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Aqara recently announced the rollout of its Smart Lock B50 across more than 500 Lowe’s stores and Lowes.com, expanding Lowe’s range of app-connected home security products that integrate with Alexa, Google Home, and other smart-home platforms.
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Alongside earlier progress under its Total Home Strategy and the Foundation Building Materials acquisition, this smart lock partnership underlines Lowe’s push to deepen relevance with both DIY shoppers and professional customers seeking integrated, tech-enabled home solutions.
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We’ll now examine how adding Aqara’s Smart Lock B50 into Lowe’s assortment could influence the company’s Pro-focused growth narrative and earnings profile.
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To own Lowe’s, you generally need to believe that its Total Home Strategy, growing Pro business and large acquisitions can offset a still-muted home improvement backdrop and higher leverage. The Aqara Smart Lock B50 rollout looks directionally helpful but is unlikely to materially shift near term earnings or the key risk that a flat housing and big-project market could cap comparable sales.
The most relevant recent update here is Lowe’s raised full year 2025 sales guidance to US$86.0 billion, reflecting incremental confidence in demand and its broader assortment. Against that backdrop, adding connected security hardware like Aqara’s B50 supports the longer term Pro and omnichannel thesis, even as labor cost pressure, debt levels and integration execution remain important watchpoints.
But while the product story sounds reassuring, investors should still pay close attention to the elevated debt load and suspended buybacks…
Read the full narrative on Lowe’s Companies (it’s free!)
Lowe’s Companies’ narrative projects $94.0 billion revenue and $8.4 billion earnings by 2028. This requires 4.0% yearly revenue growth and an earnings increase of about $1.6 billion from $6.8 billion today.
Uncover how Lowe’s Companies’ forecasts yield a $272.50 fair value, a 10% upside to its current price.
Five Simply Wall St Community members currently place Lowe’s fair value between US$234 and US$272.50, underlining how widely opinions can differ. When you weigh those views against the risk that high leverage and a flat home improvement market could constrain earnings, it becomes even more important to compare several independent takes before deciding what Lowe’s is really worth.
