Lowe's Stock Value is Being Updated: Investors Pay Attention!

New Target Price Adjustments for Lowe's Shares

Recently, analysts have lowered the consensus target price for Lowe's Companies shares from $281.84 to $278.56. This update reflects changing perspectives on the company's fair value. Stay tuned for developments related to these changes based on new revenue data and future revenue growth projections.

Investors are advised to add Lowe's Companies to their watchlists to monitor how the current value of the company has changed.

Positive Developments and Analyst Comments

Wolfe Research set a target price of $308 with an Outperform rating for Lowe's. Analyst Spencer Hanus emphasized that the ongoing investments in the Pro segment will be the key driver of future market share gains. He noted that while Lowe's still has a productivity gap compared to Home Depot, strategic efforts should close this gap over time.

Many firms raised their target prices following Lowe's second-quarter earnings. Highlighted firms include JPMorgan ($283), Truist ($283), Bernstein ($279), Stifel ($275), Morgan Stanley ($270), and RBC Capital ($260). Analysts characterized the strong results from the second quarter and improving trends in comparable sales as positive catalysts for future growth.

Truist highlighted strong profit margins and reiterated its confidence in Lowe's full-year forecast. Morgan Stanley noted the company's long-term transformation strategy and the potential rise in home improvement demand as attractive qualities. Bernstein had a positive view on the acceleration in Lowe's sequential price sales and saw more opportunities in the Pro market.

Negative Outlooks

However, many analysts adopted a more neutral stance despite the target price increases, expressing concerns about Lowe's pace of transformation. Stifel maintained its Hold rating, despite a slight edge in recent results, and hesitated to adopt a more constructive approach to current valuations.

DA Davidson has raised its target price to $266 but maintained a Neutral rating. The firm noted challenges compared to competitors like Home Depot, although comparable sales improved and forecasts exceeded expectations. This situation indicates that some risks are still priced in the short term.

Bernstein viewed the timing of Lowe's transition to a complex Pro segment as surprising and stressed concerns about internal resource capabilities and untapped opportunities in simpler Pro categories.

Lowe's Companies updated its guidance for 2025, projecting total sales to be between $84.5 and $85.5 billion, with comparable sales growth expected to be flat or slightly positive, and operating margin forecasts adjusted to between 12.1% and 12.2%. The company also completed the repurchase of 17.4 million shares under its ongoing buyback program, totaling $4.2 billion as of August 1, 2025.