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
PAST TOP PICK
(A Top Pick July 27/07. Down 22%.) Consumer discretionary has been a very hard-hit area. Still in his top 10.
PAST TOP PICK
(A Top Pick July 27/07. Down 22%.) The model price is $33.43, a 43% positive differential. Expect it will stay around the current price until there is some easing in the economy.
BUY
Q: Would you buy Lowe's (LOW-N) or Home Depot (HD-N)? A: Lowe’s is a much better run company and you should look to buy it at these levels. Thinks the housing sector will recover, if not through new homes, through renovation, which they make a lot of money on.
TOP PICK
A little more speculative in that the US is into about 6 quarters of the housing slowdown and has showed up in their earnings, but the company is still substantially profitable. Looking for the housing sector to stop dropping this year.
TOP PICK
His model price is $36.40, a 68% positive differential. It has recession, quasi depression priced into the stock. Could have been talking about Home Depot (HD-N) just as well.
BUY
(Market Call Minute.) Loves this one. The model price is $38.59, a 59% positive differential.
TOP PICK
He has a model price of $42.93, a 51% positive differential. There is a lot of value here.
BUY
Anything relating to housing has been impacted. Believes that when the recovery happens in housing, stock is significantly undervalued. Likes this better than Home Depot (HD-N).
TOP PICK
32% positive differential Hit because of the consumer. Biggest risk is a recession. They are in at 31.39
BUY
A mispriced asset and very cheap.
BUY
The whole home improvement sector has been under pressure because of worries that the housing boom is going to implode. Resale homes are at record levels so doesn't think the renovation trend has come to an end. The stock has probably been oversold.
TOP PICK
Hurricane has created needs as well as people investing more in their houses.
TOP PICK
Trading at about 17 X earnings. A 17/18% grower.Expects accelerated earnings growth next year.
BUY
Should do well in a housing upswing.
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