TRACTOR SUPPLY CO /DE/
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See all $TSCO insider activity →Tractor Supply Company (TSCO) will report Q3'26 earnings on October 22. Analysts expect revenue of 3.81 billion USD and EPS of 0.40 USD. The announcement is scheduled for 6:55 AM ET.
Analysts debate Tractor Supply (TSCO) valuation, with bulls citing pet ecosystem growth and bears pointing to weak comparable store sales. The company's recent distribution center opening may impact its stock price, which is seen as 8% undervalued by some and 6% overvalued by others. Investors should consider both valuation and fundamental checks before making decisions.
UBS kept Tractor Supply (TSCO) at Neutral with a $33 target. TSCO trades at $33.29, down 31% YTD. Q2 2026 earnings missed estimates ($0.81 EPS vs $0.85, $4.54B revenue vs $4.64B). Comparable store sales fell 1.5%. Analysts have mixed views on TSCO's growth prospects and valuation.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning TSCO (TRACTOR SUPPLY CO /DE/). Coverage has skewed bearish: 0 bullish, 3 neutral, and 1 bearish.
Recent TSCO coverage spans financial news, earnings and macro economy.
Analysts and traders may position ahead of the earnings release based on the new guidance.
No concrete catalyst; the piece is a qualitative valuation view.
Street debate centers on whether TSCO can stabilize top-line trends and improve pet segment performance, keeping the stock range-bound absent clearer guidance.
Longer-term outlook withdrawal signals deterioration in discretionary spending for home/hardware categories.
Analyst reiteration amid earnings miss suggests modest downside pressure.
AlphAI scores every news story that mentions TSCO with an AI model for sentiment and relevance, and aggregates insider trades from TRACTOR SUPPLY CO /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Tractor Supply Company (TSCO) will report Q3'26 earnings on October 22. Analysts expect revenue of 3.81 billion USD and EPS of 0.40 USD. The announcement is scheduled for 6:55 AM ET.
1 min readAnalysts debate Tractor Supply (TSCO) valuation, with bulls citing pet ecosystem growth and bears pointing to weak comparable store sales. The company's recent distribution center opening may impact its stock price, which is seen as 8% undervalued by some and 6% overvalued by others. Investors should consider both valuation and fundamental checks before making decisions.
2 min readUBS kept Tractor Supply (TSCO) at Neutral with a $33 target. TSCO trades at $33.29, down 31% YTD. Q2 2026 earnings missed estimates ($0.81 EPS vs $0.85, $4.54B revenue vs $4.64B). Comparable store sales fell 1.5%. Analysts have mixed views on TSCO's growth prospects and valuation.
5 min readAmericans are spending despite high prices, but rising borrowing and low sentiment worry Wall Street. Analysts expect negative earnings growth for consumer sectors, with key companies like McDonald's, Nike, and Lululemon showing weakness. Investors are pulling out of consumer-focused ETFs, and the S&P 500's gains are driven by tech and energy, not consumer spending.
7 min readDA Davidson reiterated a Buy rating and $36.00 price target for Tractor Supply (TSCO) after visiting a store. The company's pet business showed improvement, with cat products now more prominent. TSCO's Q2 2026 earnings missed estimates, and it plans to close 75 Petsense stores. Analysts have mixed views on the stock.
2 min readTesco Plc reported a 11.5% increase in H1 profit before tax to £1.455 billion, with revenue up 3.7% to £37.353 billion. EPS rose 17.4% to 16.7 pence. The company raised its FY27 profit outlook to £3.15-3.30 billion and increased its share buyback program to £950 million. An interim dividend of 5.05 pence per share was announced.
2 min readTractor Supply opened an 865,000-sq-ft distribution center in Idaho, its 11th, with automation and an AI team. The $200M facility will serve 123 stores initially, creating 500 jobs. It features an automated storage system and aims to optimize supply chain efficiency, according to the company.
2 min readTractor Supply (TSCO) raised its dividend 4.3% to $0.24, marking 17 years of increases. However, it missed earnings twice, cut its 2026 outlook, and withdrew long-term guidance. Q2 comparable store sales fell 1.5%, with CUE products up and big-ticket sales down. The stock is down 35.56% YTD. Dividends consume 50% of trailing EPS and 66% of 2025 free cash flow. CEO Hal Lawton attributed Q2 results to adverse May conditions.
2 min readBofA Securities rates Tesco (TSCO.L) and Marks & Spencer (MKS.L) as 'buy' in its European food retail report, citing strong demand and growth prospects. Tesco is expected to report 2.6% revenue growth in Q2, while M&S is forecast to see 13% H1 revenue growth. BofA maintains price targets of 540p for Tesco and 440p for M&S, highlighting different growth drivers for each.
2 min readTesco, the UK's largest retailer, has invested £20 million in Bramble Fund I, a new food-tech venture fund. The fund, anchored by Tesco, will invest in food innovation companies, with Tesco also partnering to test products. Bramble's first investment is KluraLabs, focusing on food packaging technology. The fund targets UK and European food businesses with scaling potential, according to the company.
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