NYSE:HD

Home Depot (HD)

309.95
-3.02 (0.96%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
445 watching
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Investor Insights
star iconJun 4, 2026, 12:00 am

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

Home Depot (HD) is facing significant headwinds due to rising interest rates, which have dampened the housing market and reduced renovations typically funded through loans. Analysts express skepticism over its immediate recovery potential, citing challenges such as inflation linked to the US-Iran war and disappointing quarterly results. However, some experts note that Home Depot remains a dominant player in the home improvement sector with a strong market position and potential for long-term recovery. Many agree that consistent interest rate cuts would be crucial for a turnaround in its fortunes, despite the challenges presented by high mortgage rates and housing turnover issues. The company's strategic expansions into various segments and e-commerce improvements may provide some optimism for future growth amidst the current pressures.

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Consensus
Negative
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Valuation
Undervalued
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Similar
LOW,LOW
TOP PICK
A very innovative company still investing in technology to make stores more efficient, so a long runway to grow. Exceptional management. Down 30% from high and trading at 19X earnings, the low end of the range.
BUY
There is a severe housing shortage. A nice way to play housing this is in the repair side. Rising rates will prevent homeowners from moving into new homes and they will stay in place. So, this will drive home renovations. We need to add more supply to homes in the next 12-18 months, but until then there will be pressure on this space.
BUY
Now less home renovation and more toward the industrial building side. There's a bit of a supply crunch in the US. More people will need places to live, especially with immigration from areas of the world in such turmoil.
WAIT
Poster child of what was wrong with the US stock market. Great company, firing on all cylinders. Really expensive, even with the pullback, trading at 19x with only 6% growth. People will still buy and renovate homes, as long as rates don't go too high. Better value elsewhere.
BUY
A great big box retailer. She expects home repairs to continue. She loves the housing-adjacent trade.
BUY
Now is a great entry point for a multi-year winner.
TRADE
It is a good company but he is not ready to buy yet. Stocks related to housing did well until December but rates going up will affect housing. It is a secular growth stock and is good for the dividend.
HOLD
Rough earnings. Below 200-day MA, but still moving up. Trendlines are flattening. Early pandemic winners are giving way to early pandemic losers. Great franchise. 19x forward earnings for 10% growth, so not terrible. Shift in sentiment away from home improvement. Don't add.
COMMENT
Shares got slammed yesterday. It reported a good quarter, but warned that future margins will be thinner because of supply chain woes.
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PAST TOP PICK
(A Top Pick Dec 08/20, Up 20.6%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with HD has triggered its stop at $315. To remain disciplined, we recommend covering the position at this time. We will monitor for another potential re-entry level.
BUY
Loves its closeness to the housing market and their e-commerce platform is great. It reports next week.
BUY
The US homebuilding sector Housebuilding stocks are cyclical, driven by momentum. Interest rates are rising and there's a housing shortage in the US, and yet houses remain affordable due to low rates. But rising rates may be a headwind. She prefers playing this space through Home Depot, because people will buy homes and do renos, while older homes also need renos. Millennials will move out, post-Covid, and may need home renos, too.
BUY ON WEAKNESS
Probably won't get hurt buying it. Sensitive to home sales. When that market slows down, people spend less at HD. Not cheap, but best in class. As a long-term shareholder, you could do worse. He'd be interested if a slowdown made the stock fall significantly.
PARTIAL BUY
It's down 10% in the past month. A great company. Problem is, there are no buyers in the final minutes of each trading day. No liquidity. The market is too uncertain, so don't buy all at once. Rather, buy in tranches of 20 shares.
PAST TOP PICK
(A Top Pick Jan 18/21, Up 34%) It has pulled back low enough that you can enter it. She likes home improvement long term; it's Amazon-proof. Higher rates are scaring the US housing market, but supply remains tight, so it's attractive, supported by household income. US homes are aging, many past 50 years old, some demand for renovations will be strong. Housing turnover remains high. All tailwinds.
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