DailyIQ
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Sector:IndustrialsAll sectors
Last updated 38 minutes ago

CPRT·Copart, Inc.

$.
-. (-.%)
High
$34.05
Open
$33.38
Market Cap
31.84B
52W High
$58.07
Low
$33.06
P. Close
$33.24
P/E
20.50
52W Low
$32.20
Fwd P/E
19.57
Mean Target
-
Technical Score (1D)
45
NEUTRAL
News Sentiment
61
BULLISH
Copart's Q3 2026 earnings revealed a 2.7% decrease in global insurance unit sales, or 1.9% excluding prior year catastrophic volume impacts. The company attributes this to rising repair costs, while highlighting its strategy of maximizing vehicle value through full restoration. This approach underscores Copart's differentiated operational model. Looking ahead, Wall Street analysts maintain a positive outlook, with a consensus price target suggesting a potential 36.8% upside for CPRT. This optimism is supported by an observed upward trend in earnings estimate revisions, indicating potential near-term stock appreciation. The average price target stands at $46.22, though individual analyst projections show considerable variability. Investors should monitor whether Copart can navigate the current repair cost environment and sustain its restoration-driven value maximization strategy. Future earnings calls will be crucial for assessing management's commentary on these trends and their forward-looking guidance.
Earnings Summary
Copart, Inc. is a global leader in online vehicle auctions and remarketing, operating a proprietary platform that connects sellers, including insurance companies and dealerships, with buyers. The company facilitates the sale of a wide range of vehicles, from salvage to end-of-life models, through its technology-driven approach. Operating within the Industrials sector, specifically in Specialty Business Services, Copart's business model is centered on providing comprehensive solutions for vehicle processing and sales. In its most recent reported quarters, Copart demonstrated a pattern of exceeding earnings per share (EPS) estimates. For Q2 2025, EPS was $0.41 against an estimate of $0.3619, and for Q3 2025, EPS was $0.41 against an estimate of $0.39013. This follows a trend where Q1 2025 saw EPS of $0.42 against an estimate of $0.41674, and Q4 2024 reported EPS of $0.40 versus an estimate of $0.37202. While revenue estimates were not consistently provided, the actual revenue figures for Q1 2025 ($1.21 billion) and Q2 2025 ($1.13 billion) showed sequential fluctuations, with Q1 revenue growing from Q4 2024's $1.16 billion. Historically, Copart has shown a consistent ability to beat EPS estimates, as evidenced by the last four reported quarters. The company's revenue has also generally trended upwards year-over-year, although specific quarterly growth rates are not detailed in the provided data. The pattern suggests a reliable performance against analyst expectations for earnings, with actual results frequently surpassing projections. Recent news highlights Copart's Q3 results, which showed revenue at $1.24 billion and EPS of $0.43, driven by international momentum and higher average selling prices despite softer U.S. insurance volumes. This performance underscores the resilience of its international operations and strategic investments. Analysts maintain a positive outlook, with a consensus price target suggesting significant upside potential, supported by upward revisions in earnings estimates. However, a notable point from recent news is a 2.7% decrease in global insurance unit sales in Q3 2026, attributed to rising repair costs, though the company emphasizes its strategy of maximizing vehicle value through full restoration. Looking ahead, investors will be watching to see if Copart can sustain its international momentum and navigate the current environment of rising repair costs. Key will be the company's ability to continue maximizing vehicle value through its restoration strategy and to offset any domestic insurance market pressures with international strength. The wide dispersion in analyst price targets also suggests that future performance against elevated expectations will be closely scrutinized.

EPS

EstBeatMiss
$0.35$0.37$0.39$0.41$0.43Q4'24Q1'25Q2'25Q3'25Q4'25
QtrEstActual+/−
Q4'25$0.39 - -
Q3'25$0.39$0.41+5.1%
Q2'25$0.36$0.41+13.3%
Q1'25$0.42$0.42+0.8%
Q4'24$0.37$0.40+7.5%

Revenue

EstBeatMiss
$1.1B$1.1B$1.2B$1.2B$1.2BQ4'24Q1'25Q2'25Q3'25Q4'25
QtrEstActual+/−
Q4'25$1.1B - -
Q3'25 - $1.2B -
Q2'25 - $1.1B -
Q1'25 - $1.2B -
Q4'24 - $1.2B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CPRT Stock Snapshot

CPRT is currently trading at $33.21, giving Copart, Inc. a market cap of 31.84B and a P/E ratio of 20.5. Today's range spans $33.06–$34.05, with shares opening at $33.38 and moving down $0.03 (0.1%) from the prior close. DailyIQ's technical score sits at 45/100 (HOLD) with a news sentiment reading of 61/100.

Over the past year CPRT has traded between $32.20 and $58.07 - the current price is +3.1% off the 52-week low and -42.8% from the high.

It's a pause for CPRT: technical score 45/100 (HOLD), sentiment bullish (61/100), price $33.21 (near 52-week lows). (P/E: 20.5) At 31.84B in Industrials market cap, pauses like this often occur when the stock has run ahead of near-term fundamental catalysts and is waiting for earnings or macro data to validate the prior move. Annual range: $32.20–$58.07. The consolidation is the story for now.

In neutral phases, large-cap Industrials names like CPRT are often where sector rotation debates play out quietly — at 31.84B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 45/100 (HOLD) and bullish sentiment (61/100) at $33.21 (near 52-week lows) describe a stock that is being considered rather than avoided.