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Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Small box converted to dark stores: Dollar stores remain somewhat insulated from ecommerce today as e-commerce is too expensive for their core customers. Dark stores could help lower the cost of fulfillment while shortening the last mile, as long as there’s enough volume to justify fixed costs. If Walmart

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

KGI Securities Starts Lowe's (LOW) at Neutral

Tue, 10 Mar 2026 07:01:05 -0400

KGI Securities initiates coverage on Lowe's (NYSE: LOW) with a Neutral rating and a price target of $255.00.

For an analyst ratings summary and ratings history on Lowe's click here. For more ratings news on Lowe's click here.

Shares of Lowe's closed at $250.22 yesterday.

Form 4 LOWES COMPANIES INC For: Mar 04 Filed by: Vance Quonta D

Thu, 05 Mar 2026 16:05:00 -0400

si-local-file:///var/storage/secattach/20260305/26118826.html

Form 4 LOWES COMPANIES INC For: Mar 04 Filed by: Vance Quonta D

Thu, 05 Mar 2026 16:05:00 -0400

si-local-file:///var/storage/secattach/20260305/26118826.html

Form 144 LOWES COMPANIES INC Filed by: Vance Quonta D

Wed, 04 Mar 2026 16:22:00 -0400

si-local-file:///var/storage/secattach/20260304/26111535.html

Form 144 LOWES COMPANIES INC Filed by: Vance Quonta D

Wed, 04 Mar 2026 16:22:00 -0400

si-local-file:///var/storage/secattach/20260304/26111535.html

Lowe's (LOW) PT Raised to $294 at Mizuho

Fri, 27 Feb 2026 06:41:56 -0400

Mizuho analyst David Bellinger raised the price target on Lowe's (NYSE: LOW) to $294.00 (from $272.00) while maintaining a Outperform rating.

Lowe's (LOW) PT Lowered to $315 at UBS, Stock Expected to Move Higher as Sales Improve

Thu, 26 Feb 2026 10:42:44 -0400

(Updated - February 26, 2026 10:42 AM EST)

UBS analyst Michael Lasser lowered the price target on Lowe's (NYSE: LOW) to $315.00 (from $316.00) while maintaining a Buy rating.

The analyst commented, "While there were several moving pieces in LOW's 4Q print, our biggest takeaway was that the company is producing steady market share gains, managing its P&L and positioning itself for the future. Its nimble approach to delivering value resonated with both the homeowner and small-to-medium sized pro even as the consumer continues to defer large, discretionary projects. This should mean that LOW will be an outsized beneficiary once the home

Lowe's (LOW) PT Lowered to $315 at UBS, Stock Expected to Move Higher as Sales Improve

Thu, 26 Feb 2026 10:42:44 -0400

(Updated - February 26, 2026 10:42 AM EST)

UBS analyst Michael Lasser lowered the price target on Lowe's (NYSE: LOW) to $315.00 (from $316.00) while maintaining a Buy rating.

Lowe's (LOW) PT Lowered to $280 at TD Cowen

Thu, 26 Feb 2026 10:19:05 -0400

TD Cowen analyst Max Rakhlenko lowered the price target on Lowe's (NYSE: LOW) to $280.00 (from $295.00) while maintaining a Hold rating.

The analyst commented: "Backdrop Remains Tough, But We're Constructive On The Pro Roadmap; We maintain our Hold rating, and our thesis did not change coming out of 4Q EPS. We slightly tweak our FY26 EPS lower on revs & margins, but results and guide were broadly in line with our expectations. Pro remains the growth engine, and mgmt's commentary & recent checks sound positive on integration of recent M&A & cross-selling oppty, but we continue to look for greenshoots

Lowe's (LOW) PT Lowered to $280 at TD Cowen

Thu, 26 Feb 2026 10:19:05 -0400

TD Cowen analyst Max Rakhlenko lowered the price target on Lowe's (NYSE: LOW) to $280.00 (from $295.00) while maintaining a Hold rating.

DA Davidson Reiterates Neutral Rating on Lowe's (LOW) as Stock Falls Following Q4 Print

Thu, 26 Feb 2026 09:36:01 -0400

DA Davidson analyst Michael Baker reiterated a Neutral rating and $275.00 price target on Lowe's (NYSE: LOW).

The analyst commented, "Like HD, LOW beat on the top line with accelerating comps versus last quarter and help at the end of the period from storms. Underlying metrics were also remarkably similar on a number of fronts. Looking ahead, both are seeing the same macro headwinds and so gave subdued 2026 outlooks, each looking for share gains and guiding to identical comp and EPS growth rates. That tells us that most of the issues facing HD and LOW are truly external rather than

Lowe's (LOW) PT Lowered to $292 at Morgan Stanley

Thu, 26 Feb 2026 08:40:07 -0400

Morgan Stanley analyst Simeon Gutman lowered the price target on Lowe's (NYSE: LOW) to $292.00 (from $296.00) while maintaining a Overweight rating.

Lowe's (LOW) PT Raised to $290 at Wells Fargo

Thu, 26 Feb 2026 08:38:40 -0400

Wells Fargo analyst Zachary Fadem raised the price target on Lowe's (NYSE: LOW) to $290.00 (from $280.00) while maintaining a Overweight rating.

Lowe's (LOW) PT Raised to $264 at RBC Capital

Thu, 26 Feb 2026 07:33:23 -0400

RBC Capital analyst Steven Shemesh raised the price target on Lowe's (NYSE: LOW) to $264.00 (from $257.00) while maintaining a Sector Perform rating.

The analyst commented: "Margin Guidance Feels Conservative, But Bigger Issue is Muted Category Outlook; Margin guidance disappointed, but feels to be conservative, which de-risks the name some. The category outlook, however, still remains muted, which will keep a lid on near-term EPS potential and makes the name somewhat less interesting today. For 1Q, we lower our comp estimate from +2.0% to +0.5% (reflecting recent winter storm activity) and our adj. EPS estimate from $3.08 to $2.96. For 2026/2027,

Lowe's (LOW) PT Raised to $264 at RBC Capital

Thu, 26 Feb 2026 07:33:23 -0400

RBC Capital analyst Steven Shemesh raised the price target on Lowe's (NYSE: LOW) to $264.00 (from $257.00) while maintaining a Sector Perform rating.

Lowe's (LOW) PT Raised to $300 at Piper Sandler; 'Q4 Showed a Number of Positives'

Thu, 26 Feb 2026 07:09:23 -0400

Piper Sandler analyst Peter Keith raised the price target on Lowe's (NYSE: LOW) to $300.00 (from $294.00) while maintaining an Overweight rating.

The analyst commented: "Q4 Showed a Number of Positives; Guidance Looks Reasonable/Beatable; We reiterate our OW rating and raise out PT to $300 (21x 2027E EPS) following Q4 results in which we saw a number of positives. Of note, the quarter finished rather strong in January even excluding the winter storm benefit. Also, the 2-year stacked comp inflected positive for the first time in 3 years and the big ticket comp was the strongest in >3 years. LOW is