Update shared on04 Sep 2025
Analysts remain optimistic on AutoZone due to strong Q2 performance, sustained demand, and improved financial outlook despite policy risks, resulting in the consensus price target holding steady at $4,202.
Analyst Commentary
- Bullish analysts anticipate continued sales momentum driving higher top-line growth.
- Solid Q2 earnings performance supports positive sentiment, with early tariff pass-through and limited price elasticity sustaining nominal demand.
- Analysts highlight that updated financial guidance and favorable Q2-to-date commentary contribute to improved outlooks.
- Tightening of earnings estimates reflects a more confident view of AutoZone’s near-term operational and financial performance.
- Uncertainties from potential Trump 2.0 policies remain a risk, but have not materially impacted demand resilience or analyst optimism.
What's in the News
- AutoZone repurchased 72,815 shares for $260.35 million, representing 0.43% of shares outstanding, completing a total buyback of 44,691,731 shares for $31.18 billion under its long-term buyback program.
Valuation Changes
Summary of Valuation Changes for AutoZone
- The Consensus Analyst Price Target remained effectively unchanged, at $4202.
- The Consensus Revenue Growth forecasts for AutoZone remained effectively unchanged, at 6.0% per annum.
- The Discount Rate for AutoZone remained effectively unchanged, at 8.58%.
Disclaimer
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