LOW

AI Research

Q4 EPS $1.98 beat + 2026 guidance $92-94B → LOW recovery thesis intact despite CEO stock sale

Lowe's Companies reported Q4 2025 EPS of $1.98, beating consensus by $0.07, with comparable store sales declining 1.5% as the home improvement market continues its post-pandemic normalization. The company issued 2026 revenue guidance of $92-94 billion, implying a return to modest growth as the housing market gradually recovers with mortgage rate relief. CEO Marvin Ellison sold $4.83 million in shares, drawing investor attention, though analysts largely maintain Buy ratings with an average price target of $275.