Sep 28 close
This week's news centers on Tractor Supply's store and infrastructure expansion rather than financial results. The company opened its 11th distribution center in Nampa, Idaho, described as a "Gateway to the Pacific Northwest," featuring KNAPP OSR/ASRS automation and AI fundamentals training, with analysts reportedly split on its near-term impact given recent earnings pressure. Additional items cover a new store planned in Inman, South Carolina, expanded support for over 1,000 state and county fairs nationally, and various product and sales roundups. One item notes a consensus price target of $39.31 against a share price of $31.44, alongside 2.3% year-over-year revenue growth from the last quarterly report.
Tractor Supply closed at $32.07, down 0.6%, sitting below both its 50-day average of $33.40 and its 200-day average of $40.33, with the 50-day below the 200-day. The stock's one-month return stands at -7.6% and its one-year return at -43.2%. The GekkoIndex reads 63.2, placing it in the Accumulation zone, though the index has declined 3.8 over the past five sessions. Gekko Fair Value is set at $33.23, putting the current price 3.5% below that level.
Earnings are scheduled for 22 October 2026, 23 days out and within a typical 20-day holding window. In the last 90 days, insiders made 4 purchases totaling $652,395, and Congress recorded 1 buy with no sales. Options activity shows 1 unusual signal in the last 30 days, with call premium of $327,510 against put premium of $12,540. Seasonality over 5 years shows a 0.3% average 20-day return from this point, rising in 1 of those years.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Tractor Supply scores 2 supportive, 2 mixed and 2 headwinds across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive2 mixed2 headwinds
Below 50 and 200-day
Close $32.07 is below the 50-day ($33.40) and 200-day ($40.33) averages, and the 50-day is below the 200-day.
See the chart63.2, Accumulation
Reading 63.2 is in the Accumulation zone.
See the GekkoIndex3.5% below
Price is within 5% of Gekko Fair Value (3.5% below).
See fair valueLeans bullish
Last 90 days: 4 open-market insider purchases; Congress 1 buy / 0 sales. Last 30 days: 1 unusual options signal.
See smart moneyReports in 23 days
Reports on Oct 22, 2026, 23 days away — inside a typical 20-trading-day hold.
See earnings+0.3% on average
From this point in the calendar, the next 20 trading days averaged +0.3% over 5 years, rising in 1 of them.
See seasonalityA description of current data, not a recommendation. How this page works
Tractor Supply closed at $32.07 on Sep 28, 2026, −43.2% over the past year, inside a 52-week range of $28.36 to $58.21.
Use the left and right arrow keys to read daily values.
Put TSCO on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
Tractor Supply sells goods aimed at people living a rural or farm-oriented lifestyle across the United States. Its shelves cover care and shelter items for horses, livestock, pets and small animals, along with hardware, towing equipment and tools. It also carries seasonal merchandise such as heaters and garden gear, power tools, gifts, toys, work and casual clothing, footwear, and general upkeep supplies for farms and rural properties. Much of this merchandise is sold under its own house brands rather than outside labels.
The company reaches shoppers through physical stores operating as Tractor Supply Company, Del's Feed & Farm Supply and Petsense, as well as online through TractorSupply.com and Petsense.com. Its typical customers are hobby farmers, ranchers and others with comparable rural or outdoor needs, rather than large-scale commercial agricultural operations.
Founded in 1938, Tractor Supply is headquartered in Brentwood, Tennessee. Its shares are listed on the NASDAQ under the ticker TSCO.
Tractor Supply’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 63.2, in the Accumulation zone, down 3.8 points over five sessions.
Down 3.8 points over five sessions.
Reading for Sep 28, 2026
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 38 | −0.9% | −4.1% | ||
| Accumulation (current zone) | 254 | 0.0% | −0.8% | ||
| Neutral | 352 | −0.2% | −0.1% | ||
| Distribution | 23 | −0.3% | −2.2% | ||
| Selling | 5 | Too few readings yet | |||
Average TSCO share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
Tractor Supply trades 3.5% below Gekko Fair Value of $33.23, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Tractor Supply shares are worth, recalculated every trading day.
$33.23
Gekko Fair Value, Sep 26, 2026
3.5% below fair value · About fair value
Insiders filed 4 open-market purchases in Tractor Supply worth $652K, and members of Congress disclosed 1 purchase and 0 sales, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
$652Kin 4 open-market purchases
| Filed | Insider | Type | Value |
|---|---|---|---|
| Aug 5 | Harry A Lawton III President & CEO | Purchase | $417K |
| Aug 5 | Harry A Lawton III President & CEO | Purchase | $85K |
| Aug 5 | Edna Morris Director | Purchase | $51K |
| Aug 4 | Andre J Hawaux Director | Purchase | $100K |
From Form 4 filings, dated to when each was filed.
