The Home Depot, Inc. — Wall Street Analyst Estimates & Price Targets

NYSEConsumer CyclicalHome ImprovementCIK 0000354950homedepot.comAbout HD

Last close · Oct 16, 2026309.63+1.39 (+0.45%)

Market cap$308.9B

8 firms' latest targets, last 90 days: median $381.50 ($340.00–$420.00), 23% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 8 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-06	Melius Research	$397.00	—	—	+39%	+28%
2026-08-19	Bernstein	$354.00	$344.00	▲ 3%	+2%	+14%
2026-08-19	RBC Capital	$342.00	$343.00	= 0%	-2%	+10%
2026-08-19	UBS	$420.00	$430.00	▼ 2%	+21%	+36%
2026-08-19	Truist	$373.00	$369.00	▲ 1%	+11%	+20%
2026-08-19	Mizuho Securities	$390.00	$385.00	▲ 1%	+16%	+26%
2026-08-18	Jefferies	$398.00	$361.00	▲ 10%	+18%	+29%
2026-08-17	Stifel	$340.00	$320.00	▲ 6%	+0%	+10%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2024reported	$152.7B	-3%	$15.11	-9%	est. $152.5B+0%	est. $15.06	22
2025reported	$159.5B	+4%	$14.91	-1%	est. $158.9B+0%	est. $15.12	23
2026reported	$164.7B	+3%	$14.23	-5%	est. $164.6B+0%	est. $14.49	22
2027	$171.6B	+4%	$15.00	+4%	$170.5B–$172.3B	$14.83–$15.14	26
2028	$177.5B	+3%	$15.93	+6%	$175.0B–$179.5B	$15.30–$16.43	26
2029	$184.8B	+4%	$17.31	+9%	$179.7B–$188.4B	$16.25–$18.14	21
2030	$191.3B	+3%	$18.48	+7%	$188.7B–$193.5B	$18.15–$18.75	19
2031	$195.2B	+2%	$19.57	+6%	$192.5B–$197.4B	$19.22–$19.86	9

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$381.50median target, 23% above the last close

Firms with a target · last 90 days: 8
Lowest – highest target: $340.00 – $420.00
Current grades of 25 firms: positive / neutral / negative: 18 / 7 / 0
Upgrades / downgrades · 12 months: 0 / 2
Consensus revenue growth · next 3 FY: +4% a year

Current grades

each firm's latest · 25 firms

As of	Firm	Grade
2026-09-09	Bernstein	“Market Perform”
2026-08-19	RBC Capital	“Sector Perform”
2026-08-19	Mizuho	“Outperform”
2026-08-19	UBS	“Buy”
2026-08-19	Truist	“Buy”
2026-08-19	Keybanc	“Sector Weight”
2026-08-19	Argus Research	“Buy”
2026-08-19	Guggenheim	“Buy”
2026-08-19	D.A. Davidson	“Buy”
2026-08-17	Stifel	“Hold”

15 more

2026-08-11	Wells Fargo	“Overweight”
2026-06-23	Wolfe Research	“Peer Perform”
2026-05-20	Morgan Stanley	“Overweight”
2026-05-20	Baird	“Outperform”
2026-05-20	TD Cowen	“Buy”
2026-05-20	Piper Sandler	“Overweight”
2026-05-19	BNP Paribas Exane	“Neutral”
2026-05-19	Jefferies	“Buy”
2026-05-18	Oppenheimer	“Perform”
2026-05-12	Citigroup	“Buy”
2026-03-25	Telsey Advisory Group	“Outperform”
2025-11-19	Evercore ISI	“Outperform”
2025-11-19	Goldman Sachs	“Buy”
2025-11-19	Bank of America	“Buy”
2025-11-10	J.P. Morgan	“Overweight”

Grade changes

last 24 months · 4

Date	Firm	Grade
2026-06-23	Wolfe Research	“Outperform” → “Peer Perform” downgrade
2025-11-14	Stifel	“Buy” → “Hold” downgrade
2025-05-21	Stifel	“Hold” → “Buy” upgrade
2024-11-08	Telsey Advisory Group	“Market Perform” → “Outperform” upgrade

