RH (RH) Stock Falls on Q1 2026 Earnings

RH (ticker: RH) reported first-quarter 2026 revenue of $800.3 million, down 1.7% year over year and slightly below the consensus estimate of $816.8 million.

Key income statement highlights:

Gross profit: $331.3 million (-6.8% YoY).

Operating profit: $34.2 million (-38.8% YoY).

Net loss attributable to common shareholders: -$13.7 million (-270.4% YoY).

Diluted earnings per share: -$0.73 (-282.5% YoY).

Cost of sales: $469.1 million (+2.3% YoY).

Cash flow and balance sheet snapshots:

Cash from operating activities: $52.5 million (-39.4% YoY).

Purchases of property, plant and equipment: -$39.2 million (-25.4% YoY).

Cash and cash equivalents: $53.8 million (+16.8% YoY).

Total liabilities: $4.89 billion (+2.7% YoY).

Diluted EPS of -$0.73 compared with an estimate of -$2.18. The stock was down 4.08% since market open this morning.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

RH Insider Trading Activity

RH insiders have traded $RH stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.

Here’s a breakdown of recent trading of $RH stock by insiders over the last 6 months:

ERI CHAYA (SEE REMARKS) has made 0 purchases and 13 sales selling 25,000 shares for an estimated $3,370,475.
MARK S DEMILIO has made 0 purchases and 4 sales selling 5,154 shares for an estimated $1,100,147.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

RH Hedge Fund Activity

We have seen 211 institutional investors add shares of RH stock to their portfolio, and 255 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ALYESKA INVESTMENT GROUP, L.P. added 1,504,205 shares (+1138.5%) to their portfolio in Q1 2026, for an estimated $210,317,943
MILLENNIUM MANAGEMENT LLC added 536,709 shares (+2749.0%) to their portfolio in Q1 2026, for an estimated $75,042,652
ALLIANCEBERNSTEIN L.P. removed 471,817 shares (-96.3%) from their portfolio in Q1 2026, for an estimated $65,969,452
CAPITAL RESEARCH GLOBAL INVESTORS added 340,523 shares (+inf%) to their portfolio in Q1 2026, for an estimated $47,611,925
D. E. SHAW & CO., INC. removed 339,542 shares (-88.4%) from their portfolio in Q4 2025, for an estimated $60,828,949
WESTFIELD CAPITAL MANAGEMENT CO LP removed 332,901 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $59,639,214
BALYASNY ASSET MANAGEMENT L.P. removed 278,020 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $38,872,756

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

RH Congressional Stock Trading

Members of Congress have traded $RH stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $RH stock by members of Congress over the last 6 months:

REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $100,000 on 03/19 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

RH Analyst Ratings

Wall Street analysts have issued reports on $RH in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

TD Cowen issued a "Buy" rating on 01/20/2026
Morgan Stanley issued a "Overweight" rating on 01/15/2026

To track analyst ratings and price targets for RH, check out Quiver Quantitative's $RH forecast page.

RH Price Targets

Multiple analysts have issued price targets for $RH recently. We have seen 11 analysts offer price targets for $RH in the last 6 months, with a median target of $155.0.

Here are some recent targets:

Peter Benedict from Baird set a target price of $150.0 on 06/12/2026
Steven Forbes from Guggenheim set a target price of $200.0 on 06/12/2026
Zachary Fadem from Wells Fargo set a target price of $175.0 on 06/12/2026
Michael Lasser from UBS set a target price of $155.0 on 06/09/2026
Kate McShane from Goldman Sachs set a target price of $88.0 on 04/07/2026
Seth Sigman from Barclays set a target price of $202.0 on 04/02/2026
Steven Zaccone from Citigroup set a target price of $150.0 on 04/02/2026