DA Davidson affirms Home Depot stock with $470 target

Published 20/05/2025, 15:28
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On Tuesday, DA Davidson maintained a positive outlook on Home Depot shares (NYSE:HD), reiterating a Buy rating alongside a steadfast $470.00 price target. According to InvestingPro data, Home Depot, a prominent player in the Specialty Retail industry with a market capitalization of $382.67 billion, maintains a "GOOD" financial health score. The home improvement retailer’s comparable store sales (comps) showed a slight decline but were generally in line with expectations, potentially even surpassing market predictions. Notably, Home Depot witnessed an increase in transaction count, marking the second consecutive rise in customer purchases. The company’s revenue reached $159.51 billion in the last twelve months, with a growth rate of 4.48%.

Michael Baker from DA Davidson highlighted Home Depot’s quarterly performance, which revealed a trend of comp momentum. The company experienced a 3% dip in February, which then shifted to a positive 1.8% in April, a trend that appears to continue into May. Despite an earnings per share (EPS) that fell short due to certain one-time items, the company’s operational profit marginally exceeded consensus estimates.

The report by DA Davidson suggests that while overall business trends for Home Depot remain relatively stable, the market’s response might lean towards the positive due to the results aligning with expectations. Furthermore, Home Depot has upheld its financial guidance, which may also contribute to market sentiments. The analysis by DA Davidson reflects a steady performance by Home Depot, with the maintained Buy rating and price target indicating confidence in the company’s market position and future prospects. Notably, the company has maintained dividend payments for 39 consecutive years, with a current dividend yield of 2.43%. For deeper insights into Home Depot’s valuation and growth potential, including 8 additional exclusive ProTips, check out the comprehensive research report available on InvestingPro.

In other recent news, Home Depot’s recent earnings and revenue performance has been a focal point for analysts. Truist Securities maintained a Buy rating with a $393 price target, noting Home Depot’s solid first-quarter performance despite challenges such as unfavorable weather and high mortgage rates. The company reiterated its full-year sales and earnings guidance, with comparable U.S. store sales seeing a modest increase. Similarly, UBS analysts also upheld a Buy rating with a $475 target, expressing confidence in Home Depot’s strategy and potential for mid- to high-single-digit earnings growth.

Meanwhile, Telsey Advisory Group reiterated an Outperform rating and a $455 price target, anticipating a rebound in comparable store sales growth due to easier comparisons to previous years. However, Bernstein maintained a Market Perform rating with a $380 price target, citing expectations for a subdued first quarter and projecting limited sales growth until 2027. Additionally, Home Depot is set to participate in a meeting with President Trump to discuss the impact of tariffs, highlighting the ongoing challenges from trade policies. These developments underscore the mixed outlook among analysts regarding Home Depot’s near-term performance amidst economic uncertainties.

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