LOW

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Lowe's Companies (LOW) has been back in focus after its latest earnings report, where revenue came in above expectations, but full year EPS guidance came in slightly below analyst estimates. See our latest analysis for Lowe's Companies. Lowe's Companies shares have retreated recently, with the 7 day share price return down 6.98% and the 90 day share price return down 13.34%. The 5 year total shareholder return of 18.63% points to more moderate long term progress. If Lowe's latest earnings move has you reassessing your watchlist, it may be a good moment to widen your search and check out 18 top founder-led companies The recent pullback in Lowe's Companies leaves the stock trading below both analyst targets and some intrinsic value estimates. This raises two key questions: how wide is that gap in practice, and where does a reasonable fair value range sit now? On the most followed narrative, Lowe's Companies screens as undervalued, with a fair value of $263.73 against the last close at $211.63, and that gap rests on some clear operating assumptions. Read the complete narrative. Want to see what really sits behind that Pro growth story and valuation gap? The narrative leans on measured revenue expansion, firmer margins and a richer future earnings multiple. The full breakdown also rests on a specific discount rate and detailed earnings path that are not obvious from the headline numbers. Based on this narrative, analysts tie those operating and valuation assumptions together using a discount rate of 8.88% to arrive at a fair value estimate of $263.73 per share for Lowe's Companies, compared with the current market price of $211.63. Result: Fair Value of $263.73 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Lowe's Companies still faces meaningful risks, including integration challenges around the FBM deal and pressure on comparable sales if housing and big-ticket demand remain subdued. Find out about the key risks to this Lowe's Companies narrative. With both risks and rewards in play for Lowe's Companies, do you want to wait on the sidelines or build your own view from the data and commentary in front of you? To weigh the trade off for yourself, start by reviewing the 5 key rewards and 3...

It has been about a month since the last earnings report for Lowe's (LOW). Shares have added about 2.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Lowe's due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Lowe's Companies, Inc. before we dive into how investors and analysts have reacted as of late. Lowe’s reported first-quarter fiscal 2026 results, wherein both earnings and sales surpassed the Zacks Consensus Estimate. The home improvement retailer delivered another quarter of positive comparable sales growth, driven by strong spring execution, continued momentum in the Pro and online businesses, and solid demand across appliances and home services. Management has highlighted that Lowe’s Total Home strategy continues to resonate with both Pro and DIY customers despite a challenging housing backdrop. The company has also reaffirmed its fiscal 2026 outlook, reflecting confidence in strategic initiatives, productivity improvements and ongoing market-share gains. Adjusted earnings were $3.03 per share, rising 3.8% year over year and beating the Zacks Consensus Estimate of $2.96 by 2.4%. On a reported basis, earnings per share came in at $2.90 compared with earnings of $2.92 in the prior-year quarter. Results included $96 million in pre-tax expenses tied to the acquisitions of Foundation Building Materials and Artisan Design Group.Net sales came in at $23.1 billion, rallying 10.3% from the year-ago quarter and surpassing the consensus mark of $22.9 billion by 0.6%. The upside was fueled by a 0.6% increase in comparable sales and was supported by strong spring demand, continued strength in Pro sales and a robust 15.5% increase in online sales. Appliances and home services also remained key growth contributors during the quarter. Gross profit increased 8% to $7.54 billion from $6.99 billion in the prior-year quarter. The gross margin for the quarter was 32.7%.Selling, general and administrative expenses increased 9.3% to $4.42 billion from $4.05 billion in the prior-year period. However, SG&A expenses, as a percentage of sales, improved 10 basis points year over year to 19.2%. Depreciation and amortization expenses rose to $566 million from $446 m...

