Lowe's Companies, Inc.

Report azionario NYSE:LOW

Capitalizzazione di mercato: US$110.3b

Lowe's Companies Crescita futura

Criteri Future verificati 1/6

Si prevede che Lowe's Companies aumenterà gli utili e i ricavi rispettivamente del 5.6% e 3.1% all'anno, mentre si prevede che l'EPS crescerà del 7.2% all'anno.

Informazioni chiave

5.6%

Tasso di crescita degli utili

7.17%

Tasso di crescita dell'EPS

Specialty Retail crescita degli utili8.4%
Tasso di crescita dei ricavi3.1%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento09 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Sep 07

Lowe's: An Undervalued Dividend King For Long-Term Dividend Growth Investors

Summary Lowe’s has increased its dividend for 64 consecutive years. Incredible. It’s one of the longest dividend growth streaks in the world. Lowe’s has a good financial position. Because of negative common equity from extensive buybacks, there is no long-term debt/equity ratio. The P/E ratio has dropped to 16.9. That’s as low as I’ve seen it over the last 10 years. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 07

LOW: Total Home And PRO Execution Will Support Gradual Repricing Through 2026

Analysts have trimmed the fair value estimate for Lowe's Companies to about $252.82 from roughly $258.19. This reflects slightly softer revenue growth and profit margin assumptions along with a modestly higher discount rate, even as recent research notes still highlight progress in PRO, home services, and the Total Home strategy.
Nuova narrativa • Aug 22

Digital Tools and Acquisitions Will Capture Underserved Pro Markets

Lowe’s is accelerating its shift toward professional contractors while strengthening its Total Home strategy for DIY and “Do It For Me” customers. Through major acquisitions (Foundation Building Materials / FBM and Artisan Design Group / ADG) plus digital investments, the company aims to deepen relationships with Pros—especially small- and medium-sized ones—and expand into specialty building materials, flooring, and installation services.
Aggiornamento narrativa • Aug 20

LOW: Reaffirmed 2026 Outlook Will Support Gradual Repricing As Home Improvement Recovers

Analysts have trimmed the fair value estimate for Lowe's Companies to about $258 per share from roughly $264, reflecting slightly softer modeled revenue growth, a modestly higher discount rate, and small adjustments to long term profit margin and future P/E assumptions in light of recent Q2 focused price target cuts across the Street. Analyst Commentary Recent Street research on Lowe's Companies points to a more cautious tone on the stock, even though most firms still maintain positive or neutral ratings.
Aggiornamento narrativa • Jun 25

LOW: Reaffirmed 2026 Outlook And Pro Share Gains Will Support Housing Recovery

The updated analyst price target for Lowe's Companies reflects a broad reset of Street expectations, with multiple firms trimming targets into a roughly $220 to $285 range as analysts factor in softer comparable sales, a tougher housing backdrop, and modestly adjusted earnings assumptions, while still recognizing steady execution and reaffirmed long term guidance. Analyst Commentary Recent research on Lowe's Companies shows a reset in price targets, but not a uniform shift in sentiment.
Articolo di analisi • Jun 22

Lowe's (LOW) Stock Could Be 16% Undervalued After Live Nation Loyalty Tie Up

Why Lowe's Companies Stock Is Back On Investors' Radar Lowe's Companies (LOW) recently announced a multi year partnership with Live Nation Entertainment that ties MyLowe's Rewards and MyLowe's Pro Rewards to exclusive concert perks, putting a fresh spotlight on how the retailer thinks about customer loyalty. In addition, Lowe's Companies is set to appear in a virtual fireside chat hosted by Brian Nagel of Oppenheimer & Co., giving investors another reference point for how management presents...
Aggiornamento narrativa • Jun 11

LOW: Reaffirmed FY26 Outlook And Pro Expansion Will Support Home Improvement Recovery

Analysts have trimmed the average price target for Lowe's by about $5 to reflect softer near term housing and home improvement trends, while also pointing to steady execution, stable DIY spending, and reaffirmed 2026 guidance as key support for earnings expectations. Analyst Commentary Recent research shows a clear reset in price targets around Lowe's, with most firms trimming their numbers while still highlighting consistent execution, stable DIY trends, and reaffirmed long term guidance.
Aggiornamento narrativa • May 28

