Get alerts: Home Depot, Lowe’s Companies, Masco, Medallion Financial, and Jewett-Cameron Trading are the five Home Improvement stocks to watch today, according to MarketBeat’s stock screener tool. Home improvement stocks are shares of publicly traded companies that earn most of their revenue from products or services used in residential construction, renovation, repair, and do‑it‑yourself projects—including retailers, building‑materials manufacturers, tool makers, and contractors. Investors watch this sec ...

RPM International Inc. (NYSE:RPM) is included among the 13 Best January Dividend Stocks to Invest in. UBS Keeps Neutral on RPM while Mizuho Maintains Outperform Amid Sector Weakness On December 18, UBS lowered its price target on RPM International Inc. (NYSE:RPM) to $119 from $127 and kept a Neutral rating on the shares. Mizuho also trimmed its target, cutting it to $128 from $138, while maintaining an Outperform rating as part of its 2026 outlook for the chemicals, agriculture, and packaging sector. In ...

The Home Depot, Inc. (NYSE:HD) is one of the stocks Jim Cramer shared his take on. Noting that the stock is down despite Fed rate cuts, a caller inquired if they should add to their position, sell, or hold. Cramer stated: “Yes, I would buy more. It’s a big position for my Charitable Trust. Why would I buy more? Because we are going to get more rate cuts, particularly because the president wants them, and he’s going to pick someone who’ll forget all this nonsense you hear. They’re going to cut rates and cu ...

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Group 1 - The Home Depot, Inc. is positively impacted by the recent Fed rate cut, which is expected to spur home building, home buying, and home improvement activities [1] - Management has indicated that the company will perform better with lower interest rates, aligning with the recent rate cut [1] - Despite challenges, including stock performance issues and external factors like immigration enforcement, the company remains a trusted investment for long-term growth [1] Group 2 - The Home Depot operates as a home improvement retailer, offering tools, building materials, decor, installation, and equipment rental services [2]

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 / ...

Group 1 - Lowe's Companies, Inc. reported a modest top and bottom line beat, although same-store sales were slightly below expectations [1] - The company raised its full-year sales forecast while lowering its same-store sales outlook and adjusting earnings guidance downwards [1] - Lowe's demonstrated effective inventory management, with inventory levels significantly reduced [1] Group 2 - Lowe's is a home improvement retailer offering tools, appliances, building materials, and decor, as well as installation, repair, and design services [2]

Core Insights - Home Depot's earnings indicate that while consumer spending is stable, it is not as robust as before, with delays in big home projects and soft DIY activity [1] - Lowe's and Walmart's recent earnings reports confirm Home Depot's observations, providing clarity for small carriers reliant on freight cycles [2] Group 1: Home Depot and Lowe's Insights - Home Depot reported that consumers are not collapsing but are also not spending as freely, leading to delays in large home projects and a steady inventory level [1] - Lowe's reported steady but weak sales, with customers focusing on basic purchases and postponing significant remodels and upgrades [3] - Lowe's noted that their Pro customer base, which typically drives construction-related freight, is spending but not scaling up or taking on larger jobs, indicating a cautious approach [4][5] Group 2: Freight and Construction Indicators - The construction sector is a leading indicator for freight demand, and Lowe's suggests that contractors are currently uncertain, leading to minimal stockpiling [5] - Truckers can expect a slower January and February for home-related freight, as the volume of materials ordered is not expected to surge early in the spring [6] - Balanced inventory levels across retailers suggest limited early-year restocking, which typically keeps truckload demand flat heading into Q1 [7] Group 3: Walmart's Consumer Insights - Walmart's Q3 earnings reveal that while consumers are still spending, they are doing so with caution, particularly in discretionary categories [7] - Strong performance was noted in grocery and everyday essentials, while discretionary items like electronics and general merchandise showed softness [8]

Core Insights - The third-quarter earnings season is concluding, with significant attention on Nvidia and mixed results from major home improvement retailers Home Depot and Lowe's amid softer demand [1][2]. Home Improvement Sector - Home Depot reported fiscal third-quarter results that fell short of analyst expectations, with adjusted earnings per share at $3.74, missing the expected $3.81 by 1.84% and declining from $3.78 in the prior year [4][3]. - Home Depot's sales reached $41.4 billion, a 2.8% year-over-year increase, surpassing the Zacks Consensus Estimate by 0.88%, with approximately $900 million from a recent acquisition [5]. - Comparable sales growth for Home Depot was only 0.2%, significantly below the projected 2.1%, with customer transactions down 1.4% from the previous quarter [6]. - The company lowered its full-year 2025 adjusted earnings forecast due to ongoing consumer uncertainty and weaker housing turnover, leading to a 7% drop in its stock value [7]. Lowe's Performance - Lowe's reported fiscal third-quarter results that exceeded profitability expectations, with total sales of $20.8 billion, up 3.2% year-over-year, aligning closely with estimates [9]. - Adjusted earnings per share for Lowe's reached $3.06, surpassing the anticipated $2.97 by 3% and reflecting a 5.9% increase from the prior year [10]. - Comparable sales for Lowe's rose 0.4% for the second consecutive quarter, supported by an 11.4% increase in online sales and strength in professional categories [10]. - Lowe's stock increased by over 5% in early trading, indicating a better positioning for gradual recovery compared to competitors [11]. Retail Sector Challenges - Target reported a 1.5% year-over-year sales decline to $25.3 billion, missing estimates, with comparable sales down 2.7% [13]. - Target's earnings of $1.78 per share were slightly above estimates, but the bottom line declined 3.8% from the previous year, reflecting cautious consumer spending [14]. - Walmart is set to report its fiscal third-quarter earnings, with projections of a 5.2% increase in earnings per share to $0.61 and revenue expected to reach $177.14 billion, up 4.5% year-over-year [16].

Core Viewpoint - Lowe's Companies, Inc. is a leading home improvement retailer in the U.S., set to release quarterly earnings with an estimated EPS of $2.97 and projected revenue of $20.84 billion on November 19, 2025 [1][6] Financial Performance - Analysts project Lowe's revenues at $20.9 billion for the upcoming quarter, reflecting a 3.4% increase from the previous year, with an EPS estimate of $2.98, indicating a 3.1% rise year-over-year [4] - The company has historically delivered an average earnings surprise of 2.9% over the past four quarters, consistently exceeding market expectations [5][6] Business Strategy - Lowe's is focusing on pro-focused growth and technological investments, which are expected to positively impact its performance [4][6] - The company has a strong capital structure, with a debt-to-equity ratio of approximately -3.43, indicating effective debt management [2] Market Position - Despite strong fundamentals, Lowe's faces limited potential for price appreciation, with a P/E ratio of around 18.34 and a price-to-sales ratio of about 1.51, suggesting it may be fully valued [3] - The company benefits from robust liquidity and a strategic geographic presence, aiding in navigating market challenges [2]