Home Depot Smashed Sales Estimates, So Why Are Margins Still Sliding?
Home Depot (HD) exceeded Q1 sales expectations, yet its stock fell to a 52-week low due to declining EBITDA margins and a decrease in comparable customer transactions, indicating fewer large-scale remodeling projects. Analysts remain cautiously optimistic, with a mean target of $370, while TIKR's model projects a higher target of $524 by 2031, anticipating a full margin recovery by mid-2027, partly driven by the acquisition of HVAC distributor Mingledorff’s. The company's future stock performance hinges on whether cost control and the new HVAC segment can offset the current plateau in demand for major projects.
























