CASY Casey's Loading... : Bullish and Bearish Analyst Opinions
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23:42
Sep 09
Sep 09
Fuel prices hurt convenience store spending.
Casey's/KC General is a perfect bellwether because it sells gasoline outside and convenience items inside; when fuel prices rise, inside same-store sales growth fell from 5.5% to 3.2%, and the stock dropped 14% as the market concluded oil is hurting staples.
MED
16:21
Sep 09
Sep 09
Author explicitly holds and added to a short in IWM while remaining cautious on the market.
Author explicitly holds and added to a short in IWM while remaining cautious on the market, with all other tickers framed as rotational watchlist observations rather than active positions.
12:30
Sep 09
Sep 09
Management signals results tracking within annual guidance ranges and momentum continuing into the second quarter, maintaining a positive tone without revising formal guidance.
HIGH
12:03
Sep 09
Sep 09
Premarket trading shows mixed Mag 7 moves while Braze, Casey's, Evommune, ServiceTitan.
Premarket trading shows mixed Mag 7 moves while Braze, Casey's, Evommune, ServiceTitan, and Tyra Biosciences fall on weak forecasts or trial failures, and Chime and Mission Produce rise on deal and earnings beats.
23:41
Sep 08
Sep 08
Casey's same-store sales growth declines
Casey's revenue up but same-store sales growth slowing, a fundamental operating data point with no directional call.
LOW
20:01
Sep 08
Sep 08
Long CASY calls on high pump prices
The author bought CASY 9/11 $740 calls with a $15,000 basis at $30.50, betting the stock rises. The stated mechanism is that gas station store prices at the pump have been insane, so people make markup purchases as a form of self-harm, implying strong in-store margins. The catalyst is the September 11 options expiry; no explicit risk is stated beyond the author's own disclaimer that opinions are their own and not financial advice.
MED
11:27
Aug 15
Aug 15
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
LOW
02:54
Aug 01
Aug 01
Identifies the stock as a company they love but cannot justify owning at its current valuation.
MED
11:35
Jul 29
Jul 29
Barclays, Jefferies, RBC, JP Morgan, and other firms raised price targets on dozens of stocks.
Barclays, Jefferies, RBC, JP Morgan, and other firms raised price targets on dozens of stocks including ABBV, KO, and F in a broad round of analyst upgrades.
00:01
Jul 08
Jul 08
Blowout earnings, buy Casey's regularly.
Casey's had blowout earnings, Cramer reiterates buy, advising to accumulate shares regularly.
LOW
23:30
Jun 26
Jun 26
Casey's growth drivers and value positioning.
Casey's is confident in 8-10% annual EBITDA growth through expansion of prepared foods, 400 new stores over three years, and efficiency gains. The Texas entry is accretive with a long runway given the state's population. The lower-income consumer is seeking value, which benefits Casey's proposition relative to restaurants.
HIGH
23:46
Jun 18
Jun 18
Casey's small-city model is underappreciated.
One of his absolute favorite companies, Casey's General Stores, has an analyst day that could move the stock because people still don't know its small-city model story.
MED
23:56
Jun 16
Jun 16
Dip buying opportunity in quality convenience retailer.
The dip in Casey's is a buying opportunity; the stock is a high-quality name with a high PE, and he recommends scaling in gradually on further pullbacks.
HIGH
05:01
Jun 12
Jun 12
Buy CASY as a rural retail compounder — small-town America's declining downtown infrastructure.
Buy CASY as a rural retail compounder — small-town America's declining downtown infrastructure creates captive demand for Casey's hybrid convenience/gas/grocery model, analogous to Dollar General's penetration playbook, with loyal, repeat customer bases in underserved markets.
MED
18:23
Jun 11
Jun 11
Casey's thrives as tech unwinds.
