Core Insights - Home Depot and Lowe's are expected to report earnings this week, with significant stock movements anticipated for both companies [1] - Home Depot's stock could move up to 4% and Lowe's up to 5% based on current options pricing [1] - Home Depot is projected to report adjusted earnings per share (EPS) of $2.53, with a 4% year-over-year revenue decline to $38.15 billion, while Lowe's is expected to post adjusted EPS of $1.93 and a 10% revenue increase to $20.37 billion [1] Group 1: Stock Performance - Both Home Depot and Lowe's have seen strong stock performance at the start of 2026, with Home Depot gaining approximately 11% and Lowe's up 16% [1] - The anticipated earnings reports are expected to influence stock prices significantly, with Home Depot potentially reaching above $398 or dropping to $366, and Lowe's possibly hitting a record high above $294 or falling to $266 [1] Group 2: Market Insights - The earnings results from both companies could provide insights into the health of the American consumer and the housing market [1] - Analysts from UBS are particularly interested in executive comments regarding the home improvement market outlook, citing factors like tax refunds and declining mortgage rates as potential growth drivers [1] Group 3: Analyst Recommendations - Analysts tracked by Visible Alpha are generally bullish on both stocks, with a majority recommending buying [1] - The consensus price target for Home Depot is $418, suggesting about a 9% upside, while Lowe's mean target is $289, implying a roughly 3% rise from the current level [1]

Lowe’s Companies, Inc. (NYSE:LOW) is included among the 16 Best Dividend Stocks with Rising Payouts. Lowe’s (LOW) Workforce Reduction Comes as Bernstein Maintains Bullish Rating On February 13, Reuters reported that Lowe’s Companies, Inc. (NYSE:LOW) plans to cut about 600 corporate and support positions, accounting for less than 1% of its total workforce. A company spokesperson explained that the move is intended to shift more focus and resources toward store operations and the employees who interact dir ...

In its upcoming report, Lowe's (LOW) is predicted by Wall Street analysts to post quarterly earnings of $1.95 per share, reflecting an increase of 1% compared to the same period last year. Revenues are forecasted to be $20.36 billion, representing a year-over-year increase of 9.8%.Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forec ...

Earnings Reports - A variety of companies are set to announce quarterly results, including Domino's Pizza, C3.ai, Dell Technologies, Home Depot, Nvidia, Salesforce, and others [2] Economic Data Releases - Key economic data to be released includes factory orders, the S&P Case-Shiller home price index, wholesale inventories, consumer confidence data, and the producer price index (PPI) for January [3][4] Federal Reserve Speeches - Several Federal Reserve officials, including Christopher Waller, Austan Goolsbee, Raphael Bostic, and Lisa Cook, are scheduled to deliver speeches throughout the week [3]

Core Insights - Home Depot and Lowe's are leading companies in the U.S. home improvement sector, each adopting unique strategies to capture market share amid cautious consumer spending and slower housing turnover [1][4]. Company Overview - Home Depot has a market capitalization of approximately $381.8 billion and operates over 2,300 stores across the U.S., Canada, and Mexico, focusing on professional customers and maintaining strong supplier relationships [2]. - Lowe's, valued at around $158.3 billion, operates more than 1,700 stores primarily in the U.S. and is enhancing its execution through improved merchandising and a "total home" strategy [3]. Strategic Initiatives - Home Depot is expanding its Pro ecosystem through platforms like SRS and GMS, which enhance its reach into specialty building materials and facilitate cross-selling opportunities [5]. - The introduction of AI-powered tools at Home Depot aims to streamline project planning for professional contractors, significantly improving efficiency in material estimation [6][7]. - Lowe's "Total Home" strategy integrates specialized services and a robust digital infrastructure, positioning the company as a comprehensive solution provider for both professionals and DIY homeowners [12]. Market Positioning - Home Depot's focus on professional contractors and advanced technology reinforces its competitive edge, while its exclusive brands and curated assortments enhance customer loyalty [8]. - Lowe's expansion into the high-value Professional market through acquisitions, such as Foundation Building Materials, strengthens its product portfolio and distribution capabilities [13]. Financial Performance Estimates - Home Depot's current fiscal year sales are projected to increase by 3.3%, but EPS is expected to decline by 4.9%. For the next fiscal year, sales are estimated to rise by 4.2% with a 4.3% growth in earnings [17]. - Lowe's current financial-year sales and EPS are expected to grow by 2.9% and 2.2%, respectively, with an anticipated 8.6% rise in sales and 6.3% growth in earnings for the next fiscal year [20]. Stock Performance - Year-to-date, Home Depot shares have increased by 11.4%, while Lowe's shares have risen by 17% [24]. - Home Depot's forward P/E ratio is 25.23, compared to Lowe's 21.55, indicating differing valuations in the market [25]. Investment Outlook - Both companies are enhancing their Pro capabilities and leveraging technology, but Home Depot is currently viewed as better positioned for investors due to its broader scale and advanced digital tools [26].

