CFRA lowers Asbury Automotive Group stock price target on weaker EPS outlook

Published 29/07/2025, 22:34
CFRA lowers Asbury Automotive Group stock price target on weaker EPS outlook

Investing.com - CFRA has reduced its price target on Asbury Automotive Group (NYSE:ABG) to $225.00 from $300.00 while maintaining a Hold rating on the stock. According to InvestingPro data, the stock currently trades at an attractive P/E ratio of 10.4x, with analyst targets ranging from $225 to $335. Notably, three analysts have recently revised their earnings estimates upward for the upcoming period.

The research firm lowered its adjusted earnings per share estimates to $27.25 from $29.10 for 2025 and to $28.00 from $31.35 for 2026, citing concerns about operational execution at the automotive retailer.

Asbury reported first-quarter adjusted earnings per share of $6.82, down 5% year-over-year but ahead of the $6.66 consensus estimate. Revenue fell 1% to $4.15 billion, missing consensus by $200 million, while gross margin contracted 40 basis points to 17.5%.

The company’s margin decline was primarily driven by weakness in New Vehicle (-120 basis points) and Used Vehicle segments (-30 basis points), partially offset by stronger performance in Parts & Service, which saw margin improvement of 170 basis points.

CFRA noted that Asbury’s acquisition of Herb Chambers Automotive Group, representing approximately $2.9 billion in annual revenue, is expected to close by the end of June, while also pointing out that the company’s earnings have fallen short of consensus estimates in five of the past seven quarters.

In other recent news, Asbury Automotive Group announced its second-quarter 2025 earnings, which exceeded expectations for earnings per share. The company reported an EPS of $7.43, surpassing the projected $6.83, representing an 8.8% surprise. Despite this positive earnings result, Asbury Automotive’s revenue did not meet forecasts, totaling $4.37 billion compared to the anticipated $4.45 billion. No updates on mergers or acquisitions were reported. Analysts from various firms have yet to provide any recent upgrades or downgrades for Asbury Automotive. These developments highlight the company’s mixed financial performance in the recent quarter.

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