Lowe's Fair Value Estimate Cut to $258.19 as Analysts Trim Q2 Expectations

Analyst
โดย Simply Wall St·US·Read original
Summary · why it matters

Lowe's Companies saw its fair value estimate trimmed from roughly US$263.73 per share to about US$258.19 per share as analysts reset Q2 expectations. Several firms including Telsey Advisory, Citi, UBS, Mizuho and Bernstein continue to rate the stock Outperform or Buy even after revising price targets lower, while BofA moved to a Neutral rating citing softer July trends and heavier competitor promotions. The revised model assumes revenue growth of about 4.23%, a net profit margin of about 8.05%, a future P/E multiple of about 23.22x, and a discount rate of about 8.97%. Truist noted five consecutive quarters of positive comparable sales with about 70% of categories positive, while Bernstein and Mizuho flagged comparable sales softness and weaker Q3 commentary tied to Lowe's heavier exposure to discretionary DIY and seasonal categories compared with Home Depot.

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Financials▲ · 4 stocks
Consumer Discretionary▼ · 2 stocks
Lowe's Companies Inc
LOW
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Analysts trimmed fair value estimate and price targets, with BofA downgrading to Neutral on softer July trends and competitor promotions.

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Off-coverage companies 1

Bernstein (Societe Generale / AllianceBernstein JV)Private± Mixed
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