NYSE:HD

Home Depot (HD)

342.86
+18.41 (5.67%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
445 watching
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Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

Home Depot (HD) is currently facing significant challenges amidst a turbulent housing market and high interest rates, which experts predict will affect its performance in the near term. The stock has seen a considerable decline of about 15% this year, largely due to inflationary pressures linked to the ongoing US-Iran conflict and a lack of housing turnover. Analysts express a mix of cautious optimism, suggesting that if interest rates decline in the future, it may boost demand for home improvement and renovations, which are often funded by loans. Despite these challenges, some see value due to HD's strong market position as a leading home improvement retailer and its capability to capture a larger share of the market through digital commerce and acquisitions. However, opinions remain divided, with some experts advising caution until there are clearer signs of a recovery in the housing sector.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Lowe's,LOW
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.
TRADE
Likes the stock. Thinks there will be a great opportunity in the next 3 or 4 months in this entire sector. If you are holding for 5 years, fine. If you are short term, then wait.
TOP PICK
The model price on this company has been moving up. There is a 58% upside. Market hates consumer discretionary. Fundamentals are way better than what the prices are.
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