Casey's General Stores, Inc. Stock News

Google's search engine continues to dominate, YouTube keeps expanding its reach, and Google Cloud is finally scaling with discipline. Recent concerns around AI competition haven't slowed Alphabet down. Casey's is the rare company that grows by repeating the same simple formula—store by store, block by block, year after year.

Casey's General Stores has outperformed the S&P 500, driven by robust fundamentals and double-digit growth in revenue, EPS, and EBITDA. Despite strong execution and a well-covered, growing dividend, CASY appears grossly overvalued at nearly 32x earnings, with downside risk outweighing near-term upside. Management guides for continued double-digit growth in inside same-store sales and EBITDA, su...

Casey's General Stores remains a hold as valuation is stretched and guidance implies slower growth ahead. CASY raised FY2026 EBITDA growth guidance to 15–17%, but this still signals a deceleration versus 1H 2026. Integration of CEFCO is margin-dilutive, with synergies not expected until FY2027, weighing on near-term profitability.

There are three reasons Casey's General Stores' NASDAQ: CASY stock price will likely continue to trend higher despite valuation concerns. The stock isn't cheap in late 2025, trading at approximately 33 times its current-year earnings.

Casey's General Stores, Inc. ( CASY ) Q2 2026 Earnings Call December 10, 2025 8:30 AM EST Company Participants Brian Johnson - Senior Vice President of Investor Relations & Business Development Darren Rebelez - President, CEO & Board Chair Stephen Bramlage - Senior VP & CFO Conference Call Participants Edward Kelly - Wells Fargo Securities, LLC, Research Division Ryan Bulger - Gordon Haskett Re...

Casey's General Stores, Inc. continues to deliver strong growth, but shares remain richly valued at mid-30x forward EPS. CASY's recent Q2 results showed 14.1% revenue growth and robust margins, yet operating expenses outpaced revenue gains. Store expansion will slow to 80 openings this year, signaling moderating revenue growth for CASY despite continued margin strength.

The company reported earnings of $5.53 a share and revenue of $4.5 billion.

ANKENY, Iowa--(BUSINESS WIRE)--Casey's General Stores, Inc. ("Casey's" or the "Company") (Nasdaq: CASY) one of the leading convenience store chains in the United States, today announced financial results for the three and six months ended October 31, 2025. Second Quarter Key Highlights Diluted EPS of $5.53 up 14.0% from the same period a year ago. Net income was $206.3 million, up 14.0% from th...