LOW - Lowe`s Cos. Inc

NYSE · Consumer Cyclical · Home Improvement Retail

$220.78

Market Closed

End of day · Jun 12, 2026, 12:00 AM

Active

Resolved

Bull

Bear

About

Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical. In addition, the company offers installation services through independent contractors in various product categories; and extended protection plans and repair services. It sells its national brand-name merchandise and private brand products to professional customers, homeowners, and renters. The company also sells its products through Lowes.com website; and through mobile applications. Lowe's Companies, Inc. was founded in 1921 and is based in Mooresville, North Carolina.

https://www.lowes.com

LOW - Lowe`s Cos. Inc

Consumer Cyclical

LOW’s price action over the past year has been all over the place. It touched what looked like a peak near 278 back in February, then sold off hard, and here we are near 218. That’s a pretty steep drawdown for a name you’d expect to be a bit steadier. My base case is bullish, but it’s not a high conviction call. I’m looking for a recovery to about 255.00 in the next few months, not a rip back to all time highs. First, I think a lot of the negativity is already baked in. The last few earnings have cleared the deck on inventory and demand worries. Home improvement spend is still soft compared to pandemic levels, but not falling off a cliff. If mortgage rates start to ease by year end, you could see DIY return and some light pro activity tick up. LOW is still a solid operator even if comps are negative, and it’s been buying back shares regularly. It’s not exciting, but it’s not a value trap. If I had to pick a catalyst, it would probably be the fall earnings update or, maybe more likely, a slight guide up on full year margins. LOW has been pretty conservative, so a little bit of good news could move the stock. The trouble is, it’s not immune to any fresh macro shocks. If rates stay sticky or we see another leg down in housing, LOW could easily chop along at these levels or worse. This isn’t a set and forget play. Risk is that the housing cycle is just stuck for much longer and you end up bagholding a sideways stock. But with the recent selloff, the risk reward is a lot more balanced than it was at 270+.

Entry

$218.42

Above

$255.00

Sep 6, 2026

Karma

114 to 16457

Bullish

Open

Vote