NYSE:HD
Home Depot (HD)
309.95
-3.02 (0.96%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
445 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 4, 2026, 12:00 amThis summary was created by AI, based on 22 opinions in the last 12 months.
Home Depot (HD) is facing significant headwinds due to rising interest rates, which have dampened the housing market and reduced renovations typically funded through loans. Analysts express skepticism over its immediate recovery potential, citing challenges such as inflation linked to the US-Iran war and disappointing quarterly results. However, some experts note that Home Depot remains a dominant player in the home improvement sector with a strong market position and potential for long-term recovery. Many agree that consistent interest rate cuts would be crucial for a turnaround in its fortunes, despite the challenges presented by high mortgage rates and housing turnover issues. The company's strategic expansions into various segments and e-commerce improvements may provide some optimism for future growth amidst the current pressures.
Consensus
Negative
Valuation
Undervalued
Similar
LOW,LOW
PAST TOP PICK
(A Top Pick Mar 14/18, Up 8%) It is very, very well managed. He looks at 10 years ago when operating margins were 10% and they are now 16%. Housing formations are still below trend.
Gordon ReidOwned
specialty stores
HOLD
Earnings came out today and the stock was punished HD is the go-to store for certain products and taking market share from the mom-and-pop shops, like Walmart. They're investing heavily in store technology that will pay off. It has a strong position in its sector, but there remains room for growth, say, outside North America. You won't see 20% upside, but it's a good core holding. US housing will remain strong for longer as interest rates remain low; home renos remain popular. A solid hold.
Jamie Murray Owned
specialty stores
TOP PICK
With the US Fed going dovish, it helps HD. Great management, low interest rates and full employment are also tailwinds. They've doubled revenues since 2008 and have increased their operating margins from 6% to 12%. Good dividend, too. (Analysts’ price target is $202.39)
Gordon ReidOwned
specialty stores
BUY
There is short-term data that says there is short-term housing weakness across North America, but HD is a well-run business. They don't entirely depend on new homes; in fact, they also depend on existing homeowners removating their homes. They can benefit from weather events, short term. The US housing market will remain strong for coming years. A blue chip stock.
Colin StewartOwned
specialty stores
PAST TOP PICK
(A Top Pick Jun 29/18, Down 4%) A play on household formation in the US. With tax reform last year and with HD-N having plans to increase dividends (maybe over 25% growth), he will continue to hold it.
Chris StuchberryOwned
specialty stores
TOP PICK
Housing in the US ran 1-2 million units for 40 years but now is at 1.2 million and there is massive demand. The issue is freeing up land. With high employment in the US, people are feeling good and renovating their homes. (Analysts’ price target is $203.26)
Bruce MurrayOwned
specialty stores
BUY
Likes this for how they've run the company. They have 5-7% revenue growth; 55% of net income comes out in the dividend. They hike the dividend every January/February--good. Demographics favour a robust US housing market. 40% of U.S. homes are 40+ years, which means they need work. One problem could be Amazon getting distribution for Kenmore (taking away sales from stores like HD).
Chris StuchberryOwned
specialty stores
PAST TOP PICK
(A Top Pick Dec 05/17, Down 6%) He has long owned it, but got stopped out of it recently. It's trading at 17.5x PE but in 2008 it was 10x, so not good. Rising mortgage rises and the incentives of home ownership are starting to wear off. He'll return to this when the market recovers. It's 21% off its high, not great.
specialty stores
BUY
She has owned this for years. They had a great quarter, just announced this morning. She listened on the call. The market is concerned with future housing starts. But HD looks at GDP growth, unemployment (low), consumer confidence (high) and other metrics. HD shows good growth and they predict U.S. housing price appreciation in 2019. HD sees momentum in their business. HD has been unduly punished by the market, she feels.
Christine PooleOwned
specialty stores
BUY
Today's earnings were excellent--same store sales growth was nearly 6%. They beat earnings and revenue, and upped their guidance. But the stock was punished, because investors are nervous. This will make $10 per share next year. Now is an entry point.
Gordon ReidOwned
specialty stores
TOP PICK
Likes it for its Millennial demographic play; they will be buying homes and fixing them up. Good earnings growth, well-run and have been increasing their dividend in recent years. This should reach past highs again. (Analysts’ price target is $212.59)
Rick StuchberryOwned
specialty stores
'%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)
