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HD

Home Depot

$191.15

0.82 (0.43%)

06:03
05/15/18
05/15
06:03
05/15/18
06:03

Home Depot backs FY18 EPS growth view of 28% to $9.31, consensus $9.45

Sees FY18 revenue growth guidance of approximately 6.7%. Sees FY18 SSS up approximately 5%.

  • 15

    May

  • 30

    May

HD Home Depot
$191.15

0.82 (0.43%)

04/23/18
WELS
04/23/18
INITIATION
Target $205
WELS
Outperform
Home Depot initiated with an Outperform at Wells Fargo
Wells Fargo analyst Zachary Fadem initiated Home Depot with an Outperform and $205 price target.
04/23/18
WELS
04/23/18
INITIATION
Target $205
WELS
Outperform
Home improvement and autopart retail offers favorable pockets, says Wells Fargo
As reported earlier, Wells Fargo analyst Zachary Fadem initiated select names within the home improvement, auto part retail, home furnishings, and specialty hardlines. The analyst notes that the pullback in some of these stocks related to "uncertainty around margins, global trade policy, and the sustainability of recently improving results", which replaced the enthusiasm from the anticipated consumer strength, rising wages, and tax reform benefits earlier this year, has produced some "compelling" long-term investment opportunities. Fadem initiated Home Depot (HD) and Lowe's (LOW) at Outperform with respective price targets of $205 and $100, saying home improvement is particularly attractive in retail today given the valuations in housing and demographics tailwinds. The analyst adds that the home improvement category has seen the most consistent growth in "consumer share of wallet" to 7.5% over the past 5 years, even though that level is still below 8.7% prior peak in 2005. Fadem's view on Bed Bath and Beyond (BBBY) is less upbeat with an Underperform rating and a $16 price target based on its limited growth opportunity, margin profile, differentiation, and e-commerce strategy. Similarly, the analyst profiles the auto parts retail offering some opportunity in terms of "lost share of wallet" sliding to 1.8%, below the 10-year average of 1.9%, while offering "attractive valuations" and an opportunity to regain its footing. Fadem initiates O'Reilly (ORLY) and AutoZone (AZO) with an Outperform rating and price targets of $260 and $700 respectively, adding that these two companies exceeded the industry growth even as auto parts retailers as a group trade at a 23% discount relative to the S&P500. The analyst also initiated select names in the Home Furnishings/Specialty categories, including At Home (HOME) at Outperform with a price target of $42, Tractor Supply (TSCO) at Outperform with a price target of $70, and National Vision (EYE) with an Outperform and a price target of $40. Fadem. All of these names earned a positive view based on the analysts Growth Opportunity and Concept Differentiation screens, with the last two also cited for their potential for near term improvement.
05/09/18
CLVD
05/09/18
NO CHANGE
CLVD
Home Depot 2018 comp estimate of 6% looks reasonable, says Cleveland Research
Cleveland Research said its Home Depot 2018 comp estimate of 6%, versus guidance of 5%, looks reasonable given solid underlying demand, share gains, and incremental inflation.
05/09/18
CLVD
05/09/18
NO CHANGE
CLVD
Lowe's comp gap versus Home Depot could widen, says Cleveland Research
Cleveland Research said Lowe's (LOW) comp gap versus Home Depot (HD) could widen further given continued disruptions and inefficiencies in execution.

TODAY'S FREE FLY STORIES

ADES

Advanced Emissions

$9.71

-0.17 (-1.72%)

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CRMT

America's Car-Mart

$71.90

-0.495 (-0.68%)

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Earnings
America's Car-Mart reports Q2 EPS $1.58 vs. 79c last year »

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NVDA

Nvidia

$202.65

5.43 (2.75%)

17:35
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HRB

H&R Block

$28.18

-0.07 (-0.25%)

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AEL

American Equity

$34.34

0.105 (0.31%)

17:26
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American Equity raises annual dividend 8% to 28c per share »

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AXGN

AxoGen

$32.97

0.78 (2.42%)

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NI

NiSource

$25.30

-0.3 (-1.17%)

