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Tariff Headwinds Cloud RH Outlook, Analysts Split On Stock's Path Forward
Benzinga· 2025-09-12 14:58
Core Insights - The luxury home furnishings sector is facing challenges due to economic headwinds and changing consumer preferences, impacting financial outlooks and strategic decisions of major players [1] - RH reported disappointing second-quarter results, leading to a decline in its share price [1][6] Financial Performance - RH's sales growth for the second quarter was 8.4%, slightly below the consensus estimate of 9.0%, despite improved demand from product transformation and new gallery openings [3] - Management has guided for third-quarter sales growth of 8%-10% and EBIT margin of 12%-13%, which is below the consensus expectations of 11% and 17.8% respectively [4] - RH has lowered its 2025 revenue growth and operating margin guidance to 9%-11% and 13.0%-14.0%, down from previous estimates of 10%-13% and 14.0%-15.0% [5] Market Reactions - RH shares were down 0.45% at $227.09, trading within a 52-week range of $123.03 to $457.26 [6] - Analysts have differing views, with JPMorgan maintaining an Overweight rating and raising the price target from $250 to $275, while Telsey Advisory Group downgraded its rating from Outperform to Market Perform and reduced the price target from $255 to $220 [8]
Nvidia Skyrockets A Stunning 475% Vs. Mag 7 Since 2022
Benzinga· 2025-09-12 14:47
Nvidia Corp. NVDA has dramatically outperformed the Magnificent 7 (Mag 7) group since late 2022, surging over 475% in relative performance, buoyed by several catalysts. While peers like Apple Inc AAPL and Tesla Inc TSLA have lagged, Nvidia’s gains have reshaped the tech landscape, turning it from a niche player to the group’s heavyweight.Track TSLA stock here.A price ratio chart comparing Nvidia to the aggregate Mag 7 shows a value of about 0.012 in September 2022, which exploded to around 0.07 by mid-2025 ...
IBEX, Tesla, IonQ, Warner Bros. Discovery And Other Big Stocks Moving Higher On Friday - Figure Technology (NASDAQ:FIGR), Six Flags Entertainment (NYSE:FUN)
Benzinga· 2025-09-12 14:24
U.S. stocks were mixed, with the Dow Jones index falling more than 100 points on Friday.Shares of IBEX Limited IBEX rose sharply during Friday's session after the company reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates.IBEX reported quarterly earnings of 87 cents per share which beat the analyst consensus estimate of 70 cents per share. The company reported quarterly sales of $147.138 million which beat the analyst consensus estimate of $132.925 ...
Looking At CrowdStrike Holdings's Recent Unusual Options Activity - CrowdStrike Holdings (NASDAQ:CRWD)
Benzinga· 2025-09-12 14:02
High-rolling investors have positioned themselves bullish on CrowdStrike Holdings CRWD, and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in CRWD often signals that someone has privileged information.Today, Benzinga's options scanner spotted 18 options trades for CrowdStrike Holdings. This is not a typical pattern.The sentime ...
Adobe Unusual Options Activity - Adobe (NASDAQ:ADBE)
Benzinga· 2025-09-12 14:02
Financial giants have made a conspicuous bearish move on Adobe. Our analysis of options history for Adobe ADBE revealed 17 unusual trades.Delving into the details, we found 17% of traders were bullish, while 76% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $285,439, and 10 were calls, valued at $833,490.What's The Price Target?Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $220.0 to $4 ...
US Stocks Mixed; Adobe Posts Upbeat Q3 Results - Allied Gaming (NASDAQ:AGAE), Adobe (NASDAQ:ADBE)
Benzinga· 2025-09-12 14:01
U.S. stocks traded mixed this morning, with the Dow Jones index falling more than 50 points on Friday.Following the market opening Friday, the Dow traded down 0.16% to 46,033.20 while the NASDAQ rose 0.08% to 22,061.27. The S&P 500 also fell, dropping, 0.03% to 6,585.59.Check This Out: Top 3 Tech & Telecom Stocks That Could Blast Off In SeptemberLeading and Lagging SectorsUtilities shares jumped by 0.3% on Friday.In trading on Friday, materials stocks fell by 0.4%.Top HeadlineAdobe Inc. ADBE posted better-t ...
US Stocks Mixed; Adobe Posts Upbeat Q3 Results
Benzinga· 2025-09-12 14:01
U.S. stocks traded mixed this morning, with the Dow Jones index falling more than 50 points on Friday.Following the market opening Friday, the Dow traded down 0.16% to 46,033.20 while the NASDAQ rose 0.08% to 22,061.27. The S&P 500 also fell, dropping, 0.03% to 6,585.59.Check This Out: Top 3 Tech & Telecom Stocks That Could Blast Off In SeptemberLeading and Lagging SectorsUtilities shares jumped by 0.3% on Friday.In trading on Friday, materials stocks fell by 0.4%.Top HeadlineAdobe Inc. ADBE posted better-t ...
RH Analysts Slash Their Forecasts Following Downbeat Q2 Results
Benzinga· 2025-09-12 13:47
Group 1 - RH reported weaker-than-expected second-quarter results with earnings of $2.93 per share, below the analyst estimate of $3.20, and revenue of $899.15 million, missing the Street estimate of $904.64 million [1] - Despite challenges, RH experienced industry-leading growth with a revenue increase of 8.4% and demand growth of 13.7% in the second quarter [2] - RH lowered its fiscal 2025 revenue outlook from a range of $3.49 billion to $3.59 billion to a new range of $3.46 billion to $3.53 billion, compared to the previous estimate of $3.52 billion [2] Group 2 - Following the earnings announcement, analysts adjusted their price targets for RH, with Telsey Advisory Group downgrading from Outperform to Market Perform and lowering the price target from $255 to $220 [8] - Barclays maintained an Overweight rating but reduced the price target from $436 to $385 [8] - Guggenheim reiterated a Buy rating and maintained a price target of $300 [8]
These Analysts Revise Their Forecasts On Adobe After Q3 Results
Benzinga· 2025-09-12 13:42
Adobe Inc. ADBE posted better-than-expected third-quarter results and raised its fiscal 2025 outlook after Thursday's closing bell.Adobe reported quarterly earnings of $5.31 per share, which beat the analyst estimate of $5.18. Quarterly revenue came in at $5.99 billion, which beat the Street estimate of $5.91 billion, according to data from Benzinga Pro."Adobe is the leader in the AI creative applications category with AI-influenced ARR surpassing $5 billion and AI-first ARR already exceeding our $250 milli ...
Sticky Inflation, Housing Turn, OPEN Rallied 80% Overnight. Why?
Benzinga· 2025-09-12 13:37
Inflation isn't cooling fast enough to relax Fed fears, housing may be stirring from its slump, and OPEN’s dramatic stock reversal reminds us this cycle is built for volatility.Inflation Slightly Warmer… Cutting Rates Isn't Debated, It's QuantifiedAugust's CPI report showed inflation climbing to 2.9% YoY, up from 2.7% in July, with core inflation steady at 3.1% . Monthly inflation also rose around +0.4% seasonally adjusted… enough to stoke the embers of rate-cut caution, but not pull the emergency brake.100 ...