Update shared on19 Sep 2025
Fair value Increased 5.19%Analysts have raised AutoZone’s price target from $4,202 to $4,420, citing sustained market share gains, accelerating same-store sales, and robust demand supported by successful growth initiatives and an improved macro backdrop.
Analyst Commentary
- Bullish analysts highlight AutoZone's continued market share gains, especially in the do-it-for-me segment, driven by successful initiatives and expansion efforts.
- Expectations for accelerating same-store sales growth are supported by robust underlying demand, benefits from pricing actions, and meaningful investments in SG&A, stores, fleet, supply chain, personnel, and technology.
- Recent quarters have shown strong sales momentum and solid comp growth, bolstered by favorable year-over-year comparisons, modest price increases, and competitor headwinds (e.g., sales declines at Temu).
- Analyst estimates are being raised following positive channel checks, stronger-than-expected Q4 results, and an improved macro backdrop, including easing foreign exchange headwinds.
- Risks noted include potential gross margin pressures related to LIFO accounting, uncertainties around US policy changes, and reduced stock buybacks, although the long-term growth outlook remains favorable.
Valuation Changes
Summary of Valuation Changes for AutoZone
- The Consensus Analyst Price Target has risen from $4202 to $4420.
- The Consensus Revenue Growth forecasts for AutoZone has risen slightly from 6.0% per annum to 6.2% per annum.
- The Future P/E for AutoZone has risen slightly from 28.13x to 28.98x.
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.