Lowe's Tshuag tsis muaj lub ntsiab lus upside ntawm no: Citi

Shares ntawm Lowe's Companies Inc (NYSE: LOW) tau nce mus txog kwv yees li 17% ntawm lawv qhov qis hauv nruab nrab Lub Rau Hli, uas, tus kws tshuaj ntsuam Citi hais tias, yog deb npaum li lawv mus.

Lowe's stock downgraded to 'neutral'

Hnub Thursday, Steven Zaccone tau txo qis Lowe cov khoom lag luam mus rau "qhov nruab nrab" thiab txo qis nws lub hom phiaj rau $ 205 uas tsis sawv cev rau qhov muaj txiaj ntsig zoo ntawm no. Cov macro taub hau nws tau hais hauv daim ntawv rau cov neeg siv khoom suav nrog:

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Lub hnab nyiaj sib faib hloov pauv mus rau cov kev pabcuam thiab kev mus ncig, kev nce nyiaj nce ntxiv rau cov neeg siv khoom siv nyiaj rau daim pib loj, tus nqi siab dua, cov nqi tsev pib poob qis, thiab kev lag luam kev lag luam cuam tshuam tsis zoo rau daim duab ua haujlwm.

Qhov kev tawm tsam tsis ntev los no, raws li tus kws tshuaj ntsuam, ntxiv rau qhov kev pheej hmoo / khoom plig tsawg dua. Kev ntxhov siab macro, suav nrog kev nce qib kev pheej hmoo yuav ua rau nws nyuaj rau Lowe's los nthuav nws cov paj, nws tau sau tseg.

Thaum Lub Rau Hli, kev muag khoom muag tau nce 8.4% YoY. Tom ntej no xov xwm muag khoom tau teem sijhawm nyob rau lub lim tiam tom ntej, ua ntej, Lowe's poob qis 25% rau xyoo.

Lowe yuav tshaj tawm cov txiaj ntsig Q2 lub lim tiam tom ntej

Zaccone ceeb toom cov khw muag khoom txhim kho hauv tsev yuav tuaj yeem txaj muag ntawm Txoj Kev kwv yees, tshwj xeeb tshaj yog ntawm cov nyiaj tau los ntawm ib feem thiab tib lub khw muag khoom raws li nws tshaj tawm nws cov txiaj ntsig Q2 ntawm lub Yim Hli 17th. Nws ntxiv:

Peb pom muaj peev xwm txiav FY22 kev taw qhia muab qhov tsis muaj zog 1H cov txiaj ntsig. Peb ntseeg hais tias qhov kev yuav-sab yog bracing rau ib tug nco thiab qhia-down, tab sis peb pom tsawg dua yuav muaj kev pab cuam rally ntawm txiav kev taw qhia muab qhov tsis zoo overhang ntawm lub lag luam vaj tsev qeeb.

kev pom zoo yog rau NYSE-listed tuam txhab kom khwv tau $ 4.01 ib feem (nce 6.9% YoY) ntawm 1.9% ntaus rau kev muag khoom sib piv. Lowe's Tshuag tam sim no ua lag luam ntawm PE ntau ntawm 16.48.

Txhawm rau ua si qhov chaw txhim kho tsev, Zaccone pom zoo Home Depot Inc (NYSE: HD) ntawm kev txuas ntxiv zog hauv nws txoj kev lag luam Pro.