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MNRO: Icahn Stake Disclosure Will Drive Focus On Profit Margin Improvements

Update shared on 06 Nov 2025

Fair value Increased 1.92%
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AnalystConsensusTarget's Fair Value
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1Y
-41.2%
7D
18.7%

Analysts have raised their price target for Monro from $17.33 to $17.67. They cite improved profit margins and a lower projected future P/E ratio as key drivers behind this modest increase.

What's in the News

  • Carl Icahn's Icahn Enterprises will disclose a large stake in Monro, according to the Wall Street Journal (Periodical).
  • Icahn Enterprises is also in talks to join the board of another company, as reported by the Wall Street Journal (Periodical).
  • Shares of Monro have risen 6% in premarket trading following the news of Icahn's involvement (Periodical).
  • Monro has reaffirmed its earnings guidance for the full year of fiscal 2026. The company expects year-over-year comparable store sales growth, driven by improvement plans and potential tariff-related price adjustments (Key Development).

Valuation Changes

  • Consensus analyst price target has risen slightly from $17.33 to $17.67.
  • Discount rate has increased modestly from 10.71% to 10.87%.
  • Revenue growth projection has fallen significantly from 1.05% to 0.66%.
  • Net profit margin has improved substantially from 5.01% to 7.40%.
  • Future P/E ratio has declined from 11.35x to 8.04x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.