Over the past six months, Synchrony Financial’s shares (currently trading at $74.51) have posted a disappointing 11% loss, well below the S&P 500’s 10.9% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation. Following the pullback, is this a buying opportunity for SYF? Find out in our full research report, it’s free. Powering over 73 million active accounts and partnerships with major brands like Amazon, PayPal, and Lowe's, Synchrony Financial (NYSE:SYF) provides credit cards, installment loans, and banking products through partnerships with retailers, healthcare providers, and digital platforms. We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable. Synchrony Financial’s EPS grew at 21.8% compounded annual growth rate over the last five years, higher than its 7% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. We consider tangible book value per share (TBVPS) an important metric for financial firms. TBVPS represents the real, liquid net worth per share of a company, excluding intangible assets that have debatable value upon liquidation. Synchrony Financial’s TBVPS increased by 15.9% annually over the last five years, and although its annualized growth has recently decelerated to 11.3% over the last two years (from $30.36 to $37.59 per share), we still think its performance was solid. Return on equity, or ROE, quantifies financial firm profitability relative to shareholder equity — an essential capital source for these institutions. Over extended periods, superior ROE performance drives faster shareholder wealth compounding through reinvestment, share repurchases, and dividend growth. Over the last five years, Synchrony Financial has averaged an ROE of 22.2%, exceptional for a company operating in a sector where the average shakes out around 10% and those putting up 25%+ are greatly admired. This shows Synchrony Financial has a strong competitive moat. These are just a few reasons Synchrony Financial is a high-quality business worth owning. With the recent decline, the stock trades at 7.8× forward P/E (or $74.51 per share). Is now the right time to buy? See for yourself in our comprehensive research report, it’s free. WHILE YOU’RE HERE: Top 9 Market-Beating Stock...

The Home Depot Inc.’s HD first-quarter fiscal 2026 results suggest that the home improvement giant may be showing early signs of stabilization, even as housing-market headwinds persist. In the quarter, sales increased 4.8% year over year to $41.8 billion, while comparable sales rose 0.6%, marking a return to positive comps growth. Although adjusted earnings per share (EPS) declined 3.7% to $3.43, management emphasized that results were in line with expectations and reflected a demand environment similar to that seen throughout fiscal 2025.A notable positive was the resilience of Home Depot’s Pro business, which outperformed DIY customers in the fiscal first quarter. The company also reported positive comparable sales in nine of its 16 merchandising departments, including power, plumbing, paint and electrical. Big-ticket transactions above $1,000 increased 0.8%, though larger discretionary projects remained pressured by elevated interest rates and housing affordability challenges.Strategic investments continue to support Home Depot’s long-term growth outlook. Online sales grew more than 10% year over year, marking the fourth consecutive quarter of double-digit digital growth. The company is also expanding its Pro ecosystem through acquisitions such as Mingledorff’s and leveraging SRS Distribution to deepen its presence in specialty trade categories, including roofing, HVAC and building materials. These initiatives are designed to capture a larger share of the $700-billion Pro market and drive sustained market-share gains.While management does not expect a significant improvement in underlying demand this year, it reaffirmed its fiscal 2026 guidance and expects comparable sales growth of flat to 2%, alongside earnings growth of flat to 4%. With positive comps, strong Pro momentum and continued strategic execution, Home Depot appears positioned for a gradual earnings recovery as market conditions normalize. While Home Depot continues to strengthen its Pro and omnichannel strategies, peers Lowe’s Companies Inc. LOW and Williams-Sonoma Inc. WSM are executing initiatives aimed at driving market share gains and narrowing the competitive gap.Lowe’s fiscal 2026 outlook shows early signs of stabilization, supported by positive comps, Pro momentum and digital gains. In first-quarter fiscal 2026, sales rose 10.3% to $23.1 billion, comps increased 0.6% and adjusted EPS g...

RH RH is scheduled to report its first-quarter fiscal 2026 (ended May 2, 2026) results on June 11, after the closing bell.In the last reported quarter, the company’s adjusted earnings per share of $1.53 missed the Zacks Consensus Estimate of $2.21 by 30.8%. The reported figure decreased slightly by 3.2% from $1.58 in the year-ago period. Net revenues of $842.6 million also lagged the consensus mark of $872 million but improved 3.7% year over year.RH’s earnings surpassed estimates in only one of the trailing four quarters and missed on the other three occasions, but the average surprise was positive 46.5%. The Zacks Consensus Estimate for the fiscal first quarter indicates a loss of $2.07 per share, which has remained unchanged over the past 30 days. In the year-ago period, the company reported earnings of 13 cents per share.The consensus estimate for revenues is pegged at $791.6 million, indicating a 2.7% year-over-year decline. RH price-eps-surprise | RH Quote Assessing the Sales Environment: RH’s fiscal first-quarter revenue performance is likely to have been pressured by continued weakness in the U.S. housing market, which management has described as one of the most difficult environments in decades for home-related spending. Elevated mortgage rates and macroeconomic uncertainty may have weighed on furniture demand, particularly for larger discretionary purchases. Management guided for first-quarter fiscal 2026 revenue growth of negative 2% to negative 4%, reflecting expectations for a soft demand environment.Despite these headwinds, several company-specific initiatives may have provided support. RH entered fiscal 2026 with momentum from market-share gains and revenue growth that outpaced many industry peers. The company continued to benefit from its luxury positioning, expansive gallery network and integrated hospitality model, which help drive customer engagement and brand awareness. Management also remained optimistic about growth opportunities tied to new gallery concepts and international expansion efforts.However, the quarter is likely to have seen limited contribution from RH Estates, the company’s new traditional luxury furnishings concept. Management indicated that major launch activities would occur during the second quarter, with meaningful revenue benefits expected later in the year.Factors Affecting Profitability: Profitability is expected to...

