기업
LOW Execs See Steady H2, Cautious Homeowners Favor Smaller Projects영어 원문
Elevated rates and uncertainty weigh on home-improvement spending; H2 expected to mirror H1
첫날 -1.8% · 5일 후 +0.8%
8-K 공시
8-K: 이사·임원 변동
첫날 +1.0% · 5일 후 -2.5%
이전 이벤트 10건›
기업
Lowe's Partners with NVIDIA, Bank of America to Train 1M Skilled Trades Workers영어 원문
CEO highlights six-figure trades careers without degree; coalition aims for 1M jobs by 2035
첫날 -2.3% · 5일 후 -0.7%
›전개 과정 2회
- 2026-09-01 Coalition with 75+ partners aims to train and certify 1 million tradespeople by 2035, addressing skills gap
- 2026-09-02 CEO highlights six-figure trades careers without degree; coalition aims for 1M jobs by 2035
실적악재
Lowe's Cuts FY2026 Outlook as DIY Pressure Hits Growth영어 원문
Q2 EPS beat but revenue miss; guidance cut to flat comps and $12.25 EPS
첫날 +0.1% · 5일 후 -1.1%
›전개 과정 9회
- 2026-08-14 Upcoming earnings release draws focus on guidance and macro consumer impact on home retail
- 2026-08-15 Multiple sources confirm earnings date; listed among this week's large-cap earnings watch
- 2026-08-17 Multiple independent sources confirm earnings date; retail and housing themes in focus
- 2026-08-17 Earnings to test if online growth and Pro demand can offset cautious DIY spending amid weak housing market
- 2026-08-19 Multiple outlets and options market flag earnings as key catalyst; implied move ~±4.2%
- 2026-08-19 Adj EPS $4.40 beats; revenue $25.96B misses; FY sales guide cut to $92B
- 2026-08-20 Multiple analysts revise forecasts post-Q2, reflecting DIY weakness and housing pressure
- 2026-09-01 Company lowers annual guidance; Pro, online and home services gains offset by weak DIY demand and housing pressure
- 2026-09-01 Q2 EPS beat but revenue miss; guidance cut to flat comps and $12.25 EPS
실적
실적 발표영어 원문
Q2 2026 sales were $26 billion, up 8.3% year-over-year, with comparable sales up 0.2%.
첫날 +2.0% · 5일 후 -4.4%
8-K 공시
8-K: 실적 공시
첫날 +2.0% · 5일 후 -4.4%
M&A·자금조달호재
Multiple Institutions Raised Lowe's Stakes in Q2, Showing Long-Term Interest영어 원문
Anchor Capital increased by 13.4%, Convergence Financial by 82.1%, indicating institutional inflows
첫날 -1.2% · 5일 후 +0.5%
애널리스트호재
Lowe's favored by multiple analysts; valuation at two-year low영어 원문
Analysts see attractive valuation, though note downward EPS revisions and macro headwinds
첫날 +0.1% · 5일 후 -1.1%
실적
Lowe's to Host Q2 2026 Earnings Call on Aug. 19영어 원문
Company confirms earnings date; market watches for consumer spending cues
첫날 +1.0% · 5일 후 -0.4%
애널리스트호재
Lowe's Touted as Undervalued at 2-Year Low P/E영어 원문
Two sources flag valuation discount and dividend hike; market may underestimate quality retailer
첫날 +1.0% · 5일 후 -0.4%
M&A·자금조달
Institutional Rebalancing Continues: Multiple Firms Make Significant Moves in Lowe's영어 원문
Arrowstreet Capital cuts stake by 44.4%, Bollard Group increases by 22.4%, indicating divergent institutional views on Lowe's
첫날 +0.4% · 5일 후 +5.5%
›전개 과정 3회
- 2026-07-22 ABN Amro cut 19.9%, Andra AP cut 43.8%, Allspring raised 5.9%; stock hit 52-week low same day
- 2026-07-25 Arrowstreet cut 44.4%, Bollard raised 22.4%, stock near 52-week low
- 2026-07-26 Arrowstreet Capital cuts stake by 44.4%, Bollard Group increases by 22.4%, indicating divergent institutional views on Lowe's
M&A·자금조달
Multiple Institutions Adjust Lowe's Holdings영어 원문
Arrowstreet cut 44.4%, Bank of Nova Scotia cut 51.2%, Bollard raised 22.4%
첫날 +1.9% · 5일 후 +0.2%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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