Latest analyst takes
Minority MindsetBULLLOW is positioned to outperform in a rate-cut scenario where mortgage rates decline, since housing and refinancing activity tends to translate into more remodeling and construction-related spending.3d ago
OptionsPlayBEARLOW is at risk of earnings downside if the supply-chain/material constraints attributed to the Middle East keep disrupting operations and the availability of basic inputs.6d agoMinority MindsetBEARHigher oil-driven inflation and a Fed forced to keep rates elevated will blunt mortgage refinances and discretionary home improvement spending, making Lowe's a cyclical retail risk in the near-to-medium term.28d ago"LOW is positioned to outperform in a rate-cut scenario where mortgage rates decline, since housing and refinancing activity tends to translate into more remodeling and construction-related spending."
"LOW is at risk of earnings downside if the supply-chain/material constraints attributed to the Middle East keep disrupting operations and the availability of basic inputs."
"Higher oil-driven inflation and a Fed forced to keep rates elevated will blunt mortgage refinances and discretionary home improvement spending, making Lowe's a cyclical retail risk in the near-to-medium term."