StreetInsider.com News Articles

Home Depot (HD) Positioned for Outsized Gains When Macro Improves, Says Analyst

Thu, 17 Sep 2026 08:27:25 -0400

UBS analyst Michael Lasser reiterated a Buy rating and $420.00 price target on Home Depot (NYSE: HD).

The analyst commented, "We recently hosted a discussion with members of Home Depot, including Isabel Janci, Vice President of Investor Relations and Treasurer; Rachael Sparrow, Director, Investor Relations; and Jacob Ashcraft, Director, Investor Relations. The conversation provided a comprehensive update on the company’s operating environment, strategic priorities and long-term growth opportunities. It reinforced a central theme that has been evident throughout much of the year: while the macroeconomic backdrop remains challenging and continues to weigh on larger project demand, Home Depot is executing well

Home Depot (HD) Reiterated at Hold by Stifel on Added Pressure on 2h26E Comp Sales

Thu, 17 Sep 2026 07:46:56 -0400

Stifel analyst W. Andrew Carter reiterated a Hold rating on Home Depot (NYSE: HD).

The analyst commented, "The Fed raised rates today in-line with expectations, the NAHB Homebuilder Index declined to 32 coming in below consensus, and LEN reduced 4Q26 delivered unit guidance by 6.7% at the midpoint. LEN results/commentary provide a fresh data point in recalibrating expectations amid uncertainty weighing on Builders FirstSource (BLDR; $59.65; Hold), Installed Building Products (IBP; $199.52; Buy), Simpson Manufacturing (SSD; $172.17; Buy), and UFP Industries (UFPI; $82.01; Hold). While the impacts to these names more heavily levered to construction are clear, we highlight the increasing

Home Depot (HD) Reiterated at Hold by Stifel on Added Pressure on 2h26E Comp Sales

Thu, 17 Sep 2026 07:46:56 -0400

Stifel analyst W. Andrew Carter reiterated a Hold rating on Home Depot (NYSE: HD).

Path to Pro Programs will Deliver 15 Million Introductions to High-Demand Construction Careers

Thu, 17 Sep 2026 07:00:00 -0400

New hands-on training program for students ages 11 - 17 expands career horizons by introducing multiple skilled trade pathways

While demand for skilled workers continues to grow, awareness of these careers remains low among young people during the years when many begin considering future career paths.

Path to Pro Programs will Deliver 15 Million Introductions to High-Demand Construction Careers

Thu, 17 Sep 2026 07:00:00 -0400

New hands-on training program for students ages 11 - 17 expands career horizons by introducing multiple skilled trade pathways

While demand for skilled workers continues to grow, awareness of these careers remains low among young people during the years when many begin considering future career paths.

Home Depot (HD) Reiterated at Hold by Stifel

Tue, 15 Sep 2026 09:21:14 -0400

(Updated - September 15, 2026 9:21 AM EDT)

Stifel analyst W. Andrew Carter reiterated a Hold rating on Home Depot (NYSE: HD).

The analyst commented, "We believe Home Depot (HD; $310.87; Hold) sports the best prospects for continuing to evolve its SRS platform, but despite spending over $27 billion on M&A, SRS remains a small percentage of the platform."

For an analyst ratings summary and ratings history on Home Depot click here. For more ratings news on Home Depot click here.

Shares of Home Depot closed at $310.87 yesterday.

Form 4 HOME DEPOT, INC. For: Sep 10 Filed by: Scardino Kimberly R

Fri, 11 Sep 2026 16:34:00 -0400

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Form 144 HOME DEPOT, INC. Filed by: Scardino Kimberly R

Thu, 10 Sep 2026 16:30:00 -0400

si-local-file:///var/storage/secattach/20260910/27048821.html

This home improvement stock is best positioned for a rebound

Thu, 10 Sep 2026 11:00:00 -0400

Bernstein said it sees no clear recovery in home improvement demand in the near term, but named one retailer as better positioned than its rival once conditions do turn around.

Analyst Zhihan Ma said the long-term need for renovation remains intact, with the median age of U.S. owner-occupied homes rising to 42. However, she noted that 78% of mortgage holders are locked in at rates below 6%, and macroeconomists are now projecting rate hikes rather than cuts, which "won't help improve housing turnover and/or the affordability of home improvement projects."

Homeowner sentiment weakened further in 2026, with higher-ticket projects falling to their

This home improvement stock is best positioned for a rebound

Thu, 10 Sep 2026 11:00:00 -0400

Bernstein said it sees no clear recovery in home improvement demand in the near term, but named one retailer as better positioned than its rival once conditions do turn around.

Homeowner sentiment weakened further in 2026, with higher-ticket projects falling to their

This home improvement stock is best positioned for a rebound

Thu, 10 Sep 2026 11:00:00 -0400

Bernstein said it sees no clear recovery in home improvement demand in the near term, but named one retailer as better positioned than its rival once conditions do turn around.

