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
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.
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%.
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