Tariff Investigation Announcement: President Trump announced a major tariff investigation on furniture imports to the U.S., which could lead to higher duties on foreign furniture.
Impact on Furniture Retailers: Following the announcement, shares of furniture retailer RH fell by 7.5% in after-hours trading.
Job Market Concerns: Trump emphasized that the investigation aims to revitalize the furniture manufacturing industry in states like North Carolina and South Carolina, where employment has significantly declined since 1979.
Broader National Security Probes: This investigation is part of a series of national security probes into various imported products, including wind turbines and metals, as the administration seeks to assess the implications of these imports.
RH
$167.59+Infinity%1D
Analyst Views on RH
Wall Street analysts forecast RH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RH is 274.30 USD with a low forecast of 200.00 USD and a high forecast of 385.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast RH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RH is 274.30 USD with a low forecast of 200.00 USD and a high forecast of 385.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
5 Hold
1 Sell
Moderate Buy
Current: 163.670
Low
200.00
Averages
274.30
High
385.00
Current: 163.670
Low
200.00
Averages
274.30
High
385.00
Barclays
Seth Sigman
Overweight -> Overweight
downgrade
$385 -> $283
2025-12-15
New
Reason
Barclays
Seth Sigman
Price Target
$385 -> $283
2025-12-15
New
downgrade
Overweight -> Overweight
Reason
Barclays analyst Seth Sigman lowered the firm's price target on RH to $283 from $385 and keeps an Overweight rating on the shares following the Q3 report. The company's revenue was relatively in line for Q3 but tariffs are creating more pressure, driving estimates lower, the analyst tells investors in a research note.
Baird
Peter Benedict
Neutral
downgrade
$235 -> $180
2025-12-12
New
Reason
Baird
Peter Benedict
Price Target
$235 -> $180
2025-12-12
New
downgrade
Neutral
Reason
Baird analyst Peter Benedict lowered the firm's price target on RH to $180 from $235 and keeps a Neutral rating on the shares. The firm updated its model following Q3 results.
UBS
Neutral
downgrade
$215 -> $188
2025-12-12
New
Reason
UBS
Price Target
$215 -> $188
2025-12-12
New
downgrade
Neutral
Reason
UBS lowered the firm's price target on RH to $188 from $215 and keeps a Neutral rating on the shares.
TD Cowen
Buy
downgrade
$265 -> $200
2025-12-12
New
Reason
TD Cowen
Price Target
$265 -> $200
2025-12-12
New
downgrade
Buy
Reason
TD Cowen lowered the firm's price target on RH to $200 from $265 and keeps a Buy rating on the shares. The firm said they were encouraged by 3Q's strong FCF, which they think continues, and solid 3Q core GM, ex tariffs and rent. The 4Q EBIT margin cut was driven by the revenue cut and higher tariffs, but core drivers remain unchanged.
About RH
RH is a retailer and luxury lifestyle brand operating primarily in the home furnishings market. The Company offers collections through its retail galleries, sourcebooks, and online at RH.com, RHModern.RH.com, RHBabyandChild.RH.com, RHTEEN.RH.com and Waterworks.com. The Company offers merchandise assortments across a number of categories, including furniture, lighting, textiles, bathware, decor, outdoor and garden, and baby, child and teen furnishings. Its segments include RH Segment, Waterworks and Real Estate. The RH Segment and Waterworks segments include all sales channels accessed by its customers, including sales through retail locations and outlets, including hospitality, websites, sourcebooks, and the trade and contract channels. The Real Estate segment represents operations associated with certain of its equity method investments and consolidated variable interest entities that are non-wholly owned subsidiaries and have operations that are not directly related to its segments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
