Arhaus’s fair value estimate has recently been revised downward from $12.08 to $11.46 per share as analysts weigh the company’s performance and updated corporate outlook. This adjustment reflects both optimism about Arhaus’s long-term brand momentum, as well as caution regarding near-term growth trends and risks. Stay tuned to discover how investors can keep track of these evolving assessments and future changes in the narrative around Arhaus stock.

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Analyst commentary on Arhaus has highlighted both supportive and cautious perspectives following the company’s recent performance update and quarterly results.

🐂 Bullish Takeaways

• Stifel maintained a Buy rating on Arhaus, reflecting continued confidence in the company’s long-term growth potential and execution.

• Despite lowering their price target from $14 to $12, Stifel still sees room for upside and suggests that recent results support the brand’s ongoing momentum.

• Analysts reward effective corporate execution, transparent guidance, and disciplined cost control as positive drivers for Arhaus’s valuation and future prospects.

• Some bullish analysts caution that valuation and near-term risks may limit further upside in the short term.

🐻 Bearish Takeaways

• Morgan Stanley lowered its price target to $10.50 from $12.50, underscoring a more cautious outlook and maintaining an Equal Weight rating.

• The reduction in price target signals increased reservations around Arhaus’s near-term growth trends, with analysts pointing to risk factors that could impact valuation.

• Bearish perspectives highlight concerns about whether the current share price already reflects most of the anticipated upside, especially amid ongoing market and company-specific uncertainties.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• Arhaus, Inc. confirmed its earnings guidance for the fourth quarter of fiscal year 2025, forecasting net revenue in the range of $336 million to $366 million and net income between $6 million and $16 million.

• The company raised the lower end of its full-year 2025 outlook, now anticipating net revenue between $1.35 billion and $1.38 billion and net income ranging from $58 million to $68 million.

• Arhaus opened its largest showroom to date in Old Pasadena. The location spans 38,600 square feet and marks its twelfth location in California. The new space offers complimentary design services to customers.

• The brand unveiled its annual style issue and Fall 2025 Collection, introducing new product lines and highlighting an expanded range of design services available in-store and online.