Home Depot Analyst Changes Stance; Check Out the Top 5 Downgrades for Friday
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 14 2025
0mins
Should l Buy HD?
Source: Benzinga
Analyst Downgrades: Several top Wall Street analysts have downgraded their ratings on various companies, including Gambling.com Group Ltd, Ardent Health Inc, Home Depot Inc, Flowserve Corp, and Monopar Therapeutics Inc.
Gambling.com Group Ltd: BTIG analyst Clark Lampen downgraded the stock from Buy to Neutral, with shares closing at $5.25.
Ardent Health Inc: Morgan Stanley's Craig Hettenbach downgraded the rating from Overweight to Equal-Weight, reducing the price target from $22 to $12, with shares closing at $9.30.
Home Depot Inc: Stifel analyst W. Andrew Carter downgraded the stock from Buy to Hold, lowering the price target from $440 to $370, with shares closing at $368.07.
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Analyst Views on HD
Wall Street analysts forecast HD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HD is 401.47 USD with a low forecast of 320.00 USD and a high forecast of 441.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
23 Analyst Rating
17 Buy
5 Hold
1 Sell
Moderate Buy
Current: 387.200
Low
320.00
Averages
401.47
High
441.00
Current: 387.200
Low
320.00
Averages
401.47
High
441.00
About HD
The Home Depot, Inc. is a home improvement specialty retailer. The Company offers an assortment of building materials, home improvement products, lawn and garden products, decor products, and facilities maintenance, repair, and operations products, in stores and online. It also provides various services, including home improvement installation services, and tool and equipment rental. The Company operates approximately 2,353 retail stores, over 800 branches and more than 325 distribution centers that directly fulfill customer orders across all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, 10 Canadian provinces and Mexico. Its stores average approximately 105,000 square feet of enclosed space, with approximately 24,000 additional square feet of outside garden area. The Company serves two primary customer groups, including both do-it-yourself (DIY) and Do-It-For-Me (DIFM) customers and Professional Customers (Pros).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Jim Cramer Sells Shares of Home Depot and Honeywell
- Home Depot Trim: Jim Cramer's Charitable Trust sold 50 shares of Home Depot, reducing its holdings to 330 shares and its weighting from 3.75% to 3.25%, aiming to lock in a 7% gain since September 2024, reflecting a cautious approach amid market volatility.
- Honeywell Profit-Taking: Concurrently, 20 shares of Honeywell were sold, bringing holdings down to 390 shares and weighting from 2.45% to 2.35%, to secure approximately 30% gains after a 4% rise, demonstrating confidence in the value creation from industrial breakups.
- Market Environment Insight: Despite Home Depot facing a sluggish existing home sales market, optimism from the Trump administration's policies could make home buying more affordable, and if the 30-year mortgage rate falls below 6%, stock prices may rally further, although market sentiment fluctuations could lead to pullbacks.
- Investment Strategy Adjustment: Cramer remains optimistic about Honeywell's future, anticipating that the planned aerospace separation will unlock additional value, and while locking in some profits now, he plans to trade again as prices rise, indicating confidence in long-term investments.
See More
Dividend Growth Potential in Consumer Stocks
- Stability of REITs: Realty Income owns over 15,500 single-tenant commercial properties, with clients like Home Depot and Dollar General, and a 99% occupancy rate ensures steady cash flows, with expectations for profit and stock price increases as interest rates decline.
- Transformation Plans at Target: Target, with nearly 2,000 stores, faces inventory challenges and market pressures, yet its 54-year history of dividend growth and a $5 billion investment plan under the new CEO could help revitalize performance and attract investor interest.
- Challenges in Cleaning Products Market: Clorox, known for brands like Kingsford and Hidden Valley Ranch, has seen stock price declines due to reduced post-pandemic demand and a cyberattack, but its 4.4% dividend yield and improving business efficiencies may position it as a future growth stock.
- Attractive Dividend Yields: All three companies demonstrate strong dividend growth potential, with Realty Income's 5.3% yield, Target's 4.3%, and Clorox's 4.4%, all exceeding market averages, appealing to investors seeking stable income.
See More
Stable Dividend Opportunities in Consumer Stocks
- REIT Advantages: Realty Income owns over 15,500 single-tenant commercial properties, with clients like Home Depot and Wynn Resorts, and a high occupancy rate of nearly 99% ensures steady cash flows, enhancing its appeal as the 'monthly dividend company.'
- Dividend Growth Potential: Realty Income has paid monthly dividends since 1994, with an annual payout of $3.24 per share yielding 5.3%, significantly above the S&P 500's average of 1.1%, making it attractive even in a high-interest-rate environment.
