Earnings Reports - Domino's Pizza (DPZ) reported Q4 earnings of $5.35 per share, slightly missing the consensus by $0.01, while revenues of $1.535 billion exceeded expectations of $1.52 billion, with same-store sales growth of +3.7% for the quarter and +3.0% for the full year, leading to a +6% increase in shares during early trading [3] - Bed, Bath & Beyond (BBBY) is expected to report a +74.73% increase in earnings year over year but a -12.44% decline in revenues for Q4, having beaten earnings estimates in three of the past four quarters [4] - Hims & Hers (HIMS) anticipates an -81.8% decline in earnings growth and a +28.7% increase in revenues, having missed earnings estimates in three of the past four quarters [4] Upcoming Earnings - Retail companies such as Home Depot (HD), Lowe's (LOW), The TJX Companies (TJX), and Urban Outfitters (URBN) are set to report earnings this week, along with Paramount Skydance (PSKY), Salesforce (CRM), and Zoom Communications (ZM) [5] NVIDIA Earnings Outlook - NVIDIA, the largest company by market cap, is expected to report significant earnings growth of +70.8% and revenue growth of +66.7% for Q4, with an even more impressive +97.5% earnings growth anticipated for the following quarter, highlighting its strong position in the AI sector [6] Economic Data - December Factory Orders are projected to grow by +0.2%, a decrease from +2.7% in the previous report, indicating potential fluctuations in manufacturing activity [7] - Case-Shiller Home Prices are expected to rise by +1.4% in December, while Wholesale Inventories are anticipated to remain flat with a +0.2% increase [8] - Consumer Confidence for February is expected to increase to 87.5 from 84.5 [8] - The Producer Price Index (PPI) for January is expected to show a +0.3% increase, down from +0.5% in the previous report, with year-over-year headline PPI at +3.0% compared to +3.5% in core PPI [9]

The fourth-quarter earnings season is winding down, but we still have several bellwethers due to report this week.Leading home improvement retailer Home Depot will release its fourth-quarter earnings tomorrow before the market opens, with analysts anticipating a challenging but resilient performance amid ongoing housing market pressures.According to our latest Zacks Consensus Estimates, the company is projected to post earnings per share of $2.52, reflecting a 19.5% decline year-over-year, while revenue is ...

The Home Depot Inc. (NYSE:HD) is one of the 14 Best Consumer Discretionary Stocks to Buy Right Now. Bernstein, on February 18, increased its target price on Home Depot by 5.2% to $381 (from $362) and kept its Market Perform call on the stock. This price update comes ahead of the scheduled release of Home Depot’s Q4 2025 earnings on February 24. The firm is tempering its expectations, reducing its Q4 same-store sales growth forecast by 40 to 50 basis points to reflect the recent snowstorm, which is likely ...

Key Takeaways Home Depot launched AI-powered blueprint takeoffs to streamline large-scale Pro projects.HD's tool delivers fast, accurate material estimates, cutting planning time from weeks to days.Home Depot offers the AI feature to Pro Xtra members, driving loyalty and market share gains.The Home Depot, Inc. (HD) is sharpening its competitive edge in the complex Pro market by deploying advanced artificial intelligence to simplify large-scale project planning. The major part of this initiative is the rollo ...

The Home Depot, Inc. (NYSE:HD) will release earnings for its fourth quarter before the opening bell on Tuesday, Feb. 24.Analysts expect the company to report quarterly earnings of $2.53 per share. That’s down from $3.02 per share in the year-ago period. The consensus estimate for Home Depot's quarterly revenue is $38.13 billion (it reported $39.7 billion last year), according to Benzinga Pro.Ahead of quarterly earnings, RBC Capital analyst Steven Shemesh maintained Home Depot with a Sector Perform rating an ...

Core Insights - Home Depot and Lowe's are expected to report earnings this week, with significant stock movements anticipated for both companies [1] - Home Depot's stock could move up to 4% and Lowe's up to 5% based on current options pricing [1] - Home Depot is projected to report adjusted earnings per share (EPS) of $2.53, with a 4% year-over-year revenue decline to $38.15 billion, while Lowe's is expected to post adjusted EPS of $1.93 and a 10% revenue increase to $20.37 billion [1] Group 1: Stock Performance - Both Home Depot and Lowe's have seen strong stock performance at the start of 2026, with Home Depot gaining approximately 11% and Lowe's up 16% [1] - The anticipated earnings reports are expected to influence stock prices significantly, with Home Depot potentially reaching above $398 or dropping to $366, and Lowe's possibly hitting a record high above $294 or falling to $266 [1] Group 2: Market Insights - The earnings results from both companies could provide insights into the health of the American consumer and the housing market [1] - Analysts from UBS are particularly interested in executive comments regarding the home improvement market outlook, citing factors like tax refunds and declining mortgage rates as potential growth drivers [1] Group 3: Analyst Recommendations - Analysts tracked by Visible Alpha are generally bullish on both stocks, with a majority recommending buying [1] - The consensus price target for Home Depot is $418, suggesting about a 9% upside, while Lowe's mean target is $289, implying a roughly 3% rise from the current level [1]

