What investors are saying about The Home Depot (HD)

Summary

In the past 30 days, 4 people on 3 investor and market shows discussed The Home Depot (HD) in 8 views. Going by each speaker's latest call, 4 are bullish. Chorus has followed The Home Depot since October 8, 2026.

Who talks about it most

• Jim Cramer · 4
• Tim Seymour · 2
• Courtney Garcia · 1
• Kevin Simpson · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Tim Seymour · Seymour Asset ManagementBullish

  Owns and keeps adding to Home Depot; same-store sales have bottomed and Q3 should be reasonable.

  Seymour says he has been adding to Home Depot over the last month and a half, and is comfortable owning it after a roughly 30% move. He argues same-store sales comps have hit their lows and that trend is okay. He expects third-quarter numbers, due in about a week and a half, to be reasonable though not exciting. He frames the position as investment rather than a trade.

  “I'd like to talk about Home Depot because I've been adding to Home Depot over the last month, month and a half... I'm comfortable owning Home Depot here. They report in about a week and a half and I do think those third quarter numbers are going to be reasonable.”at 25:55

  CNBC Fast Money: Market’s Post-Election Surge… And Prognosis For Pharma, Health Care After Midterms 11/4/26 · November 4, 2026

• Jim Cramer · CNBCBullish

  Home Depot is the most rate-sensitive retailer; falling Treasury yields should lift mortgage rates and it.

  Cramer owns Home Depot for the travel trust because he finds it the most interest-rate sensitive retailer. Ten-year Treasury yields fell that day, which should push mortgage rates lower and help housing-linked demand. He argues that is a reason to own Home Depot.

  “Home Depot, something I own for the travel trust. Why? Because I find it's the most lending sensitive. [10-year Treasury] rates are down today, and that is making it so that mortgage rates may be going down, which means you might wanna own some Home Depot.”at 34:43

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/30/26 · October 31, 2026

• Tim Seymour · Seymour Asset ManagementBullish

  Home Depot offers asymmetric exposure in this rate environment; numbers are fine and expectations have reset.

  Seymour is slowly buying Home Depot because of its pro business and its sensitivity to interest rates. He argues that long rates could go higher, but the stock's risk-reward is asymmetric. He says the numbers are fine, margins are okay, and management has reset expectations. He admits it is not a great environment, but he still considers it a good place to start buying.

  “I have been slowly nibbling at Home Depot. I think that both their pro business and I just think the interest rate sensitivity... I think you have some kind of asymmetric exposure on owning Home Depot in this environment.”at 41:51

  CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 · October 27, 2026

• Courtney Garcia · Payne Capital ManagementBullish

  Home Depot is a rate-sensitive name hit hard and worth adding for near-term upside.

  Courtney is adding Home Depot back to her models. She argues rate-sensitive areas that have been hit harder are better buys in the short term. She says lower rates would open up the frozen housing market, meaning more people need furniture and home products. She doesn't think that unlock is around the corner.

  “I'm also leaning in and again changing some models, actually adding back in a GM, Home Depot, which we've talked about, even a Delta Airlines.”at 13:07

  CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 · October 23, 2026

• Kevin Simpson · Capital Wealth PlanningBullish

  Home Depot's housing refresh cycle is a 2028 story; hold for the replacement wave.

  Home Depot is an inverse play on rates, and he hopes Jim is wrong and rates come down. Even if they do not, housing has a super cycle: during COVID people refreshed walls, floors and appliances, and six to eight years later they need to do it again. So for Home Depot or Lowe's holders, the payoff is a 2028 story, not a 2027 one.

  “...there's a super cycle that takes place in housing... So I'd say if you're holding on to Home Depot or Lowe's, it's not a 2027 story, but 2028.”at 27:51

  CNBC Halftime Report: The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26 · October 20, 2026

• Jim Cramer · CNBCBullish

  Keep holding Home Depot: the stock has been flat but should improve as rates fall.

  Cramer acknowledges that Home Depot has been a source of pain and has done nothing lately, though it rose 4.5% on the day. He links its prospects to rates. With the yield near 3%, lower rates would help housing-linked retail, and he points to the day's rally as evidence of how rate moves drive the stock. He expects much better things ahead, but the case rests on the rate outlook rather than on company numbers.

  “Alright. I want you to keep holding it... It's been doing nothing of late, but it did have a good day today. Yields 3%. We get rates down. ... I think much better things are ahead for Home Depot.”at 33:18

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/15/26 · October 15, 2026

• Jim Cramer · CNBCBullish

  Home Depot is the most rate-levered stock he has found; buy now before the Fed shifts.

  If the Fed changes its view and cuts rates, Home Depot should gain the most of any stock Cramer has found. The stock pays a yield while investors wait. The company is well run. Cramer says investors will not make money until rates change, but when they do, the gain could equal a whole year's returns within days.

  “if you really think that the Fed is gonna change its view, you wanna buy Home Depot. And that's what I said at the meeting today. Said Home Depot is the single most levered to rates stock I have ever found.”at 44:43

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/15/26 · October 15, 2026

• Jim Cramer · CNBCNeutral

  Home Depot is rate-sensitive and has no reason to buy until mortgage rates fall; it is cheap meanwhile.

  Home Depot has been hurt by high oil prices, which discourage repair and remodelling, and by mortgage rates near 8%, which keep homeowners locked into their roughly 3% COVID-era mortgages and suppress home sales. He thinks rates will stay high while oil-driven inflation persists, unless the government subsidises new mortgages. Despite trading below 19 times next year's earnings with a 3.15% yield, he sees no real reason to buy now. He would buy it when it is out of favour, because it could chase toward 400 once rates start coming down, and he holds it as a diversifier.

  “Unless the president or congress finds a way to subsidize new mortgages... There's no real reason to buy the stock of Home Depot now.”at 7:21

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/8/26 · October 8, 2026