1trade disclosed: 1 purchase and 0 sales.
| Member | Amount | Disclosed |
|---|---|---|
| Ro Khanna House, CA, purchase | $1,001 - $15,000 | Sep 7 traded Aug 10 |
From congressional disclosures, which report amounts as ranges.
Tractor Supply has been buying back its own shares.
From company filings.
1signal, 96% of the flagged premium in calls.
Latest: Bullish flow on Sep 26, $340K in unusual premium.
Tractor Supply reports on Oct 22, 2026 (23 days away), and beat the EPS estimate in 2 of its last 8 reports.
Oct 22, 2026
23 days away
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 23, 2026 | $0.81 est $0.83 | $4.54B est $4.58B | +5.7% |
| Apr 21, 2026 | $0.31 est $0.35 | $3.59B est $3.63B | −13.1% |
| Jan 29, 2026 | $0.43 est $0.46 | $3.90B est $3.99B | −7.7% |
| Oct 23, 2025 | $0.49 est $0.48 | $3.72B est $3.72B | +2.6% |
| Jul 24, 2025 | $0.81 est $0.80 | $4.44B est $4.39B | −0.5% |
| Apr 24, 2025 | $0.34 est $0.37 | $3.47B est $3.53B | −1.6% |
| Jan 30, 2025 | $0.44 est $0.45 | $3.77B est $3.78B | −4.9% |
| Oct 24, 2024 | $0.45 est $0.45 | $3.47B est $3.48B | −6.6% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Analysts’ average 12-month price target for Tractor Supply is $35.48, +10.6% from the last close, from 21 firms rating the stock in the last 90 days.
Each firm’s latest rating in the last 90 days: 21 firms.
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 10 | Barclays | $35 | +9.1% |
| Aug 27 | Erste Group | — | — |
| Aug 11 | Telsey Advisory | $38 | +18.5% |
| Aug 5 | D.A. Davidson | $36 | +12.3% |
| Jul 28 | J.P. Morgan | $35 | +9.1% |
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Over the next 20 trading days from Sep 29, Tractor Supply averaged +0.3% across the last 5 years, rising in 1 of them.
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.3% | 3 of 5 |
| Next 10 trading days | +0.7% | 2 of 5 |
| Next 15 trading days | −0.8% | 2 of 5 |
| Next 20 trading days | +0.3% | 1 of 5 |
| Next 30 trading days | +2.6% | 3 of 5 |
For scale, TSCO’s typical 20-trading-day move in either direction is about 4.7%.
Tractor Supply’s market cap is $16.82B, with a P/E ratio of 16.8 and revenue of $15.75B over the last twelve months.
Coverage of Tractor Supply this week reads positive: 18 positive, 4 neutral and 2 negative headlines.
Tractor Supply’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| WMTWalmart | Neutral | 5.0% below |
| COSTCostco Wholesale | Neutral | 12.6% above |
| TGTTarget | Neutral | 10.7% above |
| ORLYO'Reilly Automotive | Neutral | 6.0% below |
| CVNACarvana | Accumulation | 18.8% below |
| AZOAutoZone | Neutral | 28.3% below |
A peer links to its own page where one exists.
Tractor Supply’s market cap is $16.82B at the Sep 28, 2026 close of $32.07, with 521.0M shares outstanding. The shares trade on a P/E ratio of 16.8.
The consensus analyst 12-month price target for Tractor Supply is $35.48, +10.6% from the last close. Of the 21 firms that rated the stock in the last 90 days, 11 rate it a buy, 10 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
On Gekko’s estimate Tractor Supply is about fair value: the Sep 28, 2026 close of $32.07 is 3.5% below Gekko Fair Value of $33.23. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
Tractor Supply is expected to report on Oct 22, 2026 (23 days away). Analysts expect earnings of $0.40 per share on revenue of $3.80B. Tractor Supply beat the earnings estimate in 2 of its last 8 reports, moving 5.3% on average across the report.
Tractor Supply’s 52-week high is $58.21 and its 52-week low is $28.36; it closed at $32.07 on Sep 28, 2026, −43.2% over the past year. Over the last five years the shares peaked at $63.99 on Jul 24, 2025.
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 6 items with data read as supportive (gekkoindex and smart money), 2 as mixed (fair value and seasonality) and 2 as headwinds (trend and earnings risk). The checklist is a description of current data, not a recommendation.
Gekko flagged 1 unusual options signal in Tractor Supply over the last 30 days, with $328K of flagged premium in calls and $13K in puts. The latest, bullish flow, was on Sep 26, 2026 with $340K in unusual premium. The signal-by-signal table is in Gekko.
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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