Baird raises Home Depot stock price target to $450 on broadening consumer engagement

Published 20/08/2025, 13:18
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Investing.com - Baird raised its price target on Home Depot (NYSE:HD) to $450.00 from $425.00 on Wednesday, while maintaining an Outperform rating on the home improvement retailer’s stock. The new target represents significant upside potential for the $404 billion market cap company, though InvestingPro analysis suggests the stock is currently trading slightly above its Fair Value.

The price target increase follows Home Depot’s second-quarter results, which Baird noted brought "few surprises" but showed positive trends in consumer engagement across product categories. The company, which generated $165 billion in revenue over the last twelve months, has received upward earnings revisions from 8 analysts for the upcoming period, according to InvestingPro data.

The research firm highlighted early signs of leverage within Home Depot’s complex Pro customer initiatives and a strong exit rate, with July sales up 3.3% and momentum continuing into the third quarter.

Baird’s new $450 price target represents approximately 27 times next-twelve-months-plus-one earnings per share, reflecting a slightly higher premium versus the broader market at about 20%.

The firm suggested that with potential interest rate relief anticipated, particularly on the short-end of the yield curve, investor interest in the home improvement sector could gradually build in the coming months.

In other recent news, Home Depot has been the focus of several analyst firms raising their stock price targets following the company’s latest earnings report. Goldman Sachs increased its price target to $444, maintaining a Buy rating, despite Home Depot’s slight earnings per share miss. Evercore ISI also raised its price target to $450, highlighting the retailer’s growth potential and ongoing investments in various business areas. DA Davidson set a new target of $475, citing improving demand trends and market share gains from company-specific initiatives. Truist Securities adjusted its target to $454, noting Home Depot’s broad sales growth across categories and geographies. Mizuho (NYSE:MFG) increased its price target to $450, pointing out demand improvements in 12 of 16 product categories, with only a few categories like paint and flooring showing negative performance. These developments reflect a positive outlook from analysts on Home Depot’s current and future business prospects.

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