MOORESVILLE, N.C., May 29, 2026 /PRNewswire/ -- The board of directors of Lowe's Companies, Inc. (NYSE: LOW) has declared a quarterly cash dividend of one dollar and 25 cents ($1.25) per share, payable Aug. 5, 2026, to shareholders of record as of July 22, 2026. This represents a 4% increase over the company's previous dividend of one dollar and 20 cents ($1.20) per share. "I am pleased with our company's continued disciplined execution while at the same time investing in our Total Home strategy for the future. The momentum we are building across our strategic initiatives continues to position Lowe's for long-term growth," said Marvin R. Ellison, Lowe's chairman, president and CEO. "Today's dividend increase underscores the board's confidence in the company's trajectory, our disciplined capital allocation strategy and our commitment to delivering sustainable shareholder value." Lowe's has paid a cash dividend every quarter since going public in 1961. It has increased the dividend for more than 25 consecutive years and values its status as a Dividend Aristocrat. About Lowe's Lowe's Companies, Inc. (NYSE: LOW) is a FORTUNE® 100 home improvement company with total fiscal 2025 sales of more than $86 billion. Lowe's employs approximately 300,000 associates and operates over 1,750 home improvement stores, 540 branches and 120 distribution centers. Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need. For more information, visit Lowes.com. Disclosure Regarding Forward-Looking StatementsThis press release includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Statements including words such as "believe", "expect", "anticipate", "plan", "desire", "project", "estimate", "intend", "will", "should", "could", "would", "may", "strategy", "potential", "opportunity", "outlook", "scenario", "guidance", and similar expressions are forward-looking statements. Forward-looking statements involve, among other things, expectations, projections and assumptions about future financial and operating results, objectives (including objectives related to environmental and social matters), business outlook, pr...

This article first appeared on GuruFocus. Release Date: May 21, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Carysil Ltd (BOM:524091) reported a strong financial performance for FY26 with a total income growth of 14%, EBITDA growth of 31%, and PAT growth of 54%. The company maintained operational stability despite industry-wide inflationary pressures, ensuring uninterrupted operations across all facilities. Carysil Ltd (BOM:524091) is expanding its global presence, with significant growth in marquee global customers like Lowe's, IKEA, and Home Depot. The company is investing in capacity expansion, with new quartz capacity expected to become operational in Q1 FY27, and stainless steel manufacturing capacity increased to 250,000 units per year. Carysil Ltd (BOM:524091) is focusing on innovation and automation, which is expected to support profitability and operational efficiency in the long term. The UK market remains challenging due to economic conditions, although Carysil Ltd (BOM:524091) is managing to increase its market share. The company faces geopolitical uncertainties and freight disruptions, which could impact its ability to export products efficiently. There is a risk of increased costs due to rising MMA prices, although the company has managed to pass some of these costs onto customers. The Indian market, while growing, requires significant investment in marketing and distribution to achieve the company's ambitious revenue targets. Carysil Ltd (BOM:524091) is experiencing delays in shipping and container availability, which could affect delivery timelines and customer satisfaction. Warning! GuruFocus has detected 6 Warning Sign with BOM:524091. Is BOM:524091 fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide insights into the demand scenario in the UK market and the capacity dedicated to it? A: The UK market is currently challenging, but we are performing well. Our manufacturing in the UK is solely for that market. Despite the tough conditions, we have developed 15 new customers in the last three quarters, increasing our market share. The UK market appears to have bottomed out, and we are optimistic about future opportunities. (Respondent: Unidentified_2) Q: What is the outlook for the Indian market, especially with the recent e-commerce developments? A: We ai...

