31 stories mentioning TSCOUpdated 6d ago
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Tractor Supply (TSCO) has an average rating of overweight and mean price target of $36.46, according to analysts polled by FactSet.Price: $30.43, Change: $+0.11, Percent Change: +0.35%
Tractor Supply's (TSCO) removal of its long-term financial framework resets the bar and could present an opportunity for investor sentiment to improve paired with a more achievable framework, Morgan Stanley said in a note Friday.The investment firm said there are three potential interpretations of the elimination of the targets, with the first two as the more likely outcomes.In the first scenario, the long-term targets could return once industry conditions improve, but a recovery in sentiment could also benefit similarly exposed stocks and Tractor Supply would need to offer the best combination of sales acceleration, leverage, and valuation relative to peers, the firm said.In the second scenario, the company recalibrates its operating structure to better align expenses with a structurally slower demand environment, but earnings call comments showed that Tractor Supply continues to position itself as a growth company, according to the note.The third scenario, which Morgan Stanley described as the "most negative interpretation," sees fiscal 2027 as a transition year to reposition the business. Such a decision reflects not only macro uncertainty but also limited visibility into normalized earnings, the firm said.Morgan Stanley lowered the price target on the stock to $35 from $45, with an equal-weight rating.Price: $30.69, Change: $+0.36, Percent Change: +1.20%
Tractor Supply Company (TSCO) has an average rating of overweight and mean price target of $36.46, 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://finwires.com/en/contact)Price: $30.59, Change: $+0.27, Percent Change: +0.89%
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $38.12, 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://finwires.com/en/contact)Price: $29.80, Change: $+0.44, Percent Change: +1.50%
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $38.12, 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://finwires.com/en/contact)Price: $29.80, Change: $+0.44, Percent Change: +1.50%
Tractor Supply Company (TSCO) has an average rating of overweight and mean price target of $40.35, 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://finwires.com/en/contact)Price: $31.05, Change: $+0.88, Percent Change: +2.92%
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $44.46, 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://finwires.com/en/contact)
Tractor Supply (TSCO) is likely to report a decline in comparable sales for the second quarter amid a challenging housing and property market and weak consumer spending, Truist Securities said in a Tuesday client note.The brokerage now estimates the rural lifestyle retailer to post a 2% decrease in comparable sales for the ongoing three-month period, compared with its previous forecast for growth of 1.5%. The current consensus on FactSet is for Tractor Supply's same-store sales to increase by 1.3%."Our reads indicate that the quarter started fine but then faded at the end of April through May and early June," Truist Managing Director Scot Ciccarelli said in the note. "While there are still a few weeks left, we think the company is likely too far behind to hit our prior 1.5% (comparable sales) estimate."Truist projects Tractor Supply's per-share earnings to come in at $0.77 for the second quarter, down from its prior estimate of $0.86. The Street is looking for $0.85.Tractor Supply is scheduled to release its latest financial results next month.Macro factors such as a weak housing market and softer consumer trends are weighing on Tractor Supply, according to Truist. Additionally, lower dog ownership, which management has flagged as a concern, appears to be a larger issue than previously expected, the brokerage added.Large farm dogs have historically been Tractor Supply's "bread and butter" and an important driver of traffic, Ciccarelli said. Fewer large dogs due to household cost problems effectively lowers the retailer's total addressable market in a key category.Truist believes it would be prudent for Tractor Supply to revise its full-year expectations if the brokerage's latest data and projections turn out to be correct. The brokerage also pointed to increased competition from major players such as Lowe's (LOW), Walmart (WMT) and Amazon (AMZN) as a headwind to comparable sales."We suspect that Tractor will need to accelerate growth to disprove this thesis," Ciccarelli said.Truist lowered its price target on Tractor Supply's stock to $32 from $44 and maintained its hold rating on the shares.
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $45.96, 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://finwires.com/en/contact)Price: $31.36, Change: $+0.09, Percent Change: +0.30%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We see a buying opportunity with TSCO shares down 38% year-to-date, including a decline of nearly 30% since the company reported weak Q1 results in April. We lower our price target by $9 to $35 (consensus $46) using a forward P/E of 15.9x, a deep discount to the three-year historical average of 23.7x and the five-year average of 25.2x on normalized earnings. Due to lower demand, we previously reduced our revenue projections to $16.4B in 2026 and $17.0B in 2027, compared with consensus estimates of $16.2B and $17.1B, respectively. Our EPS estimates are unchanged at $2.20 in FY 26 and $2.46 in FY 27 (consensus: $2.13, $2.31). We view the weakness as cyclical, not secular. TSCO faces material operating headwinds from declining transaction counts, structural challenges, and persistent tariff pressures. TSCO maintains a solid balance sheet, strong new store productivity (65%-70% range), and resilient performance in core C.U.E. categories, providing a basis for potential rebound if consumer demand stabilizes.
