NYSE:HD

Home Depot (HD)

308.74
+3.05 (1.00%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
445 watching
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Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Home Depot is experiencing a challenging period in the current market environment, with shares down approximately 15% this year. Analysts express concerns about high inflation, driven by factors such as the US-Iran conflict, and the adverse effects of rising interest rates on consumer spending and home improvement projects. While the company has reported solid earnings and managed to outperform competitors like Lowe's, doubts about housing turnover and consumer spending persist. A recovery in earnings is anticipated, but a significant turnaround may depend on future interest rate cuts and macroeconomic improvements. The stock's valuation remains a topic of debate, as it trades at a relatively high price-to-earnings ratio compared to peers, yet offers a healthy dividend yield, making it a mixed prospect for investors.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
LOW, L
TOP PICK
Housing market has not taken off but stock is doing well because those who do not sell renovate. If housing takes off it will be a nice windfall for them but in the meantime they are doing very well on the reno market. They have managed their business very well.
HOLD
In the very near term, this stock is overbought. 68 RSI but he continues to like it. Earnings are coming in strong and expectations are still moving up. Looking at 14%-15% for the long-term growth rate. Trading at about 18X earnings. He would like it at $41-$42.
TOP PICK
Doesn’t need a housing recovery to do well. Have a repair and maintenance area. Taking share away from Lowes (LOW-N). Think they will grow from the low to mid-teens in earnings. Housing recovery would be a major bonus for them.
SELL
It suffered because of the housing crisis, which is on the path to a slow recovery. HD has been buying back stock. She is not that interested in owning the space.
BUY ON WEAKNESS
His model price is $36.56, only a 7% upside so it is fully valued. If it got down to $30 or less, ($24 would be a great Buy) you could buy.
PAST TOP PICK
(A Top Pick May 6/09. Up 42%.) This was a play on consumer confidence.
BUY
Doesn't think you can go wrong with either Lowe's (LOW-N) or Home Depot (HD-N) as a momentum play in the next 6 to 12 months. Would like to see a better US economy before calling either a core hold in for a long-term hold. Use a 10%-15% stoploss.
PAST TOP PICK
(A Top Pick May 6/09. Up 39.44%.) Still a buy.
HOLD
Tied to housing and consumer recovery, which is just starting. You can expect that things will get better. Well managed. Earnings at about $1.40, which he thinks can double from here. Lowes (LOW-N) could be an alternative play but this is more about being in the sector.
DON'T BUY
US has a lot of government incentives for renovations, new homes and building in general. Problem is this spending eventually falls back on the taxpayer. Has had a pretty nice run. If more government cash is pumped into the system this might go $4-$5 higher based on manufactured earnings. If you own you might want to take some profits.
BUY
Has spent the housing recession retooling and getting their shop in order. Coming out of this he thinks they will be quite a force.
DON'T BUY
Good buy for the next 3-5 years? If you go that long he would say yes but he thinks there are still problems in housing. Not that cheap as a stock at about 16X earnings. Also has some problems with the quality of this company.
TOP PICK
Have done a lot to change their operations. Will probably earned $1.30 this year but on a normalized basis can earn twice that.
HOLD
US housing bubble has completely reversed and housing is getting weaker and weaker. Not only does retail have to improve, but housing has to improve. Will be dead money for a while.
HOLD
(Market Call Minute.) Lot of competition. Chart indicates it is entering into consolidation. Resistance level at around $25.
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