Group 1 Automotive

GPI · NYSE

$243.02+$3.74 (+1.56%)TodayMarket closed ·
Prev close $239.28

GPI analyst rating

BuyConsensus of 8 analysts over the last 12 months. 63% rate it a buy.
  • Strong buy0
  • Buy5
  • Hold2
  • Underperform1
  • Sell0

12-month price target · 14 analysts

Average $385.43 (+58.6% upside)

Low
$303.00
Now
$243.02
High
$472.50

Upgrades and downgrades

The latest rating actions, newest first

GPI analyst upgrades, downgrades and rating actions
FirmDateActionRating
Evercore ISI GroupOct 12, 2026MaintainsOutperform
UBSOct 7, 2026MaintainsNeutral
JP MorganOct 6, 2026MaintainsNeutral
BarclaysOct 6, 2026MaintainsOverweight
Morgan StanleyOct 5, 2026DowngradeEqual-Weight → Underweight
CitigroupSep 28, 2026MaintainsBuy
BarclaysAug 19, 2026MaintainsOverweight
Morgan StanleyAug 7, 2026DowngradeOverweight → Equal-Weight
JP MorganAug 4, 2026MaintainsNeutral
Evercore ISI GroupAug 4, 2026MaintainsOutperform

The case for and against

Updated Dec 15, 2025

Bull case

Group 1 Automotive reported a substantial revenue total of $19.9 billion for 2024, with the acquisition of Inchcape UK expected to add approximately $2.7 billion annually and increase its market presence significantly. The company has demonstrated strong operational performance, as evidenced by a 12% rise in aftersales and an 11% increase in finance and insurance (F&I), contributing to roughly 300 basis points of operating leverage. Additionally, restructuring efforts are anticipated to enhance margins further, highlighted by a record sales increase of 6.5% in the first quarter of 2025, thereby positioning the company for sustained growth in the automotive sector.

Bear case

Group 1 Automotive is facing a negative outlook due to notable declines in its operating performance, with projected AEBITDA decreasing by 5% to $990 million and adjusted EPS falling 11.4% to $39.21. The automotive industry has experienced significant demand drop-offs exceeding 20% from peak levels, which is likely to impact future revenues and profitability. Additionally, EBITDA margins have contracted to 4.6%, reflecting an 8% year-over-year decline, raising concerns about the company's ability to sustain financial stability amidst these challenges.

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