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NYSE:HD

Home Depot (HD)

337.43
+1.82 (0.54%)
as of Aug 24, 2026, 8:00:00 pm Market Open.
445 watching
0
Investor Insights
star iconAug 24, 2026, 12:00 am

This summary was created by AI, based on 19 opinions in the last 12 months.

Home Depot (HD) has been facing challenges this year, down approximately 15%, primarily due to rising interest rates and their impact on the housing market. Despite beating earnings expectations in some quarters, the company's stock performance has been lackluster, attributed to factors such as a wet spring and general economic conditions. Analysts are divided on the stock's outlook, with some expressing optimism about the potential for a housing market turnaround if interest rates decrease. The company has shown resilience in its operations, with solid growth in e-commerce and consistent dividend increases over the past decade. However, concerns about consumer spending and inflation stemming from external factors like the US-Iran conflict persist, leading to cautious sentiment among investors.

consensus icon
Consensus
Caution
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Valuation
Overvalued
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LOW,177
DON'T BUY
If you want to be in the home renovations market, he would choose Loews (LTR-N) instead. Have a better store format as well as better management. Would be concerned about home building in the US.
TOP PICK
It seems there is an apocalyptic sentiment on anything related to housing. This is driven prices down giving an opportunity to buy at a good price. Trades at 12 X this year's earnings.
BUY
Relatively cheap. There is a sense that the housing market is going to slow down so the stock has languished. Doesn't feel this is correct.
TRADE
As long as the American Economy continues to grow, it's a decent buy.
BUY
Just added to their portfolio. Told caller to definitly hold on to what he had.
BUY
The whole home improvement sector has been under pressure because of worries that the housing boom is going to implode. Resale homes are at record levels so doesn't think the renovation trend has come to an end. The stock has probably been oversold.
DON'T BUY
The hurricanes didn't seem to have much effect on them. The parts of the US affected is only a small part of their operations. What they really have to worry about is housing starts and home renovations and competition.
DON'T BUY
The hurricane disaster is already reflected in the share price. The stock has gone nowhere for at least a year.
TOP PICK
Over the long term, this can continue to grow. Just symptomatic of what's going on in the market place, people putting a lot more money into their homes. Continues to execute. Raising the average ticket price. Getting more into the installation. Trying to get closer to contractors.
WEAK BUY
Has been firming up recently. Home builders continue to perform really well. There seems to be a fair bit of real investment dollars flowing towards the larger cap growth oriented companies. If you own, keep an eye on housing stocks such as KB Home (KBH-N) D R Horton (DHI-N), etc.
PAST TOP PICK
(A Top Pick Apr 21/05. Up 8.5%.) His worry on this stock has to do with the US housing market. Just starting to see signs of that market starting to cool off.
BUY
Was overvalued, so had a pull back. Well managed. A good entry price.
TOP PICK
A contraversial pick as a lot of people think the building and renovation boom is on its last leg. Probably the best management in its space. Have gone into the contracting business and are expanding into Mexico. They have potential to really grow this company.
TOP PICK
Stock has been weak. As rates have been rising, people are worried about a housing slowdown. Their volumes have not been directly with new home sales, but with transactions. Good management. Churns out roughly $3 billion in cash flow. Trades at 14 X earnings. Sees it growing at 10% over the next couple of years.
DON'T BUY
A typical consumer growth/staple in the US in that it's (even in US $'s) went up a little and now has come off a bit. So big now that the growth is less than the P/E multiple and the P/E being 20'sh even with low rates doesn't offer much upside. Would prefer something smaller.
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