Lowe's Gets Analyst Praise As Results Top Home Depot On Key Metrics

Author: Priya Nigam | November 19, 2025 11:13am

Shares of Lowe’s Companies Inc. (NYSE:LOW) climbed in early trading on Wednesday, despite the company reporting downbeat third-quarter sales.

Although the company reported disappointing third-quarter comps and lowered its full-year guidance, its results were better than home improvement rival Home Depot Inc. (NYSE:HD), according to Telsey Advisory Group.

The Lowe’s Companies Analyst: Analyst Joseph Feldman maintained an Outperform rating and price target of $305.

The Lowe’s Companies Thesis: The company indicated that its sales were "negatively impacted by a lack of storms and a cautious consumer," Feldman said in the note.

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Lowe's total sales rose 3.2% to $20.8 billion, while comps were up 0.4%, missing consensus of 1.0%, and earnings came in at $3.06 per share, topping consensus of $2.97 per share, he added.

The analyst mentioned the following ways in which Lowe's results were better than those of Home Depot:

• Lowe's comps grew by 0.4% versus Home Depot's 0.2%
• Lowe's projected adjusted earnings of $12.25 per share for fiscal 2026, within its prior range of $12.20-$12.45 per share. Home Depot is lowering its full-year guidance by around 46 cents per share.

LOW Price Action: Lowe’s Companies shares were up 5.21% at $231.02 at the time of publication on Wednesday, according to Benzinga Pro data.

Read More:

• Home Depot Blames Disappointing Q3 On ‘Lack of Storms’ As Clear Skies Hit Roofing, Plywood, Electrical Demand

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Posted In: HD LOW