LOW: FY26 Guidance And Steady Margins Will Support Home Improvement Cycle Upside

Lowe's updated analyst price target edges lower to about $264 from roughly $286, as analysts factor in softer revenue growth assumptions, a modestly lower profit margin outlook, and a slightly reduced future P/E multiple, despite ongoing execution and reaffirmed long-term guidance. Analyst Commentary Recent research on Lowe's shows a cluster of trimmed price targets, with most firms still acknowledging solid execution and reaffirmed long term guidance, but adjusting models to reflect a tougher housing backdrop and softer near term sales trends.
Aggiornamento narrativa • Apr 23

LOW: Q4 Execution And FY26 Home Improvement Cycle Setup Will Support Upside

Analysts have adjusted the blended price target for Lowe's Companies modestly higher, within a range that now spans roughly the mid $250s to about $315, reflecting mixed reactions to Q4 results, FY26 guidance, and views on the home improvement and housing setup. Analyst Commentary Recent research paints a mixed picture, with many firms lifting price targets while a few trim expectations after Lowe's Q4 report and FY26 guidance.
Aggiornamento narrativa • Apr 08

LOW: Q4 Execution And AI Shopping Tools Will Support Housing Cycle Upside

The analyst price target for Lowe's Companies is modestly lower at $285.58, down from $286.18, as analysts weigh recent Q4 earnings strength and market share gains against more cautious FY26 guidance and near term margin pressure. Analyst Commentary Recent research views around Lowe's are mixed, with many firms lifting price targets on the back of Q4 execution and market share gains, while others trim targets or stay cautious given FY26 guidance and margin pressure.
Aggiornamento narrativa • Mar 25

LOW: Q4 Execution And AI Adoption Will Support Home Improvement Recovery

Analysts now see Lowe's fair value as broadly unchanged at about $286, with only a fractional shift in the price target despite a wide range of new research views that balance Q4 strength, tempered FY26 guidance, and differing expectations for how quickly the home improvement cycle could improve. Analyst Commentary Recent research paints a mixed but generally constructive picture around Lowe's, with most price targets clustering around the mid to high $200s and a spread of views on how to weigh Q4 strength against FY26 guidance and the broader home improvement backdrop.
Aggiornamento narrativa • Mar 11

LOW: Housing And AI Adoption Will Support Home Improvement Recovery

The analyst price target for Lowe's Companies edges up to $286.48 from $286.13 as analysts factor in slightly lower modeled revenue growth and profit margins, along with a modestly higher assumed discount rate and future P/E. Analyst Commentary Recent research updates around Lowe's cluster around the same Q4 earnings print and FY26 outlook, but they split into two clear camps.
Aggiornamento narrativa • Feb 24

LOW: Housing And AI Initiatives Will Guide Balanced Home Improvement Recovery

The analyst price target for Lowe's Companies has been lifted from $278.13 to $286.13 as analysts factor in slightly higher revenue growth assumptions, a modestly higher future P/E of about 25.7, and recent sector research pointing to steady transaction trends, an improved valuation view, and potential upside tied to do it yourself and Pro demand. Analyst Commentary Recent Street research around Lowe's centers on how the stock is priced, how steady demand looks heading into Q4 earnings, and what type of customer mix might matter most over the next stretch, especially between do it yourself projects and Pro spending.
Aggiornamento narrativa • Jan 18

LOW: Lock-In Housing And AI Tools Will Support Gradual Home Improvement Recovery

Narrative Update The analyst price target for Lowe's Companies has been raised by about US$5 to reflect slightly higher modeled fair value, modest tweaks to revenue growth, profit margins and future P/E assumptions, as analysts point to valuation, pent up demand in home improvement and a healthier mix across do it yourself and pro customers as key supports for the update. Analyst Commentary Recent research on Lowe's highlights a mix of optimism around long term home improvement demand and caution around near term earnings visibility, with several firms adjusting price targets and ratings after the latest results and outlook updates.
Aggiornamento narrativa • Jan 04

LOW: Lock-In Housing Dynamics Will Support Gradual Home Improvement Recovery

The analyst price target for Lowe's Companies has been modestly reduced by analysts to reflect slightly softer growth and margin assumptions. The new blended target implies only a small fair value increase to about $273 per share, as they weigh near term housing and consumer headwinds against longer term support from lock in housing dynamics and pent up home improvement demand.
Aggiornamento narrativa • Dec 14

LOW: Pro Segment And Lock-In Effect Will Support Future DemandI updated the title after noticing it did not meet the 7-word minimum.

