KeyBanc Reiterates Sector Weight Rating on Home Depot (HD)

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Retail earnings ahead, Nvidia CEO on U.S. chip controls - what’s moving markets

May 21, 2025 5:24 AM EDT

Investing.com - U.S. stock futures dropped on Wednesday, after a modest uptick in Treasury yields weighed on stocks in the previous session. Markets are looking ahead to fresh retail earnings, with investors keen for any insight into the impact of President Donald Trumps punishing tariffs on prices. Nvidia (NASDAQ: NVDA) CEO Jensen Huang comments on U.S. curbs on artificial intelligence chip exports to China, while inflation in the U.K. surges.


1. Futures dip


U.S. stock futures edged lower on Wednesday,... More

Telsey Reiterates Outperform Rating on Home Depot (HD)

May 21, 2025 5:08 AM EDT

Telsey analyst Joseph Feldman reiterated an Outperform rating and $455.00 price target on Home Depot (NYSE: HD).

The analyst comments "TAG View: While Home Depot's 1Q25 sales, operating margin, and EPS fell slightly short of expectations, there were several positive data points from the call: 1) trends improved through the quarter... More

Stifel Upgrades Home Depot (HD) to Buy

May 21, 2025 12:58 AM EDT

Stifel analyst W. Andrew Carter upgraded Home Depot (NYSE: HD) from Hold to Buy with a price target of $425.00 (from $405.00).


For an analyst ratings summary and ratings history on Home Depot click here. For more ratings news on Home Depot click here.


Shares of Home Depot closed at $377.05 yesterday.

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Home Depot (HD) PT Lowered to $450 at DA Davidson

May 20, 2025 2:41 PM EDT

DA Davidson analyst Michael Baker lowered the price target on Home Depot (NYSE: HD) to $450.00 (from $470.00) while maintaining a Buy rating.

The analyst comments "Key messages from HDs call focused on pricing strategy and mitigation efforts related to tariffs, as well... More

Home Depot (HD) PT Raised to $360 at Gordon Haskett

May 20, 2025 1:07 PM EDT

Gordon Haskett analyst Chuck Grom raised the price target on Home Depot (NYSE: HD) to $360.00 (from $350.00) while maintaining a Hold (3) rating.... More

Home Depot (HD) PT Raised to $415 at Morgan Stanley

May 20, 2025 12:30 PM EDT

Morgan Stanley analyst Simeon Gutman raised the price target on Home Depot (NYSE: HD) to $415.00 (from $410.00) while maintaining a Overweight rating.... More

DA Davidson Reiterates Buy Rating on Home Depot (HD)

May 20, 2025 9:39 AM EDT

DA Davidson analyst Michael Baker reiterated a Buy rating and $470.00 price target on Home Depot (NYSE: HD).

The analyst commented, "HDs comps were slightly negative, although about as estimated and maybe even a bit better than the market expected. Transaction count... More

Truist on Home Depot (HD): 'Solid 1Q Print Despite Multiple Headwinds'

May 20, 2025 8:36 AM EDT

Truist Securities analyst Scot Ciccarelli reiterated a Buy rating and $393.00 price target on Home Depot (NYSE: HD).

The analyst commented: "Solid 1Q print despite multiple headwinds; 1Q appears to be a middle of the fairway shot for Home Depot, despite a weatherimpacted... More

Home Depot to keep prices steady but says tariffs may make some items unavailable

May 20, 2025 6:13 AM EDT

By Savyata Mishra and Nicholas P. Brown

(Reuters) -Home Depot said on Tuesday it will keep prices unchanged despite U.S. tariffs that might however make some products unavailable at the home-improvement chain, which also reported that first-quarter sales beat estimates.

Billy Bastek, Home Depot's executive vice president of merchandising, told analysts on a post-earnings call that the company intends "to maintain pricing across our portfolio." 

But that means some products could disappear from shelves.

"There's items that we have that could potentially be impacted from a tariff that, candidly, we won't have going... More

Home Depot (HD) Misses Q1 EPS by 3c

May 20, 2025 6:06 AM EDT

Home Depot (NYSE: HD) reported Q1 EPS of $3.56, $0.03 worse than the analyst estimate of $3.59. Revenue for the quarter came in at $39.86 billion versus the consensus estimate of $39.25 billion.

Fiscal 2025 Guidance
The company reaffirms its guidance for fiscal 2025, a 52-week year... More

Stocks expected to have increasing option volume: HD LOW TGT PANW LOW VIPS

May 20, 2025 5:52 AM EDT

Stocks expected to have increasing option volume: HD LOW TGT PANW LOW VIPS

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Home Depot set to weather slow start as analysts highlight long-term edge

May 20, 2025 4:00 AM EDT

Home Depot is set to report fiscal first-quarter 2025 earnings before the market opens on Tuesday, with both Stifel and Citi Research pointing to a subdued start to the year amid unfavorable weather and persistent macro uncertainty.

Despite these headwinds, analysts see Home Depot as better positioned than peer Lowes, particularly in navigating tariffs and capturing professional demand.

Citi models Q1 comparable sales at -0.5%, slightly below Street consensus of +0.1%, but better than the -3% expected for Lowes.

Stifel sees Q1 comps at +0.1%, including +0.8% in the U.S., reflecting Home Depots relative... More

Home Depot (HD) call put ratio 1.4 calls to 1 put with a focus on May 23 weekly 385 calls into quarter results

May 19, 2025 10:39 AM EDT

Home Depot (NYSE: HD) May 23 weekly call option implied volatility is at 49, June is at 27; compared to its 52-week range of 17 to 49 into the expected release of quarter results before the bell on May 20. Call put ratio 1.4 calls to 1 put with a focus on May 23 weekly 385 calls.

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Evercore adds Home Depot to Tactical Outperform list ahead of earnings

May 19, 2025 9:34 AM EDT

Investing.com -- Evercore ISI has added Home Depot (NYSE: HD) to its Tactical Outperform list ahead of the companys first-quarter earnings release on May 20.


The brokerage expects the retailer to reiterate its 2025 guidance for a 2% earnings per share (EPS) decline, or around $14.95, which is largely in line with consensus estimates.


Despite the stock being down 2%... More

Stifel takes 'wait-and-see' approach ahead of Home Depot (HD) and Lowe's (LOW) earnings

May 19, 2025 8:36 AM EDT

With Home Depot (NYSE: HD) and Lowe's (NYSE: LOW) set to report Q1 results this week, Stifel analyst W.Andrew Carter said that a neutral approach is appropriate given likely near-term caution.

The analyst... More

Evercore Adjusts TAP Lists

May 19, 2025 5:34 AM EDT

(Updated - May 19, 2025 7:08 AM EDT)

Evercore Adjusts TAP Lists

Adds to TAP Outperform List: AutoZone (NYSE: AZO) and Home Depot (NYSE: HD)Adds to TAP Underperform List: Lowe's Cos. (NYSE: LOW).

AZO: "We are initiating an Outperform Tactical Trading call or TAP on AZO ahead of its F3Q earnings release on May 27th . We see upside vs. the Street on domestic comp (+2.7% vs. +2.4%) and EPS ($38.16 vs. $37.01) estimates with potential... More

Home Depot (HD) call put ratio 1.9 calls to 1 put into quarter results

May 19, 2025 5:27 AM EDT

Home Depot (NYSE: HD) May 23 weekly 380 straddle priced for movement of 4.5% into the expected release of quarter results before the bell on May 20.

... More