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How Lowe’s Expanded Aqara Smart Lock Rollout Could Shape the Total Home Strategy for LOW Investors

Simply Wall St·12/05/2025 08:30:38
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  • Aqara recently announced the launch of its Smart Lock B50, now available at more than 500 Lowe’s stores and on Lowes.com, expanding Lowe’s connected home and security assortment for homeowners, landlords, and professionals.
  • This collaboration underscores Lowe’s push to deepen its presence in higher-margin smart home solutions that can draw repeat traffic and increase project-based spending.
  • We’ll now consider how the expanded smart lock offering with Aqara fits into Lowe’s Pro-focused Total Home strategy and broader investment narrative.

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Lowe's Companies Investment Narrative Recap

To own Lowe’s, you generally need to believe in its ability to compound earnings through a stronger Pro business, disciplined capital allocation, and steady home improvement demand. The Aqara smart lock launch is incremental rather than a major catalyst, but it supports Lowe’s push into connected home solutions that can reinforce higher basket sizes and repeat trips. The bigger near term swing factor remains execution on the FBM acquisition, while elevated debt and a still-muted project backdrop sit on the risk side.

Against that backdrop, Marvin Ellison’s recent update on the Foundation Building Materials deal stands out as more consequential for the Lowe’s story than the Aqara news itself. Strengthening Pro-focused distribution and services directly ties into the Total Home strategy and could matter far more for margins and earnings than any individual product partnership, even if smart home offerings help keep Lowe’s relevant to both DIY and professional customers.

Yet, while acquisitions like FBM can expand Lowe’s reach, investors should be aware that integrating complex operations and cultures across such a large platform...

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.

Uncover how Lowe's Companies' forecasts yield a $272.50 fair value, a 11% upside to its current price.

Exploring Other Perspectives

LOW Community Fair Values as at Dec 2025
LOW Community Fair Values as at Dec 2025

Five members of the Simply Wall St Community currently see Lowe’s fair value between US$234 and US$272.50, underlining how differently people weigh FBM integration risk and its potential impact on margins and returns.

Explore 5 other fair value estimates on Lowe's Companies - why the stock might be worth just $234.00!

Build Your Own Lowe's Companies Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.