Analysts have trimmed their blended price target for Lowe's Companies by a few dollars, reflecting slightly higher discount rate assumptions and tempered near term guidance, despite expectations for improving revenue growth, stable margins, and long term demand supported by homeowners' lock in effect and rising home equity. Analyst Commentary Recent Street updates reflect a more nuanced stance on Lowe's, with modestly lower price targets but a generally constructive view on the company’s long term positioning and earnings power.
Aggiornamento narrativa • Nov 30

LOW: Pro Segment Investments Will Drive Future Share Gains Amid Housing Market Tailwinds

Lowe's Companies saw its analyst fair value estimate decrease modestly to $272.50 per share from $278.56, as analysts cite cautious guidance and mixed sector signals. This comes despite some ongoing industry tailwinds.
Aggiornamento narrativa • Nov 16

LOW: Pro Segment Investments Will Drive Share Gains Amid Margin Caution

Lowe's Companies' analyst price target has been slightly reduced from $281.84 to $278.56. Analysts cite continued improvements in operational performance and Pro segment investments, but these are offset by cautious views on margins and ongoing market challenges.
Aggiornamento narrativa • Aug 26

Digital Tools And Acquisitions Will Capture Underserved Pro Markets

Analysts have raised Lowe’s price target to $277.71, citing stronger Q2 earnings, improved margin performance, enhanced guidance, and Pro segment expansion, though offset by continued DIY softness. Analyst Commentary Bullish analysts cite Lowe's Q2 earnings beat, with improved comps and stronger margins, as a primary reason for upward price target revisions.
Seeking Alpha • Mar 17

Lowe's: Buy The Dip On This Dividend King

Summary Lowe's is a strong long-term investment with solid profitability, disciplined cost management, and ongoing digital transformation and customer loyalty investments. The recent price dip makes Lowe's valuation attractive, trading below its historical P/E ratio and enhancing the benefits of share repurchases. AI-driven initiatives, an expanding pro customer base, and sustained online momentum position Lowe's for steady earnings growth in the coming years. Investors should view the recent dip as a buying opportunity, supported by a well-covered, growing dividend and robust share buyback strategy. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Lowe's: Tariffs And Renewed Inflation To Hamper Home Improvement Demand

Summary Lowe's Q4 earnings report on February 26th is crucial, with analysts expecting an EPS of $1.83 and $18.25B in sales amid a negative trend. Despite maintaining high operating margins, LOW is facing worsening fundamentals, such as home sales and consumer borrowing costs, which could potentially prolong its sales decline. Since 2023, Lowe's has benefited from reduced supply side cost pressures, but that may soon reverse as inflation continues to increase and may accelerate with tariffs. With around 40% of Lowe's products imported from Mexico and Canada, investors should expect negative tariff guidance in the upcoming investor call. I remain bearish on Lowe's, expecting its high valuation to retreat this year as analysts and investors brace for prolonged strains in construction, big-ticket item sales, and renewed cost pressures. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

Duopoly Discount: Lowe's Is A Better Deal Than Home Depot For DCA Investors

Summary Lowe's anticipates a 3.0-3.5% drop in comparable sales for fiscal 2024 due to reduced discretionary DIY spending amid inflation and high interest rates. Even with short-term challenges, Lowe's long-term outlook is strong, driven by aging homes, a record amount of home equity, and trends like remote work and millennial household formation. Investors seeking exposure to the industry should consider Lowe's. Their growth premium is 46.57% as compared to 56.30% for Home Depot, despite similar long-term growth drivers. Investing in Lowe's offers more value due to a lower growth premium embedded in its stock price as compared to Home Depot,. Read the full article on Seeking Alpha
Seeking Alpha • Jan 01

Lowe's: Elevated Rates Leave Shares Fully Valued (Rating Downgrade)

