What does the tariff delay mean for Home Depot?

Keeping tariffs at 25% through 2026 reduces near-term cost uncertainty in categories like furniture and kitchen cabinets. It may support gross margins if vendors pass through fewer price increases and freight stays stable. Watch inventory days and promotions in cabinets, vanities, and indoor seating for margin signals.

How is Home Depot stock today priced versus targets?

HD last closed at $344.10 USD. The analyst consensus target is $409.21, with a median of $411.50 and a range of $320 to $497. The spread suggests upside if execution improves, but investors should monitor margins, traffic, and guidance into the February 24, 2026 earnings report.

Are technicals supportive right now?

Technicals are mixed. Price is below the 50-day and 200-day averages, RSI sits near 43, and ADX indicates no strong trend. The Bollinger lower band is close to spot, so a firm hold above $343 to $345 would help. A break under $337 could invite a test of the 1-year low.

What should Canadian investors watch specifically?

Focus on cross-border price pass-through in cabinets and furniture, FX effects on Canadian shelf prices, and housing turnover heading into spring. Earnings commentary on tariff impacts, vendor terms, and private-label mix will be key for Canadian margins. Keep an eye on inventory days and promotional intensity in key categories.

Global Market Insights

HD Stock Today: January 01 — Trump Delays Furniture Tariff Hike

ByHuzaifa Zahoor January 1, 2026January 1, 2026

Home Depot stock today is in focus after the White House delayed an increase on furniture and kitchen cabinets tariffs to 2027, keeping rates at 25%. For Canadian investors, the move may ease near-term cost pressure on cross-border supply. Shares of HD last closed at $344.10 USD, down 0.65% on the day. We look at pricing, margins, and demand signals that matter for Home Depot Canada and U.S. operations, plus analyst targets, technicals, and what to watch into the next earnings report.