RH director Mark Demilio sold 2,254 shares on January 14 in a transaction valued at approximately $495,880, reducing his holding by 10.15%. Following the sale, he directly owns 19,962 shares. The transaction was disclosed in an SEC filing, reinforcing concerns among some investors about insider conviction in the company’s near-term prospects.

In the quarter ended early December, RH reported earnings per share of $1.71, falling short of the consensus estimate of $2.13. Revenue rose 8.9% year-over-year to $883.81 million, essentially in line with analysts’ forecasts. Net margin was 3.22% and return on equity was negative 161.72%, reflecting continued pressure from elevated leverage and margin compression.

Morgan Stanley raised its target to $275, citing intact top-line momentum and potential for multiple re-rating. However, Goldman Sachs cut its target from $195 to $144 and assigned a sell rating, while Barclays trimmed its target from $385 to $283 with an overweight rating. The six-month range of analyst targets remains wide, and the consensus rating sits at Hold, underscoring divergent views on the strength of RH’s recovery and profitability trajectory.