The Home Depot, Inc. (NYSE:HD) is one of the stocks Jim Cramer commented on along with the recent macro rally. Cramer showed optimism around the stock in case of a rate cut around the next Fed meeting, as he remarked: “Of the disappointers, Home Depot’s the most sensitive to a decline in interest rates. The Fed’s meeting’s next week, so things could turn around real fast for the despot, which is higher than where it reported that bad quarter. That’s why we own it for the Charitable Trust.” Rob Wilson / ...

Home Depot, Inc. (NYSE:HD) is heading into next week's investor day under pressure to prove its earnings slowdown has finally bottomed, with investors eyeing fresh 2026 guidance and signs that heavy Pro-focused spending and margin drag are poised to turn.JP Morgan analyst Christopher Horvers laid out expectations from the upcoming Investor Conference in New York on December 12.DetailsThe analyst views the upcoming event as a potential turning point for the stock, signaling an end to the multi-year flat or d ...

A shortage of massive lawn ornaments at Home Depot is spreading panic among America’s real-life Clark Griswolds. https://t.co/awVaKMwEsz ...

Group 1: Impact of Tariffs on Home Construction - President Trump's tariffs have increased builder costs by $7,500 to $10,000 per home, according to estimates from U.S. homebuilders [1] - Rising lumber prices are expected to add about $4,900 per home on average, significantly impacting the home construction industry [2] - A $1,000 increase in the median price of a new home can disqualify approximately 106,000 potential buyers [1] Group 2: North American Builder's Supply Bankruptcy - North American Builder's Supply filed for Chapter 11 bankruptcy protection on December 3, 2025, reporting estimated assets and liabilities between $500,001 and $1 million [5][7] - The bankruptcy filing is attributed to financial distress, including claims and a lawsuit from creditor Proventure Capital LLC, indicating creditor pressure and litigation [7] - The Chapter 11 filing suggests the company may be seeking reorganization rather than outright liquidation [8]

The Home Depot, Inc. (HD) stock has had a large volume of short-dated out-of-the-money (OTM) calls today. This can be seen in Barchart's Unusual Stock Options Activity Report. It could signal that investors are bullish on HD stock. HD is at $359.64 in midday trading today. The stock peaked on Sept. 11 at $423.22, but it's up from a recent low of $332.38 on Nov. 21. That could provide a good opportunity for covered call plays in the next two days. More News from Barchart HD stock - last 3 months - Barchar ...

Group 1 - The analyst previously assigned a hold rating to Home Depot due to concerns about the US housing market and high interest rates [1] - The Q3 financial results for Home Depot appeared satisfactory at first glance, but further analysis is necessary to understand underlying issues [1] Group 2 - The investment strategy focuses on identifying undervalued companies with long-term growth potential, emphasizing value investing principles [1] - The approach involves purchasing quality companies at a discount to their intrinsic value and holding them for long-term earnings and shareholder returns [1]

Core Insights - Home Depot (HD) reported disappointing Q3 earnings, with overall sales increasing by 2.8% compared to Q3 2024, which is a positive aspect amidst the overall underperformance [1] Financial Performance - The cost of goods sold increased in line with sales, indicating that the company managed its cost structure effectively despite the disappointing earnings [1]

Core Insights - Instacart has partnered with The Home Depot Canada to provide same-day delivery services from over 175 stores, enhancing customer access to home improvement essentials during the holiday season [1][2]. Company Overview - Instacart is a leading grocery technology company in North America, collaborating with over 1,800 retail banners to facilitate online shopping and delivery services from nearly 100,000 stores [5]. - The Home Depot is the largest home improvement specialty retailer globally, operating 2,356 retail stores and employing over 470,000 associates [7]. Partnership Details - The partnership allows The Home Depot Canada to be the first nationwide home improvement retailer available on Instacart in Canada, joining over 100 retail banners on the platform [2]. - Instacart's Big & Bulky fulfillment solution will enable same-day and scheduled deliveries for heavy items up to 60 pounds, including large tool sets and renovation supplies [2]. Customer Experience - The partnership aims to create a seamless shopping experience for customers, offering flexibility in shopping options, whether online, through the app, or in-store [3]. - A limited-time promotional offer of $20 off purchases of $80 or more at The Home Depot Canada via Instacart is available until December 8, 2025 [4].

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Key Takeaways HD's Q3 comparable sales rose just 0.2%, missing forecasts amid weak storm-driven category demand.Consumer caution and housing turnover at 40-year lows are pressuring large discretionary projects.HD cut its FY25 comp sales outlook, signaling demand may be settling into a lower equilibrium.The Home Depot, Inc.’s (HD) comparable sales growth of just 0.2% in the third quarter of fiscal 2025, following a 1% increase in the second quarter, raises an important question: Is this soft comparable sales ...