Lowe's Companies

LOW · NYSE

$198.53+$2.61 (+1.33%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $195.92

LOW analyst rating

BuyConsensus of 24 analysts over the last 12 months. 71% rate it a buy.

Strong buy0
Buy17
Hold7
Underperform0
Sell0

12-month price target · 36 analysts

Average $257.47 (+29.7% upside)

Low: $192.91
Now: $198.53
High: $304.50

Upgrades and downgrades

The latest rating actions, newest first

LOW analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Evercore ISI Group	Oct 20, 2026	Maintains	In-Line	$190.00 → $200.00	69%
Evercore ISI Group	Oct 6, 2026	Maintains	In-Line	$220.00 → $190.00	69%
Guggenheim	Sep 21, 2026	Maintains	Buy	$275.00	49%
Evercore ISI Group	Sep 9, 2026	Maintains	In-Line	$230.00 → $220.00	69%
Bernstein	Sep 9, 2026	Maintains	Outperform	$261.00 → $254.00	36%
Guggenheim	Aug 21, 2026	Maintains	Buy	$300.00 → $275.00	49%
Telsey Advisory Group	Aug 20, 2026	Maintains	Outperform	$280.00 → $260.00	51%
Citigroup	Aug 20, 2026	Maintains	Buy	$267.00 → $260.00	44%
Truist Securities	Aug 20, 2026	Maintains	Buy	$255.00 → $254.00	62%
UBS	Aug 20, 2026	Maintains	Buy	$285.00 → $275.00	70%

The case for and against

Updated Oct 14, 2026

Bull case

Lowe's Companies is attractive because its “Total Home” strategy is broadening the business beyond a cyclical DIY base by expanding PRO penetration, home services, loyalty, digital selling, and category extensions, while recent FBM and ADG acquisitions add scale in construction supplies and interior solutions. Management’s fulfillment network of about 130 facilities, 20 big-and-bulky distribution centers, and 60 cross-dock terminals supports 90-95% same-day/next-day coverage, helping drive growth in digital channels, which rose 15.7%, and PRO mix, which reached about 35%. Even with 2Q 2026 sales up 8.3% and gross margin pressure, positive comps in 9 of 13 categories, disciplined SG&A, and expanding earnings quality suggest the company is building a more diversified, resilient model.

Bear case

Lowe's Companies is facing a weakening fundamental backdrop as 2Q comps of +0.2% missed expectations, transactions fell 2.1%, and management guided 3Q 2026 adjusted EPS down 7% year-over-year to about $2.85, signaling softer demand and margin pressure. The company also lowered full-year 2026 expectations to the low end of guidance, including net sales of $92.0 billion, flat comps, gross margin down roughly 75 basis points, and adjusted EBIT margin of 11.60%, while excluding potential additional tariff refunds. A negative outlook is further supported by intensifying competition from ecommerce peers, rising labor and supplier costs, and macro and housing-cycle risks that could pressure DIY demand, Pro demand, and SG&A leverage.

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