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NYSE:HD

Home Depot (HD)

337.43
+1.82 (0.54%)
as of Aug 24, 2026, 8:00:00 pm Market Open.
445 watching
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Investor Insights
star iconAug 24, 2026, 12:00 am

This 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.

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Consensus
Caution
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Valuation
Overvalued
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LOW,177
TOP PICK

Has a strong focus on companies that benefit from a housing revival. Have restructured to streamline their operations since 2007. Have bought back 1 billion shares since 2002. Just announced they are going to buy back $16 billion of stocks. 11% growth rate in their dividend in the last 3 years. Yield of 2.2%.

HOLD

On her Watch List. This is a play on repair, renovation, US housing and existing home sales. They are seeing a pickup in larger transactions. Well managed. A little expensive.

PAST TOP PICK

(A Top Pick Feb 15/12. Up 48.65%.) A play on the improving housing market. Very well managed. Used the downturn to really improve their business. Distribution centers are much, much more efficient. Getting a little bit fully priced but the organic growth available will allow the stock price to drive forward.

BUY ON WEAKNESS

Looking at this one as a way to play the continuing boom in the US housing. Would like to see it pull back a bit.

BUY

(Market Call Minute) wonderful job on restructuring company for the renovation market.

BUY

One of the largest home improvement retailers. Well run company that is trimming up their operations, selling off some. Only issue is that it is expensive at 22x PE. Tail winds that are benefiting them are already priced in. Good management and good opportunities with macro themes going on at the moment.

TOP PICK

In the near-term, this company will benefit from some of the rebuilding efforts due to the super storm Sandy. Longer-term you have improving housing market and demographics such as aging of homes. Under Obama you’ve got low interest rates going forward. You are looking at about a 15% long-term annual growth rate and this should lift given that the housing market does seem to be getting some traction.

BUY ON WEAKNESS

This is an indirect way to play housing recovery in the US and improving employment and consumer sentiment and consumption. Has executed very well in spite of the weak US consumer spending. Have been improving margins. Have been buying back stock and increasing dividends. She would like to see it below $50 before buying.

PARTIAL SELL
If he owned, he would sell some here. It has had a great run. There is no question that you are seeing a recovery in the housing market in the US. Feels there are other ways you can play this recovery, perhaps the suppliers of this company. In all likelihood, there will be a recession next year and these companies will not do well in that environment.
DON'T BUY
Q3 and Q4 the warmer weather from the beginning of the year will have play itself out. This is not a stock he would be entering at this time.
PAST TOP PICK
(A Top Pick June 1/11. Up 54.57%.)
COMMENT
Has done very well and if you are going into this area, this is the one he would go into.
DON'T BUY
Uptrend has been broken. Seasonality is not that positive at this time of the year.
PAST TOP PICK
(A Top Pick June 1/11. Up 46.09%.) Sort of thought of this as a win/win. If the housing market comes back more quickly it's a win. If it doesn't, the renovation market carries them. The real reason it was a great value was that through the whole 8-09 period, they did a lot of rationalization of their business. Not as good value as it was a year ago but it is still a Buy.
DON'T BUY
Terrific company. Raised their guidance to $2.50. Problem is valuation. Has gotten ahead of itself.
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