Buzz-Street View: Lowe's feels DIY pressure, yet broker optimism holds firm

• Morgan Stanley ("overweight," PT: $277) says LOW is executing well, but its higher exposure to DIY customers and an uncertain economic backdrop are weighing on its second-half outlook.
• Jefferies ("buy," PT: $260) says "with a premium assortment push and a strong innovation slate ahead, we like how the category is set up into 2H".
• Piper Sandler ("overweight," PT: $265) says company remains well-positioned to benefit when home-improvement demand improves, with its second-half guidance appearing reasonable.
• Telsey Advisory Group ("outperform," PT: $260) says company lowered earnings outlook remains achievable, supported by cost savings, technology initiatives and potential tariff benefits.

Lowe's LOW.N beat second-quarter profit and margin estimates on Wednesday, aided by resilient demand for home repairs, but lowered its full-year forecast as consumers remained cautious with discretionary spending.

Median price target of 36 brokerages covering the stock is $259 - LSEG-compiled data.