On Nov 13, major Wall Street analysts update their ratings for $Home Depot (HD.US)$, with price targets ranging from $410 to $465.
Morgan Stanley analyst Simeon Gutman maintains with a buy rating, and maintains the target price at $450.
J.P. Morgan analyst Christopher Horvers maintains with a buy rating, and maintains the target price at $450.
BofA Securities analyst Robert Ohmes maintains with a buy rating, and adjusts the target price from $425 to $450.
Citi analyst Steven Zaccone maintains with a buy rating, and maintains the target price at $433.
Barclays analyst Seth Sigman maintains with a buy rating, and maintains the target price at $420.
Furthermore, according to the comprehensive report, the opinions of $Home Depot (HD.US)$'s main analysts recently are as follows:
Following Home Depot's reported Q3 adjusted earnings per share, which surpassed expectations due to unexpectedly high comparable sales, projections for FY25 earnings per share have been revised upwards on account of the Q3 outperformance.
The firm emerged from the earnings conference call with a reinforced positive outlook on Home Depot. Regardless of storm-related impacts, Home Depot's October comparable sales figures were favorable, possibly benefiting from professional and outdoor categories. This suggests that low-single-digit comparable sales for fiscal 2025 are likely a conservative estimate, with the potential for higher figures as the year progresses. Trade credit is seen as a significant forthcoming development and an underrated element of Home Depot's narrative.
The expectation is set for Home Depot to potentially exceed its comparative sales and earnings forecasts, which could lead to achieving the upper spectrum of its revised full-year guidance. Although this outcome would be favorable, clarity on the enhancement of specific product categories is still limited.
In anticipation of fiscal Q3 earnings, there is a maintained stance on the shares of Home Depot. With a more optimistic view on the second half of 2024, the expectation is that the EPS estimates for FY24 will surpass the higher end of guidance. Yet, the forecast for FY25 and FY26 remains below the consensus, due to cautiousness regarding the extent of the category's recovery. It has also been observed that although shares of Home Depot and Lowe's have pulled back from their recent highs, they have experienced a surge of 20% and 25%, respectively, following the release of June CPI data.
Here are the latest investment ratings and price targets for $Home Depot (HD.US)$ from 13 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美东时间11月13日，多家华尔街大行更新了$家得宝 (HD.US)$的评级，目标价介于410美元至465美元。
摩根士丹利分析师Simeon Gutman维持买入评级，维持目标价450美元。
摩根大通分析师Christopher Horvers维持买入评级，维持目标价450美元。
美银证券分析师Robert Ohmes维持买入评级，并将目标价从425美元上调至450美元。
花旗分析师Steven Zaccone维持买入评级，维持目标价433美元。
巴克莱银行分析师Seth Sigman维持买入评级，维持目标价420美元。
此外，综合报道，$家得宝 (HD.US)$近期主要分析师观点如下：
在家得宝公布的第三季度每股调整收益超出预期，由于意外的高可比销售，2025财年的每股收益预测已上调，原因是第三季度表现优异。
该公司在业绩会电话会议中对家得宝的正面展望得到了加强。尽管受到风暴相关影响，家得宝10月份的可比销售数据依然良好，可能得益于专业和户外类别。这表明，2025财年的低个位数可比销售可能是一个保守的估计，随着年度的推进，还有可能出现更高的数字。交易信用被视为家得宝叙述中即将来临的重要发展，也是一个被低估的因素。
预计家得宝可能会超过其可比销售和盈利预测，这可能导致实现其调整后的全年指引的上限。尽管这一结果是有利的，但对于特定产品类别改进的清晰度仍然有限。
在预期的2023财年第三季度收益发布前，家得宝的股票保持不变。对2024年下半年的乐观观点带来了预期，认为2024财年的每股收益预测将超出指引的上限。然而，2025和2026年的预测仍低于共识，因为对类别复苏程度的谨慎态度值得注意。还观察到，尽管家得宝和Lowe's的股票从近期高点回落，但在发布6月份CPI数据后，分别上涨了20%和25%。
以下为今日13位分析师对$家得宝 (HD.US)$的最新投资评级及目标价：
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
