Tractor Supply Misses Q4 Earnings Estimates, Shares Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 29 Jan 26
Source: seekingalpha
Tractor Supply Co's shares fell 5.60% as the stock hit a 5-day low following disappointing Q4 earnings results.
The company reported Q4 earnings of $0.43 per share, missing analyst expectations by $0.03, and revenue of $3.9 billion, which was below the anticipated $3.99 billion. This performance reflects ongoing challenges in maintaining profitability amid rising costs and weak market demand, leading to a cautious outlook for 2026 with projected sales growth of only 4% to 6%.
The disappointing earnings report may impact investor confidence and contribute to stock price volatility, as the company faces pressure from increased tariffs and promotional activities, highlighting the need for effective cost management strategies.
Analyst Views on TSCO
Wall Street analysts forecast TSCO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSCO is 59.82 USD with a low forecast of 6.92 USD and a high forecast of 70.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 55.140
Low
6.92
Averages
59.82
High
70.00
Current: 55.140
Low
6.92
Averages
59.82
High
70.00
About TSCO
Tractor Supply Company is a rural lifestyle retailer in the United States. The Company is focused on supplying the needs of recreational farmers and ranchers. It operates retail stores under the names Tractor Supply Company and Petsense by Tractor Supply. Its stores are located in towns outlying various metropolitan markets and in rural communities. It also offers an expanded assortment of products through the Tractor Supply mobile application and online at TractorSupply.com and Petsense.com. The Company's selection of merchandise consists of various product categories, including livestock, equine and agriculture; companion animal; seasonal and recreation; truck, tool, and hardware, and clothing, gift, and decor. Its brands consist of 4health, American Farmworks, Bit & Bridle, Blue Mountain, C.E. Schmidt, Country Lane, Countyline, Country Tuff, Dumor, Farm Table, Groundwork, Huskee, and JobSmart.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
