RH Revenue Outlook Disappoints But Investors Still Undervaluing Stock -- Market Talk

Dow Jones
Sep 12, 2025

09:53 ET -- RH reducing its full-year outlook was disappointing given previous commentary from the company, but investors are still undervaluing the company's fundamentals, says Stifel analyst W. Andrew Carter, who cuts RH's price target to $320 from $390 but maintains a buy rating. The company is seeing traction internationally and reported a stronger second-quarter free cash flow. But Carter acknowledges uncertainty around tariffs may limit investor interest. Regarding tariffs, "we believe RH would be positioned as a winner long-term, but the headwinds/performance through this first wave has fallen short of the posturing offered on the 4Q24 earnings call," Carter says. (nicholas.miller@wsj.com)

 

(END) Dow Jones Newswires

September 12, 2025 09:53 ET (13:53 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10