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LOLOW

Lowe's Companies, Inc.

$LOW·$119B·Home Improvement·Consumer Cyclical
$208.73-3.4%YTD-13.6%1Y-4.5%
Mentions · last 7 days
2026-07-11: 25 posts2026-07-12: 54 posts2026-07-13: 84 posts2026-07-14: 37 posts2026-07-15: 38 posts2026-07-16: 20 posts2026-07-17: 14 posts277+11%
Price updated 4h ago·X counts updated 4h ago
LOLOW
$LOWLowe's Companies, Inc.
$208.73-3.44%277 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $LOW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Home-improvement compounder down 24% from Feb highs — 6.4% FCF yield anchors the dividend-king coil.

Lowe's Companies is the #2 US home-improvement retailer whose 2026 tape has been -13% YTD despite continued execution. The stock is coiled at 7% of the 52-week range with earnings on August 19.

  • The core business is executing at scale: Q1 2026 revenue grew 10.3% YoY to $23.1B, gross margin held at 33%, and operating margin was 11% — this is exactly the mature home-improvement retail profile, and 6.4% trailing FCF yield gives real cushion.
  • Valuation is defensible for a Dividend King: 18x TTM P/E and 1.3x sales at $210 is at the middle of the retail multiple range, and the specific dividend-king positioning (50+ years of dividend growth) provides real support in a rotation environment.
  • The tape signal is quietly bullish: LOW still down ~24% from February highs with defense/bottom at long-term supporting trendline — named alongside JNJ and MO in the dividend kings category (50+ years) — real defensive positioning into the August 19 print.

The August 19 Q2 FY26 earnings are the near-term arbiter — Q2 same-store sales trajectory, gross margin trend, and any specific FY26 EPS guide movement extend the coiling setup toward $240. A same-store-sales miss or margin compression stalls the tape below $190.

Agrees with X sentimentX is bullish, LOW still down ~24% from February highs with defense/bottom at long-term supporting trendline. Named alongside JNJ and MO in the dividend kings category (50+ years). The tone is patient long positioning into the dividend compounder. Mechanics validate: Q1 revenue +10.3% YoY at 33% gross margin, 11% operating margin, 6.4% FCF yield — the compounder pattern is real.

What to watch: The August 19 Q2 FY26 earnings. Watch Q2 same-store sales trajectory, gross margin trend, and FY26 EPS guide movement. Same-store-sales miss or margin compression stalls the tape sub-$190; steady same-store + guide affirmation extends toward $240.

On the calendar: 2026-08-19 — Q2 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-03

Lowe's (LOW) still down ~24% from February highs with defense/bottom at long-term supporting trendline. Named alongside JNJ and MO in the dividend kings category (50+ years). The tone is patient long positioning into the dividend compounder.

Read the AI verdict + X sentiment for $LOW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates 1,700+ home improvement stores across North America serving DIY consumers and professional contractors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Home Improvement sits in its cycle right now — and what that implies for $LOW.

Home Improvement · Consumer Cyclical

No material change from last week — elevated mortgage rates depress existing home sales and suppress the renovation-on-move trigger that drives large-ticket HD and LOW revenue.

What this means for $LOW

Direct beneficiary — Operates 1,700+ home improvement stores across North America serving DIY consumers and professional contractors; primary revenue lines track directly to the elevated mortgage rate suppression of renovation and move-up demand.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-3.9%YTD
+4.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
21.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-64.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-4.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 20, 2026$3.03$2.97+2.0%
Q4 2025Feb 25, 2026$1.98$1.94+2.1%
Q3 2025Nov 19, 2025$3.06$2.97+3.0%
Q2 2025Aug 20, 2025$4.33$4.24+2.1%
Next earningsWed, Aug 19·consensus EPS $4.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$23.1B+10.3%32.7%11.1%$2.90$2.8B
Q4 FY25$20.6B+10.9%39.2%8.3%$1.78$964.0M
Q3 FY25$20.8B+3.2%31.9%11.9%$2.88$90.0M
Q2 FY25$24.0B+1.6%31.9%14.5%$4.28$3.7B

Forward consensus

5-year forecast · up to 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$93.1B$92.5B – $93.8B$12.47$12.32 – $12.7025
FY28$96.0B$94.7B – $97.0B$13.43$12.81 – $13.9225
FY29$99.9B$99.9B – $99.9B$14.78$12.95 – $16.4019
FY30$104.5B$103.3B – $105.6B$16.96$16.72 – $17.2017
FY31$105.8B$104.7B – $107.0B$17.34$17.10 – $17.588

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.14%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 559.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.855-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 18Margrethe R VagellEVP, Supply Chain2.5K sh$560KSellJun 17Pryor Juliette WilliamsEVP, CLO & Corp. Sec.9.3K sh$2.1MSellJun 16Janice DupreEVP, Human Resources14.2K sh$3.1MSellMar 4Quonta D VanceEVP, Pro & Home Services10.4K sh$2.7M
+ 46 other (31 awards · 10 inkinds · 3 gifts · 2 exempts) in window

See when $LOW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote
AI summary

LOW (LOW) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor, shareholder proposals. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 12 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Lowe's (LOW) Dipped More Than Broader Market Todayzacks.com·7h agoThe $1 Million Portfolio With Two Very Different Futures247wallst.com·2d agoThe Big 3: LOW, COST, MSTRyoutube.com·3d agoLowe's renews partnership with Habitat for Humanity to support home repair projects across the U.S.prnewswire.com·3d agoThe Dividend Growth Roadmap That Turns $60,000 a Year Into More Than $125,000247wallst.com·5d ago

More in Home Improvement

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$HD
Voices on X · last 7 days

No standout posts about $LOW on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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