Midwest Boutique Out Positive on Home Depot (HD), Says Management Containing Headwinds

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Telsey on Home Depot (HD): 'we expect consumers to stop putting off home improvement projects'

May 14, 2025 8:45 AM EDT

Telsey analyst Joseph Feldman reiterated an Outperform rating and $455.00 price target on Home Depot (NYSE: HD)

The analyst comments "TAG View: We maintain our 1Q25 and 2025 estimates for Home Depot. Generally, we anticipate a return to positive comp growth this year, as comparisons are... More

Bernstein: 'Tariff De-Escalation Provides Clarity for Retailers Going Into Earnings'

May 13, 2025 10:11 AM EDT

Bernstein analyst Zhihan Ma weighs in on US Retailing Broadlines & Hardlines stocks following tariff de-escalation.

The analyst commented: "The US and China have agreed on a 90-day roll back of tariffs, following negotiations in Geneva last week. Press reports state that new tariffs will be implemented on May 14th. The new rate will be 30%, down from 145%. We update our tariff sensitivity analysis by adjusting the assumptions on the de-escalation scenario. In the de-escalation scenario with 30% tariffs on China and 10% tariffs on other markets, we expect LSD price increases on average with nominal net sales impact. In this scenario, we... More