HD The Home Depot Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:15
Aug 30
Aug 30
Housing-linked compounder stabilizing at fair valuation
Bill Gates bought Home Depot after five flat years because high rates and inflation have temporarily depressed housing-linked renovation demand; the business is stabilizing, the US housing deficit should reactivate construction, and valuation is near its historical average.
MED
12:00
Aug 27
Aug 27
Best Buy's continued investment in major appliances (pricing, speed, availability) is driving a 'material improvement' in growth trends, with next-day delivery now available in 'almost all metro delivery locations' vs. less than half in Q1. — Best Buy is aggressively using its supply chain to compete on speed in appliances, which could pressure competitors' market share and force a competitive response on fulfillment capabilities.
MED
20:37
Aug 21
Aug 21
Bullish Home Depot, Lowe's, Walmart.
Home Depot, Lowe's, and Walmart remain favorites in a more selective consumer environment, offering exposure to retailers that can handle a choosy holiday shopper.
MED
16:22
Aug 21
Aug 21
Favor Home Depot, Lowe's, Walmart
Michael Zakura remains bullish on Home Depot, Lowe's, and Walmart because he still loves these names as consumers become choosier and more price-focused heading into the holiday season.
MED
13:15
Aug 21
Aug 21
Walmart and Home Depot are refining their sales pitches to appeal to financially pressured.
Walmart and Home Depot are refining their sales pitches to appeal to financially pressured consumers who are becoming more selective about purchases.
12:32
Aug 21
Aug 21
Big-box retailers stay strong into holidays.
Despite big-box retailers beating quarterly estimates and then seeing their stocks retreat on soft outlooks, Zakkour remains bullish on Home Depot, Lowe's, and Walmart. He expects all three to come through the cautious consumer environment fine and have strong holiday seasons because they will be beneficiaries of consumers shifting spending away from premium and luxury toward value.
HIGH
23:08
Aug 19
Aug 19
Cramer praises Target and Home Depot's strong quarters but does not state a position or forward.
Cramer praises Target and Home Depot's strong quarters but does not state a position or forward call, so these are watch.
13:00
Aug 19
Aug 19
Lowe's saw competitive pricing pressures in July as competitors used tariff refunds to aggressively price seasonal categories, leading Lowe's to refrain from matching promotions to protect margins. — Indicates Home Depot likely used its tariff refunds to drive sales and market share, potentially impacting future pricing dynamics in the home improvement sector.
MED
00:34
Aug 19
Aug 19
High rates pressure housing and remodeling demand.
Despite an earnings beat, Home Depot's outlook remains sluggish as high interest rates continue to pressure the housing market and remodeling demand.
MED
23:55
Aug 18
Aug 18
Home Depot's post-earnings drop is a buy.
Home Depot reported excellent numbers, particularly in its sticky pro business bolstered by acquisitions like SRS Distribution, making the stock's recent post-earnings drop unjustified.
HIGH
23:51
Aug 18
Aug 18
Pro business strength makes Home Depot attractive.
Home Depot delivered its best quarter in five years, driven by strong performance in its sticky pro business and strategic acquisitions like SRS Distribution. Despite a weak housing market, their sales cadence and natural language search capabilities are driving excellent results, making the stock's recent decline unjustified.
HIGH
22:21
Aug 18
Aug 18
Buy Lowe's over Home Depot on valuation.
Home Depot is managing well but remains held hostage to an unfavorable housing backdrop, and its recent quarter was weaker if you strip out a tariff refund. Lowe's is preferred because it is cheaper, has undergone a successful nine-year turnaround, and its valuation gap relative to Home Depot is too wide.
HIGH
21:59
Aug 18
Aug 18
Home Depot beat Q2 expectations with strong sales and EPS growth.
Home Depot beat Q2 expectations with strong sales and EPS growth, but the Seeking Alpha Quant rating remains a neutral hold due to housing market headwinds.
14:59
Aug 18
Aug 18
Home Depot CFO Richard McPhail says tariff refunds will offset costs in Q2 and Q3 with gross.
Home Depot CFO Richard McPhail says tariff refunds will offset costs in Q2 and Q3 with gross margin roughly flat by Q4, while housing turnover remains at historic lows with no inflection point yet.
14:05
Aug 18
Aug 18
Home Depot earnings report highlights a glimmer of hope as small projects offset a downturn.
