Casey's General Stores stock draws a Moderate Buy consensus

Published on 10/04/2026 at 20:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Casey's General Stores stock carries a Moderate Buy consensus with a USD 840.69 average target as of October 1, 2026. Q1 revenue rose 24.3 percent.

CASY, US1475281036, Illustration mit AI erstellt.

Casey's General Stores (ISIN US1475281036) was last at USD 617.76 on NASDAQ on October 2, 2026 at 4:00 p.m. ET, down 0.28 percent from the prior close. According to MarketBeat on October 1, 2026, 21 analysts assign the stock a Moderate Buy consensus and an average 12-month price target of USD 840.69. That target stands 36.1 percent above the October 2 price, making the gap between operating growth and valuation the central issue for investors.

Q1 earnings delivered double-digit growth

According to Casey's General Stores in its September 8, 2026 release, fiscal Q1 2027 revenue for the three months ended July 31, 2026 rose 24.3 percent year over year to USD 5.68 billion. Diluted EPS increased 27.7 percent to USD 7.37, while net income climbed 27.1 percent to USD 273.7 million.

The earnings mix also shows where the business is working. Inside same-store sales increased 3.2 percent, inside margin reached 42.2 percent, and fuel gross profit rose 19.6 percent to USD 446.9 million in the quarter, according to the company release.

Guidance keeps store expansion active

Casey's fiscal 2027 outlook remains unchanged. The company expects EBITDA growth of 8 percent to 10 percent, inside same-store sales growth of 2 percent to 5 percent, an inside margin above 42 percent, and same-store fuel gallons ranging from a 1 percent decline to a 1 percent increase.

The plan also calls for at least 120 new stores during fiscal 2027 through acquisitions and new construction. The company approved a quarterly dividend of USD 0.65 per share, payable on November 13, 2026, to shareholders of record on November 1, 2026, according to the September 8 release.

Stock remains below its yearly high

Casey's General Stores stock was last at USD 617.76 on October 2, 2026, with a 52-week range of USD 497.38 to USD 927.85. The price was 33.4 percent below the yearly high and 24.2 percent above the yearly low, while market capitalization stood at USD 22.9 billion.

The market is therefore weighing two different signals: fiscal Q1 revenue and EPS growth exceeded the prior-year period, while the current price remains well below the 52-week peak. The analyst consensus provides a separate benchmark, with USD 840.69 materially above the latest NASDAQ price.