New York, February 23, 2026, 19:19 EST — Action in after-hours trading.
- Home Depot shares slipped Monday, with investors bracing for earnings and guidance due Tuesday.
- Options are pricing in a big swing after results land, with other peers set to report this week too.
- Investors are eyeing same-store sales, demand for big-ticket items, and what companies say about their outlook heading into spring.
Home Depot slipped 1.4% to $376.99 in late trading Monday, with investors bracing for the home-improvement giant’s earnings set for release before the bell Tuesday.
Awkward timing for markets. Wall Street tumbled Monday, with investors juggling renewed tariff questions and concerns over the possible upheaval from new AI tech. That didn’t leave much tolerance for any weakness in consumer demand.
Traders are on edge for a sharp move. According to Investopedia, options are signaling a swing of roughly 4% up or down for Home Depot by week’s end, with Lowe’s earnings landing just a day after.
Analysts tracked by Seeking Alpha are looking for Home Depot to deliver earnings near $2.52 a share on roughly $38.1 billion in sales—both lower than last year’s figures. Results land before Tuesday’s opening bell.
FactSet’s analyst survey points to a roughly 0.4% dip in same-store sales, according to Barron’s. Meanwhile, Placer.ai tracked a 1.3% uptick in average Home Depot visits from November through January. That acceleration in January? The report ties it, at least in part, to shoppers stocking up for winter storms.
Home Depot has results on deck, with a webcast set for 9 a.m. ET on Feb. 24, according to the company. Traders are zeroed in on any changes in management’s stance toward big-ticket items and will be watching for signs that demand from pro contractors continues to drive the business.
Jay Woods, chief market strategist at Freedom Capital Markets, pointed out that the stock is hovering right by its 200-day moving average—one of those levels that tends to attract attention from traders. In a note, Woods said HD is roughly parked at the midpoint of its past year’s range.
The setup isn’t one-sided. Shares could come under pressure if homeowners decide to delay bigger renovation projects, or if rising costs and promotions start to eat into margins. Home Depot has flagged these risks before—CEO Ted Decker previously said “consumer uncertainty” along with softness in housing was “disproportionately impacting” demand for home improvement. Reuters
Investors are eyeing Tuesday morning’s earnings release and conference call, with Lowe’s set to report and hold its own call Wednesday at 9 a.m. ET. A swing, positive or negative, in sales trends or guidance could ripple across the entire home-improvement sector.