Tractor Supply Company (TSCO) has an average rating of overweight and mean price target of $47.18, 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://finwires.com/en/contact)
Tractor Supply (TSCO) is facing a "modest risk" to its 2026 outlook amid traffic declines in Q1 and softer demand in the companion animal segment, Morgan Stanley said in a Wednesday note.The company reported fiscal Q1 earnings Tuesday of $0.31 per diluted share, down from $0.34 a year earlier, while net sales increased to $3.59 billion from $3.47 billion. According to Morgan Stanley, Tractor Supply projects fiscal 2026 comparable sales growth of 1% to 3% and $2.13 to $2.23 in adjusted EPS.Morgan Stanley estimated that the companion animal segment's comparable sales declined by about 3.5% in Q1. The segment could weigh on the company's 2026 outlook due to weaker demand as it is estimated to comprise low-20% of sales for the remainder of the year, the brokerage noted.There is also a risk that traffic remains flat-to-negative due to weaker consumer sentiment and increasing competition, among others, Morgan Stanley added.Morgan Stanley cut its price target on Tractor Supply to $45 from $57, with an equal-weight rating.Price: $39.15, Change: $-0.42, Percent Change: -1.06%
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $50.11, 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://finwires.com/en/contact)Price: $39.14, Change: $-0.43, Percent Change: -1.09%
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $50.11, 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://finwires.com/en/contact)Price: $39.33, Change: $-0.24, Percent Change: -0.60%
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $50.11, 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://finwires.com/en/contact)Price: $39.35, Change: $-0.22, Percent Change: -0.56%
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $50.56, 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://finwires.com/en/contact)Price: $39.66, Change: $+0.09, Percent Change: +0.23%
(Corrects the day to Tuesday in first para)Equities on Wall Street fell for a second straight session on Tuesday amid doubts over a fresh round of negotiations between the US and Tehran.The three main US stock indexes lost 0.6% each, with the S&P 500 closing at 7,064. The Nasdaq Composite ended at 24,260, while the Dow Jones Industrial Average settled at 49,149.4. Barring energy, all sectors were in the red, led by real estate.Shortly after market close, US President Donald Trump announced the extension of a two-week ceasefire deal with Iran, though he said the naval blockade of Iranian ports will continue. The truce was announced on April 7.Pakistan Prime Minister Shehbaz Sharif and Field Marshal Asim Munir asked for an extension, Trump said in a Truth Social post.The blockade of the crucial Strait of Hormuz had fueled uncertainty around a second round of discussions between Washington and Iran, likely to be held in Pakistan, CNN reported Tuesday. US Vice President JD Vance's plans to depart for Islamabad had reportedly been put on hold amid Iran's reluctance to participate in peace talks.West Texas Intermediate crude oil was last up 1.7% at $88.90 per barrel, while Brent climbed 3.5% to $98.82.US Treasury yields were higher, with the 10-year rate up 4.5 basis points at 4.30% and the two-year rate rising 6.5 basis points to 3.79%.Meanwhile, Kevin Warsh said the Federal Reserve, under his leadership, would be independent from the White House, CNBC reported. He made the remarks at his Senate Banking Committee confirmation hearing. Warsh is Trump's Fed chair nominee.In economic news, US retail sales last month logged the largest rise since March 2025 amid a surge in spending at gasoline stations as the Middle East conflict boosted energy prices, official data showed."We expected that the headline (figure) would be gaudy due to the increase in gas prices and a pickup in unit auto sales, but the strength in other categories was surprising," Jefferies said in a note. "There is no evidence here that higher gasoline prices have motivated the consumer to tighten the belt elsewhere just yet."US pending home sales increased more than expected in March despite higher mortgage rates, data from the National Association of Realtors showed.In company news, Apple (AAPL) shares fell 2.5%, among the worst performers on the Dow. The iPhone maker said late Monday that Tim Cook will step down as chief executive and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO.Tractor Supply (TSCO) shares tumbled nearly 12%, the steepest decline on the S&P 500. The retailer logged first-quarter results that missed Wall Street's projections amid a below-average performance of its companion animal product business.UnitedHealth Group (UNH) raised its full-year earnings outlook, as the health insurance giant recorded an unexpected annual increase in its first-quarter results. The company's shares jumped 7%, the biggest gainer on the Dow and among the best performers on the S&P 500.D.R. Horton's (DHI) fiscal second-quarter results came in better than expected, though the homebuilder tempered its full-year revenue outlook. The company's shares advanced 5.8%, among the biggest gains on the S&P 500.Gold was down 2.1% at $4,726.10 per troy ounce, while silver dropped 4.4% to $76.53 per ounce.
