Lowe's consensus revenue for Q4 2025 was approximately $20.35 billion with an EPS estimate of $1.95, while the stock currently trades at $265.02, notably below the average analyst price target of $284.66.
Investors are primarily focused on comparable store sales (comps), specifically how the professional "Pro" segment is counterbalancing a persistent slowdown in do-it-yourself (DIY) home improvement projects.
The company reported a 1.3% increase in Q4 comps, significantly exceeding the 0.2% consensus estimate, driven by strong holiday performance and strategic gains in the Pro category. However, shares fell as management issued a cautious fiscal 2026 outlook, projecting flat sales growth due to high mortgage rates and a cooling housing market.