Consumer Preference Will Reshape US Premium Home Environments

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

12 Sep 24

Updated

26 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-1.6%

7D

0.5%

Loading

1Y

-1.6%

7D

0.5%

You can edit this narrative until Nov 27 10:05 PM. Then, changes will post as Updates.

Author's Valuation

US$11.236.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 26 Nov 25

Fair value Decreased 2.01%

ARHS: Expanding Showrooms And Design Services Will Drive Forthcoming Revenue Upside

Arhaus's analyst price target has been lowered by analysts to a range of $10.50 to $12 from previous levels of $12.50 to $14, reflecting slightly more cautious expectations following the company’s recent Q3 report and modest adjustments to growth and profitability forecasts. Analyst Commentary Following Arhaus's Q3 report, analysts offered a measured assessment of the company's outlook, adjusting price targets to reflect updated expectations around growth and execution.

Shared on 07 Nov 25

Fair value Decreased 5.15%

ARHS: Brand Momentum And Margin Stability Will Support Market Share Expansion

Arhaus's average analyst price target has been revised downward, declining by approximately $0.62 per share. Analysts have adjusted forecasts in light of slightly more cautious growth and margin outlooks following the recent company report.

Shared on 08 Aug 25

Fair value Increased 22%

Despite a modest downgrade in revenue growth forecasts, Arhaus’s rising future P/E indicates improved sentiment or higher expected profitability, resulting in a higher analyst price target from $9.88 to $11.38. What's in the News Arhaus provided Q3 2025 guidance with expected net revenue of $320 million to $350 million and net income of $7 million to $17 million; full year 2025 guidance reaffirmed with net revenue of $1.29 billion to $1.38 billion and net income of $48 million to $68 million.

Shared on 01 May 25

Fair value Decreased 15%

Shared on 23 Apr 25

Fair value Increased 18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 16%

Shared on 09 Apr 25

Fair value Decreased 2.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.41%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 11 Mar 25

Fair value Decreased 1.47%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

US$11.23

6.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.39%

Specialty Stores revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.32%

Calculation

US$87.72m

Earnings '28

x

23.76x

PE Ratio '28

=

US$2.08b

Market Cap '28

US$2.08b

Market Cap '28

/

142.52m

No. shares '28

=

US$14.63

Share Price '28

US$14.63 Share Price '28

Discounted to 2025 @ 9.34% p.a.

=

US$11.19

Fair Value '25