Jefferies raises Casey’s General Stores price target to $600 on strong Q1

Published 09/09/2025, 20:38
Jefferies raises Casey’s General Stores price target to $600 on strong Q1

Investing.com - Jefferies raised its price target on Casey’s General Stores (NASDAQ:CASY) to $600.00 from $575.00 while maintaining a Buy rating following the company’s strong first-quarter results. The new target represents the highest among analysts, with the stock currently trading near its 52-week high after gaining over 31% in the past six months.

Casey’s reported quarterly revenue growth of 11.5% year-over-year and earnings per share of $5.77, exceeding the consensus estimate of $5.02. According to InvestingPro, the company maintains a "GREAT" financial health score, with particularly strong momentum and profitability metrics.

Inside same-store sales increased by 4.3%, with prepared food leading the growth at 5.6%, while fuel gallons grew by 1.7% with margins exceeding $0.41 per gallon.

The convenience store chain reaffirmed its fiscal year 2026 guidance, which projects EBITDA growth of 10-12%.

Jefferies noted that Casey’s is well-positioned for sustained growth ahead, citing the company’s unit expansion plans and strong momentum in inside sales as key factors supporting the higher price target.

In other recent news, Casey’s General Stores reported strong first-quarter earnings for fiscal year 2026, with earnings per share reaching $5.77. This figure marks a 20% increase compared to the previous year and exceeded analyst forecasts of $5.03. Revenue for the quarter was reported at $4.58 billion, surpassing expectations of $4.48 billion. The company’s performance was bolstered by higher-than-anticipated gas volumes and margins, along with slightly better-than-forecasted contributions from inside store sales. RBC Capital maintained a Sector Perform rating for Casey’s General Stores, with a price target set at $542.00. The positive earnings report, however, did not prevent a slight decline in the company’s stock price in premarket trading. Despite this, the financial results highlight Casey’s strong market position and operational efficiency.

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