Homeowner sentiment weakened further in 2026, with higher-ticket projects falling to their

This home improvement stock is best positioned for a rebound

Thu, 10 Sep 2026 11:00:00 -0400

Bernstein said it sees no clear recovery in home improvement demand in the near term, but named one retailer as better positioned than its rival once conditions do turn around.

Homeowner sentiment weakened further in 2026, with higher-ticket projects falling to their

'Lowe's (LOW) better positioned for a rebound'; PT Lowered to $254 at Bernstein SocGen

Wed, 09 Sep 2026 08:29:33 -0400

(Updated - September 9, 2026 8:29 AM EDT)

Bernstein SocGen Group analyst Zhihan Ma lowered the price target on Lowe's (NYSE: LOW) to $254.00 (from $261.00) while maintaining a Outperform rating.

The analyst commented: "LOW better positioned for a rebound; Recovery in home improvement demand is a when, not if, question, but latest data suggests that the recovery is pushed further out. The long-term need to renovate remains as the median age of U.S. owner-occupied house rises to 42. The COVID pull forward of demand has normalized, and some products purchased during COVID are reaching the end of their life cycles. However,

'Lowe's (LOW) better positioned for a rebound'; PT Lowered to $254 at Bernstein SocGen

Wed, 09 Sep 2026 08:29:33 -0400

(Updated - September 9, 2026 8:29 AM EDT)

Bernstein SocGen Group analyst Zhihan Ma lowered the price target on Lowe's (NYSE: LOW) to $254.00 (from $261.00) while maintaining a Outperform rating.

'Lowe's (LOW) better positioned for a rebound'; PT Lowered to $254 at Bernstein SocGen

Wed, 09 Sep 2026 08:29:33 -0400

(Updated - September 9, 2026 8:29 AM EDT)

Bernstein SocGen Group analyst Zhihan Ma lowered the price target on Lowe's (NYSE: LOW) to $254.00 (from $261.00) while maintaining a Outperform rating.

'Lowe's (LOW) better positioned for a rebound'; PT Lowered to $254 at Bernstein SocGen

Wed, 09 Sep 2026 08:29:33 -0400

(Updated - September 9, 2026 8:29 AM EDT)

Bernstein SocGen Group analyst Zhihan Ma lowered the price target on Lowe's (NYSE: LOW) to $254.00 (from $261.00) while maintaining a Outperform rating.

Home Depot (HD) PT Lowered to $344 at Bernstein SocGen Group

Wed, 09 Sep 2026 08:14:43 -0400

Bernstein SocGen Group analyst Zhihan Ma lowered the price target on Home Depot (NYSE: HD) to $344.00 (from $354.00) while maintaining a Market Perform rating.

Form S-3ASR HOME DEPOT, INC.

Fri, 04 Sep 2026 06:01:00 -0400

si-local-file:///var/storage/secattach/20260904/27027112.html

The Home Depot to Present at the Goldman Sachs Global Consumer and Retail Conference

Tue, 01 Sep 2026 08:00:00 -0400

ATLANTA, Sept. 1, 2026 /PRNewswire/ -- The Home Depot^®, the world's largest home improvement retailer, today announced that Richard McPhail, executive vice president and CFO, and Billy Bastek, executive vice president of merchandising, will present at the Goldman Sachs Global Consumer and Retail Conference. The presentation will begin at 10:00 a.m. ET on Tuesday, September 15, 2026.

The Home Depot to Present at the Goldman Sachs Global Consumer and Retail Conference

Tue, 01 Sep 2026 08:00:00 -0400

Form 4 HOME DEPOT, INC. For: Aug 28 Filed by: Roseborough Teresa Wynn

Mon, 31 Aug 2026 16:15:00 -0400

si-local-file:///var/storage/secattach/20260831/27005887.html

Form 144 HOME DEPOT, INC. Filed by: Roseborough Teresa Wynn

Fri, 28 Aug 2026 16:06:00 -0400

si-local-file:///var/storage/secattach/20260828/26997858.html

Form 144 HOME DEPOT, INC. Filed by: Roseborough Teresa Wynn

Fri, 28 Aug 2026 16:06:00 -0400

si-local-file:///var/storage/secattach/20260828/26997858.html

Form 4 HOME DEPOT, INC. For: Aug 26 Filed by: Rowe Michael F.

Thu, 27 Aug 2026 16:58:00 -0400

si-local-file:///var/storage/secattach/20260827/26990937.html

Form 4 HOME DEPOT, INC. For: Aug 26 Filed by: Rowe Michael F.

Thu, 27 Aug 2026 16:58:00 -0400

si-local-file:///var/storage/secattach/20260827/26990937.html