09:30 AM EST, 11/13/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
Our 12-month target price of $290, up from $245, is 22x our FY 27 EPS view, a premium to the five-year P/E mean of 16.6x. We revise our FY 26 EPS to $12.41 from $12.27 and FY 27 to $13.28 from $12.85. We upgrade our view reflecting LOW's market share expansion strategy within the professional contractor segment. We are particularly enthusiastic about the potential FBM acquisition, which would position Lowe's to capitalize on the opportunity presented by the U.S. housing shortage. While the acquisition will increase LOW's debt burden, we think Lowe's cash flow generation will help achieve its target leverage ratio within the established timeline. In the near term, we view the updated FY 26 sales guidance as attainable, with the ADG acquisition providing sufficient support to offset any potential demand softening in 2H. We expect investors to look through any transitory weakness, maintaining their focus on LOW's compelling long-term growth narrative and the anticipated market recovery.