Guggenheim raises Tractor Supply stock price target to $65 on stable sector trends

Published 23/07/2025, 16:56
Guggenheim raises Tractor Supply stock price target to $65 on stable sector trends

Investing.com - Guggenheim has raised its price target on Tractor Supply Company (NASDAQ:TSCO) to $65.00 from $55.00 while maintaining a Buy rating on the stock. The new target represents potential upside from the current price of $58.49, though InvestingPro analysis suggests the stock is currently trading above its Fair Value. With a P/E ratio of 29x and a market cap of $31 billion, TSCO has delivered strong returns, up 12.1% year-to-date.

The revised outlook follows Guggenheim’s conference call with Tom Mahlke, President and CEO of Mid-States Distributing LLC, a leading farm, ranch, and home retail organization with 29 members operating over 700 stores throughout the United States and Canada. According to InvestingPro data, TSCO maintains a strong financial position with moderate debt levels and has consistently raised its dividend for 15 consecutive years. Additional insights and detailed analysis are available in the comprehensive Pro Research Report.

Mid-States, which generates over $7.5 billion in annual sales, reported relatively stable sales trends throughout the first half of 2025, according to Guggenheim’s analysis of the call.

The firm noted positive trends across "core" farm and ranch product categories, including food and feed, work-wear, and lawn and garden products—all categories where Tractor Supply has significant market presence.

Mid-States’ network includes major retailers such as Bomgaars with approximately 180 stores, Runnings with about 90 stores, Atwoods with around 80 stores, and Country Supplier with approximately 55 stores, along with 25 other companies.

In other recent news, Tractor Supply Company is preparing to release its second-quarter earnings report on July 24. Citi has raised its price target for the company from $51.00 to $57.00, maintaining a Neutral rating, citing fluctuating high-frequency data trends and positive demand commentary from early June. Piper Sandler also increased its price target to $66.00, highlighting improved rural trends and a notable rise in comparable sales according to its Q2 Farm & Ranch retailer survey. DA Davidson continues to support Tractor Supply with a Buy rating and a $65.00 price target, reflecting a strong outlook for the company. Evercore ISI reiterated its In Line rating with a $60.00 price target, noting the stock’s significant outperformance compared to the broader market since June 1. UBS maintained a Neutral rating and a $54.00 price target, commenting on the multiple expansion the stock has experienced since the first-quarter earnings call. These developments indicate a diverse range of analyst perspectives ahead of the upcoming earnings announcement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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