NYSE:HD
Home Depot (HD)
282.85
+0.39 (0.14%)
as of Oct 2, 2026, 8:00:00 pm Market Open.
443 watching
Financials 
Technical Analysis 0
BUY
Extremely well managed. Revenues have gone up. Gross margins have grown. Continue to invest in technology and improving stores. DIY trend has helped. Not inexpensive, but has legs to support the valuation in this environment.
Gordon ReidOwned
specialty stores
PAST TOP PICK
(A Top Pick Dec 12/19, Up 29%) She would still buy it and has been. They benefited from the stay-at-home phenomenon. She thinks it offers good upside going into next year. With interest rates so low there is still good demand for what they provide.
Christine PooleOwned
specialty stores
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Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly Back in August, when HD was trading about 10% higher, we recommended waiting to buy on weakness. We think that time has arrived. Other analysts have also recently upgraded the stock, looking for $315 as a target. Recent earnings grew 6% over the year and the PE is holding around 23x. The trend remains towards home improvement during the pandemic and we think that will continue. It pays a good dividend, backed by a payout ratio of 50%. We would buy this with a stop-loss at $230, looking to achieve the new outlook of $315 -- about 20% upside.
Yield 2.28% (Analysts’ price target is $304.37)
specialty stores
BUY
HD vs. Lowes He's come close to buying HD in the past. It pays a 2.1% yield vs. Lowes' 1.3%, and HD boasts better metrics elsewhere. Key point it that scale matters in this business, and the 3x bigger HD enjoys a size advantage and has a wider moat (can get better pricing and service from suppliers). He picks HD.
specialty stores
BUY
Allan Tong’s Discover Picks The average price target is $302.71, around 5.5% higher than current prices. Income investors will like its 2.08% dividend, based on a low 55% cash flow. Home Depot has increased its operating margins from 11 to 16% while raising revenues. Online sales in the recent quarter jumped 100%. Home Depot is here to stay, but step perhaps in at a better price. Read BBY Stock, HD Stock and CFP Stock: Top 3 Stocks for the Homebody Trend for our full analysis.
Stockchase DiscoverOwned
specialty stores
BUY
Likes it. Extremely well managed. Have increased operating margins from 11 to 16%, while still increasing revenues. Heavy tech investment. Online sales in most recent quarter up over 100%. The ultimate stay at home stock.
Gordon ReidOwned
specialty stores
Premium contentBUY ON WEAKNESS
Stockchase Research Editor: Michael O'Reilly HD reported earnings today and it met all benchmarks. The stock is retracing a bit -- perhaps selling on fact -- as many stocks have been doing lately. We like the continuation of do-it-yourself projects during the pandemic. Speaking from recent personal experience, many of their products are hard to find on the shelves. EPS of $4.02 beat expectations by $0.34 per share. The yield is attractive and with a payout of only 55% of cash flow, could be well positioned for another increase -- as it has done for the past 11 years. We would look for a pullback to $265 to buy on weakness. Yield 2.08%
specialty stores
TOP PICK
Long been a favourite pick. They've grown their dividend growing 25%/year over the last 5 years. Are growing same-store sales 2x the rate of GDP. Consumers have some cash to spend near-term, thanks to stimulus. Also, people can't travel, but are doing home improvements. Some weakness in selling to professional contractors, but home consumers have made up for that likely at a higher margin. (Analysts’ price target is $257.25)
David BurrowsOwned
specialty stores
WEAK BUY
A rise in home spending to come HD has run back up, because people have discretionary income they're not spending on restaurants and clothes, because they're stuck at home. He's owned this before. 1980-2007, HD was expanding locations, but since 2009 they have added few. Instead, they are selling higher-margin profits to boost revenues, but the growth rate in this has slowed. That's why he sold.
specialty stores
BUY
People, if they stay home, will renovate. Or if the home-buying market improves (which he expects sooner than later), HD will also benefit. He's a long time holder of HD and happy.
Gordon ReidOwned
specialty stores
TOP PICK
One of the largest home improvement dealers and a play on the health of the US housing market and low interest rates. Household formation is still increasing and there will always be a need for home repairs. Yield 2.22% (Analysts’ price target is $240.59)
Ian FungOwned
specialty stores
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