Earnings Miss Sparks Debate: Recent posts on X have been buzzing about AutoZone (AZO) following its Q1 2026 earnings report, which showed a miss on both EPS and revenue expectations. Many are highlighting the weaker-than-expected same-store sales and margin compression as key concerns. The stock has seen a sharp decline, with some noting it as one of the worst performers in the S&P 500 this week.
Mixed Investor Reactions: Discussions on X reveal a split in opinions, with some users pointing to AutoZone’s long history of share buybacks and revenue growth as reasons for optimism. Others express frustration over the recent performance, questioning if the company can rebound amid current market dynamics. Analyst updates, including lowered price targets, are also fueling the conversation.
Note: This discussion summary was generated from an AI condensation of post data.
AutoZone Insider Trading Activity
AutoZone insiders have traded $AZO stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 have been sales.
Here’s a breakdown of recent trading of $AZO stock by insiders over the last 6 months:
- JOHN SCOTT MURPHY (Vice President, Controller) has made 0 purchases and 18 sales selling 2,860 shares for an estimated $11,942,494.
- RICHARD CRAIG SMITH (Sr. Vice President) sold 3,000 shares for an estimated $11,627,700
- PHILIP B. DANIELE (President & CEO) has made 0 purchases and 10 sales selling 2,533 shares for an estimated $10,184,893.
- K. MICHELLE BORNINKHOF (Senior Vice President & CIO) has made 0 purchases and 3 sales selling 1,050 shares for an estimated $3,830,350.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AutoZone Revenue
AutoZone had revenues of $6.2B in Q4 2025. This is an increase of 0.6% from the same period in the prior year.
You can track AZO financials on Quiver Quantitative's AZO stock page.
AutoZone Congressional Stock Trading
Members of Congress have traded $AZO stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $AZO stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AutoZone Hedge Fund Activity
We have seen 602 institutional investors add shares of AutoZone stock to their portfolio, and 572 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT removed 239,200 shares (-98.3%) from their portfolio in Q3 2025, for an estimated $1,026,225,408
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 106,693 shares (+65.2%) to their portfolio in Q3 2025, for an estimated $457,738,576
- JPMORGAN CHASE & CO removed 98,184 shares (-15.5%) from their portfolio in Q3 2025, for an estimated $421,232,924
- VONTOBEL HOLDING LTD. added 75,382 shares (+277.3%) to their portfolio in Q3 2025, for an estimated $323,406,871
- EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD removed 63,290 shares (-97.8%) from their portfolio in Q3 2025, for an estimated $271,529,289
- BARCLAYS PLC removed 62,500 shares (-31.3%) from their portfolio in Q3 2025, for an estimated $268,140,000
- POINT72 ASSET MANAGEMENT, L.P. removed 52,319 shares (-69.1%) from their portfolio in Q3 2025, for an estimated $224,461,066
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AutoZone Analyst Ratings
Wall Street analysts have issued reports on $AZO in the last several months. We have seen 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 12/10/2025
- Barclays issued a "Overweight" rating on 12/10/2025
- DA Davidson issued a "Buy" rating on 12/10/2025
- Baird issued a "Outperform" rating on 12/04/2025
- Goldman Sachs issued a "Buy" rating on 11/13/2025
- BMO Capital issued a "Outperform" rating on 09/25/2025
- Roth Capital issued a "Buy" rating on 09/25/2025
To track analyst ratings and price targets for AutoZone, check out Quiver Quantitative's $AZO forecast page.
AutoZone Price Targets
Multiple analysts have issued price targets for $AZO recently. We have seen 17 analysts offer price targets for $AZO in the last 6 months, with a median target of $4500.0.
Here are some recent targets:
- Matthew McClintock from Barclays set a target price of $4318.0 on 12/10/2025
- David Bellinger from Mizuho set a target price of $3850.0 on 12/10/2025
- Steven Forbes from Guggenheim set a target price of $4400.0 on 12/10/2025
- Tristan Thomas-Martin from BMO Capital set a target price of $4400.0 on 12/10/2025
- Michael Baker from DA Davidson set a target price of $4500.0 on 12/10/2025
- Justin Kleber from Baird set a target price of $4500.0 on 12/04/2025
- Kate McShane from Goldman Sachs set a target price of $4262.0 on 11/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
