Home Depot (HD) News Today

The Home Depot, Inc. (NYSE: HD) released mixed Q1 2025 results, with non-GAAP EPS of $3.56 missing consensus by $0.03–$0.04 but revenue of $39.86 billion beating estimates by roughly $600 million. Management reaffirmed full-year guidance and emphasized its ability to hold prices steady despite tariff pressures, pointing to a diversified supply chain and strong supplier relationships.

In reaction to the earnings miss, the stock traded down modestly. However, the revenue beat, stable outlook and tariff-resilience narrative helped limit the decline and support the shares.

Key analyst moves:

• Mizuho cut its price target to $435 (Outperform).
• Robert W. Baird trimmed its target to $425 (Outperform).
• TD Securities reiterated a Buy rating with a $470 target.
• Guggenheim maintained a Buy rating with a $450 target.
• Telsey Advisory Group reaffirmed an Outperform rating and $455 target.
• Stifel Nicolaus upgraded to Buy, setting a $425 objective.
• JPMorgan raised its target to $418 (Overweight).
• Sanford C. Bernstein boosted its target to $398 (Market Perform).

Additional investor insights:

• Jim Cramer reiterated his willingness to stick with Home Depot, citing resilient customer demand for smaller projects.
• MarketBeat screeners included HD among top home improvement and water-sector stocks to watch, reflecting its broad appeal in defensive retail themes.

Overall, while the earnings shortfall has applied some downward pressure, the mix of stronger-than-expected sales, a firm full-year outlook, tariff-hedging strategies and predominantly positive analyst ratings underpin investor confidence.