Lowe’s delivered first quarter results that were slightly ahead of Wall Street’s revenue and profit expectations, with same-store sales remaining flat and operating margin holding steady versus last year. Management pointed to strong spring execution and resilience in the Pro customer base as primary drivers of performance, despite ongoing weakness in DIY discretionary categories. CEO Marvin Ellison highlighted that “continued strength in Pro, Appliances, Online and Home Services” helped offset a slow start to the spring season caused by February storms. The quarter also benefited from successful in-store events and expanded fulfillment options, which contributed to increased customer engagement. Is now the time to buy LOW? Find out in our full research report (it’s free). Revenue: $23.08 billion vs analyst estimates of $22.95 billion (10.3% year-on-year growth, 0.6% beat) Adjusted EPS: $3.03 vs analyst estimates of $2.97 (2.1% beat) Adjusted EBITDA: $3.12 billion vs analyst estimates of $3.13 billion (13.5% margin, in line) The company reconfirmed its revenue guidance for the full year of $93 billion at the midpoint Management reiterated its full-year Adjusted EPS guidance of $12.50 at the midpoint Operating Margin: 11.1%, in line with the same quarter last year Locations: 1,759 at quarter end, up from 1,750 in the same quarter last year Same-Store Sales were flat year on year (-1.7% in the same quarter last year) Market Capitalization: $119 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Christopher Horvers (JPMorgan) asked about the impact of weather and tax refunds on sales timing. CFO Brandon Sink explained that February storms delayed spring demand, which normalized in March and April, and that most tax refund benefits are expected to appear in the second quarter. Steven Forbes (Guggenheim Securities) inquired about early engagement trends for the new HomeCare+ subscription service. CEO Marvin Ellison described customer uptake as promising but emphasized it is “early” and intended as a long-term loyalty driver. Katharine McShane (Goldman Sachs) questioned promotional activity going forward. Executive V...

Interested in Target Corporation? Here are five stocks we like better. Walmart, Home Depot, and other retailers say consumers remain active but increasingly price-sensitive. Buy-Now-Pay-Later delinquencies are rising sharply, signaling growing financial stress among lower-income consumers. Investors may need a more selective approach toward retail and consumer-facing stocks in a bifurcated economy. The stock market and the economy are not the same thing, but in 2026, they share one trait: skepticism. Despite blockbuster earnings reports from companies like NVIDIA (NYSE: NVDA), Palantir Technologies (NASDAQ: PLTR), and Alphabet (NASDAQ: GOOGL), this may be the most reluctant bull market in history. That doesn’t mean investors are leaving the market, but the concentration of market winners is still not broadly expanding to other sectors. The recent retail earnings reports aren’t going to change that. On the surface, the consumer looks resilient. The retail sales data continues to at least meet, if not exceed, expectations. However, all may not be as it seems. Retail giants like Walmart Inc. (NASDAQ: WMT), Home Depot (NYSE: HD) and TJX Companies (NYSE: TJX) have been telling a cautious story. → Voya Financial Grows Earnings Across All 3 Business Segments Consumers are still spending, but with real intentionality. And since investors are also consumers, it may be getting harder to separate the two. The investor deciding whether to add a retail stock to their portfolio and the shopper deciding whether to remodel their kitchen are, increasingly, the same person making the same calculation: is now the right time to commit? The word "choiceful" has become part of the retail lexicon. Walmart used it explicitly on its Q1 earnings call to describe a customer who is still showing up but making sharper trade-offs at every price point. Management also pointed to consumers shifting toward private-label brands, even among higher-income consumers. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Home Depot offered one of the more telling data points of the earnings season: same-store sales growth remained modest, with customers completing smaller repair and maintenance projects while continuing to defer large remodels. Lowe's (NYSE: LOW) also spoke of a consumer who is engaged but not confident. Both stocks have held up reasonably well because repair-and...

