Skip to contentHome page Seeking Alpha - Power to InvestorsSep. 26, 2025 6:08 PM ETLowe's Companies, Inc. (LOW) StockLOWSeeking Profits4.87K FollowersSummaryLowe's is downgraded to a "Sell" as shares trade above 20x earnings, reflecting full valuation and limited upside.Recent acquisitions, including ADG and FBM, expand LOW's Pro segment but increase exposure to cyclical new construction and pause buybacks until at least 2027.Management prioritizes M&A over buybacks, aiming to close the gap with HD in the Pro market while maintaining a 2.75x leverage target and annual dividend growth.With muted residential construction, tariff risks, and mixed consumer sentiment, the potential good news is already priced in, presenting meaningful downside risk.bgwalker/iStock Unreleased via Getty ImagesShares of Lowe’s Companies (NYSE:LOW) have been a poor performer over the past year, losing over 3% of their value during a strong equity market. Ongoing weakness in construction activity, both new construction and remodel work, has weighed on results. That said, shares have rebounded meaningfullyThis article was written bySeeking Profits4.87K FollowersOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouAbout LOW StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on LOWRelated StocksSymbolLast Price% Chg--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.