Lowe's Set For 'Delayed Benefits' From Macro Demand Improvements, Says Optimistic Analyst
Lowe's Set For 'Delayed Benefits' From Macro Demand Improvements, Says Optimistic Analyst
Last month, Lowe's Companies Inc (NYSE:LOW) reported mixed results for its fiscal second quarter.
上个月，劳氏公司（纽约证券交易所代码：LOW）公布的第二财季业绩好坏参半。
According to Oppenheimer, the Federal Reserve's previous easing cycles suggest that demand in the home improvement sector tends to improve, though there is a "potentially substantial lag."
根据奥本海默的说法，美联储先前的宽松周期表明，家居装修行业的需求趋于改善，尽管 “可能存在重大滞后”。
Analyst Brian Nagel upgraded Lowe's Companies' rating from Perform to Outperform and raised the price target from $230 to $305.
分析师布莱恩·内格尔将劳氏公司的评级从表现上调至跑赢大盘，并将目标股价从230美元上调至305美元。
The Lowe's Companies Thesis: As lending rates moderate, there is stronger demand for home-related items, which points towards strengthening sales at the company beginning later in 2025, Nagel said in the upgrade note.
劳氏公司的论点：内格尔在升级说明中表示，随着贷款利率的放缓，对房屋相关项目的需求增强，这表明该公司的销售将从2025年晚些时候开始。
Check out other analyst stock ratings.
查看其他分析师股票评级。
Lowe's comp store sales are likely to remain negative through the first half of 2025, "reflecting continued, post-pandemic demand dislocations in the sector and potentially delayed benefits of moderating rates," the analyst said.
该分析师表示，到2025年上半年，劳氏综合门店的销售额可能保持负数，“这反映了疫情后该行业持续的需求失调，以及利率放缓可能带来的延迟好处。”
"Our interpretation of market sentiment suggests that investors are apt to increasingly 'look through' nearer-term fundamental weakness at the chains" and could have a longer-term approach for the shares of Lowe's and Home Depot Inc (NYSE:HD).
“我们对市场情绪的解释表明，投资者越来越倾向于'仔细研究'连锁店近期的基本面疲软”，并可能对劳氏和家得宝公司（纽约证券交易所代码：HD）的股票采取长期方针。
LOW Price Action: Shares of Lowe's Companies were up 0.63% to $263.94 at the time of publication Tuesday.
低价走势：周二发布时，劳氏公司的股价上涨0.63％，至263.94美元。
Read More: 2 Railway Strikes, 3 US Sectors In Trouble: $277B In Goods At Stake As Canadian Unions Call For New Contracts
阅读更多：两次铁路罢工，美国三个行业陷入困境：加拿大工会呼吁签订新合同，2770亿美元的商品处于危险之中
Photo: Shutterstock
照片：Shutterstock