Analysts Cut Arhaus Price Target to $12

TD Cowen lowers target price for the home furnishings retailer

Feb. 27, 2026 at 7:57pm

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Analysts at TD Cowen have lowered their price target for Arhaus (NASDAQ:ARHS) from $13 to $12, while maintaining a "buy" rating on the stock. The brokerage cited the company's current stock price in their research note issued on Friday.

Why it matters

Arhaus is a high-end home furnishings retailer that has seen its stock price fluctuate over the past year. The lowered price target from TD Cowen reflects analysts' views on the company's near-term performance and valuation.

The details

TD Cowen's new $12 price target represents a potential upside of 43.11% from Arhaus' current trading price of $8.39. The analysts cited the company's recent financial results and market conditions in their decision to lower the target. Arhaus has received a mix of "hold" and "buy" ratings from Wall Street analysts, with a consensus price target of $11.20.

  • TD Cowen issued the updated price target on Friday, February 27, 2026.

The players

Arhaus

A U.S.-based retailer specializing in high-end home furnishings and decor, with a network of brick-and-mortar galleries across the country and a robust e-commerce platform.

TD Cowen

A brokerage firm that provides investment research and analysis on various companies and sectors.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

The takeaway

The lowered price target for Arhaus reflects the ongoing challenges facing the home furnishings industry, as well as the company's need to navigate shifting consumer preferences and market conditions. Investors will be closely watching Arhaus' performance in the coming quarters to see if the company can maintain its growth trajectory.