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：
拖拉機供應公司的預測本來預計會在公司報告之前上調，然而，公司中透需出的微妙暗示導致2025年的預測略微下調。預計該公司將在12月揭示其計劃的下一階段，這可能會激發對零售商未來前景的熱情。
在第三季度報告之後，人們注意到拖拉機供應公司的銷售持續低迷，對公司恢復到中單位數複合目標的能力表示懷疑。此外，預計利潤的增長將開始趨於穩定。儘管沒有預期數字會上升，但人們認爲拖拉機供應公司保持一定程度的防守，並有望受益於某些選舉後趨勢，這可能支撐當前的股價水平。
該公司當季符合預期，下調指引的下限增加並沒有足以使該股價值保持在接近峯值的水平，這可歸因於在盈利前被視爲被高估的伸展估值。風險/回報率約爲明年預期收益的25倍和EBITDA的15倍，潛在的顯著增長空間似乎有限。根據分析師的評估，2024年和2025年每股收益的預測保持不變。
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