Tractor Supply CompanyNasdaq: TSCO
Consumer Discretionary · Other Specialty Retail
$33.81
-3.68%
Vol: 14.0M
Research Digest
Friday, May 1, 2026
Citi cuts TSCO PT to $46 after Q1 earnings miss and weak pet sales
Tractor Supply reported Q1 earnings with lower net income and diluted EPS despite higher sales. Multiple analysts cut price targets citing weak Companion Animal segment performance and EPS estimate reductions. Telsey lowered PT to $52 from $63, Evercore ISI to $50, UBS to $44, and Piper Sandler to $51. Stock fell 8.85% on earnings day and down 20.5% over the past month. Company did note sales momentum pickup in April.
Previous Market Intelligence
13 daysApr 30Tractor Supply stock fell 8.85% after Q1 2026 results showed lower net income and diluted EPS of $0.31 despite 3.6% sales growth to $3.59B.Negative▶
Tractor Supply reported Q1 2026 with net sales increasing 3.6% to $3.59 billion and comparable store sales up 0.5%. Diluted EPS was $0.31, representing lower net income despite sales growth. The company reaffirmed fiscal 2026 guidance for comparable store sales growth of 1%-3% and diluted EPS of $2.13-$2.23. Citi lowered price target to $46 from $55 on April 23. Telsey lowered price target to $52 from $63 and UBS lowered to $44. Stock declined 34% over past six months. Company gained market share in farm and ranch but struggles in companion animal segment.
Apr 29Tractor Supply Q1 2026 earnings miss expectations with 0.5% comparable sales growth; Citi lowers price target to $46 from $55 on April 23.Negative▶
TSCO reported Q1 2026 net sales of $3.59B (3.6% increase) with diluted EPS of $0.31 and 0.5% comparable store sales growth. Companion animal segment underperformed, but digital sales surged double-digit. Citi cut price target to $46 from $55; Telsey and UBS also lowered targets due to weaker companion animal segment and deflationary pressures. Stock down 34% over six months and near 52-week lows.
Apr 16Tractor Supply reports Q1 2026 earnings April 21 with expectations of $0.35 EPS and $3.64 billion revenue amid margin pressures.Negative▶
Tractor Supply Company is scheduled to release Q1 2026 earnings on Tuesday, April 21, 2026 before market open, with a conference call at 10 a.m. ET featuring CEO Hal Lawton and CFO Kurt Barton. Expectations call for $0.35 EPS and $3.64 billion revenue. TSCO faces headwinds from recent earnings misses, cautious guidance, and weak consumer spending pressures, with analysts expressing concern over growth potential despite solid long-term positioning in rural retail. As of December 27, 2025, the company operated 2,395 Tractor Supply stores in 49 states and 207 Petsense by Tractor Supply stores in 23 states. Wells Fargo analyst lowered price target to $55 from $60 with Overweight rating. Wall Street consensus is Buy with a 12-month target of $60.73, representing 35.35% upside from current levels.
Apr 15Tractor Supply faces Q1 earnings test on April 21 amid subdued discretionary spending and analyst caution.Negative▶
Tractor Supply will report Q1 2026 earnings on April 21 with expectations for $0.35 EPS and $3.64B revenue. Citi lowered price target to $55 from $61 on April 7 citing demand warnings. Q4 2025 EPS of $0.43 missed estimates of $0.46. Bank of America flagged caution on subdued discretionary spending.
Apr 14Tractor Supply Q1 2026 earnings April 21 after earnings miss; 2026 guidance softened to $2.13-$2.23 EPS.Negative▶
Tractor Supply reported FY 2025 net sales of $15.52B (1.2% comp growth) with FY 2025 EPS of $2.06. FY 2026 guidance of $2.13-$2.23 EPS below expectations. Citi cut target to $55 from $61, Evercore ISI to $55 from $60. Raised dividend by 4.3% to $0.96. Opened 2,400th store, plans 100 new in 2026.
