My "Buy" rating for Techtronic Industries is left unchanged, following an assessment of its key client Home Depot's recent disclosures. HD's 3Q25 call commentary indicated that the Pro user segment and large-ticket transactions were resilient in the latest quarter. Home Depot estimates that the Professional User category's total addressable market is $0.6 trillion, which is a big market for Techtronic's leading MILWAUKEE brand.
A security researcher said Home Depot exposed access to its internal systems for a year after one of its employees published a private access token online, likely by mistake. The researcher found the exposed token and tried to privately alert Home Depot to its security lapse, but was ignored for several weeks.
HD stock trades near 17% below its high, but soft demand, margin pressure and elevated valuation cloud the outlook.
The traditional consumer journey from initial home project idea to completed build is notoriously inefficient, opaque and cash intensive. Retailers and construction managers are now turning to artificial intelligence (AI) to create a streamlined, digitally native decision path that dictates where and how money is spent.
The Home Depot, Inc. (HD) Shareholder/Analyst Call Transcript
Home Depot Inc (NYSE:HD, XETRA:HDI) on Tuesday issued preliminary guidance for fiscal 2026 on Tuesday, signaling a cautious outlook amid a slow housing market. The company projects comparable sales growth of flat to 2%, total sales growth of 2.5% to 4.5%, operating margins of 12.4% to 12.6%, and diluted earnings per share (EPS) growth of flat to 4%.
HD's AI blueprint tool slashes project planning time for Pros, aiming to boost productivity and streamline purchases.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Recently, Zacks.com users have been paying close attention to Home Depot (HD). This makes it worthwhile to examine what the stock has in store.
Home Depot is rated Hold due to persistent macro headwinds and an uninspiring near-term outlook despite some signs of stabilization. Q3 results were flat after adjusting for the GMS Inc. acquisition, with comparable sales growth barely positive and profitability holding steady. HD's digital channel growth and selective big-ticket spending by higher-income consumers suggest underlying stability, but recovery remains delayed.
HD's Q3 miss and muted forecast hint at a deeper demand shift, as housing pressures and consumer caution weigh on big-ticket sales.
Home Depot (HD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.