54 older than 24 months

2024-10-09	Loop Capital	“Hold” → “Buy” upgrade
2024-10-02	Gordon Haskett	“Accumulate” → “Buy” revised
2024-06-26	D.A. Davidson	“Neutral” → “Buy” upgrade
2024-04-02	Zelman & Assoc	“Neutral” → “Outperform” upgrade
2024-02-21	HSBC	“Hold” → “Reduce” downgrade
2024-02-14	Baird	“Average” → “Outperform” upgrade
2024-01-22	Oppenheimer	“Outperform” → “Perform” downgrade
2024-01-16	Piper Sandler	“Neutral” → “Overweight” upgrade
2024-01-10	Wedbush	“Neutral” → “Outperform” upgrade
2024-01-04	Barclays	“Equal Weight” → “Overweight” upgrade
2023-08-08	Telsey Advisory Group	“Outperform” → “Market Perform” downgrade
2022-11-16	Raymond James	“Outperform” → “Market Perform” downgrade
2022-10-19	BNP Paribas Exane	“Outperform” → “Neutral” downgrade
2022-05-10	OTR Global	“Positive” → “Mixed” downgrade
2022-02-15	OTR Global	“Mixed” → “Positive” upgrade
2021-12-06	Oppenheimer	“Perform” → “Outperform” upgrade
2021-10-08	Loop Capital	“Buy” → “Hold” downgrade
2021-01-13	Guggenheim	“Neutral” → “Buy” upgrade
2020-11-12	Gordon Haskett	“Accumulate” → “Buy” revised
2020-09-18	Oppenheimer	“Outperform” → “Perform” downgrade
2020-08-19	Bank of America	“Neutral” → “Buy” upgrade
2020-04-22	Gordon Haskett	“Accumulate” → “Hold” downgrade
2020-03-11	CFRA	“Hold” → “Strong Buy” upgrade
2020-03-04	Nomura	“Neutral” → “Buy” upgrade
2019-12-12	Credit Suisse	“Neutral” → “Outperform” upgrade
2019-12-12	Gordon Haskett	“Buy” → “Accumulate” revised
2019-11-11	Edward Jones	“Buy” → “Hold” downgrade
2019-09-19	DZ Bank	“Hold” → “Sell” downgrade
2019-09-17	Guggenheim	“Buy” → “Neutral” downgrade
2019-07-16	Gabelli & Co.	“Buy” → “Hold” downgrade
2019-02-27	Telsey Advisory Group	“Outperform” → “Perform” downgrade
2018-11-16	Bank of America	“Buy” → “Neutral” downgrade
2018-10-17	Credit Suisse	“Outperform” → “Neutral” downgrade
2017-11-28	Atlantic Equities	“Neutral” → “Overweight” upgrade
2017-11-07	KeyBanc	“Sector Weight” → “Equal Weight” revised
2017-08-16	Raymond James	“Market Perform” → “Outperform” upgrade
2017-05-11	Atlantic Equities	“Overweight” → “Neutral” downgrade
2017-02-23	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2017-02-07	Bernstein	“Market Perform” → “Perform” revised
2016-10-31	Piper Sandler	“Overweight” → “Neutral” downgrade
2016-06-23	Nomura	“Neutral” → “Buy” upgrade
2016-01-25	Deutsche Bank	“Hold” → “Buy” upgrade
2014-11-03	Raymond James	“Outperform” → “Market Perform” downgrade
2014-10-14	Truist	“Buy” → “Neutral” downgrade
2014-07-17	Wolfe Research	“Peer Perform” → “Outperform” upgrade
2014-04-22	BMO Capital	“Market Perform” → “Outperform” upgrade
2013-12-13	Raymond James	“Market Perform” → “Outperform” upgrade
2013-08-22	Ladenburg Thalmann	“Sell” → “Hold” upgrade
2013-04-12	Jefferies	“Hold” → “Buy” upgrade
2013-02-22	Oppenheimer	“Market Perform” → “Outperform” upgrade
2013-02-21	Stifel	“Buy” → “Hold” downgrade
2012-11-14	Gabelli & Co.	“Buy” → “Hold” downgrade
2012-10-10	Oppenheimer	“Outperform” → “Perform” downgrade
2012-04-16	Piper Sandler	“Neutral” → “Overweight” upgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.