Equities on Wall Street fell for a second straight session on Wednesday amid doubts over a fresh round of negotiations between the US and Tehran.The three main US stock indexes lost 0.6% each, with the S&P 500 closing at 7,064. The Nasdaq Composite ended at 24,260, while the Dow Jones Industrial Average settled at 49,149.4. Barring energy, all sectors were in the red, led by real estate.Shortly after market close, US President Donald Trump announced the extension a two-week ceasefire deal with Iran, though he said the naval blockade of Iranian ports will continue. The truce was announced April 7.Pakistan Prime Minister Shehbaz Sharif and Field Marshal Asim Munir asked for an extension, Trump said in a Truth Social post.The blockade of the crucial Strait of Hormuz had fueled uncertainty around a second round of discussions between Washington and Iran, likely to be held in Pakistan, CNN reported Tuesday. US Vice President JD Vance's plans to depart for Islamabad had reportedly been put on hold amid Iran's reluctance to participate in peace talks.West Texas Intermediate crude oil was last up 1.7% at $88.90 per barrel, while Brent climbed 3.5% to $98.82.US Treasury yields were higher, with the 10-year rate up 4.5 basis points at 4.30% and the two-year rate rising 6.5 basis point to 3.79%.Meanwhile, Kevin Warsh said the Federal Reserve, under his leadership, would be independent from the White House, CNBC reported. He made the remarks at his Senate Banking Committee confirmation hearing. Warsh is Trump's Fed chair nominee.In economic news, US retail sales last month logged the largest rise since March 2025 amid a surge in spending at gasoline stations as the Middle East conflict boosted energy prices, official data showed."We expected that the headline (figure) would be gaudy due to the increase in gas prices and a pickup in unit auto sales, but the strength in other categories was surprising," Jefferies said in a note. "There is no evidence here that higher gasoline prices have motivated the consumer to tighten the belt elsewhere just yet."US pending home sales increased more than expected in March despite higher mortgage rates, data from the National Association of Realtors showed.In company news, Apple (AAPL) shares fell 2.5%, among the worst performers on the Dow. The iPhone maker said late Monday that Tim Cook will step down as chief executive and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO.Tractor Supply (TSCO) shares tumbled nearly 12%, the steepest decline on the S&P 500. The retailer logged first-quarter results that missed Wall Street's projections amid a below-average performance of its companion animal product business.UnitedHealth Group (UNH) raised its full-year earnings outlook, as the health insurance giant recorded an unexpected annual increase in its first-quarter results. The company's shares jumped 7%, the biggest gainer on the Dow and among the best performers on the S&P 500.D.R. Horton's (DHI) fiscal second-quarter results came in better than expected, though the homebuilder tempered its full-year revenue outlook. The company's shares advanced 5.8%, among the biggest gains on the S&P 500.Gold was down 2.1% at $4,726.10 per troy ounce, while silver dropped 4.4% to $76.53 per ounce.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price by $9 to $44 applying a forward P/E of 20.5x compared to the three-year historical average at 23.7x and five-year at 25.2x on normalized earnings. With lower demand, we have reduced our revenue projections in 2026 to $16.4B (prior $16.3B) and 2027 to $17.0B ($17.4B). We think TSCO faces material operating headwinds from declining transaction counts, structural challenges in the Companion Animal category (100-bp drag on comps), and persistent tariff pressures that are compressing margins despite cost management efforts. Working capital efficiency has deteriorated with inventory turns declining to 2.92x from 3.00x while operating cash flow fell 58% in Q1 2026, raising concerns about the sustainability of aggressive capital returns amidst modest comparable sales growth. However, the company maintains a solid balance sheet, strong new store productivity (65%-70% range), and resilient performance in core C.U.E. categories, providing a basis for recovery if consumer demand stabilizes.
US equity indexes closed lower on Tuesday as crude oil prices climbed amid renewed uncertainty over stalled US-Iran peace talks.* President Donald Trump told CNBC that he expects the US and Iran to make a "great deal," referring to the proposed second round of talks in Islamabad that Iran has yet to confirm it will attend.* Iran has told regional mediators it would send a negotiating team to Islamabad on Tuesday, the Wall Street Journal reported.* US retail sales rose 1.7% in March, compared with February's revised 0.7% gain and above the 1.4% increase expected in a Bloomberg survey.* The National Association of Realtors said pending home sales rose 1.5% in March, above the 0.5% increase expected in a survey compiled by Bloomberg and following a 2.5% gain in February. Sales fell 1.1% from March 2025.* May West Texas Intermediate crude oil rose $3.93 to settle at $91.35 per barrel, while June Brent crude, the global benchmark, was last seen up $5.29 at $100.77.* Northern Trust (NTRS) shares rose 8%, the biggest gainer on the S&P 500, after the company reported higher Q1 earnings and revenue.* Tractor Supply (TSCO) shares fell 12%, the largest drop on the S&P, after the company reported Q1 results that missed market projections amid a below-average performance of its companion animal product business.
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