Recent Stock Volatility: Restoration Hardware (RH) has been a hot topic on X lately, with discussions centering on the stock’s significant price swings. Recent posts highlight a sharp decline, with some noting a collapse tied to tariff announcements and missed earnings expectations. The stock’s fluctuations have sparked intense debates among investors.
Tariff Impact Concerns: Many on X are focusing on the potential impact of new tariffs on RH, especially given the company’s exposure to imported furniture. Comments reflect worry over how these policies could squeeze margins further. The tone around this issue is notably cautious as users speculate on future outcomes.
Mixed Investor Outlook: While some users on X see the recent dip as a potential buying opportunity, others remain skeptical about RH’s near-term recovery. Posts also mention strategic moves like global expansion as possible catalysts for growth. The conversation remains divided on the stock’s direction.
Note: This discussion summary was generated from an AI condensation of post data.
Restoration Hardware Insider Trading Activity
Restoration Hardware insiders have traded $RH stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $RH stock by insiders over the last 6 months:
- MARK S DEMILIO sold 2,000 shares for an estimated $472,259
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Restoration Hardware Hedge Fund Activity
We have seen 213 institutional investors add shares of Restoration Hardware stock to their portfolio, and 252 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ATREIDES MANAGEMENT, LP removed 473,321 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $89,462,402
- SQUAREPOINT OPS LLC removed 438,635 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $89,113,086
- DURABLE CAPITAL PARTNERS LP removed 424,663 shares (-65.7%) from their portfolio in Q3 2025, for an estimated $86,274,535
- D. E. SHAW & CO., INC. added 361,168 shares (+1563.2%) to their portfolio in Q3 2025, for an estimated $73,374,890
- WESTFIELD CAPITAL MANAGEMENT CO LP added 332,901 shares (+inf%) to their portfolio in Q3 2025, for an estimated $67,632,167
- BALYASNY ASSET MANAGEMENT L.P. removed 331,651 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $62,685,355
- MARSHALL WACE, LLP removed 274,945 shares (-98.7%) from their portfolio in Q3 2025, for an estimated $55,857,826
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Restoration Hardware Analyst Ratings
Wall Street analysts have issued reports on $RH in the last several months. We have seen 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 09/12/2025
- Stifel issued a "Buy" rating on 09/12/2025
- Barclays issued a "Overweight" rating on 09/12/2025
- Guggenheim issued a "Buy" rating on 09/12/2025
- Wells Fargo issued a "Overweight" rating on 09/08/2025
- Telsey Advisory Group issued a "Outperform" rating on 09/08/2025
- Zelman & Assoc issued a "Outperform" rating on 07/09/2025
To track analyst ratings and price targets for Restoration Hardware, check out Quiver Quantitative's $RH forecast page.
Restoration Hardware 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 $251.0.
Here are some recent targets:
- Seth Sigman from Barclays set a target price of $385.0 on 09/12/2025
- Cristina Fernandez from Telsey Advisory Group set a target price of $220.0 on 09/12/2025
- Steven Forbes from Guggenheim set a target price of $300.0 on 09/12/2025
- Max Rakhlenko from TD Cowen set a target price of $265.0 on 09/12/2025
- W. Andrew Carter from Stifel set a target price of $320.0 on 09/12/2025
- Zachary Fadem from Wells Fargo set a target price of $295.0 on 09/08/2025
- Steven Zaccone from Citigroup set a target price of $233.0 on 09/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
