LOW Lowe's Companies Inc. Loading... : Bullish and Bearish Analyst Opinions
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10:00
Sep 01
Sep 01
Community members are heavily criticizing the Lowe's CEO, comparing his current tenure to his past destruction of JC Penney. Poor executive leadership and a track record of bankrupting retail companies signals fundamental weakness in Lowe's operational strategy. Shorting Lowe's based on bearish sentiment regarding the CEO's ability to navigate the current macroeconomic environment. The broader market could rebound, lifting retail stocks, or the CEO criticism may be purely emotional rather than fundamentally driven.
LOW
10:00
Aug 31
Aug 31
Lowe's stores are reportedly understaffed and empty, with recent earnings beats driven solely by aggressive workforce cuts rather than growth. Cost-cutting can only prop up earnings for so long before deteriorating customer experience (and forced 35% APR credit cards) destroys revenue. Short the stock as the fundamental business is degrading despite recent earnings beats. Cost-cutting measures may continue to artificially inflate EPS in the short term, delaying the stock's decline.
LOW
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
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
16:54
Aug 19
Aug 19
Tariff refunds make Lowe's beatable.
Lowe's guidance looks beatable because future tariff refunds are not yet baked into numbers, so reported results should come in better than the cautious outlook even though the housing-linked DIY consumer remains pressured.
MED
14:56
Aug 19
Aug 19
Lowe's shares fell after cutting guidance despite a Q2 beat.
Lowe's shares fell after cutting guidance despite a Q2 beat, with the author citing a neutral Quant rating and no explicit directional position.
14:51
Aug 19
Aug 19
Lowe's cuts outlook, sales rise
Reports Lowe's cut 2026 outlook with flat profit and higher sales; no directional view.
LOW
14:27
Aug 19
Aug 19
Lowe's guidance cut on housing weakness.
Lowe's lowered its full-year forecast in a sluggish housing market, and the shares traded lower, signaling continued earnings pressure for home-improvement retail tied to housing activity.
MED
13:54
Aug 19
Aug 19
Home Depot's strong results bode well for Lowe's.
Lowe's is expected to post good results following Home Depot's strong earnings, as consumers continue to lean into renovation projects and Lowe's pushes into AI and contracting.
MED
13:30
Aug 19
Aug 19
Notes trimmed outlook on macro headwinds
Notes trimmed 2026 outlook attributed to high interest rates and a challenging macroeconomic environment.
LOW
13:00
Aug 19
Aug 19
Lowe's is guiding to the low end of its prior outlook, reflecting a cautious consumer, pressure in residential construction, and elevated fuel/transportation costs.
HIGH
12:18
Aug 19
Aug 19
Macro brief flags stagflationary risks from yields and oil.
Macro brief flags stagflationary risks from yields and oil, but frames trades as tactical fades and watch items rather than explicit personal positions or forward calls.
11:44
Aug 19
Aug 19
US pre-market movers show mixed megacap performance, with ADI and EL rising on strong earnings.
US pre-market movers show mixed megacap performance, with ADI and EL rising on strong earnings, LOW falling on weak guidance, MRK and MRNA surging on vaccine success, and NBIS dropping on convertible note offering.
11:14
Aug 19
Aug 19
Lowe's reports second quarter earnings with adjusted EPS of 4.40 and total sales of 26 billion.
Lowe's reports second quarter earnings with adjusted EPS of 4.40 and total sales of 26 billion dollars, citing continued growth in Pro and online segments.
10:16
Aug 19
Aug 19
Lowe's reports Q2 adjusted EPS above estimates but narrows its full-year sales and adjusted EPS.
Lowe's reports Q2 adjusted EPS above estimates but narrows its full-year sales and adjusted EPS guidance ranges.
10:03
Aug 19
Aug 19
Lowe's reports second quarter operating income of 3.549 billion dollars with sales missing.
Lowe's reports second quarter operating income of 3.549 billion dollars with sales missing analyst estimates and EPS of 4.27 dollars.
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
16:30
Aug 18
Aug 18
Home Depot's monthly sales improvement bodes well for Lowe's.
Home Depot's monthly same-store sales improvement through the quarter (July stronger than June, June stronger than May) and strength in bigger-ticket spring categories provide a positive read-through for Lowe's upcoming earnings results.
MED
20:46
Aug 14
Aug 14
Watch retail earnings for consumer read
After today's disappointing retail sales, next week is a big week for retail earnings, with Home Depot, Estée Lauder, Target, Lowe's, TJX, Walmart and Ross Stores reporting; this offers investors a more detailed inside read on the consumer.
LOW
23:11
Aug 13
Aug 13
Lowe's at 200-week MA discount buy
Buy Lowe's at its 200-weekly moving average, a long-term technical support level the author identifies as a discounted entry into a quality home improvement retailer.
MED
16:37
Aug 10
Aug 10
Eyeing Lowe's, no position yet
Author flags Lowe's as a prospective opportunity in home improvement stocks; no position taken yet, directional commitment absent.
LOW
19:29
Aug 01
Aug 01
Short LOW into next year; speaker cites a fresh break below the 200-day moving average.
Short LOW into next year; speaker cites a fresh break below the 200-day moving average as a technical breakdown signal, endorsing the bearish setup on the quoted ticker.
MED
04:37
Jul 31
Jul 31
JPMorgan lowers its price target on Lowe's Companies to 252 dollars from 279 dollars.
JPMorgan lowers its price target on Lowe's Companies to 252 dollars from 279 dollars, reflecting a reduced valuation outlook.
14:00
Jul 28
Jul 28
Sherwin-Williams sees continued share gains in the Pro segment through its strategic partnerships with Lowe's and Menards, supporting these retailers' pro-focused growth strategies.
HIGH
08:30
Jul 24
Jul 24
Transfer of the Lowe's co-brand portfolio to a new issuer removes a revenue stream but has negligible net income impact.
HIGH
08:00
Jul 21
Jul 21
Added co-brand commercial card portfolio, expanding Lowe's relationship.
HIGH
03:21
Jun 18
Jun 18
Post-war stocks benefit from lower oil.
The end of the war in the Middle East, signaled by the US-Iran agreement, will lead to lower oil prices. This benefits specific sectors that are sensitive to fuel and transportation costs. UBS identifies construction-related retailers (Lowe's, Home Depot), consumer staples (P&G), and logistics (UPS) as key beneficiaries of this trend.
MED
22:13
Jun 17
Jun 17
Falling oil benefits Lowe's, Home Depot, P&G, UPS.
Falling oil prices driven by progress on the Iran peace deal benefit war-ending cyclical and value stocks such as Lowe's, Home Depot, Procter & Gamble, and UPS. These companies get a positive earnings tailwind from lower energy costs, creating intermediate momentum opportunities.
MED
About LOW Analyst Coverage
Buzzberg tracks LOW (Lowe's Companies Inc.) across 18 sources. 15 bullish vs 4 bearish calls from 38 analysts. Sentiment: predominantly bullish (21%). 52 total trade ideas tracked. Past 7 days: 2 bearish. Latest voices: r/wallstreetbets community, Jason Bonfig, Michael Zakkour.