LOW LOWES COMPANIES INC
Price Chart
Executive Summary
Lowe's (LOW) triggered a wave of analyst attention on Jan 13, 2026, as Gordon Haskett upgraded from Hold to Buy with a Street-high $325 price target, implying 36% upside from $238.79. Eight other firms (KGI, Barclays, Keybanc, Telsey, Bernstein, Loop Capital, Oppenheimer, Melius) also issued ratings or revisions on the same day, making this a notable cluster. Gordon Haskett has a 100% accuracy rate on 2 rated calls, though its average return of -0.5% suggests limited track record. Consensus on LOW is heavily bullish: 26 Buy (63%), 14 Hold, 1 Sell among 41 analysts. The mean PT is $285.58 (19.6% upside), median $290, and the high of $325 matches Gordon Haskett's call. However, EPS estimates have been revised down 16 times vs 3 up for the current quarter and 13 down vs 4 up for next quarter, signaling near-term earnings headwinds. Short interest is elevated at 57.2%, while institutional moves show NORGES BANK initiated a $2B position and Two Sigma doubled its stake — both bullish signals. The cluster of upgrades, aggressive PT, and heavy short interest converge on a potential squeeze, but negative estimate revisions introduce caution. Traders should watch for volume confirmation above $240 to validate the bullish thesis.
Impact Score
Consensus & Targets
Of 41 analysts covering LOW, 26 rate it a Buy (10 Strong Buy, 16 Buy), 14 Hold, and 1 Sell. The consensus is firmly bullish, with 63% of analysts recommending the stock.
Current price: $238.79. Mean target: $285.58 (upside 19.6%). Median: $290. High: $325 (Gordon Haskett). Low: $228. Gordon Haskett's PT is at the high end, 14% above the mean, indicating a particularly bullish stance relative to peers.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-07 | Evercore ISI Group | maintain | In-Line | $250.00 |
| 2026-03-10 | KGI Securities | initiate | Neutral | $255.00 |
| 2026-02-27 | Mizuho | maintain | Outperform | $294.00 |
| 2026-02-26 | UBS | maintain | Buy | $315.00 |
| 2026-02-26 | TD Cowen | maintain | Hold | $280.00 |
| 2026-02-26 | Bernstein | maintain | Outperform | $303.00 |
| 2026-02-26 | DA Davidson | maintain | Neutral | $275.00 |
| 2026-02-26 | Piper Sandler | reiterate | Overweight | $300.00 |
| 2026-02-26 | RBC Capital | maintain | Sector Perform | $264.00 |
| 2026-02-26 | Wells Fargo | maintain | Overweight | $290.00 |
No other upgrades or downgrades in the past 30 days, making this cluster the dominant event. EPS estimate revisions are negative: current quarter has 16 downgrades vs 3 upgrades, and next quarter 13 vs 4. Estimates are being revised lower across the near-term horizon.
Firm Track Record — Gordon Haskett
Gordon Haskett accuracy: 58% on 26 calls | avg return: -0.7%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Citigroup | 100% | 3/3 | 6.3% | top tier |
| Morgan Stanley | 100% | 2/2 | 8% | top tier |
| Gordon Haskett | 100% | 2/2 | -0.5% | top tier |
| Evercore ISI Group | 75% | 9/12 | 7.4% | top tier |
| JP Morgan | 71% | 5/7 | 9.5% | top tier |
| DA Davidson | 71% | 5/7 | 3.7% | top tier |
| Wedbush | 67% | 2/3 | 2% | top tier |
| UBS | 67% | 2/3 | 8.4% | top tier |
| Baird | 67% | 2/3 | 11.3% | top tier |
| Wells Fargo | 60% | 3/5 | 6.2% | above average |
Gordon Haskett has a 100% accuracy rate on 2 scored calls, but its average return of -0.5% suggests the stock hasn't necessarily performed well after its ratings. Top-tier firms like Citigroup (100%, +6.3% avg return), Morgan Stanley (100%, +8%), and Evercore ISI (75%, +7.4%) have stronger track records. B of A Securities (50%) and Keybanc (50%) lag.
Earnings Estimates
Next earnings: May 19, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $2.96 | $2.83 — $3.02 | $22.8B | ↑1 ↓0 |
| +1q | $4.42 | $3.56 — $4.56 | $26.3B | ↑4 ↓0 |
| 0y | $12.61 | $12.37 — $12.93 | $93.1B | ↑0 ↓0 |
| +1y | $13.64 | $12.75 — $14.43 | $96.4B | ↑0 ↓0 |
Cross-Platform Signals
No insider or congressional trades detected. Institutional activity shows a bullish tilt: NORGES BANK added a new $2B position, Two Sigma doubled its stake (558% increase), but Two Sigma also had a prior near-exit. Short interest stands at 57.2% of float, indicating heavy bearish positioning that could fuel a squeeze if the stock rallies. This divergence between stubborn bears and bullish analyst/institutional activity creates a potential catalyst for upside.
Actionable Insight
The cluster of upgrades, aggressive price target, and high short interest set up a potential short squeeze or re-rating, but negative EPS revisions demand confirmation. Watch for a sustained break above $240 with volume; if earnings remain 4 months away, the setup favors bullish traders willing to hold through near-term estimate cuts.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
3d ago
|
ANALYST-UPGRADE
| $226.17 awaiting T+5 | awaiting T+5 | — | $220.78 (−2.38%) |
|
May 31, 2026
14d ago
|
ANALYST-UPGRADE
| $273.73 $276.85 | ▲ +1.14% | ▲ +2.36% | $220.78 (−19.34%) |
|
May 20, 2026
25d ago
|
8-K
| $220.43 $217.50 | ▲ +1.33% | ▲ +3.13% | $220.78 (−0.16%) |
|
May 12, 2026
4w ago
|
ANALYST-UPGRADE
| $224.39 $218.02 | ▼ −2.84% | ▼ −2.91% | $220.78 (−1.61%) |
|
May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $273.73 $276.85 | ▲ +1.14% | ▲ +2.36% | $220.78 (−19.34%) |
|
Apr 16, 2026
8w ago
|
DEFA14A
| $242.34 $246.54 | ▲ +1.73% | ▲ +0.75% | $220.78 (−8.90%) |
|
Feb 25, 2026
15w ago
|
8-K
| $263.01 $258.09 | ▼ −1.87% | ▼ −0.77% | $220.78 (−16.06%) |
US Market Status
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