Lowe's Shares Dip but Analysts See 16% Upside as Total Home Strategy Drives Growth
Lowe's, the global home improvement retail giant, has seen its shares dip nearly 9% over the past year, trailing both the S&P 500 Index and the Consumer Discretionary Select Sector SPDR Fund. Despite this, analysts predict a potential upside of 16.2%, with an average price target of $282.12. The company, valued at $136.1 billion, is guided by the Total Home Strategy, focusing on expert service and a seamless omnichannel experience.
Lowe's recent financial performance has been mixed. In Q2 2025, the company reported adjusted EPS of $4.33, surpassing expectations, and raised its annual sales forecast. However, shares have been volatile, reflecting investor sentiment. Looking ahead, analysts anticipate adjusted EPS to grow over 8% year-over-year to $13.31 in fiscal 2026. Lowe's is expected to announce its Q3 2025 results on Nov. 19, with analysts predicting an adjusted EPS of $3, up 3.8% from the year-ago quarter. For the full fiscal year 2025, analysts expect an adjusted EPS of $12.32, a 2.7% increase from fiscal 2024. The company's recent acquisition of Foundation Building Materials for $8.8 billion is seen as a strategic move to expand its presence in the professional contractor market, potentially driving future growth.
Despite recent share price fluctuations, Lowe's remains a significant player in the home improvement sector. Analysts maintain a cautiously optimistic view, with an overall 'Moderate Buy' rating. As the company continues to execute its Total Home Strategy and expand its professional contractor market reach, investors await its upcoming Q3 2025 results for further insights into its financial health.
