Why RH (RH) Stock Is Up Today | Quiver Quantitative

RH (RH) is up 8.2% today. Here is some analysis on what might have caused this price movement.

Analysis: There does not appear to be a fresh company announcement on July 15, so the rally looks tied to investors continuing to react to RH’s stronger-than-expected June quarter update and improved full-year outlook. This could also be because RH remains heavily shorted, making the stock more prone to sharp upside moves when sentiment improves. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1528849/000110465926072941/rh-20260611xex99d2.htm))

Details:

RH said in its June 11 shareholder letter that first-quarter revenue was $800.3 million, down 1.7%, while adjusted EBITDA margin was 7.1%; management said results exceeded the high end of its expectations despite tariff-related sourcing disruption. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1528849/000110465926072941/rh-20260611xex99d2.htm))

RH raised its fiscal 2026 outlook to revenue growth of 4.5% to 8.0% and adjusted EBITDA margin of 14.2% to 16.0%, signaling more confidence in the second half of the year. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1528849/000110465926072941/rh-20260611xex99d2.htm))

Last week, a major Wall Street firm upgraded RH to Neutral from Sell and sharply lifted its price target to $155, pointing to a more stable outlook after the earnings release. ([investing.com](https://www.investing.com/news/analyst-ratings/goldman-sachs-upgrades-restoration-hardware-stock-rating-on-stabilization-outlook-93CH-4781009?utm_source=openai))

RH also disclosed on July 8 that Chairman and CEO Gary Friedman sold 125,000 shares for personal financial obligations, while still retaining about 4.93 million shares, or roughly 23.88% of the company. With that disclosure now absorbed, some of the recent selling overhang may be easing. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1528849/000110465926081857/rh-20260708xex99d1.htm))

Sources:

SEC, Benzinga, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$RH Insider Trading Activity

$RH insiders have traded $RH stock on the open market 32 times in the past 6 months. Of those trades, 3 have been purchases and 29 have been sales.

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

GARY G FRIEDMAN (CHAIRMAN & CEO) has made 0 purchases and 11 sales selling 125,000 shares for an estimated $20,668,230.
ERI CHAYA (SEE REMARKS) has made 0 purchases and 13 sales selling 25,000 shares for an estimated $3,370,475.
CARLOS ALBERINI has made 3 purchases buying 11,388 shares for an estimated $1,832,322 and 0 sales.
MARK S DEMILIO has made 0 purchases and 5 sales selling 10,003 shares for an estimated $1,684,699.

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 181 institutional investors add shares of $RH stock to their portfolio, and 172 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
BALYASNY ASSET MANAGEMENT L.P. removed 278,020 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $38,872,756
SENVEST MANAGEMENT, LLC removed 206,358 shares (-24.5%) from their portfolio in Q1 2026, for an estimated $28,852,975
MORGAN STANLEY added 179,508 shares (+50.7%) to their portfolio in Q1 2026, for an estimated $25,098,808

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 1 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

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 12 analysts offer price targets for $RH in the last 6 months, with a median target of $160.5.

Here are some recent targets:

Kate McShane from Goldman Sachs set a target price of $155.0 on 07/08/2026
Steven Zaccone from Citigroup set a target price of $166.0 on 06/15/2026
Peter Benedict from Baird set a target price of $150.0 on 06/12/2026
Zachary Fadem from Wells Fargo set a target price of $175.0 on 06/12/2026
Steven Forbes from Guggenheim set a target price of $200.0 on 06/12/2026
W. Andrew Carter from Stifel set a target price of $130.0 on 06/12/2026
Michael Lasser from UBS set a target price of $155.0 on 06/09/2026

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.