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AutoZone price target lowered to $4,800 from $4,900 at Raymond James

Raymond James analyst Bobby Griffin lowered the firm’s price target on AutoZone (AZO) to $4,800 from $4,900 and keeps a Strong Buy rating on the shares following the Q4 results. While LIFO charges and SG&A deleverage from accelerated store openings will weigh on near-term profitability in FY26, these are temporary pressures, and there is potential upside if comps accelerate faster than the firm’s low single digit ticket growth assumption and foreign exchange trends remain favorable, the analyst tells investors in a research note.

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