NYSE:HD

Home Depot (HD)

308.74
+3.05 (1.00%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
445 watching
0
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
COMMENT
Had a decent bounce off the bottom in the last few weeks. This is because it is a front-end stock. People look for whatever companies will start to bounce when things start to recover.
COMMENT
If you believe, as he does, that housing is at or very close to a bottom, this will be a decent stock. He also owns Lowes (LOW-N), which he thinks is a higher quality vision for the consumer market. Consider selling this and buying Lowes
PAST TOP PICK
(A Top Pick Sept 20/07. Down 16%.) Consumer discretionary. Didn't make a lot of money off this one, but did make money off of Lowes (LOW-N). His model price is $30.66, a 5% differential. Sold his holdings.
COMMENT
This is a company that you can analyze. They are still making money despite all the problems in housing. He prefers Lowes (LOW-N) because they are the better company with better prospects. Trades at a low multiple.
DON'T BUY
Forecasting a down 24% for the balance of the year. US housing market has not bottomed yet and inventories remain very high. Consumer will be forced into a savings mode and won’t be spending. Time to Buy may be early next year.
SELL
(Market Call Minute.) A sell for as long as the US consumer remains cash strapped. Earnings were down 66% ands sales were off.
COMMENT
(Market Call Minute.) Prefers Rona (RON-T).
COMMENT
Q: Would you buy Lowe's (LOW-N) or Home Depot (HD-N)? A: Lowe’s is a much better run company and you should look to buy it at these levels.
DON'T BUY
(Market Call Minute.) Housing is going to get worse in the US.
HOLD
(Market Call Minute.) Still a little bit of downside in the stock but the housing market will turn.
BUY
Has recession, quasi depression priced into the stock. Could have been his Top Pick as well as Lowes (Low-N). Very cheap.
BUY
12 PE and over 3% yield. Have to be patient with this name. In the short term, its fortunes are going to be tied with the housing market recovery but long-term should be a good holding. Currently you are seeing all the signs of a pretty protracted bear market in housing. Quality company with great stores and great locations.
SELL
Earnings have been tailing off for about 4 quarters now.
SELL
Housing market continues to look very bad.
DON'T BUY
Doesn't buy stocks over $25, because when times are bad there is further to fall. Thinks there is more risk then reward.
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