NYSE:LOW

Lowes Companies Inc. (LOW)

207.63
-0.02 (0.01%)
as of Jun 4, 2026, 6:58:29 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Lowes Companies Inc. (LOW) is poised to report its earnings on Wednesday, and there's cautious optimism regarding its performance in light of current market conditions. With a notable decline in new home sales, the company's focus on DIY home renovations could provide a much-needed boost to its revenues. Experts highlight that LOW has consistently outperformed its close competitor, Home Depot (HD), primarily due to its effective appeal to both professional contractors and individual consumers. This combination of clientele allows Lowes to navigate market challenges more effectively than HD, which leans heavily on professional contractors. As the market environment shifts, LOW's model appears well-suited to capitalize on increased consumer interest in DIY projects, positioning the company favorably for the upcoming earnings report.

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Consensus
Positive
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Valuation
Fair Value
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Similar
HomeDepot, HD
BUY
Question about Home Depot

The homebuilder sector has been hurt by higher interest rates as the consumer shows some cracks in spending. Employment is holding up for now, so maybe the consumer will hold up after all. Watch the consumer. Prefers Lowes for its better multiple.

HOLD

Is down 10% in the last 3 months. It's been tough for the homebuilders. They did have a positive quarter. Likes that they are gaining market share in the professionals segment and oeprating margins continue to grow. Happy to hold onto this.

BUY

It reports next week. A great value name. Lowes delivers earnings and dividends well. Has owned it a long time.

PAST TOP PICK
(A Top Pick Apr 07/22, Up 6%)

Excellent company.
Will continue to hold.
Expects demand for building products to increase as economy recovers. 
Strong management team with good long term prospects. 

BUY

Trades at a lower multiple than HD. Increased operating margins from 11% to 16%, pro business is expanding. Applying HD playbook very successfully.

HOLD

He just sold Home Depot and holds a small position in this. The difference is that Lowes is growing its professionals segment, which is up 10% the past quarter.

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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 Jan 27/22, Down 2.3%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with LOW has triggered its stop at $197.  To remain disciplined, we recommend covering the position at this time.  When combined with the previous buy recommendations, this will result in a net investment loss of 1%

BUY

It reports Wednesday, and the street is bearish. But he likes LOW, because it's already declined from Home Depot's last quarter and he expects the CEO is tell a positive forecast.

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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 Dec 27/22, Up 7.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LOW is progressing well.  To remain disciplined, we recommend trailing up the stop to $197 at this time.

BUY
Growth companies have traded off. Highly tied to housing and renovations, needs a healthy consumer. Likes the space. LOW catching up to profitability and efficiency of HD, operating margins have gone up 60% in last 8-10 years, stole HD playbook. Better opportunity, less risk, growth is as good as HD.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate this home improvement retailer as a TOP PICK. Recently reported earnings beat expectations as cash reserves grew, while shares were aggressively bought back. It trades at 20x earnings, compared to peers at 35x. It pays a good dividend, that has grown for over 60 consecutive years, that is backed by a payout ratio under 30% of cash flow. We recommend trailing up the stop-loss (from $180) to $187, looking to achieve $238 -- over 17% upside potential. Yield 4.2% (Analysts’ price target is $237.28)
BUY
Surprised that they sold the Canadian division, and they took a big markdown, but remember that was a small piece of their business. They're increasing margins from 10-15%, so he bought them. Management is doing the right things. Highly profitable. The CEO used to be a senior exec at Home Depot and is following their playbook. LOW has become very efficient.
TOP PICK
Couldn't get traction in Canada, pulling out. US side is in great shape. Margins have expanded. Doing better than HD. Yield is 2.24%. (Analysts’ price target is $237.88)
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%.
BUY
Lowes trades at a discount in terms of PE, while Home Depot is at a slight premium. He likes Lowes for their commitment to digital-commerce and customer loyalty.
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