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NYSE:HD
Home Depot (HD)
Financials 
Technical Analysis 
Aug 24, 2026, 12:00 amThis summary was created by AI, based on 19 opinions in the last 12 months.
Home Depot (HD) has been facing challenges this year, down approximately 15%, primarily due to rising interest rates and their impact on the housing market. Despite beating earnings expectations in some quarters, the company's stock performance has been lackluster, attributed to factors such as a wet spring and general economic conditions. Analysts are divided on the stock's outlook, with some expressing optimism about the potential for a housing market turnaround if interest rates decrease. The company has shown resilience in its operations, with solid growth in e-commerce and consistent dividend increases over the past decade. However, concerns about consumer spending and inflation stemming from external factors like the US-Iran conflict persist, leading to cautious sentiment among investors.
Really benefitted from pandemic. Trading around the 50-day MA, so it's a bit oversold. People are continuing to put money into their homes, and stimulus cheques are helping. Easy money has been made. 10-11% growth rate. Neutral on the name. Other cyclicals will benefit more from reopening.
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
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Lowes vs. Home Depot in the reopening There's still room to run for both. Contractors have a ton of work and a shortage of supplies. Both have risen over 20% in the past 6 months. Home Depot trades at a slightly higher valuation, but is worth it and she prefers HD.