Lowe’s Companies, one of the largest home improvement chains in the US, with over 1,700 stores, has entered the growing list of retailers announcing job cuts in 2026. The company revealed on Feb 13, that it will reduce 600 corporate and support roles nationwide, representing around 1% of its total workforce. The plan is to shift resources toward store operations and customer-facing employees. As part of the broader pullback, a recent Worker Adjustment and Retraining Notification (WARN) spread across 10 ...

Core Insights - Lowe's is launching a nationwide initiative inviting communities to propose renovation projects as part of its five-year, $100 million commitment to community revitalization [1][2] - The initiative includes awarding up to 100 large-scale renovation grants and completing over 2,000 additional community improvement projects [1][2] - The call for project nominations is open until March 20, 2026, and aims to strengthen local communities [1] Community Impact Program - Lowe's Community Impact program will fund large-scale renovation projects and associate-led community improvement efforts [1] - Eligible project types include renovations for nonprofit organizations, schools, municipal facilities, and community spaces [2] - The initiative is inspired by the iconic Lowe's blue bucket and aims to engage community members in dreaming big for their hometowns [1] Project Examples and Goals - Last year, Lowe's associates completed over 10 million square feet of community improvement projects, including: - Repairing tiny homes for veterans in Kansas City, Missouri - Transforming volunteer fire department facilities in Chattanooga, Tennessee - Building mobile shower and laundry facilities for unhoused individuals in Charlotte, North Carolina [1][2] - The company emphasizes that strong communities are built through collaborative efforts and aims to set ambitious goals for future community support [1] Tour and Engagement - Lowe's is launching the Community Bucket List Tour, featuring oversized blue buckets to promote project nominations across various cities [1][2] - Tour stops include major cities such as Dallas, Philadelphia, and San Diego, aiming to inspire community involvement [2] Company Overview - Lowe's Companies, Inc. is a FORTUNE® 100 home improvement company with over 83 billion dollars in sales for fiscal year 2024 [2] - The company operates approximately 1,700 home improvement stores and employs around 300,000 associates [2]

Lowe's Companies, Inc. to Host Fourth Quarter & Fiscal 2025 Earnings Conference Call on Feb. 25 [Accessibility Statement] Skip NavigationMOORESVILLE, N.C., Feb. 18, 2026 /PRNewswire/ -- Lowe's Companies, Inc. (NYSE: LOW) announced today that it will hold its Fourth Quarter & Fiscal 2025 Earnings Conference Call at 9 a.m. Eastern time on Wednesday, Feb. 25. A webcast will be available by visiting the Quarterly Earnings section of the Lowe's Investor Relations website, [ir.lowes.com]. Supplemental materials w ...

Group 1 - Bernstein raised the target price for Lowe's Companies from $284 to $313 [1] - Bernstein increased the target price for Home Depot from $362 to $381 [1]

US home improvement retailer Lowe’s is eliminating approximately 600 positions across its corporate and support functions. The reduction accounts for less than 1% of the company’s total workforce. In a statement to Retail Insight Network yesterday (15 February), Lowe’s said: “This reduction in corporate staff allows Lowe’s to strengthen our frontline focus while remaining agile in a dynamic home improvement environment.” Affected employees will receive financial support, continued benefits for a limite ...