$LOW (Lowe's Companies, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 21.6%)

Graded daily on value B, growth C+, profitability C-, momentum C+, revisions C+. Sector-relative, identical for every user.

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@schaeffers (Schaeffer's Investment Research) — 29 mentions · 14.7K followers
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@schwabnetwork (Schwab Network) — 11 mentions · 81.5K followers

Recent headlines featuring $LOW

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$LOWLowe's Companies, Inc. · Home Improvement · $130B

$229.28

post-1.0%

Event thread

Key events, in time order

13 items

2026-10-09AnalystBull
Lowe's Receives Multiple Buy Ratings, Valuation Attractive
Two independent sources cite attractive valuation and pro market growth; one cautious view exists
D1 -1.5% · +5d +6.1%
2026-09-15Company
LOW Execs See Steady H2, Cautious Homeowners Favor Smaller Projects
Elevated rates and uncertainty weigh on home-improvement spending; H2 expected to mirror H1
D1 -1.8% · +5d +0.8%

11 earlier events

2026-09-038-K filing
8-K: Item 5.02
D1 +1.0% · +5d -2.5%
2026-09-01 → 09-02Company
Lowe's Partners with NVIDIA, Bank of America to Train 1M Skilled Trades Workers
CEO highlights six-figure trades careers without degree; coalition aims for 1M jobs by 2035
D1 -2.3% · +5d -0.7%
2 waves of this story
- 2026-09-01 Coalition with 75+ partners aims to train and certify 1 million tradespeople by 2035, addressing skills gap
- 2026-09-02 CEO highlights six-figure trades careers without degree; coalition aims for 1M jobs by 2035
2026-08-14 → 09-01EarningsBear
Lowe's Cuts FY2026 Outlook as DIY Pressure Hits Growth
Q2 EPS beat but revenue miss; guidance cut to flat comps and $12.25 EPS
D1 +0.1% · +5d -1.1%
9 waves of this story
- 2026-08-14 Upcoming earnings release draws focus on guidance and macro consumer impact on home retail
- 2026-08-15 Multiple sources confirm earnings date; listed among this week's large-cap earnings watch
- 2026-08-17 Multiple independent sources confirm earnings date; retail and housing themes in focus
- 2026-08-17 Earnings to test if online growth and Pro demand can offset cautious DIY spending amid weak housing market
- 2026-08-19 Multiple outlets and options market flag earnings as key catalyst; implied move ~±4.2%
- 2026-08-19 Adj EPS $4.40 beats; revenue $25.96B misses; FY sales guide cut to $92B
- 2026-08-20 Multiple analysts revise forecasts post-Q2, reflecting DIY weakness and housing pressure
- 2026-09-01 Company lowers annual guidance; Pro, online and home services gains offset by weak DIY demand and housing pressure
- 2026-09-01 Q2 EPS beat but revenue miss; guidance cut to flat comps and $12.25 EPS
2026-08-198-K filing
8-K: Item 2.02, Item 9.01
D1 +2.0% · +5d -4.4%
2026-08-19Earnings
Earnings report
Q2 2026 sales were $26 billion, up 8.3% year-over-year, with comparable sales up 0.2%.
D1 +2.0% · +5d -4.4%
2026-08-17CapitalBull
Multiple Institutions Raised Lowe's Stakes in Q2, Showing Long-Term Interest
Anchor Capital increased by 13.4%, Convergence Financial by 82.1%, indicating institutional inflows
D1 -1.2% · +5d +0.5%
2026-08-14AnalystBull
Lowe's favored by multiple analysts; valuation at two-year low
Analysts see attractive valuation, though note downward EPS revisions and macro headwinds
D1 +0.1% · +5d -1.1%
2026-08-13Earnings
Lowe's to Host Q2 2026 Earnings Call on Aug. 19
Company confirms earnings date; market watches for consumer spending cues
D1 +1.0% · +5d -0.4%
2026-08-13AnalystBull
Lowe's Touted as Undervalued at 2-Year Low P/E
Two sources flag valuation discount and dividend hike; market may underestimate quality retailer
D1 +1.0% · +5d -0.4%
2026-07-22 → 07-26Capital
Institutional Rebalancing Continues: Multiple Firms Make Significant Moves in Lowe's
Arrowstreet Capital cuts stake by 44.4%, Bollard Group increases by 22.4%, indicating divergent institutional views on Lowe's
D1 +0.4% · +5d +5.5%
3 waves of this story
- 2026-07-22 ABN Amro cut 19.9%, Andra AP cut 43.8%, Allspring raised 5.9%; stock hit 52-week low same day
- 2026-07-25 Arrowstreet cut 44.4%, Bollard raised 22.4%, stock near 52-week low
- 2026-07-26 Arrowstreet Capital cuts stake by 44.4%, Bollard Group increases by 22.4%, indicating divergent institutional views on Lowe's
2026-07-26Capital
Multiple Institutions Adjust Lowe's Holdings
Arrowstreet cut 44.4%, Bank of Nova Scotia cut 51.2%, Bollard raised 22.4%
D1 +1.9% · +5d +0.2%