- Retail Giant Challenges and Opportunities: Target's nearly 2,000 stores cover over 75% of U.S. consumers, and despite challenges in inventory management and market appeal, its 54 years of dividend growth history and 4.3% yield continue to attract investor interest.
- Market Potential for Cleaning Products: Clorox's annual dividend stands at $4.96 per share with a 4.4% yield, and despite facing challenges from a cyberattack and inflation, brand loyalty and an upcoming ERP implementation are expected to enhance future profitability.
See More
Tech Selloff Drags Down Market
- Market Downward Pressure: On Tuesday, a selloff in technology stocks led to a decline of over 1% in the S&P 500 and approximately 2% in the Nasdaq, reflecting market uncertainty regarding the future performance of AI software companies, which in turn affected financial stocks.
- Earnings Expectations Impact: Eli Lilly's shares fell nearly 4% on Tuesday, primarily due to disappointing 2026 guidance from its competitor Novo Nordisk, causing market concerns about Lilly's upcoming earnings report and signaling potential disappointment.
- Housing Market Recovery Hopes: Housing-related stocks rallied on a report suggesting a plan to make entry-level homes more affordable, although a White House official indicated that the Trump administration is not actively considering the plan, it still highlights the potential for a housing market revival.
- Investor Focus on Earnings: After Tuesday's close, several companies including AMD, Chipotle, and Uber are set to release earnings reports, with the market closely monitoring these announcements to gauge signs of economic recovery and industry outlook.
See More
Home Depot Launches AI Material List Builder
- AI Technology Implementation: Home Depot's Material List Builder AI can quickly generate material lists from voice, text, or existing documents, significantly reducing professionals' work time from hours to minutes, thereby enhancing efficiency and customer satisfaction.
- Process Optimization: By automating the generation of material lists, the tool helps professionals avoid the tedious process of manually searching for SKU codes and comparing prices, reducing the likelihood of errors and allowing them to focus more on core tasks.
- User-Friendly Features: Professionals can easily input project details, and the system provides a draft of the material list organized by project stages, which users can edit before acceptance, ensuring accuracy and relevance of materials, thus enhancing project management flexibility.
- Comprehensive Service Support: In addition to the AI Material List Builder, Home Depot offers various professional project support services, including flexible financing options and rapid order management, aimed at meeting the needs of projects of different scales and enhancing its market competitiveness.
See More
Prologis: AI Potential and Investment Opportunities
- Largest REIT: Prologis, as the world's largest real estate investment trust, owns approximately 6,000 properties with a total rentable area of 1.3 billion square feet, facilitating about 3% of global GDP flow through its distribution centers, highlighting its critical role in logistics.
- Data Center Expansion: Recently, Prologis has begun constructing data centers primarily for hyperscalers, planning a $25 billion investment and expanding its power pipeline to 5.7GW, indicating its strategic positioning in AI infrastructure.
- Market Growth Potential: According to Grand View Research, the global data center market is expected to grow from $384 billion in 2025 to $900 billion by 2033, and Prologis is well-positioned to capitalize on this growth opportunity due to its financial flexibility and scale.
- Reasonable Valuation: Currently, Prologis trades at about 21 times funds from operations (FFO), and with a 6% same-store net operating income growth and 27% cash rent growth, its 3.1% dividend yield and massive data center opportunity make it an attractive investment candidate.
See More
Jim Cramer Sells Shares of Home Depot and Honeywell
- Home Depot Trim: Jim Cramer's Charitable Trust sold 50 shares of Home Depot, reducing its holdings to 330 shares and its weighting from 3.75% to 3.25%, aiming to lock in a 7% gain since September 2024, reflecting a cautious approach amid market volatility.
- Honeywell Profit-Taking: Concurrently, 20 shares of Honeywell were sold, bringing holdings down to 390 shares and weighting from 2.45% to 2.35%, to secure approximately 30% gains after a 4% rise, demonstrating confidence in the value creation from industrial breakups.
- Market Environment Insight: Despite Home Depot facing a sluggish existing home sales market, optimism from the Trump administration's policies could make home buying more affordable, and if the 30-year mortgage rate falls below 6%, stock prices may rally further, although market sentiment fluctuations could lead to pullbacks.
- Investment Strategy Adjustment: Cramer remains optimistic about Honeywell's future, anticipating that the planned aerospace separation will unlock additional value, and while locking in some profits now, he plans to trade again as prices rise, indicating confidence in long-term investments.
See More
Dividend Growth Potential in Consumer Stocks
- Stability of REITs: Realty Income owns over 15,500 single-tenant commercial properties, with clients like Home Depot and Dollar General, and a 99% occupancy rate ensures steady cash flows, with expectations for profit and stock price increases as interest rates decline.
