Update shared on 13 Nov 2025
Analysts have modestly adjusted Arko's price target and are maintaining its fair value at $7.33, based on updated views of revenue growth and improved profit margin forecasts.
What's in the News
- Arko completed the repurchase of 934,491 shares from July 1, 2025 to September 30, 2025. This brought the total to 18,044,245 shares, or 15.25 percent of the company, under its ongoing buyback program. (Key Developments)
- Jordan Mann, previously Senior Vice President of Corporate Strategy, Capital Markets and Investor Relations, was appointed Interim Chief Financial Officer effective October 10, 2025. He succeeds Robb Giammatteo. (Key Developments)
- Chief Financial Officer Robb Giammatteo will depart Arko on October 10, 2025, after overseeing an orderly transition. (Key Developments)
Valuation Changes
- Fair Value Estimate remains unchanged at $7.33 per share.
- Discount Rate has risen slightly from 12.32% to 12.5%.
- Revenue Growth expectation has decreased modestly from -1.96% to -2.47%.
- Net Profit Margin forecast has increased from 23.65% to 27.29%.
- Future P/E multiple has fallen from 59.63x to 51.76x.
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