①

Bull vs bear

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

13 items

2026-10-09AnalystBull
Lowe's Receives Multiple Buy Ratings, Valuation Attractive
Two independent sources cite attractive valuation and pro market growth; one cautious view exists
D1 -1.5% · +5d +6.1%
2026-09-15Company
LOW Execs See Steady H2, Cautious Homeowners Favor Smaller Projects
Elevated rates and uncertainty weigh on home-improvement spending; H2 expected to mirror H1
D1 -1.8% · +5d +0.8%
2026-09-038-K filing
8-K: Item 5.02
D1 +1.0% · +5d -2.5%
2026-09-01 → 09-02Company
Lowe's Partners with NVIDIA, Bank of America to Train 1M Skilled Trades Workers
CEO highlights six-figure trades careers without degree; coalition aims for 1M jobs by 2035
D1 -2.3% · +5d -0.7%
2 waves of this story
- 2026-09-01 Coalition with 75+ partners aims to train and certify 1 million tradespeople by 2035, addressing skills gap
- 2026-09-02 CEO highlights six-figure trades careers without degree; coalition aims for 1M jobs by 2035
2026-08-14 → 09-01EarningsBear
Lowe's Cuts FY2026 Outlook as DIY Pressure Hits Growth
Q2 EPS beat but revenue miss; guidance cut to flat comps and $12.25 EPS
D1 +0.1% · +5d -1.1%
9 waves of this story
- 2026-08-14 Upcoming earnings release draws focus on guidance and macro consumer impact on home retail
- 2026-08-15 Multiple sources confirm earnings date; listed among this week's large-cap earnings watch
- 2026-08-17 Multiple independent sources confirm earnings date; retail and housing themes in focus
- 2026-08-17 Earnings to test if online growth and Pro demand can offset cautious DIY spending amid weak housing market
- 2026-08-19 Multiple outlets and options market flag earnings as key catalyst; implied move ~±4.2%
- 2026-08-19 Adj EPS $4.40 beats; revenue $25.96B misses; FY sales guide cut to $92B
- 2026-08-20 Multiple analysts revise forecasts post-Q2, reflecting DIY weakness and housing pressure
- 2026-09-01 Company lowers annual guidance; Pro, online and home services gains offset by weak DIY demand and housing pressure
- 2026-09-01 Q2 EPS beat but revenue miss; guidance cut to flat comps and $12.25 EPS

