NYSE:LOW
Lowes Companies Inc. (LOW)
207.63
-0.02 (0.01%)
as of Jun 4, 2026, 6:58:29 pm Market Open.
145 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 4, 2026, 12:00 amThis 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.
Consensus
Positive
Valuation
Fair Value
Similar
HomeDepot, HD
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Premium contentPAST TOP PICK
PAST TOP PICK
(A Top Pick Aug 18/21, Up 8%) It's well-managed. They're expanding margins. In this sector, transactions were down, but profits were up, because the average price is up. In this case, inflation can be your friend. He expects good things tomorrow when they report.
Gordon ReidOwned
misc industrial products
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly This dividend Aristocrat trades at 16x earnings compared to peers at 33x. It has increased dividends for 48 consecutive years and boasts a payout ratio under 35% of cash flow. An aging home inventory suggests future home improvement demand should be sustained, even during a market down turn. We recommend a stop loss at $172, looking to achieve $238 -- upside potential over 21%. Yield 2.11% (Analysts’ price target is $237.53)
misc industrial products
TOP PICK
Trading off on fear that Fed will extinguish economic expansion. Very well managed. Increased guidance. Increasing margins steadily. Operating margins grew from 10% to almost 14%, and have a ways to go. Outperforming HD. Yield is 1.61%. (Analysts’ price target is $275.08)
Gordon ReidOwned
misc industrial products
PAST TOP PICK
(A Top Pick Mar 19/21, Up 25%) Little brother of HD, and following the HD playbook. Rising margins, latest quarter was great. Since he switched out of HD, it's up 20%, whereas LOW is up 33%.
Gordon ReidOwned
misc industrial products
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Don't fear a shutdown, but a slowdown due to the new Omicron variant. Lowes as well as Home Depot and Tractor Supply reported good earnings. The group will benefit from a slowdown. Lowes was slow to run up vs. these peers, and is still cheaper than HD
misc industrial products
BUY
They've followed the HD playbook. Strong organic growth. Grew revenues 33% over the last 2 years, amazing for a large company. Multiple at 21x is less than HD. Good value for a fast-growing enterprise. Right in the bullseye of spending, for individuals and for pros.
Gordon ReidOwned
misc industrial products
BUY ON WEAKNESS
If HD gets hit again when it reports Tuesday, it'll likely pressure Lowe's, which is the time to pounce on this. Lowe's is the better operator due to the CEO's incredible turnaround. They report Wednesday, and he expects them to report a strong quarter and upbeat holiday forecast.
misc industrial products
BUY
Question about Home Depot He owned this from the late-1990s till 2020 and did a 10-bagger. He sold it not because of the dividend, but a comparison against Lowe's. HD's success largely was a result of organic growth and operating efficiencies. In the past decade, their operating margins moved from 11% to 16.5% vs. Lowe's in a similar, but slower rate. So, he'd rather capture what will come, so he switched to Lowe's.
Gordon ReidOwned
misc industrial products
BUY
Allan Tong’s Discover Picks Lowe’s company boasts 35.1% YOY same-store sales growth and a 69% leap in quarterly profits. The company plans to expand online sales and add private brands. True, DIY customers shopped a little less this spring, but those folks were spending more on big-ticket items. Shares of LOW popped 4% immediately after that report. The street still believes in the name at seven buys and three holds at a price target of nearly $230 that’s over 12% higher than the current level. Home Depot boasts eight buys and one hold at a price target about 11% higher at $363.43. Read 3 Recovering Stocks to Consider for our full analysis.
Stockchase DiscoverOwned
misc industrial products
BUY
A great company. Has made corporate, strategic choices with contractors. The strategy has paid off handsomely. Probably better than Home Depot. We should continue to see real estate do well. Not cheap, but a quality company.
Cole KachurOwned
misc industrial products
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