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DVMT

Dell Technologies

$105.06

-0.69 (-0.65%)

17:25
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  • 11

    Dec

GNBC

Green Bancorp

$18.71

0.53 (2.92%)

, VBTX

Veritex

$23.60

0.66 (2.88%)

17:25
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Conference/Events
Veritex to host special shareholder meeting »

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Green Bancorp

$18.71

0.53 (2.92%)

VBTX

Veritex

$23.60

0.66 (2.88%)

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HP

Helmerich & Payne

$60.05

1.75 (3.00%)

17:24
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  • 16

    Nov

HP

Helmerich & Payne

$60.05

1.75 (3.00%)

17:23
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Earnings
Helmerich & Payne reports Q4 EPS 2c, may not compare to consensus 18c »

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  • 16

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AKBA

Akebia

$7.91

0.44 (5.89%)

, KERX

Keryx

$2.93

0.17 (6.16%)

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AKBA

Akebia

$7.91

0.44 (5.89%)

KERX

Keryx

$2.93

0.17 (6.16%)

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  • 27

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RLH

Red Lion Hotels

$8.75

0.9 (11.47%)

17:16
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Syndicate
Breaking Syndicate news story on Red Lion Hotels »

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  • 15

    Nov

ADES

Advanced Emissions

$9.71

-0.17 (-1.72%)

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Advanced Emissions to acquire ADA Carbon Solutions for $75M »

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AMAT

Applied Materials

$35.03

1.44 (4.29%)

17:14
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Applied Materials falls further in late trading, now down 9% »

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  • 15

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LMT

Lockheed Martin

$305.48

2.23 (0.74%)

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YELP

Yelp

$32.97

0.65 (2.01%)

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Yelp officer Alan Ramsay sells 5,000 shares of company stock »

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HRTG

Heritage Insurance

$16.10

0.28 (1.77%)

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Heritage Insurance CEO acquires 62,142 common shares for $1M »

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UHS

Universal Health

$127.90

0.61 (0.48%)

, EHC

Encompass Health

$72.31

0.81 (1.13%)

17:09
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Initiation
Universal Health, Encompass Health, LHC Group, HCA Healthcare, Tenet, Surgery Partners, Amedisys, Acadia, DaVita, Mednax, Community Health initiated  »

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UHS

Universal Health

$127.90

0.61 (0.48%)

EHC

Encompass Health

$72.31

0.81 (1.13%)

LHCG

LHC Group

$96.20

3.08 (3.31%)

HCA

HCA Healthcare

$137.72

-2.14 (-1.53%)

THC

Tenet

$23.70

-0.04 (-0.17%)

SGRY

Surgery Partners

$13.63

0.01 (0.07%)

AMED

Amedisys

$121.97

4.88 (4.17%)

ACHC

Acadia

$37.85

0.37 (0.99%)

DVA

DaVita

$64.64

0.26 (0.40%)

MD

Mednax

$39.81

-0.03 (-0.08%)

CYH

Community Health

$3.59

-0.11 (-2.97%)

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  • 02

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LMT

Lockheed Martin

$305.48

2.23 (0.74%)

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Lockheed Martin awarded $348.92M Naval Air Systems Command contract »

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ADES

Advanced Emissions

$9.71

-0.17 (-1.72%)

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Hot Stocks
Breaking Hot Stocks news story on Advanced Emissions »

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POST

Post Holdings

$90.93

-0.65 (-0.71%)

17:05
11/15/18
11/15
17:05
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Earnings
Post Holdings sees FY19 adjusted EBITDA $1.19B-$1.24B »

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  • 16

    Nov

CLNY

Colony Capital

$5.99

-0.04 (-0.66%)

17:04
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Colony Capital partners with HB2 to form 'Colony HB2 Energy' »

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POST

Post Holdings

$90.93

-0.65 (-0.71%)

17:03
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17:03
Earnings
Post Holdings reports Q4 adjusted EPS $1.08, consensus $1.18 »

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  • 16

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NTR

Nutrien

$53.47

0.81 (1.54%)

17:02
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Hot Stocks
Nutrien appoints Pedro Farah CFO effective February 1 »

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