Summary Lowe's shares have underperformed the market due to high interest rates, with a cautious outlook for 2025 amid macroeconomic uncertainties. The company's 2025 scenarios imply about $12–12.50 in EPS and $84 billion in sales, with a focus on improving its pro business and cost-cutting. LOW plans to reduce debt, increase capex, and limit share repurchases, prioritizing financial stability over aggressive buybacks in a high-rate environment. At 20x forward earnings, Lowe's shares are expensive for a rate-sensitive stock, leading to my 'Sell' rating with a fair valuation of 17–18x earnings or about $220. Read the full article on Seeking Alpha
Seeking Alpha • Dec 24

Lowe's: Hammering Out Strong Results, But Don't Overpay For The Blueprint

Summary Lowe's reported strong Q3’24 results with $20.2 billion in sales and EPS of $2.89, driven by Pro and online sales growth. The company’s strategic investments in Pro loyalty programs and digital capabilities have enhanced customer experience and driven repeat business. Despite macroeconomic challenges, Lowe's has a strong track record of revenue and EBITDA growth, with a total shareholder return of 265% over the last decade. The outlook remains cautiously optimistic, with potential tailwinds from easing interest rates and long-term demand drivers like millennial household formation and Baby Boomers aging in place. I'm issuing coverage with a 'hold' rating, noting that the valuation is probably not overly expensive today, but is above historical averages. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:LOW - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
1/31/202997,8157,5987,5939,90921
1/31/202894,4707,1417,62010,12133
1/31/202792,1606,7027,7119,41631
7/31/202690,4326,6257,0009,263N/A
5/1/202688,4346,6237,6199,835N/A
1/30/202686,2866,6367,6519,864N/A
10/31/202584,2556,7617,0509,208N/A
8/1/202583,6126,8407,6889,820N/A
5/2/202583,2406,8266,6798,742N/A
1/31/202583,6746,9407,6989,625N/A
11/1/202483,7226,8367,8239,822N/A
8/2/202484,0236,9137,5809,587N/A
5/3/202485,3947,2028,33010,296N/A
2/2/202486,3777,7066,1768,140N/A
11/3/202390,2207,6425,4007,483N/A
8/4/202393,2286,0266,6388,545N/A
5/5/202395,7476,3455,8527,718N/A
2/3/202397,0596,4166,7608,589N/A
10/28/202295,9536,6647,3859,072N/A
7/29/202295,3928,4017,5189,212N/A
4/29/202295,4878,4226,8638,598N/A
1/28/202296,2508,4098,26010,113N/A
10/29/202195,2228,1816,8688,743N/A
7/30/202194,6136,9804,2836,210N/A
4/30/202194,3446,7909,16711,091N/A
1/29/202189,5975,8119,25811,049N/A
10/30/202085,3135,3459,94111,670N/A
7/31/202080,3925,70410,79712,465N/A
5/1/202074,0824,558N/A6,609N/A
1/31/202072,1484,268N/A4,296N/A
11/1/201971,7682,939N/A3,506N/A
8/2/201971,7952,520N/A3,989N/A
5/3/201971,6902,365N/A4,901N/A
2/1/201971,3092,307N/A6,193N/A
11/2/201871,1563,681N/A6,491N/A
8/3/201870,5113,923N/A5,778N/A
5/4/201869,1193,821N/A5,199N/A
2/2/201868,6193,436N/A5,065N/A
11/3/201768,9093,526N/A5,720N/A
8/4/201767,8783,032N/A6,063N/A
5/5/201766,6432,782N/A5,692N/A
2/3/201765,0173,062N/A5,617N/A
10/28/201662,4692,430N/A5,507N/A
7/29/201661,0902,787N/A5,248N/A
4/29/201660,1792,744N/A5,526N/A
1/29/201659,0742,534N/A4,784N/A
10/30/201558,3792,970N/A4,791N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di LOW ( 5.6% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di LOW ( 5.6% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di LOW cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di LOW ( 3.1% all'anno) crescerà più lentamente rispetto al mercato US ( 13.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di LOW ( 3.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di LOW è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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1Y

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/11 04:18
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/07/31
Utili annuali2026/01/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lowe's Companies, Inc. è coperta da 55 analisti. 33 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Christopher GrajaArgus Research Company
Peter BenedictBaird
Michael LasserBarclays