Arhaus, Inc. (ARHS) Stock Price & Analysis
Arhaus, Inc. (ARHS) closed at USD 11.53 on Thursday, October 22, 2026, up 5.39% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 10.94; the Oct 22, 2026 session ranged USD 10.88–11.62 on volume of 2,884,125 shares. Market capitalization is $1.63B, with a 52-week range of USD 5.57–12.08 (NMS). Source: Nexqual, retrieved October 23, 2026 at 13:29 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ARHS.md
Key facts (ARHS)
- Last four reported quarters (through Jun 30, 2026): revenue $1.41B, net income $69.2M (4.9% margin), free cash flow $40.9M (SEC filings).
- Valuation: P/E 23.6x (avg 18.7x at the last 3 fiscal year-ends).
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $30K; 1 not under a Rule 10b5-1 plan ($30K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.33 on a 1–5 scale) (15 analysts), mean target USD 11.19 (range 9–13).
- Total return with dividends: 1Y +16.3% vs S&P 500 +14.9%; 5Y +2.5% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 0.09, revenue estimate $370M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ARHS)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $797M | $1.23B | $1.29B | $1.27B | $1.38B | $1.41B |
| Gross profit | $330M | $525M | $540M | $501M | $536M | — |
| Operating income | $33.4M | $185M | $164M | $87.0M | $88.9M | $93.1M |
| Net income | $21.1M | $137M | $125M | $68.5M | $67.3M | $69.2M |
| EPS (diluted) | $0.18 | $0.98 | $0.89 | $0.49 | $0.48 | — |
| Free cash flow | $98.4M | $21.8M | $75.2M | $39.7M | $59.0M | $40.9M |
| Gross margin | 41.4% | 42.7% | 42.0% | 39.4% | 38.9% | — |
| Operating margin | 4.2% | 15.0% | 12.8% | 6.8% | 6.4% | 6.6% |
| Net margin | 2.6% | 11.1% | 9.7% | 5.4% | 4.9% | 4.9% |
| Revenue growth | +57.1% | +54.2% | +4.8% | -1.3% | +8.5% | — |
| Cash + short-term investments | $124M | $145M | $223M | $198M | $253M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ARHS)
P/E 23.6x · P/S 1.2x · P/FCF 39.9x · P/B 3.9x · FCF yield 2.50% · Earnings yield 4.24% · Dividend yield (paid, TTM) 3.04%
P/E at fiscal year-ends: Dec 2025 23.6x, Dec 2024 19.3x, Dec 2023 13.3x.
Insider sales (SEC Form 4, open-market, last ~7 months) (ARHS)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-08 | Doody Alton F Iii | Director | 3,500 | $30K | 3.9% | No | Too little history (no open-market trades in 2024 or 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ARHS)
Consensus Buy (mean 2.33 on a 1–5 scale), 15 analysts; mean target USD 11.19 (low 9, high 13).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | Telsey Advisory Group | Target raised | Market Perform | $10 → $11 |
| 2026-10-20 | Piper Sandler | Upgrade | Neutral → Overweight | $9 → $13 |
| 2026-09-21 | Jefferies | Upgrade | Hold → Buy | $9.5 → $10 |
| 2026-08-07 | Telsey Advisory Group | Target raised | Market Perform | $8 → $10 |
| 2026-08-07 | Morgan Stanley | Target raised | Equal-Weight | $9 → $10 |
| 2026-08-07 | Piper Sandler | Target raised | Neutral | $8 → $9 |
Total return (dividends reinvested) (ARHS)
| 1Y (from 2025-10-23) | 5Y (from 2021-11-01) | |
|---|---|---|
| Total return | +16.3% | +2.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +16.4% | +0.5% |
| Volatility (annualized) | 57.4% | 65.0% |
| Max drawdown | -49.2% (Dec 2025→May 2026) | -69.3% (Jun 2024→May 2026) |
ARHS suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Alphabet (Google) (GOOGL) | “In particular, we rely on search engines, such as Google, and social media platforms such as Instagram, Facebook, TikTok and Pinterest as important marketing channels.” |
| Supplier | Meta Platforms (META) | “In particular, we rely on search engines, such as Google, and social media platforms such as Instagram, Facebook, TikTok and Pinterest as important marketing channels.” |
| Supplier | ByteDance | “In particular, we rely on search engines, such as Google, and social media platforms such as Instagram, Facebook, TikTok and Pinterest as important marketing channels.” |
| Partner | Pagoda Partners | “In November 2000, the Company entered into a lease agreement with Pagoda Partners, LLC, a company of which John Reed, our CEO, indirectly owns 50%, for our warehouse in Walton Hills, Ohio.” |
| Partner | Premier Conover | “In March 2021, the Company entered into a lease agreement with Premier Conover, LLC, a company of which our CEO indirectly owns 40%, for a distribution center and manufacturing building.” |
Quoted from the company's 10-K filed Feb 26, 2026.
