NYSE:HD

Home Depot (HD)

348.32
+8.30 (2.44%)
as of Aug 4, 2026, 7:59:59 pm Market Open.
445 watching
0
Investor Insights
star iconAug 3, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Home Depot (HD-N) is currently facing a challenging environment characterized by a significant downturn in the housing market and rising interest rates, leading to a 15% decline in its stock this year. Analysts express concerns over an upcoming earnings report, suggesting that while the quarter may not be catastrophic, the lack of interest rate cuts puts pressure on consumer spending, especially in home renovations. The company maintains a strong position in the market, particularly in e-commerce and a vast selection of home improvement products. However, the consensus warns of headwinds from inflation and consumer spending challenges due to macroeconomic pressures such as the US-Iran conflict. Some analysts remain optimistic about potential rate cuts and believe that the stock could rebound, while others advise caution given the current uncertainties surrounding housing turnover and interest rates.

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Consensus
Bearish
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Valuation
Undervalued
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LOW,NYSE
PAST TOP PICK
(A top pick Sept 21/06, up 1%) Still a campaign, dirt cheap stock. Going to be a top pick.
TOP PICK
Going to move, consumer discretionary. 43% positive differential.
PAST TOP PICK
(A Top Pick Aug 31/06. No change.) In his top 10. A lot of the stocks are being affected by consumer debt in the US. His model price is $49.25, a 44% positive differential.
BUY
In his top 10. His model price is $51.91. That's a 40% positive differential.
BUY
There is pressure in the housing market, but is largely contained to aggressive lending. This company has a wonderful franchise. If you have a longer-term view, they are a great long-term business. Generates exceptional amount of free cash flow. Buying back stock.
DON'T BUY
In a restructuring mode. Thinks it will eventually work out, but will take some time. Deals that renovations in the US will be weak.
BUY
Anything relating to housing has been impacted. Believes that when the recovery happens in housing, stock is significantly undervalued. Right now, Lowes (LOW-N) has a better value.
PAST TOP PICK
Then $38.12Weakness in housing and home improvement retailing. Has sold it.
PAST TOP PICK
Then 34.29 37.5% positive differential. Had for a year 1/2 or so.
DON'T BUY
CEO left but, unfortunately, the board did not go with him. If you feel the home renovation market in the US is cooling off, and it's not a good buy.
WATCH
Has been a dismal performer but is starting to slowly improved. New CEO has to change things around. You won't get rich in the near-term.
BUY
Well-run company. Expanding and growing their business. Strong franchise. With the cash flow it’s generating and management that is attuned to the business, it should be a 10%-12% grower in the next 3 to 5 years
BUY
He has a model price of $51.40, an upside of 26.1%.
DON'T BUY
For a long-term view of 2 or 3 years, the stock will be higher than it is today. However, 2007 could be a transition year for them. Earnings estimates have continued coming down. With stay on the sidelines for the time being.
PAST TOP PICK
(A Top Pick Sept 21/06. Up 8.1%.) A cheap stock. Model price of $51.67, a 32% positive differential.
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