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AutoZone price target raised to $4,600 from $4,100 at BMO Capital

BMO Capital analyst Tristan Thomas-Martin raised the firm’s price target on AutoZone (AZO) to $4,600 from $4,100 and keeps an Outperform rating on the shares. The company’s Q4 margins came in lighter than expected due to pressure from a negative LIFO impact charge, but the management remains confident in its playbook heading into FY26, with initiatives aimed at capturing market share and an accelerated store expansion strategy expected to drive growth, supported further by continued same-store-sales momentum in both DIY and Commercial segment, the analyst tells investors in a research note.

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