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:
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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.
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泰爾西諮詢分析師Joe Feldman維持$拖拉機供應公司 (TSCO.US)$買入評級，維持目標價335美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.4%，總平均回報率為8.4%。
此外，綜合報道，$拖拉機供應公司 (TSCO.US)$近期主要分析師觀點如下：
對於拖拉機供應公司的估值預期在公司報告之前預計會上調，然而，公司微妙的跡象導致2025年的估值略微下調。預計公司將在十二月揭示其計劃的下一階段，這可能引發關於零售商未來前景的熱情。
在Q3報告之後，注意到拖拉機供應公司的銷售仍然低迷，對公司能夠恢復至中個位數同店銷售增長目標的能力產生懷疑。此外，預計利潤率增長將開始趨於平緩。儘管沒有預期數字會上升，但承認拖拉機供應公司保持一定的防禦性，並且有可能從某些選舉後趨勢中受益，這可能支撐當前的股價水平。
公司季度符合預期，且將指導的下限提升並未足以維持股價接近峯值，這被歸因於被視爲在業績之前估值被拉伸。風險/收益比率爲下一年預期收益的25倍和EBITDA的15倍，可能出現顯著上行的潛力受限。根據分析師的評估，2024年和2025年的每股盈利預測保持不變。
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