ARHS company outlook (results filed Aug 6, 2026)
- “(3) Total Showroom Projects is defined as the number of Showroom projects completed during the period, including new Showroom openings, relocat”
Quoted word-for-word from the SEC 8-K results press release.
ARHS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.09 | $0.13 | -32.9% | $370.3M | 15 |
| Next quarter (ends Dec 2026) | $0.15 | $0.17 | -8.1% | $392.8M | 15 |
| Current fiscal year (ends Dec 2026) | $0.54 | $0.48 | +12.3% | $1.46B | 15 |
| Next fiscal year (ends Dec 2027) | $0.58 | $0.55 | +4.1% | $1.56B | 15 |
ARHS options: expected move
Options price a move of about ±19.5% (±$2.23) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 8 reports the stock moved ±9.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 74.8% | ±19.5% |
| Jan 15, 2027 | 84 | 53.2% | ±21.4% |
| Feb 19, 2027 | 119 | 56.5% | ±27.6% |
| Mar 19, 2027 | 147 | 67.0% | ±35.7% |
| Apr 16, 2027 | 175 | 66.1% | ±38.1% |
| May 21, 2027 | 210 | 68.3% | ±42.7% |
30-day implied volatility 66.4% vs 66.6% realized over the last 30 trading days. Put/call ratio (volume) 0.01. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 13:29 UTC)
| Price | USD 11.53 |
|---|---|
| Change | ▲ 5.39% (up) |
| Previous Close | USD 10.94 |
| Open | USD 10.9 |
| Day Range | USD 10.88 – 11.62 |
| 52-Week Range | USD 5.57 – 12.08 |
| Volume | 2,884,125 shares |
| Market Cap | $1.63B |
| Exchange | NMS |
Technical Analysis (ARHS)
Nexqual's technical model rates ARHS "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 13:29 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 71.35 (overbought) |
| vs SMA50 | Above (USD 9.25) |
| MACD | 0.5 (positive) |
Analyst Ratings (ARHS)
Wall Street analysts rate ARHS "Buy" based on 15 analysts, with a mean price target of USD 11.19 (range USD 9–13), per Nexqual as of October 23, 2026 at 13:29 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 15 |
| Mean Target | USD 11.19 |
| High Target | USD 13 |
| Low Target | USD 9 |
| Buy / Hold / Sell | 8 / 7 / 0 |
Earnings (ARHS)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.09 |
| Revenue Estimate | $370.31M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.28 vs est 0.16 ▲ beat |
| 2026-03-31 | USD 0.02 vs est 0.02 ▲ beat |
| 2025-12-31 | USD 0.11 vs est 0.09 ▲ beat |
| 2025-09-30 | USD 0.09 vs est 0.08 ▲ beat |
Source: Nexqual, October 23, 2026 at 13:29 UTC.
Financials & Fundamentals (ARHS)
| Total Revenue | $1.41B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.40% |
| Gross Margin | +38.00% |
| Operating Margin | +7.92% |
| Profit Margin | +4.91% |
| ROE | +17.28% |
| Debt / Equity | 1.47 |
| Current Ratio | 1.33 |
| Total Cash | $230.39M |
| Total Debt | $609.24M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $40.86M (2.9% of revenue) |
Source: Nexqual, October 23, 2026 at 13:29 UTC.
