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Lowe’s (LOW) Holds Steady While Home Depot Stumbles, Stifel Says

Lowe’s Companies, Inc. (NYSE:LOW) is included among the 15 Blue Chip Dividend Stocks to Build a Passive Income Porfolio.

On December 1, Stifel raised its price target on Lowe’s Companies, Inc. (NYSE:LOW) from $230 to $250, while maintaining a Hold rating on the stock. The update came after the firm revised its estimates following the company’s earnings, guidance, recent filings, and FBM acquisition. Stifel highlighted that the quarter pointed to softer demand that did not meet expectations, but noted a ‘clear bifurcation in the two reports’ as Home Depot’s weakness was much harsher, whereas Lowe’s commentary and results showed resilience.

Lowe’s Companies, Inc. (NYSE:LOW) announced its earnings for the third quarter of 2025 on November 19, posting revenue of $20.8 billion, which showed a little over 3% growth from the same period last year. The company’s commitment to shareholders remained in place, as it returned $673 million to investors through dividends. Moreover, it also invested $8.8 billion for the acquisition of FBM. For FY25, the company expects sales of $86 billion, up from its previous guidance of between $84.5 billion and $85.5 billion.

Lowe’s Companies, Inc. (NYSE:LOW)’s dividend policy makes it an appealing option because not only has the company been consistent with paying dividends, but it has also raised its payouts for 60 consecutive years, which makes it a Dividend King. The payout ratio of just 38% signals dividend safety and also supports its five-year average annual dividend growth of 16%.

While we acknowledge the potential of LOW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LOW and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 15 High Quality Dividend Stocks for Long-Term Investors and 15 Dividend Stocks That Outperform the S&P 500

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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