Apr 13Q1 earnings April 21 amid softer business; analyst price targets cut; stock down 0.94% overnight.Negative▶
Tractor Supply will release Q1 2026 earnings on April 21. Recent Q4 results missed expectations; company faces subdued discretionary spending. Citi lowered price target to $55 from $61; Evercore ISI cut to $55 from $60. Stock trading at $45.06.
Apr 10Tractor Supply faces analyst downgrades; Q1 Earnings April 21Negative▶
Citigroup cut target to $55, Evercore ISI to $55, BofA initiated Neutral at $47. Soft Q4 results. Q1 earnings April 21.
Apr 9Tractor Supply Q4 missed guidance; analysts cut targets on discretionary demand.Negative▶
Tractor Supply Q4 2025 net sales $3.90B, FY sales $15.52B, Q4 EPS $0.43 below expectations. FY2026 guidance below estimates. Citi cut target to $55 from $61 (Buy). Evercore ISI cut target to $55 from $60. BofA initiated Neutral, $47 target. Concerns on weak consumer discretionary spending. 100 new stores planned for 2026.
Apr 8Tractor Supply falls 2.57% amid earnings misses and weak same-store sales; Q1 earnings April 21.Negative▶
TSCO down 2.57% to $47.15. Sluggish revenue growth and weak SSS. Q1 earnings April 21, EPS estimate $0.34. Buy $60.73 PT.
Apr 7Tractor Supply Reports Q1 2026 Earnings on April 21Neutral▶
Tractor Supply Company announced its first quarter 2026 earnings release scheduled for April 21, with analysts expecting EPS of $0.34. The company faces operational challenges with sluggish revenue growth and weak same-store sales, though it maintains analyst optimism with a consensus 'Buy' rating and $60.73 price target. Recent initiatives include sponsorship of the 2026 Wrangler National Finals Rodeo.
Apr 6Tractor Supply increases quarterly dividend and returns to Top Picks list at Mizuho SecuritiesPositive▶
Tractor Supply announced Q1 2026 earnings release on April 21, 2026 at 10:00 AM ET. The company increased quarterly dividend to 24 cents per share. Mizuho Securities analyst David Bellinger added Tractor Supply to Top Picks list citing recent stock performance, business trends, and valuations. The company operates 2,395 Tractor Supply stores in 49 states and 207 Petsense locations in 23 states as the largest U.S. rural lifestyle retailer. Mean analyst price target is $58.19.
Apr 3Tractor Supply faces margin pressure and weak Q4 results; Q1 2026 earnings due April 21 with stock at 52-week lows.Negative▶
Tractor Supply reported Q4 2025 EPS of $0.43, missing forecast of $0.47, with revenue of $3.9B below $4.02B target, causing 4.33% pre-market decline. Stock has hit 52-week lows and declined 16.4% over the past year. Guggenheim maintains Buy ($65 target) and DA Davidson Buy ($60 target).
Apr 2Tractor Supply Company hits 52-week low amid weak Q1 earnings and revenue miss; earnings call scheduled for April 21.Negative▶
Tractor Supply Company reached a 52-week low trading as low as $44.33 on April 1, 2026, following disappointing Q1 2026 results. The company reported EPS of $0.43 (miss vs $0.46 consensus) and revenue of $3.90 billion (miss vs $4.03 billion consensus), reflecting weak consumer spending and poor same-store sales. The company will hold an earnings conference call on April 21, 2026 with CEO Hal Lawton and CFO Kurt Barton. Despite near-term headwinds, the company opened its 2,400th store in Aiken, SC and increased quarterly dividend to $0.24 in February. Analyst sentiment is cautious with mixed ratings; 16 of 29 analysts recommend "Strong Buy," but mean price target of $58.19 suggests 28.1% potential upside from depressed current levels.
Sector Peers
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|---|---|---|---|---|---|---|
| ULTAULTA | $531.88 | -1.04% | -0.9% | 17.0x | 0.95 | $23.5B |
| TSCOTRACTOR | $33.81 | -3.68% | -22.7% | 15.1x | 0.75 | $18.5B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.