8 earlier events

2026-08-198-K filing
8-K: Item 2.02, Item 9.01
D1 +2.0% · +5d -4.4%
2026-08-19Earnings
Earnings report
Q2 2026 sales were $26 billion, up 8.3% year-over-year, with comparable sales up 0.2%.
D1 +2.0% · +5d -4.4%
2026-08-17CapitalBull
Multiple Institutions Raised Lowe's Stakes in Q2, Showing Long-Term Interest
Anchor Capital increased by 13.4%, Convergence Financial by 82.1%, indicating institutional inflows
D1 -1.2% · +5d +0.5%
2026-08-14AnalystBull
Lowe's favored by multiple analysts; valuation at two-year low
Analysts see attractive valuation, though note downward EPS revisions and macro headwinds
D1 +0.1% · +5d -1.1%
2026-08-13Earnings
Lowe's to Host Q2 2026 Earnings Call on Aug. 19
Company confirms earnings date; market watches for consumer spending cues
D1 +1.0% · +5d -0.4%
2026-08-13AnalystBull
Lowe's Touted as Undervalued at 2-Year Low P/E
Two sources flag valuation discount and dividend hike; market may underestimate quality retailer
D1 +1.0% · +5d -0.4%
2026-07-22 → 07-26Capital
Institutional Rebalancing Continues: Multiple Firms Make Significant Moves in Lowe's
Arrowstreet Capital cuts stake by 44.4%, Bollard Group increases by 22.4%, indicating divergent institutional views on Lowe's
D1 +0.4% · +5d +5.5%
3 waves of this story
- 2026-07-22 ABN Amro cut 19.9%, Andra AP cut 43.8%, Allspring raised 5.9%; stock hit 52-week low same day
- 2026-07-25 Arrowstreet cut 44.4%, Bollard raised 22.4%, stock near 52-week low
- 2026-07-26 Arrowstreet Capital cuts stake by 44.4%, Bollard Group increases by 22.4%, indicating divergent institutional views on Lowe's
2026-07-26Capital
Multiple Institutions Adjust Lowe's Holdings
Arrowstreet cut 44.4%, Bank of Nova Scotia cut 51.2%, Bollard raised 22.4%
D1 +1.9% · +5d +0.2%

$LOW (Lowe's Companies, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 21.6%)

Most active credible voices on $LOW

Recent headlines featuring $LOW

$LOW (Lowe's Companies, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 21.6%)

Most active credible voices on $LOW

Recent headlines featuring $LOW

Lowe's Receives Multiple Buy Ratings, Valuation Attractive

LOW Execs See Steady H2, Cautious Homeowners Favor Smaller Projects

8-K: Item 5.02

Lowe's Partners with NVIDIA, Bank of America to Train 1M Skilled Trades Workers

Lowe's Cuts FY2026 Outlook as DIY Pressure Hits Growth

8-K: Item 2.02, Item 9.01

Earnings report

Multiple Institutions Raised Lowe's Stakes in Q2, Showing Long-Term Interest

Lowe's favored by multiple analysts; valuation at two-year low

Lowe's to Host Q2 2026 Earnings Call on Aug. 19

Lowe's Touted as Undervalued at 2-Year Low P/E

Institutional Rebalancing Continues: Multiple Firms Make Significant Moves in Lowe's

Multiple Institutions Adjust Lowe's Holdings

Bull vs bear

Discussion

Lowe's Receives Multiple Buy Ratings, Valuation Attractive

LOW Execs See Steady H2, Cautious Homeowners Favor Smaller Projects

8-K: Item 5.02

Lowe's Partners with NVIDIA, Bank of America to Train 1M Skilled Trades Workers

Lowe's Cuts FY2026 Outlook as DIY Pressure Hits Growth

8-K: Item 2.02, Item 9.01

Earnings report

Multiple Institutions Raised Lowe's Stakes in Q2, Showing Long-Term Interest

Lowe's favored by multiple analysts; valuation at two-year low

Lowe's to Host Q2 2026 Earnings Call on Aug. 19

Lowe's Touted as Undervalued at 2-Year Low P/E

Institutional Rebalancing Continues: Multiple Firms Make Significant Moves in Lowe's

Multiple Institutions Adjust Lowe's Holdings