Group 1: Nvidia Earnings and AI Trade - Nvidia's quarterly earnings report is anticipated to significantly influence the AI trade, with a focus on the demand for its AI-specialized chips and updates regarding its access to China [3] - The earnings report follows a previous positive outlook for the AI sector, but investor concerns about Big Tech's spending remain prevalent [3] Group 2: Economic Context and Federal Reserve - President Trump's State of the Union address is expected to address economic policies following a Supreme Court ruling against his tariff policies and signs of slowing economic growth [2][6] - The Federal Reserve is facing internal divisions regarding the future path of interest rates, with several officials scheduled to speak this week, potentially providing insights into monetary policy [2][7] Group 3: Other Key Earnings Reports - Other notable earnings reports this week include Salesforce, Dell, Home Depot, Lowe's, and Canadian banks, amid a housing market slump affecting sales for home improvement retailers [4][10] - Berkshire Hathaway's upcoming report will be the first under new CEO Greg Abel after Warren Buffett's retirement [5][11]

Amazon - Amazon is enhancing its competitive edge by rolling out an advanced version of Alexa and doubling its capital expenditures to $200 billion for AI data center infrastructure [4][5] - Amazon Web Services (AWS) is a significant profit driver, accounting for 56% of Amazon's operating profit in 2025, and the company aims to strengthen its capabilities in response to rising AI cloud competition [5][6] - The AI cloud services market is projected to reach $2 trillion by 2030, with Microsoft gaining market share from AWS, highlighting the need for Amazon to invest strategically [6] Home Depot - Home Depot's sales increased by 5.6% to $126.5 billion in the first nine months of 2025, but earnings fell by about 2% to $11.68 per share, with third-quarter results missing estimates [7][8] - CEO Ted Decker attributed the sales decline to storms in Q3 and ongoing pressures in the housing market, which are affecting consumer demand for home improvement [8] - The housing market is experiencing significant challenges, with a reported 8% drop in housing sales from December to January, leading to a "new housing crisis" that negatively impacts Home Depot's business [9]

Lowe’s Companies, Inc. (NYSE:LOW) is included among the 16 Best Dividend Stocks with Rising Payouts. Lowe’s (LOW) Workforce Reduction Comes as Bernstein Maintains Bullish Rating On February 13, Reuters reported that Lowe’s Companies, Inc. (NYSE:LOW) plans to cut about 600 corporate and support positions, accounting for less than 1% of its total workforce. A company spokesperson explained that the move is intended to shift more focus and resources toward store operations and the employees who interact dir ...

Market Reaction - The US stock market surged following a Supreme Court ruling that invalidated President Trump's broad tariff policy, leading to a recovery from an early 200-point loss in the Dow Jones Industrial Average [3][20] - The Dow Jones climbed to 49,515.45, up 120.29 points (0.24%), while the S&P 500 rose 39.06 points to 6,900.95 (+0.57%), and the Nasdaq Composite surged 192.37 points to 22,875.10 (+0.85%) [3][20] Tariff Impact - The Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) does not authorize sweeping global tariffs, which undercut a key trade policy tool used by the Trump administration [5][20] - The ruling is expected to reduce cost pressures for companies reliant on imports from China and other Asian markets, leading to margin expansion for retail and e-commerce companies [6][20] Company Performance - Amazon, which sources a significant portion of its goods internationally, saw its stock rise approximately 2.6% to $210.27, while shares of Home Depot and Five Below also advanced [10][20] - Big-cap tech stocks, including Nvidia and Tesla, contributed significantly to the market rally, with Nvidia trading near $189.92, up about 1% [10][20] Economic Data - US GDP growth slowed to an annualized rate of 1.4% in the fourth quarter, below the expected 2.5%, indicating cooling economic momentum [12][20] - Core PCE inflation remained steady at 3%, above the Federal Reserve's target of 2%, suggesting persistent inflationary pressures despite the tariff ruling [14][20] Commodity Market Reaction - Commodity markets reacted with gold prices climbing to approximately $5,092 per contract, up nearly 1.9%, and silver surging almost 7% to around $82.97, indicating investor hedging behavior amid economic uncertainty [18][20]