NYSE:HD
Home Depot (HD)
Financials 
Technical Analysis 
Aug 4, 2026, 12:00 amThis summary was created by AI, based on 18 opinions in the last 12 months.
Home Depot, the dominant home improvement retailer in the U.S., has been facing significant challenges this year, down 15% so far, primarily due to concerns surrounding rising interest rates and inflation exacerbated by geopolitical tensions such as the U.S.-Iran conflict. Many experts express skepticism ahead of the company's earnings report, predicting lackluster results that reflect the ongoing weakness in the housing market. With mortgage rates remaining high, consumers are deferring home renovations, which is hurting revenues. While some analysts see potential for a turnaround given the company's solid position and its high yield of 3%, others advise caution, suggesting that deeper interest rate cuts are essential for any substantial recovery in share price. The stock appears to have hit a two-year low, emphasizing the current hostile market conditions for the housing sector.
Christine Poole
(A Top Pick Dec 31/20, Up 25%) Home renovation has benefited them. It is stronger than Lowes right now, because Lowes is going through some restructuring.
Brendan CaldwellHD vs. LOW Staying at home has benefited both. Post-pandemic, they can benefit even further from pent-up demand for larger, professional contracts. LOW has outperformed HD since last March, trading at 20x earnings vs. 24x for HD. LOW has a stronger growth rate, 14% vs. HD at 9%. Both names are great, but LOW gets the edge.
He prefers playing the home builder trend through Home Depot and Lowes, even Carrier or Trane, instead of DR Horton. Consumers are going to Home Depot as much as Walmart. HD had a nice pullback as interest rates climbed, so now is a good entry point.
Christine Poole(A Top Pick Jan 29/20, Up 20%) One of the most successful companies he's ever owned. They're raised their operating margins from 11% to 16.5% over the last 10 years which leads to a 50% profit increase. Great managers, but aren't resting on their laurels. Apple is also investing heavily in technology, plus there's the macro view--HD will benefit from home renovation during this pandemic as people move from the cities to suburbs, and people now have excess cash to spend on renovations. This trades in the low-20s in PE.
Gordon ReidChristine PooleBrendan Caldwell
Gordon ReidChristine Poole'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