Financial Health Score (ARHS)
Nexqual rates Arhaus, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 13:29 UTC.
| Growth | Solid — Revenue +9% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 38%, operating 8% (last 12 months) |
| Balance Sheet | Mixed — $230M cash vs $609M debt |
| Cash Flow | Mixed — FCF $41M (last 4 quarters to Jun 2026, SEC), slim 2.9% margin |
| Efficiency | Solid — ROE 17%, ROA 3.1% |
Ownership (ARHS)
| Insider Ownership | +4.71% |
|---|---|
| Institutional Ownership | +103.74% |
| Shares Outstanding | 54.42M |
| Float | 52.19M |
| Short % of Float | +11.25% |
Source: Nexqual, October 23, 2026 at 13:29 UTC.
Leadership (ARHS)
Arhaus, Inc. is led by John P. Reed, Founder, Chairman, President & CEO, per Nexqual as of October 23, 2026 at 13:29 UTC.
| Founder, Chairman, President & CEO | John P. Reed |
|---|---|
| Chief Financial Officer | Michael Alan Lee |
| Vice President of Investor Relations | Tara Louise Atwood |
Major Backers & Investors (ARHS)
Notable institutional backers of Arhaus, Inc. include SignatureFD, LLC, Long Focus Capital Management, LLC, Emerald Advisers, LLC, according to Nexqual as of October 23, 2026 at 13:29 UTC.
Active Investors
| Investor | Stake |
|---|---|
| SignatureFD, LLC | 5.62% |
| Long Focus Capital Management, LLC | 4.48% |
| Emerald Advisers, LLC | 4.35% |
| Kanen Wealth Management LLC | 4.02% |
| Shaw D.E. & Co., Inc. | 3.75% |
| Bank of America Corporation | 3.68% |
| Meros Investment Management, Lp | 3.08% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 2.61% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.06% |
| BlackRock | 8.26% |
Source: Nexqual, October 23, 2026 at 13:29 UTC.
From Arhaus, Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)
Key Strengths & Strategy (as disclosed to the SEC)
- We operate a vertically integrated model, designing and sourcing products directly from skilled artisans and carefully selected manufacturing vendors around the world, including domestic upholstery production at our own North Carolina manufacturing facility.
- In a highly fragmented market with limited scale, we believe our premium positioning, vertically integrated model, service-oriented approach, and curated product assortment position us well to expand brand awareness and gain market share over time.
- Our vertically integrated model and direct sourcing allows us to offer a compelling value for clients while supporting attractive profitability.
- Our vertically integrated model, inclusive of design and product development teams, upholstery manufacturing capabilities, direct vendor sourcing, direct-to-consumer and direct-to-trade selling, allows Arhaus to maintain greater control over product quality, design integrity, and value.
Partnerships
- Through close collaboration with Arhaus product development teams and sourcing relationships, and supported by our vertically integrated model, we believe we are able to deliver high-quality products at a compelling value.
- Our Showroom expansion strategy is grounded in a disciplined, market-by-market approach, with rigorous evaluation applied to each investment based on location, format, and customer demographics.
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to governmental regulations and may be subject to enforcement if we are not in compliance with applicable regulation, and changes in laws could make conducting our business more expensive or otherwise change the way we do business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SBH | Sally Beauty Holdings, Inc. (Na | USD 17.62 | ▲ 6.14% |
| SVV | Savers Value Village, Inc. | USD 9.85 | ▼ 0.3% |
| EYE | National Vision Holdings, Inc. | USD 18.87 | ▲ 6.49% |
| BOBS | Bob's Discount Furniture, Inc. | USD 16.31 | ▲ 8.16% |
| HZO | MarineMax, Inc. (FL) | USD 52.38 | ▼ 0.08% |
| WINA | Winmark Corporation | USD 285.97 | ▲ 1.85% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 13:29 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt