Arko

ARKO · NASDAQ

$4.03+$0.00 (+0.00%)TodayMarket closed ·
Prev close $4.03

ARKO analyst rating

BuyConsensus of 1 analyst over the last 12 months. 100% rate it a buy.
  • Strong buy0
  • Buy1
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 4 analysts

Average $8.67 (+115.1% upside)

Low
$7.07
Now
$4.03
High
$10.50

Upgrades and downgrades

The latest rating actions, newest first

ARKO analyst upgrades, downgrades and rating actions
FirmDateActionRating
Raymond JamesAug 10, 2026DowngradeStrong Buy → Outperform

The case for and against

Updated Aug 28, 2024

Bull case

ARKO Corp has demonstrated a solid performance in same-store merchandise sales, showing a growth of 5% on a four-year stack basis since 2019. Notably, the company achieved an impressive 15-16% growth in merchandise sales when excluding cigarettes, although it remains below the industry benchmark of approximately 25%. With a commitment to gross profit maximization and potential reacceleration of organic growth trends alongside strong operational data and investor sentiment, ARKO is well-positioned for a favorable financial outlook.

Bear case

ARKO Corp's outlook is negatively affected by anticipated EBITDA declines in the range of mid-single to high-single digits for 2024, alongside a decline in same-store sales by 2.8%. The company's strategy to maximize gross profit appears to be compromising overall volume, with same-store gallon sales declining significantly over the past four years by 28-32%. Furthermore, ARKO's adjusted EBITDA for the fourth quarter of 2023 fell short of expectations, driven by softer fuel gallons and margins, which raises concerns about its future organic volume growth and overall valuation compared to peers.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.