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
BUY
A great franchise with a fine balance sheet and managers, though he isn't sure about their last quarter. Own for the long term.
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TOP PICK
The Home Depot is the world's largest home improvement specialty retailer, with 2,296 retail stores in all 50 states, the District of Columbia, Puerto Rico, U.S. Virgin Islands, Guam, 10 Canadian provinces and Mexico. In fiscal 2019, The Home Depot had sales of $110.2 billion and earnings of $11.2 billion. The company employs more than 400,000 associates. The Home Depot's stock is traded on the New York Stock Exchange and is included in the Dow Jones industrial average and Standard & Poor's 500 index. Social media mentions are up 250% in the past 24h.
BUY
2022 weakness (rising rates, home-building softness) is already in the stock price. People will still spend on home renos.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 17/22, Up 4.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HD is progressing well. To remain disciplined, we recommend trailing up the stop to $285 at this time.
BUY
He bought more of this. He remains under-invested and holding a lot of cash, but he can't pass up opportunities. HD's valuation has come down a lot (unlike megatechs like Amazon).
DON'T BUY
One of the best performers in the Dow Q3 They reported truly strong numbers in their last quarter. It's holding up because it's geared to professional contractors who do a lot of renovations, as opposed to regular consumers. Tough to recommend this, though, because higher interest rates will limit construction.
HOLD
She's long both names, but their margins are getting squeezed. It's not an ideal place to be now. The backdrop are rising mortgage and interest rates. Mortgage rates just hit 7%.
WATCH
It keeps putting up solid numbers despite higher interest rates and fears of a weakening consumer. Last month, their quarter beat and shares climbed 4% on the news. But since then it has fallen 15% along with this market. Watch.
TOP PICK
Increases dividend annually around February. Good grower. Really well run. Somewhat immune from housing slowdown, because if you can't afford to move, you renovate. Great resilience in the last few years. When on sale, tuck it in your portfolio, and it's on sale now. Yield is 2.77% with good growth. (Analysts’ price target is $356.23)
WAIT
HD vs. LOW Not sure you want to own either right now. For example, HD fell markedly yesterday with the inflation print. Reiterated 3% sales growth guidance, solid revenue, but higher interest rates are going to hurt. 18x 2023 earnings, only growing at 6.5%. Don't add here. Go for names that benefit from higher rates.
HOLD
You gotta wait it out, just like the market. Don't sell now--the price is wrong.
BUY
HD reports Tuesday. Pro contractors use HD and consumers shop at Lowes. So, own HD and not Lowes, because the contractors are doing better than consumers now.
COMMENT
He sold it to buy Lowes. HD's report today signals that the consumer is "okay." The dire predictions of June have not come to pass, based on economic data in July (weaker inflation).
PAST TOP PICK
(A Top Pick Jun 16/21, Down 4%) Still owns it. Now below $300 you can add/buy. Home prices are rising over time and the home inventory is getting older. US homes are getting older, so need renovation. Also, HD has focused on their pro customer to easily buy online. Pros sales were strong last quarter. HD bought a maintenance and repair company to do maintenance for hotels and the commercial market--a new growth area.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

HD reported a fine quarter in mid-May, but the market dumped out of macro fears over the economy: hot inflation, recession, spiking interest rates. May was a time when good companies got punished. However, that spelled a buying opportunity for a company that thrived during Covid as people renovated their homes, lifting shares to $415 by the end of last year, but now trade under $300 at a low 19x valuation. Covid is fading, but there remains a housing shortage impacted by supply shortages (no surprise) as rising rates dampen house-selling.

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