RJ Hamster
Initial resistance targets are near $59.75 and $62. Once…
There’s a little-known factory being built outside San Antonio.
To most people, it looks ordinary… just another industrial site.
But to Google, Tesla, and Microsoft, it may be the most important factory in the world.
Because inside, machines are producing a new “miracle metal”…
A material so powerful it can slash AI’s energy use by 99%… and unlock billions in savings for every tech giant on the planet.
That alone would be a story.
But here’s the part almost no one is talking about:
This company is so promising that even its waste is worth billions.
Every ton of this miracle metal they make also produces clean hydrogen, a fuel America is short on by 11 million metric tons a year.
In other words… while Big Tech fights for the metal, the byproduct could quietly become a second fortune.
And the stock behind it? Still trading for under $20.
Chris Rowe
Tractor Supply Stock Looks Like a Buy-and-Hold Winner
Written by Thomas Hughes. Published 10/25/2025.
Key Points
- Tractor Supply Company is a good buy-and-hold for 2026 because its cash flow is growing and supports a healthy capital return.
- The company is growing profitably, guidance for Q4 is cautious, and tailwinds may begin to form in 2026.
- Analysts and institutional trends align with an outlook for higher share prices; consensus forecasts a new high soon.
Tractor Supply Company (NASDAQ: TSCO) is a solid buy-and-hold for 2026: its well-run operations are growing profitably, sustaining cash flow, returning capital, and increasing shareholder distributions annually. That combination creates a powerful lever for shareholders—an irresistible force—that gradually pushes the share price higher over time.
The takeaway is that the share price is trending higher and is likely to continue doing so in 2026. It could gain further momentum if economic tailwinds materialize. The FOMC is on track to cut its base rate to 3.25% by June of next year, which would ease economic headwinds and free up capital across the system—effects that should show up in retail sector results.
Tractor Supply Q3 Results Affirm Growth Outlook and Capacity for Capital Returns
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A strange chasm is coming to Wall Street…
It’s already creating millionaires and billionaires at the fastest pace in history. CNBC calls it “the largest wealth creation spree in history.” Yet 1 in 3 Americans now fear their financial situation is deteriorating. There’s only one way to survive, says the man who predicted 2008 and 2020, but sadly it’s already too late for many.
Tractor Supply Company posted a solid Q3, with revenue up 7.2% to a record. Revenue matched consensus — which alone isn’t a catalyst — but other details are more encouraging: a 3.9% comp-store sales gain, improvements in ticket counts and averages, and continued store expansion.
Those results indicate capacity for additional growth and strong operational execution, which should be compounded by further store growth in the coming fiscal year. The product mix also looks healthy, with strength in core, CUE (consumer, usable, edible), and seasonal merchandise.
Despite some headwinds, the company maintained solid margins and beat expectations on profitability. Operating income grew 5.6%, net income rose 7.4%, and adjusted earnings increased 8.6%, helped in part by a lower share count. The reported $0.49 EPS exceeded consensus by a notable margin, suggesting Q4 guidance may be conservative.
Tractor Supply’s guidance by itself would not typically spark a large share-price move, since the range skewed toward the low end of prior targets. However, investors focused on cash flow, balance-sheet health, and the company’s capacity for capital returns, buying the initial dip.
The guidance still expects growth and positions the business to sustain capital returns and potentially outperform in the coming quarter. Results from other retailers, including O’Reilly Automotive, were also solid over the comparable period, indicating consumer momentum heading into the holiday season.
Tractor Supply Helps Investors Grow Value With Dividends and Buybacks
Tractor Supply Company’s capital return is attractive, with dividends and buybacksannualizing at roughly 2.9% in Q3. The dividend yielded about 1.65% as of late October and represented roughly 45% of expected earnings. The company has increased its payout each year and is expected to do so again.
Share repurchases are semi-aggressive, reducing the share count by 1.1% year-over-year in the quarter, which amplifies shareholder returns. Cash flow remains robust enough to support equity appreciation, buybacks, and dividends.
Institutional and analyst coverage also supports the capital-return story. MarketBeat’s analysts’ data show coverage has increased over the past six months: 22 analyst reports are tracked, sentiment is firming, the bias is bullish, and the consensus price target is rising.
The late-October consensus sits near $62.50, sufficient for a new all-time high, while trend analysis points toward the $70 level—implying roughly a 27% upside from current levels.
Tractor Supply Confirms Trends Following Q3 Release and Guidance Update
Tractor Supply’s price action was conspicuously bullish after the Q3 release and guidance update. The market briefly opened with a loss but quickly recovered, then advanced more than 5% on the day.
The move produced a large green candlestick rising from prior support. Technical indicators — moving averages, MACD, and stochastic — show support, suggesting the uptrend is likely to continue.
Initial resistance targets are near $59.75 and $62. Once those levels are cleared, a move toward the $72 area could follow within the next few quarters.
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