- Transformation Plans at Target: Target, with nearly 2,000 stores, faces inventory challenges and market pressures, yet its 54-year history of dividend growth and a $5 billion investment plan under the new CEO could help revitalize performance and attract investor interest.
- Challenges in Cleaning Products Market: Clorox, known for brands like Kingsford and Hidden Valley Ranch, has seen stock price declines due to reduced post-pandemic demand and a cyberattack, but its 4.4% dividend yield and improving business efficiencies may position it as a future growth stock.
- Attractive Dividend Yields: All three companies demonstrate strong dividend growth potential, with Realty Income's 5.3% yield, Target's 4.3%, and Clorox's 4.4%, all exceeding market averages, appealing to investors seeking stable income.
See More
Stable Dividend Opportunities in Consumer Stocks
- REIT Advantages: Realty Income owns over 15,500 single-tenant commercial properties, with clients like Home Depot and Wynn Resorts, and a high occupancy rate of nearly 99% ensures steady cash flows, enhancing its appeal as the 'monthly dividend company.'
- Dividend Growth Potential: Realty Income has paid monthly dividends since 1994, with an annual payout of $3.24 per share yielding 5.3%, significantly above the S&P 500's average of 1.1%, making it attractive even in a high-interest-rate environment.
- Retail Giant Challenges and Opportunities: Target's nearly 2,000 stores cover over 75% of U.S. consumers, and despite challenges in inventory management and market appeal, its 54 years of dividend growth history and 4.3% yield continue to attract investor interest.
- Market Potential for Cleaning Products: Clorox's annual dividend stands at $4.96 per share with a 4.4% yield, and despite facing challenges from a cyberattack and inflation, brand loyalty and an upcoming ERP implementation are expected to enhance future profitability.
See More
Tech Selloff Drags Down Market
- Market Downward Pressure: On Tuesday, a selloff in technology stocks led to a decline of over 1% in the S&P 500 and approximately 2% in the Nasdaq, reflecting market uncertainty regarding the future performance of AI software companies, which in turn affected financial stocks.
- Earnings Expectations Impact: Eli Lilly's shares fell nearly 4% on Tuesday, primarily due to disappointing 2026 guidance from its competitor Novo Nordisk, causing market concerns about Lilly's upcoming earnings report and signaling potential disappointment.
- Housing Market Recovery Hopes: Housing-related stocks rallied on a report suggesting a plan to make entry-level homes more affordable, although a White House official indicated that the Trump administration is not actively considering the plan, it still highlights the potential for a housing market revival.
- Investor Focus on Earnings: After Tuesday's close, several companies including AMD, Chipotle, and Uber are set to release earnings reports, with the market closely monitoring these announcements to gauge signs of economic recovery and industry outlook.
See More
Home Depot Launches AI Material List Builder
- AI Technology Implementation: Home Depot's Material List Builder AI can quickly generate material lists from voice, text, or existing documents, significantly reducing professionals' work time from hours to minutes, thereby enhancing efficiency and customer satisfaction.
- Process Optimization: By automating the generation of material lists, the tool helps professionals avoid the tedious process of manually searching for SKU codes and comparing prices, reducing the likelihood of errors and allowing them to focus more on core tasks.
- User-Friendly Features: Professionals can easily input project details, and the system provides a draft of the material list organized by project stages, which users can edit before acceptance, ensuring accuracy and relevance of materials, thus enhancing project management flexibility.
- Comprehensive Service Support: In addition to the AI Material List Builder, Home Depot offers various professional project support services, including flexible financing options and rapid order management, aimed at meeting the needs of projects of different scales and enhancing its market competitiveness.
See More
Prologis: AI Potential and Investment Opportunities
- Largest REIT: Prologis, as the world's largest real estate investment trust, owns approximately 6,000 properties with a total rentable area of 1.3 billion square feet, facilitating about 3% of global GDP flow through its distribution centers, highlighting its critical role in logistics.
- Data Center Expansion: Recently, Prologis has begun constructing data centers primarily for hyperscalers, planning a $25 billion investment and expanding its power pipeline to 5.7GW, indicating its strategic positioning in AI infrastructure.
- Market Growth Potential: According to Grand View Research, the global data center market is expected to grow from $384 billion in 2025 to $900 billion by 2033, and Prologis is well-positioned to capitalize on this growth opportunity due to its financial flexibility and scale.
- Reasonable Valuation: Currently, Prologis trades at about 21 times funds from operations (FFO), and with a 6% same-store net operating income growth and 27% cash rent growth, its 3.1% dividend yield and massive data center opportunity make it an attractive investment candidate.
See More
