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

Lowes Companies Inc. (LOW)

222.30

+0.10 (0.05%)

as of Jun 18, 2026, 8:06:39 pm Market Open.

80 watching

BUY

A great company. Has made corporate, strategic choices with contractors. The strategy has paid off handsomely. Probably better than Home Depot. We should continue to see real estate do well. Not cheap, but a quality company.

BUY

LOW vs. HD He had owned HD for close to 20 years, and had done well. You don't stop doing research after buying a company. His research showed that Lowe's was catching up. Lowe's trades 5x cheaper than HD, margins are lower but expanding. See his Top Picks today.

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.

Showing 31 to 45 of 91 entries

Most Recent Experts

Stockchase Insights

5i Research

Brian Acker, CA

Acker Finley Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

David Burrows

Barometer Capital Management

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Lowes Companies Inc. (LOW)