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Stocks / Retail

HDRetail

Home Depot, Inc.
$340.511d +10.0%5d +7.4%settled close · 2026-11-02

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Mkt cap $339B (11/2)β 0.5852w $282–392Shares 996.0MInd. Retail-Lumber & Other Building Materials DealersNYSE since 1981Emp. 472,400HQ Atlanta, GAhomedepot.com
The tape, with the calls on it

Who said what, and what HD did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

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Who’s talkingIdea Scout · free

Who’s talking about HD

8 longlatest 2026-10-27
DateVoiceStanceVenueThesis
2026-10-27Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset ManagementBullishCNBC (uncut)Home Depot's pro business remains solid and the stock offers asymmetric risk/reward in a high-rate…
2026-10-19Simeon GutmanRetail equity research analyst, Morgan StanleyBullishCNBC (uncut)Frozen housing turnover constrains new-home demand, but a bubble of pent-up replacement and repair spending…
2026-10-15Jim Cramer (CNBC)Host, CNBC's Mad MoneyBullishCNBC (uncut)Home Depot is the single most rate-sensitive stock Cramer knows — when rates fall even slightly the stock…
2026-07-23Tom GaynerCEO, Markel GroupBullishThomas GaynerHome Depot is a business Gayner had high confidence in, reasonably priced with durable compounding ability…
2026-03-12Tom GaynerCEO, Markel GroupBullishThomas GaynerHome Depot's renovation-centric model proved more structurally durable than new-construction-dependent peers…
2026-01-06Dan Nathan (RiskReversal)Trader & co-host, RiskReversal MediaBullishCNBC Fast Money Final TradeHome Depot has established a near-term price bottom making it a buy
2023-07-14Joel GreenblattCo-CIO, Gotham Asset ManagementBullishTheValueClubHome Depot is a duopoly (only Lowe's competes), earns above-average returns on capital, and trades at a…
2022-12-14Tom GaynerCEO, Markel GroupBullishThomas GaynerExisting housing stock creates non-discretionary maintenance demand that makes Home Depot an essential…
1 new mention of HD this week is not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later. Follow HD free ↑
Earnings

Next report: 17 Nov 2026

Confirmed date · consensus EPS 3.95. Reactions below are the next settled session over the prior close.
ReportWhenEPS actual vs est.Reaction
18 Aug 2026before the open4.92 vs 4.88-0.2%
The options tape

Notable options days

Sessions in the last 120 where HD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-10-22
2026-10-15
2026-10-08
2026-10-01
2026-09-22
2026-09-10
2026-08-18
2026-08-17
2026-05-19
2026-05-18
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
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HD on the Wheel

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