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Lithia Motors (LAD) has an average rating of overweight and mean price target of $366.53, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $25 to $375, based on a 2027 P/E of 9.0x, a modest discount to LAD's 10-year forward P/E of 10.3x. We reduce our adjusted EPS estimates to $35.30 from $39.25 for '26 and to $41.80 from $43.20 for '27. Following LAD's Q1 earnings beat, we are lowering our estimates and price target but reiterating our Strong Buy on the shares. LAD remains our top pick in auto retail, as the company continues to outperform in a more challenging environment for dealerships. LAD's same-store-sales growth is outperforming peers by a wide margin and its combination of aggressive share repurchases and accretive acquisitions is helping support its bottom line. Impressively, LAD bought back ~4% of total outstanding shares in Q1 after retiring 11% of its share count in 2025. We find LAD's current risk/reward compelling with significant upside potential in a more favorable demand environment, continuing to view the long-term growth story as intact and noting management's history of solid execution.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Lithia Motors (LAD) posted Q1 adjusted EPS of $7.34 vs. $7.93 (-7%), well ahead of the $6.86 consensus. The beat was driven by stronger-than-expected revenue and margins, as net sales rose 1.0% to $9.27B ($50M ahead of consensus) and gross margin contracted 10 bps to 15.3% (10 bps ahead of consensus). LAD posted weaker gross margins across its New Vehicle (-50 bps) and Used Vehicle (-40 bps) segments, partially offset by stronger Aftersales results (+150 bps). LAD bought back 942K shares or 4.0% of its total outstanding shares for $259M in Q1 (an average price of $274.62/share). LAD said that stores acquired during Q1 are expected to generate $425M in annualized revenue. LAD shares are up in pre-market trading. We were particularly impressed by its buybacks. After disappointing earnings from other auto dealerships in recent days, LAD proved that its disciplined approach to acquisitions, cash returns to shareholders, and operational efficiency are paying off amid a difficult fundamental backdrop.
Lithia Motors (LAD) has an average rating of overweight and mean price target of $361.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $274.12, Change: $+1.01, Percent Change: +0.37%
The automotive dealership industry is expected to see a weaker Q1 performance due to weather disruptions and softer vehicle sales, BofA Securities said in a note on Monday.The firm said Q1 earnings per share estimates for Asbury Automotive (ABG), AutoNation (AN), Group 1 Automotive (GPI), Penske Automotive (PAG), Sonic Automotive (SAH), and Lithia Motors (LAD) have been reduced by an average of 13%. This mainly reflects weather disruptions in late January and February, which affected both vehicle sales and parts and service.Same-store new unit sales are now expected to decline by 5.4% on average, also due to tough comparisons from pre-buying ahead of tariffs implemented at the end of March 2025, BofA added.For Q2, same-store new unit sales are projected to decline by 1.8% on average, again reflecting difficult comparisons from April of last year due to pre-buying before tariff-related price increases. Key risks to recovery include lower consumer confidence linked to the Iran War and higher gas prices, which historically affect US auto sales.The firm added that AutoNation remains a top pick heading into earnings, as its store footprint was less affected by weather disruptions. There is also potential upside to EPS from share buybacks, which may offset higher selling, general, and administrative expenses.BofA lowered price targets of Asbury Automotive to $238 from $255, Group 1 Automotive to $390 from $430, Lithia Motors to $320 from $335, and Penske Automotive to $185 from $200.Price: $197.68, Change: $-2.85, Percent Change: -1.42%