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LOLOW

Lowe's Companies, Inc.

$LOW·$104B·Home Improvement·Consumer Cyclical
$196.47+0.4%YTD-21.8%1Y-19.0%
Price updated 1m ago·X counts updated 5d ago
LOLOW
$LOWLowe's Companies, Inc.
$196.48+0.35%424 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $LOW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

424X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $LOW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 56% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-27

Lowe's sentiment is confidently bullish on a defensive-dividend setup. Users highlight Q2 adjusted EPS of $4.40 on ~$26.0B revenue with comparable sales +0.2% and online sales +15.7%, LOW near 52-week lows on the quality-dividend-stocks watchlist (with MCD/AMT/PG/DUK), Barclays maintaining Overweight while trimming PT to $260 from $285, and a positive read from consumer-watchers (WMT/HD/LOW despite pullback). Skepticism is limited to noting continued pressure on discretionary DIY spending forcing FY guide narrowing and a shitco-acquisition rant; the modal stance is 'add on the dip — dividend anchor with modest comp growth'.

Read what X is saying about $LOW

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LOW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Lowe's at 2.8% of 52-week range — Barclays trimmed PT to $260 but held Overweight, and the dividend is anchoring.

Lowe's is the second-largest home-improvement retailer behind Home Depot — same cyclical exposure to housing turnover, big-ticket renovation, and pro-contractor demand. The stock is at 2.8% of its 52-week range on 1.3x normal volume as the housing-turnover slow-down keeps biting comps.

  • The P&L is still fine for a cyclical: revenue grew 10% YoY to $23.08B last quarter at an 11.5% operating margin and EPS $2.90 — Q2 adjusted EPS was $4.40 on comparable sales +0.2% and online sales +15.7%, so the trough shape is better than feared.
  • Barclays maintained Overweight while cutting the PT to $260 (from $285) — a legitimate research-signal that the mid-cycle thesis is intact but the near-term trajectory is softer than previously modeled.
  • At 17.7x trailing earnings with a durable dividend and buyback cadence, Lowe's is a classic quality-dividend defensive on the dividend-watchlist (MCD/AMT/PG/DUK/LOW grouping bulls cite); A-Award director grants are routine.

Breaking-down holds unless Nov 18 earnings re-accelerate comparable sales to >2% and management guides into FY27 with a specific traffic-driven thesis. Another sub-1% comp print, or any specific pro-contractor softness, is what seals the de-rating; a comp inflection tied to Fed rate relief is what could restart the move — but it takes months to flow through.

Agrees with X sentimentX bulls citing the quality-dividend watchlist framing (MCD/AMT/PG/DUK/LOW), Q2 EPS of $4.40 with +0.2% comps and +15.7% online, and Barclays maintaining Overweight at $260 are reading the setup correctly — this is a defensive compounder near a trough, not a broken story.

What to watch: Nov 18 earnings — US same-store comparable sales (needs to clear 2%+), pro-contractor segment growth, online revenue trajectory, and FY27 guide. A sub-1% comp print or any pro-contractor softness is what seals the breaking-down.

On the calendar: 2026-11-18 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — the existing-home-sales lock-in from sub-3% pandemic-era mortgages suppresses move-driven renovation demand as rates stay above 7%.

What this means for $LOW

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

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-7.9%YTD
-3.4%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
Q2 2026Aug 19, 2026$4.40$4.22+4.3%
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%
Next earningsWed, Nov 18·consensus EPS $2.86

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$92.2B$91.9B – $92.4B$12.28$12.21 – $12.3724
FY28$94.4B$93.9B – $95.0B$12.99$12.53 – $13.4625
FY29$97.6B$95.3B – $101.1B$14.16$12.51 – $15.8021
FY30$102.0B$101.0B – $103.9B$15.86$15.65 – $16.2417
FY31$104.1B$103.1B – $106.0B$16.67$16.46 – $17.079

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.1.1×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.15%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.-2.2%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.-14.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 559.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β0.885-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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$3.1M
+ 31 other (25 awards · 3 gifts · 2 inkinds · 1 exempt) 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

3New insider — initial holdingsSep 93
AI summary

Jennifer Elizabeth Wilson, EVP and Chief Marketing Officer at Lowe's (LOW), filed a Form 3 disclosing 6,266 shares directly owned and approximately 908 shares held indirectly through a 401(k) plan. The filing is a routine Section 16 insider ownership disclosure.

3New insider — initial holdingsSep 93
AI summary

Adam D. Filipponi, EVP of Strategy and Business Development at Lowe's (LOW), filed a Form 3 disclosing 6,715 shares directly owned. The filing is a routine Section 16 insider ownership disclosure.

8-KOfficer or director changeSep 28-K — Item 5.02: Officer or director change
AI summary

Lowe's Companies, Inc. announced five senior executive appointments effective September 1, 2026 as part of its Total Home strategy: Joseph McFarland III (EVP, Pro and Home Services), Quonta Vance (EVP, Stores), Seemantini Godbole (EVP, Chief Information and AI Officer), Adam Filipponi (EVP, Strategy and Business Development), and Jennifer Wilson (EVP, Chief Marketing Officer). These appointments are designed to better connect scaled capabilities in Pro, digital, loyalty, fulfillment, and Home Services. This is a meaningful leadership reorganization that signals Lowe's is investing in AI/technology leadership while doubling down on its Pro customer and Home Services growth strategy.

S-3ASRAuto-shelf registrationAug 28S-3ASR
AI summary

Lowe’s Companies filed an automatic shelf registration (S-3ASR) to register 2,500,000 shares of common stock for issuance under its Dividend Reinvestment and Stock Purchase Plan (DRIP). As a well-known seasoned issuer (WKSI), the registration becomes effective immediately upon filing with no SEC review delay. This is a routine capital-markets housekeeping filing that refreshes the share pool available to dividend reinvestors; it does not represent a new equity offering or change to the company’s dividend policy. No proceeds will flow to Lowe’s from shares acquired in the open market on behalf of DRIP participants.

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.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 11-K) in window

Recent news

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

Home Depot's Rising Average Ticket Offsets Softer Customer Visitszacks.com·23h ago5,804 Lowe’s Companies, Inc. $LOW Shares Purchased by First Citizens Bank & Trust Co.defenseworld.net·1d agoLowe's Keeps Raising Its Dividend. A Frozen Housing Market Could Test That Streak247wallst.com·2d agoLowe’s Companies, Inc. $LOW Position Lessened by Fragasso Financial Advisors Incdefenseworld.net·2d agoLowe’s Companies, Inc. $LOW Shares Sold by Vertrix Wealth Management LLCdefenseworld.net·3d ago

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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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