Lowe's Set For 'Delayed Benefits' From Macro Demand Improvements, Says Optimistic Analyst
Lowe's Set For 'Delayed Benefits' From Macro Demand Improvements, Says Optimistic Analyst
Last month, Lowe's Companies Inc (NYSE:LOW) reported mixed results for its fiscal second quarter.
上個月，勞氏公司（紐交所：LOW）報告了其財政第二季度的業績表現不佳。
According to Oppenheimer, the Federal Reserve's previous easing cycles suggest that demand in the home improvement sector tends to improve, though there is a "potentially substantial lag."
根據Oppenheimer的說法，聯儲局先前的寬鬆週期表明，家居裝修板塊的需求往往會有所改善，儘管存在「潛在的重大滯後」。
Analyst Brian Nagel upgraded Lowe's Companies' rating from Perform to Outperform and raised the price target from $230 to $305.
分析師布萊恩·納格爾將勞氏公司的評級從表現評級上調至跑贏市場，並將價格目標從230美元上調至305美元。
The Lowe's Companies Thesis: As lending rates moderate, there is stronger demand for home-related items, which points towards strengthening sales at the company beginning later in 2025, Nagel said in the upgrade note.
勞氏公司的觀點：隨着放貸利率的緩和，家居相關物品的需求增強，這表明該公司的銷售在2025年後期開始會有所增強，納格爾在升級通知中表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
Lowe's comp store sales are likely to remain negative through the first half of 2025, "reflecting continued, post-pandemic demand dislocations in the sector and potentially delayed benefits of moderating rates," the analyst said.
勞氏公司的店內銷售額可能會在2025年上半年保持負增長，「反映了該板塊持續的、疫情後需求錯位，以及利率緩和的潛在益處被延遲」，分析師表示。
"Our interpretation of market sentiment suggests that investors are apt to increasingly 'look through' nearer-term fundamental weakness at the chains" and could have a longer-term approach for the shares of Lowe's and Home Depot Inc (NYSE:HD).
「我們對市場情緒的解讀表明，投資者很可能越來越傾向於在鏈店的近期基本弱點上『看漲』，並可能對勞氏和家得寶公司（紐交所：HD）的股票採取更長期的投資策略。」
LOW Price Action: Shares of Lowe's Companies were up 0.63% to $263.94 at the time of publication Tuesday.
勞氏公司股價走勢：週二發佈時，勞氏公司的股價上漲0.63%，至263.94美元。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。