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11月20日 - ** 周二,Lowe's Cos 预计其年度可比销售额降幅将小于预期, (link),该公司寄希望于飓风相关需求对其当前季度销售额的提振,尽管大宗商品消费仍然紧张。
** 38家券商中有21家将该股评为 "买入 "或更高评级,15家为 "持有",2家为 "卖出";其PT中值为290.50美元 - LSEG
专业业务获得提振
** Piper Sandler("增持",PT:307 美元) 称,大的宏观背景仍不确定,但 LOW 看起来将在条件改善时获得市场份额,而 Pro 业务举措将带来收益
** D.A. Davidson("中性",目标价:270 美元) 认为,专业业务仍是 LOW 的优势所在,但由于宏观背景仍是一个挑战,第四季度的比较结果将为负值。
** TD Cowen("持有",预期收益率:290 美元) 表示,由于利率背景仍是关注焦点,未来几个季度可自由支配项目的支出仍将面临压力
** 美国银行全球研究("买入",目标价:305美元) 预计,即使宏观背景不稳定,可支配支出恢复的时间不确定,LOW 的业务举措仍将支持份额增长和利润率的提高
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