Telsey Advisory analyst Joe Feldman maintains $Tractor Supply (TSCO.US)$ with a buy rating, and maintains the target price at $335.
According to TipRanks data, the analyst has a success rate of 58.4% and a total average return of 8.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tractor Supply (TSCO.US)$'s main analysts recently are as follows:
Estimates for Tractor Supply were anticipated to be revised upward prior to the company's report, however, subtle indications from the company led to a slight downward revision for the 2025 estimates. The company is expected to reveal the next phase of its plans in December, which may generate enthusiasm regarding the retailer's future prospects.
Following the Q3 report, it's noted that Tractor Supply's sales continue to be subdued, casting doubt on the company's ability to return to its mid-single-digit comp target. Additionally, it is anticipated that the margin gains will begin to level off. Although there's no expectation for figures to rise, it is acknowledged that Tractor Supply maintains a degree of defensiveness and is positioned to potentially benefit from certain post-election trends, which may support the current share levels.
The company's in-line quarter and the increase of the lower end of its guidance did not suffice to maintain the stock's value near its peak, attributed to what is considered a stretched valuation before earnings. With the risk/reward standing at multiples of 25 times the projected earnings for next year and 15 times EBITDA, the potential for significant upside appears limited. The projections for earnings per share in 2024 and 2025 remain static, according to the analyst's assessment.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
泰尔西咨询分析师Joe Feldman维持$拖拉机供应公司 (TSCO.US)$买入评级，维持目标价335美元。
根据TipRanks数据显示，该分析师近一年总胜率为58.4%，总平均回报率为8.4%。
此外，综合报道，$拖拉机供应公司 (TSCO.US)$近期主要分析师观点如下：
拖拉机供应公司的预估原本预计在公司报告之前将会上调，然而，公司发出的细微信号导致2025年的预估略微下调。预计公司将在12月披露计划的下一阶段，可能会让人对该零售商的未来前景产生热情。
在第三季度报告之后，人们注意到拖拉机供应公司的销售仍然平淡，对该公司能否达到中单位数复合增长目标产生了怀疑。此外，预计利润率的增长将开始趋于平稳。尽管人们不指望数字会增长，但可以肯定的是，拖拉机供应公司保持了一定的防御性，并且有望从某些大选后的趋势中受益，这可能支撑当前的股价水平。
公司季度表现符合预期，下调其指引的下限并未足以维持股价接近峰值，这被归因于在盈利之前被认为估值过高。风险/回报比约为下一年预计收入的25倍和EBITDA的15倍，潜在的显著上行空间似乎有限。根据分析师的评估，2024年和2025年每股收益的预测保持稳定。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