Home Depot earnings report highlights a glimmer of hope as small projects offset a downturn in larger renovation demand.
13:00
Aug 18
Aug 18
Management expresses cautious optimism, with Q3 starting in line with Q2's stronger-than-expected demand, but offsets this with a volatile cost and macro environment, leading to a reaffirmed, rather than raised, guidance.
HIGH
12:40
Aug 18
Aug 18
Home Depot beat but back-half slowdown
Home Depot's second-quarter results beat expectations with the DIY consumer holding in, pros still spending, and guidance reaffirmed, but the reaffirmed guidance implies slower top-line growth in the second half, no housing rebound, and continued consumer pressure, creating uncertainty into the back half.
HIGH
12:16
Aug 18
Aug 18
Premarket movers show mixed trading with Meta, chipmakers.
Premarket movers show mixed trading with Meta, chipmakers, and AI stocks sliding on risk-off sentiment while Amylyx surges on trial success and Home Depot gains on earnings beat.
12:05
Aug 18
Aug 18
Home Depot professional segment provides edge
Home Depot could benefit from its professional contracting business as discretionary renovation spending pulls back, giving it an edge over DIY-heavy rival Lowe's and supporting growth in its latest results.
MED
12:05
Aug 18
Aug 18
Home Depot beats quarterly earnings estimates, indicating resilient spending on home.
Home Depot beats quarterly earnings estimates, indicating resilient spending on home improvement projects despite elevated borrowing and housing costs.
12:04
Aug 18
Aug 18
The author presents a bearish macro risk-off thesis on bonds, oil.
The author presents a bearish macro risk-off thesis on bonds, oil, and equities but frames it as market analysis and hedging advice rather than an explicit personal position or forward call.
11:53
Aug 18
Aug 18
US pre-market movers show broad tech weakness led by Nvidia and Tesla.
US pre-market movers show broad tech weakness led by Nvidia and Tesla, while Home Depot gains on earnings beat and Enbridge announces Tesla Semi deployment.
11:46
Aug 18
Aug 18
Home Depot reports second quarter fiscal 2026 sales of 47.9 billion dollars with comparable.
Home Depot reports second quarter fiscal 2026 sales of 47.9 billion dollars with comparable sales up 1.7 percent and adjusted EPS of 4.92 dollars.
10:32
Aug 18
Aug 18
Home Depot reports its fiscal second quarter earnings results with investors focused.
Home Depot reports its fiscal second quarter earnings results with investors focused on comparable sales and full-year guidance.
10:05
Aug 18
Aug 18
Home Depot beats Q2 estimates on sales and EPS while reaffirming its full-year fiscal 2026.
Home Depot beats Q2 estimates on sales and EPS while reaffirming its full-year fiscal 2026 guidance.
10:05
Aug 18
Aug 18
Home Depot beats Q2 estimates on sales and EPS while reaffirming its full-year fiscal 2026.
Home Depot beats Q2 estimates on sales and EPS while reaffirming its full-year fiscal 2026 guidance.
10:01
Aug 18
Aug 18
Home Depot beats Q2 revenue and EPS estimates while reaffirming fiscal 2026 guidance.
Home Depot beats Q2 revenue and EPS estimates while reaffirming fiscal 2026 guidance including IEEPA tariff refunds.
22:03
Aug 17
Aug 17
Buy Home Depot for multiyear improvement
He has a Buy on Home Depot expecting a slight sales and earnings beat, with the home improvement industry bottoming after years of negative comps and a multiyear improvement as housing turnover eventually recovers.
HIGH
21:59
Aug 17
Aug 17
Consumer earnings will test consumer health
This week attention should widen to consumer results as Home Depot, Target, and Walmart report earnings. With weak July retail sales and rate uncertainty high, these reports will provide a read on consumer health.
LOW
16:23
Aug 17
Aug 17
Dividend payers offer visible protected returns.
Home Depot, Walmart and Target have raised dividends for decades, making dividends a highly visible form of shareholder returns. Dividends historically account for 25-35% of total returns, and their current yields are attractive versus the market in a volatile environment.
MED
About HD Analyst Coverage
Buzzberg tracks HD (The Home Depot Inc.) across 27 sources. 27 bullish vs 2 bearish calls from 58 analysts. Sentiment: predominantly bullish (29%). 87 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Alejandro Estebaranz, Jason Bonfig, Michael Zakkour.