently commented on the stock. Robert W. Baird set a $8.00 price target on shares of Arhaus in a report on Friday, May 8th. Stifel Nicolaus decreased their price target on shares of Arhaus from $12.00 to $11.00 and set a “buy” rating for the company in a research note on Monday, May 11th. TD Cowen dropped their price objective 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. Wall Street Zen raised shares of Arhaus from a “sell” rating to a “hold” rating in a research report on Monday, July 20th. Finally, Piper Sandler reduced their target price on Arhaus from $11.00 to $8.00 and set a “neutral” rating for the company in a research note on Monday, May 11th. Four equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $10.12.

Arhaus Price Performance

Arhaus stock opened at $9.60 on Thursday. The stock has a market capitalization of $1.36 billion, a price-to-earnings ratio of 19.20, a PEG ratio of 3.87 and a beta of 2.29. Arhaus has a 52-week low of $5.57 and a 52-week high of $12.93. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.46 and a current ratio of 1.25. The stock’s 50 day moving average price is $7.64 and its two-hundred day moving average price is $7.79.

Arhaus (NASDAQ:ARHS) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.16 by $0.12. Arhaus had a net margin of 4.91% and a return on equity of 17.42%. The company had revenue of $384.90 million during the quarter, compared to analyst estimates of $365.66 million. During the same quarter in the previous year, the business posted $0.25 EPS. Arhaus’s revenue for the quarter was up 7.5% compared to the same quarter last year. On average, equities analysts predict that Arhaus will post 0.49 earnings per share for the current year.

Institutional Trading of Arhaus

Hedge funds have recently bought and sold shares of the business. Larson Financial Group LLC increased its stake in Arhaus by 89.8% during the 3rd quarter. Larson Financial Group LLC now owns 2,780 shares of the company’s stock valued at $30,000 after purchasing an additional 1,315 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Arhaus by 4.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,478 shares of the company’s stock worth $265,000 after buying an additional 1,326 shares during the last quarter. Deutsche Bank AG lifted its stake in shares of Arhaus by 4.6% in the fourth quarter. Deutsche Bank AG now owns 39,447 shares of the company’s stock valued at $442,000 after buying an additional 1,725 shares in the last quarter. Entropy Technologies LP lifted its stake in shares of Arhaus by 7.0% in the first quarter. Entropy Technologies LP now owns 31,451 shares of the company’s stock valued at $213,000 after buying an additional 2,049 shares in the last quarter. Finally, Virtu Financial LLC grew its holdings in shares of Arhaus by 19.2% during the third quarter. Virtu Financial LLC now owns 13,402 shares of the company’s stock valued at $142,000 after buying an additional 2,161 shares during the last quarter. Institutional investors and hedge funds own 27.88% of the company’s stock.

Key Headlines Impacting Arhaus

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Q2 results exceeded expectations: Arhaus reported adjusted earnings of $0.28 per share versus the $0.16 consensus estimate, while revenue rose 7.4% year over year to $384.9 million, above the $365.7 million expected. Arhaus Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Demand and profitability improved: Comparable written sales increased 12.5% and comparable delivered sales rose 4.0%. Net income grew 13.1% to approximately $40 million, while adjusted EBITDA increased 16.8% to $70 million, supported partly by tariff recoveries. Arhaus Reports Second Quarter 2026 Financial Results
• Positive Sentiment: 2026 profit outlook was raised: Arhaus maintained its $1.43 billion–$1.47 billion revenue forecast but increased its net income outlook to $71 million–$80 million and adjusted EBITDA guidance to $160 million–$171 million, reflecting $37.8 million of received tariff refunds plus interest. Arhaus Updates 2026 Outlook After Tariff Refunds
• Positive Sentiment: Analyst sentiment improved: Craig Hallum upgraded ARHS from Hold to Buy and set a $12 price target, implying substantial upside relative to the referenced share price. Analyst Rating Update
• Neutral Sentiment: Piper Sandler raised its target to $9 but retained a Neutral rating, while Telsey Advisory Group raised its target to $10 and maintained Market Perform. The mixed ratings suggest analysts see improved fundamentals but limited near-term upside after the rally. Benzinga Analyst Update
• Negative Sentiment: The profitability benefit is partly dependent on one-time tariff refunds. Inventory increased 4.3%, cash declined following a special dividend, and third-quarter revenue guidance of $355 million–$375 million is slightly below consensus at the midpoint.

Arhaus Company Profile

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.