Josh argues that while tech remains messy with software names suffering broken hopes and continuing unwinds, Casey's General Stores (CASY) is a standout, up 15% on earnings, the best S&P 500 stock this week, benefiting from higher gas prices driving revenue. He suggests focusing on such winners outside tech instead of catching falling knives in tech.
MED
12:10
Jun 10
Jun 10
Nvidia leads premarket declines among Magnificent Seven stocks while Casey's, Chewy.
Nvidia leads premarket declines among Magnificent Seven stocks while Casey's, Chewy, Cracker Barrel, Devon Energy, and Hinge Health rise on earnings or guidance beats, and Super Micro Computer falls 11% on plans for a $7 billion equity financing.
08:30
Jun 10
Jun 10
Management expressed strong confidence in the business model, citing record earnings, robust inside growth, and a positive FY2027 guidance framework, including 8-10% EBITDA growth.
HIGH
02:14
Jun 10
Jun 10
Reports Casey's earnings were boosted by pizza sales, no directional stance from speaker.
LOW
20:41
Jun 09
Jun 09
Casey's reports record fiscal year earnings with diluted EPS up 66.2% and inside same-store.
Casey's reports record fiscal year earnings with diluted EPS up 66.2% and inside same-store sales rising 5.5% year-over-year.
19:15
Jun 09
Jun 09
Casey's General Stores raised its fiscal 2026 EBITDA growth guidance to 18-20% and boosted.
Casey's General Stores raised its fiscal 2026 EBITDA growth guidance to 18-20% and boosted inside margin expectations to 41.5-42.5% amid strong guest traffic and Fikes integration.
18:08
May 05
May 05
Author cites CASY as a current winning long position and advises never reducing a winner below.
Author cites CASY as a current winning long position and advises never reducing a winner below minimum position size, implying continued conviction in holding the long.
MED
22:09
Apr 06
Apr 06
Reports a fund long position and index inclusion catalyst for CASY.
Reports a fund long position and index inclusion catalyst for CASY; no personal directional view.
MED
19:38
Mar 10
Mar 10
Hedgeye analyst Biolsi is recommending a long position in Casey's General Stores ($CASY).
Hedgeye analyst Biolsi is recommending a long position in Casey's General Stores ($CASY), flagged as a winning idea on Hedgeye's live call, implying positive fundamental momentum in the staples sector.
MED
08:30
Mar 10
Mar 10
Guidance raised on strong inside sales momentum, margin expansion, and fuel share gains, with management expressing confidence in continued execution.
HIGH
00:52
Mar 07
Mar 07
Casey's General Stores reports earnings soon. It is described as the "best chain of stores that nobody on Wall Street has ever heard of." While they sell gas (which could be seen as a negative with high oil prices), the "breakfast pizza" and store loyalty provide a defensive moat. The market underestimates their resilience. Buy before earnings; the crowd will love the report. High gas prices could dampen in-store consumer spending.
04:45
Feb 28
Feb 28
Author questions CASY at 37x forward earnings given autonomous-vehicle displacement risk.
Author questions CASY at 37x forward earnings given autonomous-vehicle displacement risk to commuter cars, ride shares, gas demand, and convenience-store traffic; bearish/avoid, not explicit short.
MED
08:30
Dec 10
Dec 10
Management raised EBITDA growth guidance for the full year, citing strong first-half momentum, market share gains in fuel, and confidence in inside-store execution, signaling an upbeat outlook.
HIGH
08:30
Sep 09
Sep 09
Management's tone is bullish: strong Q1 results, market share gains in fuel, positive inside sales momentum, and confidence in execution. August results consistent with annual expectations, and no guidance revision points to sustained optimism.
HIGH
About CASY Analyst Coverage
Buzzberg tracks CASY (Casey's) across 14 sources. 10 bullish vs 0 bearish calls from 17 analysts. Sentiment: predominantly bullish (36%). 28 total trade ideas tracked. Past 7 days: 1 bullish, 5 watch. Latest voices: Jim Cramer, Mark Minervini, Steve Bramlage.