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LOW

Lowe's

$86.31

0.85 (0.99%)

10:19
05/19/18
05/19
10:19
05/19/18
10:19

Lowe's turnaround what matters for long-term investors, Barron's says

With Lowe's shares off 7.1% this year, expectations low and big changes on the way, the stock probably has limited downside in case of a quarterly results miss and major upside if it delivers, Ben Levisohn writes in this week's edition of Barron's. Regardless, for long-term investors, what matters is turning Lowe's around, he adds. Reference Link

  • 23

    May

LOW Lowe's
$86.31

0.85 (0.99%)

04/23/18
WELS
04/23/18
INITIATION
Target $100
WELS
Outperform
Lowe's initiated with an Outperform at Wells Fargo
Wells Fargo analyst Zachary Fadem initiated Lowe's with an Outperform and $100 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
JPMS
05/09/18
NO CHANGE
Target $59
JPMS
Overweight
Floor & Decor recent pullback a buying opportunity, says JPMorgan
JPMorgan analyst Christopher Horvers views the recent pullback in shares of Floor & Decor (FND) as a buying opportunity. After hosting management meetings, the analyst continues to see Floor & Decor as a "rare growth story in retail in an expanding category." Contrary to what some investors have heard, the company categorically did not fall short of its internal plan in Q1, Horvers tells investors in a research note. Further, he does not believe CEO Tom Taylor is interested in the Lowe's (LOW) CEO spot. Horvers keeps an Overweight rating on Floor & Decor with a $59 price target.
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.

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