Home Depot (The) (HD) — What Changed

Material changes in the AI committee's view · 30 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

HD's Committee agreement moved from 85.70% to 71.40% (-14.30pp, 1 day(s) apart).

85.70 → 71.40 (-14.3)

2026-08-01 MINOR
▲ Score Change

HD's Committee score moved from 48.09 to 50.19 (+2.10, 1 day(s) apart).

48.09 → 50.19 (+2.1)

2026-08-01 MAJOR
— Conviction Change

HD's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-31 MATERIAL
▲ Agreement Shift

HD's Committee agreement moved from 71.40% to 85.70% (+14.30pp, 1 day(s) apart).

71.40 → 85.70 (+14.3)

2026-07-31 MINOR
▼ Score Change

HD's Committee score moved from 48.85 to 48.09 (-0.76, 1 day(s) apart).

48.85 → 48.09 (-0.8)

2026-07-31 MATERIAL
— Conviction Change

HD's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-07-30 MINOR
▼ Score Change

HD's Committee score moved from 50.19 to 48.85 (-1.34, 1 day(s) apart).

50.19 → 48.85 (-1.3)

2026-07-30 MATERIAL
— Conviction Change

HD's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-28 MATERIAL
▲ Agreement Shift

HD's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-28 MINOR
▼ Score Change

HD's Committee score moved from 51.93 to 50.19 (-1.74, 1 day(s) apart).

51.93 → 50.19 (-1.7)

2026-07-18 MINOR
▼ Score Change

HD's Committee score moved from 51.93 to 50.81 (-1.12, 1 day(s) apart).

51.93 → 50.81 (-1.1)

2026-07-17 MINOR
▼ Agreement Shift

HD's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-17 MAJOR
▼ Score Change

HD's Committee score moved from 64.47 to 51.93 (-12.54, 1 day(s) apart).

64.47 → 51.93 (-12.5)

2026-07-17 MATERIAL
— Conviction Change

HD's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-17 MAJOR
— Rating Change

HD moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-16 MINOR
▼ Score Change

HD's Committee score moved from 64.90 to 64.47 (-0.43, 1 day(s) apart).

64.90 → 64.47 (-0.4)

2026-07-15 MINOR
▲ Agreement Shift

HD's Committee agreement moved from 57.10% to 60.00% (+2.90pp, 1 day(s) apart).

57.10 → 60.00 (+2.9)

2026-07-15 MAJOR
▲ Score Change

HD's Committee score moved from 51.93 to 64.90 (+12.97, 1 day(s) apart).

51.93 → 64.90 (+13.0)

2026-07-15 MATERIAL
— Conviction Change

HD's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MAJOR
— Rating Change

HD moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MATERIAL
▲ Agreement Shift

HD's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-14 MINOR
▼ Score Change

HD's Committee score moved from 54.78 to 51.93 (-2.85, 1 day(s) apart).

54.78 → 51.93 (-2.9)

2026-07-13 MAJOR
▼ Agreement Shift

HD's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-13 MAJOR
▼ Score Change

HD's Committee score moved from 67.17 to 54.78 (-12.39, 1 day(s) apart).

67.17 → 54.78 (-12.4)

2026-07-13 MATERIAL
— Conviction Change

HD's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-13 MAJOR
— Rating Change

HD moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-10 MATERIAL
▲ Agreement Shift

HD's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 3 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-10 MAJOR
▲ Score Change

HD's Committee score moved from 53.86 to 66.73 (+12.87, 3 day(s) apart).

53.86 → 66.73 (+12.9)

2026-07-10 MATERIAL
— Conviction Change

HD's Committee conviction moved from contested to moderate (3 day(s) apart).

contested → moderate

2026-07-10 MAJOR
— Rating Change

HD moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →