DailyIQ
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Sector:Consumer CyclicalAll sectors
Last updated 6 minutes ago

CASY·Caseys General Stores, Inc.

$.
+. (+.%)
After Hours
High
$873.05
Open
$861.58
Market Cap
32.16B
52W High
$927.85
Low
$861.22
P. Close
$866.45
P/E
45.01
52W Low
$490.00
Fwd P/E
36.82
DailyIQ Est.
$975.42
Technical Score (1D)
95
BUY
News Sentiment
-
NO DATA
Argus Research has lifted its target price for CASY to $932, citing expected revenue growth and margin expansion from its cloud services portfolio, a move that signals renewed confidence in the retailer’s earnings trajectory. The upgrade follows a Northcoast Research buy rating that pushed shares above 4% higher, reflecting optimism around the company’s retail footprint and earnings outlook. Together, the two analyst upgrades suggest that market participants now view CASY’s margin improvement and store‑expansion strategy as a catalyst for near‑term upside. However, the stock has slipped 7.9% since its most recent earnings release 30 days ago, indicating that investors are still digesting the company’s guidance and same‑store sales performance. In the meantime, CASY’s leadership team has undergone a significant reshuffle, with 10 new appointments including a chief information officer, aimed at accelerating its three‑year growth plan and operational efficiency. The leadership changes could temporarily affect execution, so traders should monitor early quarterly metrics for any lag in store‑wide performance. Insider activity has been mixed, with a director selling 530 shares and a larger sale of 2.3 million shares, while the CEO divested 19,000 shares at a price slightly below the recent close, all of which may influence short‑term volatility but leave substantial long‑term holdings intact. Jim Cramer’s recent recommendation to buy 10 shares every three weeks, coupled with his emphasis on CASY’s small‑city convenience model, adds a tactical buying cue that could lift sentiment ahead of the upcoming analyst day. Traders should watch the next earnings announcement for updated revenue guidance, same‑store sales data, and any confirmation of margin expansion, as well as foot‑traffic trends that validate the growth thesis.
Earnings Summary
Casey's General Stores (CASY) operates a nationwide network of convenience stores under the Casey's brand, offering food, beverages, tobacco, snacks, household items, automotive products, and self‑service motor fuels, with ancillary services such as ATMs and lottery tickets. The company sits within the consumer cyclical specialty retail sector, where performance is closely tied to foot traffic, same‑store sales, and fuel revenue. In Q4 2024, CASY reported earnings per share of $2.33 against an estimate of $2.06, while revenue reached $3.90 billion, exceeding prior estimates and marking a 2.3 % increase over the same period a year earlier. Two years later, in Q4 2026, the company again beat expectations with EPS of $4.37 versus an estimate of $3.32 and revenue of $4.57 billion versus an estimate of $4.39 billion, reflecting an 87 % jump in earnings and a 17 % rise in top line growth; the consistent beat pattern across both quarters underscores a trajectory of accelerating profitability. Historically, CASY has maintained a streak of earnings beats, with both recent quarters surpassing analyst forecasts, while revenue growth has remained positive even when same‑store sales data are not yet disclosed, suggesting resilience in its core retail and fuel businesses. Recent analyst commentary has highlighted a renewed confidence in the retailer’s earnings outlook, with Argus Research lifting its target price to $932 and Northcoast Research upgrading to a buy, citing expected revenue growth and margin expansion from the company’s cloud‑services portfolio and new store‑format initiatives; the leadership reshuffle, including a new chief information officer, is intended to accelerate a three‑year growth plan, though insider sales and short‑term volatility remain a concern. Investors should watch the next earnings release for updated revenue guidance, same‑store sales growth, and confirmation of margin expansion, as well as foot‑traffic trends that will validate the growth thesis and inform the company’s operational efficiency trajectory.

EPS

EstBeatMiss
$1.72$2.47$3.22$3.97$4.72Q4'24Q4'26Q3'26
QtrEstActual+/−
Q3'26$2.89 - -
Q4'26$3.32$4.37+31.6%
Q4'24$2.06$2.33+13.0%

Revenue

EstBeatMiss
$3.8B$4.0B$4.2B$4.5B$4.7BQ4'24Q4'26Q3'26
QtrEstActual+/−
Q3'26$4.1B - -
Q4'26$4.4B$4.6B+4.2%
Q4'24 - $3.9B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CASY Stock Snapshot

CASY is currently trading at $868.00, giving Caseys General Stores, Inc. a market cap of 32.16B and a P/E ratio of 45.0. Today's range spans $861.22–$873.05, with shares opening at $861.58 and moving up $1.55 (0.2%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY).

Over the past year CASY has traded between $490.00 and $927.85 - the current price is +77.1% off the 52-week low and -6.5% from the high. 29 analysts cover the stock with a Buy consensus and a mean 12-month target of $953.89 (range $795.00–$1069.00), implying upside of +9.9%.

What CASY has right now - BUY signal, 95/100 technical score, neutral sentiment at -/100, price $868.00 (in the upper portion of its 52-week range) - is the profile that shows up in screens looking for Consumer Cyclical growth stories with technical confirmation. (P/E: 45.0) At 32.16B in capitalization, the risk/reward of a setup like this is often better than in mega-cap peers where the same signal translates to a smaller percentage move. Range: $490.00–$927.85.

Earnings revision cycles in large-cap Consumer Cyclical names tend to compound: when technicals confirm a BUY thesis (95/100) and news sentiment (-/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $868.00 (in the upper portion of its 52-week range), CASY's position within the $490.00–$927.85 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.