Consumer Products Sector Performance: The Consumer Products sector is underperforming with a 0.6% loss, led by Nike and LKQ Corp, which are down 2.7% and 2.5%, respectively. Year-to-date, Nike has decreased by 13.48% and LKQ Corp by 14.34%.
Materials Sector Performance: The Materials sector is also struggling, showing a 0.5% loss, with International Flavors & Fragrances Inc. and Carrier Global Corp down 2.3% and 1.5%, respectively. Year-to-date losses for these companies are 20.69% and 19.45%.
ETF Performance: The iShares U.S. Consumer Goods ETF is down 0.1% for the day but up 5.27% year-to-date, while the Materials Select Sector SPDR ETF is down 0.6% today and up 4.98% year-to-date.
Overall Market Snapshot: In the S&P 500, three sectors are up while five are down, indicating a mixed performance across the market on Friday.
Wall Street analysts forecast LKQ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LKQ is 41.25 USD with a low forecast of 33.00 USD and a high forecast of 50.00 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.
6 Analyst Rating
Wall Street analysts forecast LKQ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LKQ is 41.25 USD with a low forecast of 33.00 USD and a high forecast of 50.00 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.
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 33.790
Low
33.00
Averages
41.25
High
50.00
Current: 33.790
Low
33.00
Averages
41.25
High
50.00
Stephens
Jeff Lick
Overweight
initiated
$39
2025-12-09
Reason
Stephens
Jeff Lick
Price Target
$39
AI Analysis
2025-12-09
initiated
Overweight
Reason
Stephens analyst Jeff Lick initiated coverage of LKQ Corp. with an Overweight rating and $39 price target. The firm views LKQ as a "deep-value stock" with multiple paths to share upside. The company has a "differentiated position" in the U.S. as the only distributor of both aftermarket and salvage parts, the analyst tells investors in a research note. Stephens says the company is global distributor of aftermarket auto parts with a "margin of safety" in its free cash flow generation.
Barclays
Equal Weight
initiated
$33
2025-11-11
Reason
Barclays
Price Target
$33
2025-11-11
initiated
Equal Weight
Reason
Barclays initiated coverage of LKQ Corp. with an Equal Weight rating and $33 price target. The firm rolled out coverage on the auto retail sector with a neutral view. Sector fundamentals are mixed, but the dealers offer "resiliency and strong shareholder returns," the analyst tells investors in a research note. Barclays is constructive on the growth outlook for the digital auction marketplaces as it sees the companies gaining shared from physical auctions.
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Roth Capital
Buy
maintain
$46 -> $43
2025-11-03
Reason
Roth Capital
Price Target
$46 -> $43
2025-11-03
maintain
Buy
Reason
Roth Capital lowered the firm's price target on LKQ Corp. to $43 from $46 but keeps a Buy rating on the shares after its Q3 earnings beat. Following outsized Q3 performance aided by a one-time tax benefit and the modest increasing of FY25 guidance, the firm maintains its net constructive stance on shares, the analyst tells investors in a research note. North America collision market continues to face headwinds and Europe is exhibiting softness, but Roth still sees no change to the longer term prospects of the recession-resistant model, now aided by the sale of Self Service, the firm added.
Roth Capital
Buy
maintain
$56 -> $46
2025-07-25
Reason
Roth Capital
Price Target
$56 -> $46
2025-07-25
maintain
Buy
Reason
Roth Capital lowered the firm's price target on LKQ Corp. to $46 from $56 and keeps a Buy rating on the shares. LKQ reported "disappointing" Q2 EPS and sharply reduced 2025 guidance, but Roth Capital sees "meaningful" value here, the analyst tells investors in a research note. The North America collision market will likely take longer to turn around, and "self inflicted wounds" in Europe are a setback, but Roth sees no change to LKQ's longer term prospects.
About LKQ
LKQ Corporation is a provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles. The Company offers its customers a range of original equipment manufacturer (OEM) recycled and aftermarket parts, replacement systems, components, equipment, and services. Its Wholesale - North America segment provides alternative vehicle collision replacement products, paint and body repair related products, and alternative vehicle mechanical replacement products, with its sales, processing, and distribution facilities reaching major markets in the United States and Canada. Its Europe segment provides alternative vehicle replacement and maintenance products in Germany, the United Kingdom, the Benelux region (Belgium, Netherlands, and Luxembourg), Italy, Czech Republic, Austria, Slovakia, France and other European countries. Its Specialty segment is a distributor of specialty vehicle aftermarket equipment and accessories across the United States and Canada.
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.