Lowe’s Companies recently reported past first-quarter 2026 results with sales rising to US$23.08 billion while net income was broadly flat, and it reaffirmed full-year guidance alongside launches like the AI-powered “Material Lists” tool for Pro customers. These developments highlight Lowe’s dual focus on steady execution in a pressured home improvement market and tech-driven efficiencies for its growing professional customer base. Next, we’ll examine how the new AI-powered Material Lists tool for Pros influences Lowe’s existing investment narrative and outlook. Find 49 companies with promising cash flow potential yet trading below their fair value. To own Lowe’s, you need to believe it can compound value in a slow, interest rate sensitive home improvement market by deepening its Pro relationships, integrating recent acquisitions and steadily improving margins. The latest quarter’s modest comparable sales growth and reaffirmed guidance support that steady execution, while the new AI Material Lists tool strengthens the Pro thesis but does not materially change the near term catalyst or the key risk around macro driven demand softness. The launch of Material Lists is most relevant here because it sits at the intersection of Lowe’s Pro growth and digital productivity efforts. By automating estimating and quoting and tying into tools like Blueprint Takeoffs and Pro Extended Aisle, it reinforces the idea that Lowe’s is trying to make itself the default operating hub for contractors, which is central to the Pro led growth catalyst investors are watching. Yet behind these AI and Pro wins, investors should be aware of how prolonged high mortgage rates could still... Read the full narrative on Lowe's Companies (it's free!) Lowe's Companies' narrative projects $100.6 billion revenue and $8.1 billion earnings by 2029. This assumes 5.3% yearly revenue growth and an increase in earnings of about $1.5 billion from $6.6 billion today. Uncover how Lowe's Companies' forecasts yield a $285.58 fair value, a 33% upside to its current price. Five Simply Wall St Community valuations cluster between US$222.63 and US$285.58 per share, showing a wide spread in what different investors think Lowe’s is worth. When you set those views against the current dependence on Pro led growth in a flat home improvement market, it underlines why checking several perspectives on Lowe’s outlook can...

Interested in Lowe's Companies, Inc.? Here are five stocks we like better. Lowe's stock price decline is over; what comes next includes capital returns and eventual price recovery. Cash flow enables balance sheet improvements and capital returns in 2026: share buybacks are a catalyst for future quarters. Analysts set the floor for this market and indicate a 20% upside potential. While Lowe’s Corporation (NYSE: LOW) and competitors like Home Depot (NYSE: HD) face headwinds and hurdles in 2026, the technical setup is shaping up for a rebound in the back half. While Q1 earnings results were good, the soft guidance led to post-release market weakness, which is the operative factor. The post-release weakness in LOW shares took the price below $215 and triggered a robust response. The response? Buying. Whether it was bottom-seekers, value-hunters, or income investors doesn’t matter. What matters is that support was confirmed at a level that has been in play for years. → CAVA Group’s Stock Looks Delicious After Strong Earnings First reached in the wake of the COVID-19 scare and subsequent market explosion, $215 is now a critical pivot point for this market. The question now is whether Lowe’s can sustain business and grow from its 2026 levels, or whether it’s facing a contraction. The likely outcome, based on store-count growth and positive Q1 comps, is that Lowe’s can continue to grow from this level, generating ample cash flow and paying investors while it does so. Growth is unlikely to be robust, but there is always hope that the housing market thaws. As it stands, Lowe’s growth is centered on market share gains, digital, and its pro segment. Lowe’s had a decent Q1, with revenue of $23.10 up 10.4%. The growth was driven in large part by the FBM acquisition, but organic strength was present. Comps increased by 0.6%, underpinned by growth pillars including Home Services, Pro, and appliances. Digital was also critical to the strength, increasing by 15.5% as consumers lean into same-day delivery and pick-up. The company’s efforts to improve fulfillment, marketing, and customer experiences are paying off. → SpaceX IPO: Opportunity? Or the Ultimate Hype Trade? Margin news was good. The company experienced margin pressures, but less than expected, leaving the gross, operating, and net profit above consensus forecasts. Adjusted earnings outpaced consensus by approximatel...

Last week, you might have seen that Lowe's Companies, Inc. (NYSE:LOW) released its first-quarter result to the market. The early response was not positive, with shares down 2.8% to US$217 in the past week. Lowe's Companies reported US$23b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$2.90 beat expectations, being 3.1% higher than what the analysts expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the current consensus from Lowe's Companies' 33 analysts is for revenues of US$93.0b in 2027. This would reflect a satisfactory 5.1% increase on its revenue over the past 12 months. Statutory per-share earnings are expected to be US$12.00, roughly flat on the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$93.1b and earnings per share (EPS) of US$12.05 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. View our latest analysis for Lowe's Companies With no major changes to earnings forecasts, the consensus price target fell 7.3% to US$263, suggesting that the analysts might have previously been hoping for an earnings upgrade. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Lowe's Companies, with the most bullish analyst valuing it at US$300 and the most bearish at US$202 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Lowe's Companies shareholders. Taking a look at the bigger picture now, one of the ways we can understand these forecast...