Lowes Companies Inc. (LOW) Buy, Sell or Hold

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Lowes Companies Inc. (LOW)

207.63

-0.02 (0.01%)

as of Jun 4, 2026, 6:58:29 pm Market Open.

145 watching

Investor Insights

Jun 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.

Consensus

Positive

Valuation

Fair Value

Similar

HomeDepot, HD

TOP PICK

Better value at this point than HD. Lowe's is using the same recipe as HD did to expand operating margin, but you can get in in advance of its doing that. LOW is up dramatically today, as results impressed the street. Yield is 1.65%. (Analysts’ price target is $225.50)

BUY

Yesterday, Home Depot reported and shares tumbled, and Lowe's fell from $193 to $182. Today, Lowe's reported an excellent quarter, and shares jumped $17. Lowe's is NOT Home Depot; it is in better shape than Home Depot. Lowe's stores are friendly to professional contractors and are winning back female consumers, their core demographic until a few years ago after which the company lost its way. This week's sell-off of retail stocks was completely overdone.

DON'T BUY

Technical analysis of its chart LOW has made new highs since last fall, but compared to the S&P chart in terms of performance, LOW peaked 10 months ago and continues to struggle. LOW vs. HXV (homebuilders ETF): LOW is flirting now with 52-week relative low performance. Something isn't working and he doesn't like the stock. The current chart shows a break in the trendline and support at $180; it closed at $190 today. He predicts a 10-point retreat after next week's quarterly report if it disappoints. LOW underperforms the home-builders.

PAST TOP PICK

(A Top Pick Aug 31/20, Up 18%) Has an opportunity to improve their margins. Have some concerns about outperforming the market. There is a lot of demand for housing builds but there is a shortage of housing trades and materials. Will require some time for them to increase thrust. A hold right now.

DON'T BUY

LOW vs. HD Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed.

BUY

Lowes vs. Home Depot in the reopening There's still room to run for both. Contractors have a ton of work and a shortage of supplies. Both have risen over 20% in the past 6 months. Home Depot trades at a slightly higher valuation, but is worth it and she prefers HD.

BUY

Has owned Home Depot for 18, which has outperformed Lowes until 18 months ago (i.e. lagged HD in gross margins). So, he sold HD and bought Lowes three months ago. So far, it's a good start. You want to buy the best company in a sector. Before, it was HD, and now it's Lowes.

BUY

They report Wednesday. Under the new CEO, he expects Lowes to take market share from Home Depot.

BUY

It's only 10 points below its all-time high. Their stores are busy and open late. Tools are exploding now and there's a shortage of appliances and tool (look at Stanley Decker).

BUY

LOW vs. HD Staying at home has benefited both. Post-pandemic, they can benefit even further from pent-up demand for larger, professional contracts. LOW has outperformed HD since last March, trading at 20x earnings vs. 24x for HD. LOW has a stronger growth rate, 14% vs. HD at 9%. Both names are great, but LOW gets the edge.

BUY

It's still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense. In any home boom, like now, people spend on home improvement. Also, we're entering gardening season.

TOP PICK

Owned Home Depot before. Lowes has become a better competitor to Home Depot, and is now trading 4 multiple points below, but with similar fundamental points. They have increased their operating margin to about 13%. A Home Depot exec is also now part of Lowes. (Analysts’ price target is $194.52)

BUY

He believes in the CEO as he turns around the company. It's been difficult, but is moving in the right direction. Once he executes his vision, Lowe's will rival Home Depot in profits and growth.

DON'T BUY

Likes the home improvement space. All the vacation money has gone into the home. He prefers Home Depot. Their numbers looks better than Lowes'. He owns neither. Post-covid, he thinks the trend will continue.

WATCH

The CEO is trying to turn it around. Lowe's has its issues, but Covid has helped by causing an exodus from the city to the suburbs. Lowe's isn't there yet, but the numbers should be strong when they report Wednesday.

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Lowes Companies Inc. (LOW)