Copart Inc., US2172041061

Copart Inc. stock gains on ACV Auctions deal and mixed Q4 2026 figures

Published on 09/11/2026 at 15:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Copart Inc. stock reacts to fiscal Q4 2026 results reported on September 10, 2026, as revenue rises but earnings slip and an ACV Auctions takeover is unveiled. The stock price remains below analyst target levels despite the announced all-cash acquisition.

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Copart Inc. stock (ISIN US2172041061) is drawing investor attention after the company reported fiscal fourth-quarter 2026 results on September 10, 2026 and at the same time announced an all-cash takeover of ACV Auctions, with the shares trading around USD 30.75 on Nasdaq as of September 10, 2026, down about 4 percent on the day per MarketBeat data.

Q4 2026 results show revenue growth but profit pressure

According to Investing.com on September 10, 2026, Copart reported fourth-quarter revenue of USD 1.15 billion for the period ended July 31, 2026, an increase of 2.4 percent compared with USD 1.13 billion in the same quarter a year earlier.

The same overview notes that net income attributable to Copart declined 17.4 percent year over year to USD 327.4 million in Q4 2026, while diluted earnings per share fell to USD 0.35 from USD 0.39, showing that higher operating expenses weighed on profitability despite the top-line growth.Investing.com

For the full fiscal year 2026, Copart generated revenue of about USD 4.7 billion, up 0.4 percent from the prior year, while adjusted earnings per share came in at USD 1.55 versus USD 1.59 in fiscal 2025, indicating modest growth at the top line but a 4.4 percent decline in net income to roughly USD 1.5 billion.Investing.com

ACV Auctions acquisition adds strategic scale at a premium

As InsiderFinance reported on September 11, 2026, Copart agreed to acquire ACV Auctions Inc. for USD 10.50 per share in cash in an all-cash tender offer, implying an equity value of about USD 1.9 billion and representing a premium of roughly 41 to 45 percent to ACV’s recent trading levels.

The same analysis points out that in fiscal Q4 2026 Copart’s revenue rose to around USD 1.2 billion, up 2.4 percent year over year, while net income fell 17.4 percent to USD 327.4 million and gross profit declined 5.5 percent to about USD 481 million, reducing the quarter’s gross margin to 41.8 percent, which underscores the trade-off between growth investments and margin pressure.InsiderFinance

International operations contributed more strongly to growth, with international revenue in Q4 2026 increasing 11.7 percent to USD 222 million and generating about USD 78 million in gross profit, while operating income from these markets reached roughly USD 57 million, corresponding to an operating margin of 25.6 percent.InsiderFinance

Analyst reactions and valuation context

According to MarketBeat on September 10, 2026, Copart’s Q4 diluted EPS of USD 0.35 missed the consensus estimate by USD 0.03, yet the stock still carries an average analyst rating of Moderate Buy with a consensus target price of about USD 38.83, leaving notable upside potential from the recent price level.

In a separate analyst update, MarketBeat reported on September 11, 2026 that Robert W. Baird cut its price target on Copart from USD 42.00 to USD 38.00 but maintained an outperform rating, implying roughly 23.6 percent upside from the prior close and signaling that the broker still sees value despite near-term margin headwinds.

For valuation-focused investors, GuruFocus on September 10, 2026 calculated a GF Value of USD 57.61 for Copart, noting that the then current stock price around USD 30.75 represented about a 46.6 percent discount to that estimate, which suggests a potentially undervalued profile if the company can stabilize earnings and integrate the ACV acquisition successfully.

Stock level and trading snapshot

Shares of Copart Inc. closed at approximately USD 30.75 on Nasdaq on September 10, 2026, with the session described as a roughly 4 percent decline versus the previous close per MarketBeat price commentary, leaving the stock well below the consensus analyst target in the upper USD 30 range.