The 35 Wall Street analysts covering Lowe's Companies, Inc. hold a median 12-month price target of $255 — +31.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 41 of 100 as at 17 Sept 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Lowe's Companies, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (92): The share price has been relatively steady.
Accruals (32): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LOW, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +31.3% from it.
Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Sept 2026 | Bernstein | Maintains | Outperform | $261 → $254 |
| 9 Sept 2026 | Evercore ISI Group | Maintains | In-Line | $230 → $220 |
| 21 Aug 2026 | Guggenheim | Maintains | Buy | — |
| 21 Aug 2026 | Guggenheim | Maintains | Buy | $300 → $275 |
| 20 Aug 2026 | Citigroup | Maintains | Buy | — |
| 20 Aug 2026 | Citigroup | Maintains | Buy | $267 → $260 |
| 20 Aug 2026 | DA Davidson | Maintains | Neutral | $245 |
| 20 Aug 2026 | DA Davidson | Maintains | Neutral | — |
| 20 Aug 2026 | Keybanc | Reiterates | Overweight | $275 |
| 20 Aug 2026 | Keybanc | Reiterates | Overweight | — |
| 20 Aug 2026 | Mizuho | Maintains | Outperform | — |
| 20 Aug 2026 | Mizuho | Maintains | Outperform | $280 → $250 |
| 20 Aug 2026 | RBC Capital | Reiterates | Sector Perform | — |
| 20 Aug 2026 | RBC Capital | Reiterates | Sector Perform | $231 |
| 20 Aug 2026 | TD Cowen | Reiterates | Hold | $235 |
| 20 Aug 2026 | TD Cowen | Reiterates | Hold | — |
| 20 Aug 2026 | Telsey Advisory Group | Maintains | Outperform | $280 → $260 |
| 20 Aug 2026 | Telsey Advisory Group | Maintains | Outperform | — |
| 20 Aug 2026 | Truist Securities | Maintains | Buy | $255 → $254 |
| 20 Aug 2026 | Truist Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LOW appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 17 Sept 2026, Lowe's Companies, Inc. returned −26.0% against +17.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 43% of US stocks
Cheaper than 65% of US stocks
Cheaper than 98% of US stocks
Cheaper than 32% of US stocks
Higher than 47% of US stocks
Higher than 46% of US stocks
Higher than 39% of US stocks
Higher than 70% of US stocks
Higher than 65% of US stocks
Higher than 18% of US stocks
Higher than 95% of US stocks
Higher than 55% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lowe's Companies, Inc. has a market value of $109.2B and an enterprise value of $148.0B.
Revenue in the twelve months to 31 July 2026: $90.4B. The latest quarter grew 8.3% year on year.
Net income over the same four quarters: $6.6B, a 7.3% net margin.
Diluted earnings per share, trailing twelve months: $11.83.
Free cash flow in the twelve months to 31 July 2026: $7.0B, after $2.3B of capital spending.
Lowe's Companies, Inc. spent $464.0M on share buybacks and $2.7B on dividends in the twelve months to 31 July 2026.
Trailing P/E: 16.7×; forward P/E: 14.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.57%, paying out 41% of earnings.
Lowe's Companies, Inc. employs 300,000 people — $301K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| LOWLowe's Companies, Inc. | $109.2B | 41 |
| HDThe Home Depot, Inc. | $301.2B | 37 |
| SBUXStarbucks Corp.* | $109.9B | 88 |
| FNDFloor & Decor Holdings, Inc. | $5.1B | 32 |
| ABNBAirbnb, Inc.* | $99.1B | 85 |
| BKNGBooking Holdings, Inc.* | $132.7B | 77 |
| MARMarriott International, Inc.* | $88.5B | 63 |
* Nearest Consumer Cyclical names by size — few home improvement retail companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lowe's Companies, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Baron Real Estate Fund reported strong second-quarter results, with its institutional shares rising 11.89%. The fund noted material gains in Hyatt Hotels and AAON, driven by strong earnings and growth in AAON's data center business.
Why it matters — The fund update is not directly related to Lowe's, so it provides no specific insight into the company's performance or outlook.
Lowe's Companies, Inc. presented at the Goldman Sachs Global Consumer and Retail Conference, and the transcript of that presentation is now available on Seeking Alpha. The excerpt notes the company's participation in the investor conference event.
Why it matters — A LOW watcher would care because the transcript offers insight into management's commentary and potential updates shared with investors during the conference.
At the Goldman Sachs Global Consumer and Retail Conference, Lowe's CEO Marvin Ellison said the company expects the second half of the year to resemble the first half, as elevated interest rates and broader uncertainty continue to affect home-improvement spending.
Why it matters — The statement offers investors a view of Lowe's near-term outlook, indicating that spending conditions for home improvement are expected to remain steady rather than improve in the coming months.
With existing home sales at historic lows and renovation activity declining, both Home Depot and Lowe's face a difficult housing-market headwind. The article assesses which of the two companies' dividends has the cushion and growth runway to withstand a frozen housing market.
Why it matters — Lowe's investors would care because the piece argues one of the two retailers' dividend payouts is better positioned to weather the housing downturn, with implications for Lowe's financial resilience.
A 24/7 Wall Street article highlights five dividend stocks whose payout growth has kept pace with inflation, examining which companies have the cash flow to sustain those increases. Lowe's is mentioned among companies with consistent dividend growth.
Why it matters — Lowe's investors may be interested in how the company's dividend payout growth compares to other firms in maintaining purchasing power against inflation.
The 35 Wall Street analysts covering Lowe's Companies, Inc. have a median 12-month price target of $255, with estimates ranging from $191 to $290. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 35 analysts covering Lowe's Companies, Inc., 24 rate it a Buy, 10 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Lowe's Companies, Inc. 41 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 17 Sept 2026, Lowe's Companies, Inc. ranks 41 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (92 of 100).
No one can know that. What the data says: the median 12-month target from 35 analysts implies +31.3% from the last close, and Ticker Nerd's factor model ranks Lowe's Companies, Inc. 41 out of 100 as at 17 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lowe's Companies, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LOW are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $191 to $290 over the next 12 months.
Lowe's Companies, Inc. returned -26.0% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Lowe's Companies, Inc. is a home improvement retailer that serves both do-it-yourself homeowners and professional customers across the United States and Canada.
The most recent item we track (Seeking Alpha, 16 Sept 2026): "Baron Real Estate Fund Q2 2026 Portfolio Activity". Baron Real Estate Fund reported strong second-quarter results, with its institutional shares rising 11.89%. The fund noted material gains in Hyatt Hotels and AAON, driven by strong earnings and growth in AAON's data center business.
Lowe's Companies, Inc. is a home improvement retailer that serves both do-it-yourself homeowners and professional customers across the United States and Canada. Lowe's offers a broad range of products for construction, repair, maintenance, remodeling, and home decoration, including appliances, tools, hardware, lumber, plumbing, electrical supplies, flooring, paint, and outdoor living items. The company also provides installation services and protection plans, supporting customers from project planning through completion. Lowe's operates large-format home improvement stores, branch locations, and digital channels that connect in-store shopping with online ordering and fulfillment. Headquartered in Mooresville, North Carolina, Lowe's plays a central role in the home improvement and building materials retail market by supplying essential products and services for residential and light commercial projects.
CEO Mr. Marvin R. Ellison · 300,000 employees · United States · https://corporate.lowes.com
