Piper Sandler raises Tractor Supply stock price target to $67 on comp growth

Published 27/07/2025, 06:20
Piper Sandler raises Tractor Supply stock price target to $67 on comp growth

Investing.com - Piper Sandler has raised its price target on Tractor Supply Company (NASDAQ:TSCO) to $67.00 from $66.00 while maintaining an Overweight rating on the stock. According to InvestingPro data, the stock is currently trading near its 52-week high of $63.99, with 12 analysts recently revising their earnings estimates upward.

The price target adjustment follows Tractor Supply’s solid second-quarter results, which exceeded expectations despite seasonal demand being pushed back by 4-6 weeks due to a late spring. The company maintains strong financial health with a current ratio of 1.28 and sufficient cash flows to cover interest payments.

Piper Sandler noted that Tractor Supply has experienced comp acceleration month-over-month for the last three months, with this positive trend continuing into July.

The research firm sees a clear path for Tractor Supply to achieve 3%-4% comp growth in the second half of the year, driven by building transaction growth momentum and price increases taking effect.

Piper Sandler also indicated potential for further acceleration in 2026 if the rural economic backdrop continues to improve and growth initiatives like Big Barn and Fusion localization remodels begin contributing to sales.

In other recent news, Tractor Supply Company reported strong financial results for the second quarter of 2025, with earnings per share of $0.81, surpassing analysts’ expectations of $0.80. The company also achieved record sales of $4.44 billion, marking a 4.5% increase year-over-year. Following these results, BofA Securities upgraded Tractor Supply’s stock from Underperform to Buy, raising the price target to $70.00, citing expectations of easing deflation headwinds. DA Davidson also raised its price target on the stock to $70.00 from $65.00, maintaining a Buy rating due to accelerating comparable sales. Evercore ISI adjusted its price target to $65.00, noting a 1.5% increase in comparable sales for the second quarter, which exceeded Wall Street expectations. Both DA Davidson and Evercore ISI observed a positive trend in sales momentum continuing into July. These developments highlight a period of optimism and growth for Tractor Supply, as reflected in the increased price targets and analyst upgrades.

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