LKQ

LKQ · NASDAQ

$21.53+$0.01 (+0.05%)TodayMarket closed · Oct 20, 7:45 PM ET

Prev close $21.52

LKQ analyst rating

BuyConsensus of 4 analysts over the last 12 months. 75% rate it a buy.

Strong buy0
Buy3
Hold1
Underperform0
Sell0

12-month price target · 11 analysts

Average $33.20 (+54.2% upside)

Low: $25.25
Now: $21.53
High: $44.63

Upgrades and downgrades

The latest rating actions, newest first

LKQ analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 8, 2026	Maintains	Overweight	$30.00 → $27.00	20%
Barclays	Aug 3, 2026	Maintains	Equal-Weight	$30.00 → $25.00	28%
JP Morgan	Jul 31, 2026	Maintains	Overweight	$37.00 → $30.00	20%
Barclays	Jul 22, 2026	Maintains	Equal-Weight	$33.00 → $30.00	28%
Stephens & Co.	Jul 21, 2026	Maintains	Overweight	$39.00 → $36.50	54%
Barclays	Apr 7, 2026	Maintains	Equal-Weight	$34.00 → $33.00	28%
JP Morgan	Feb 23, 2026	Maintains	Overweight	$40.00 → $37.00	20%
Stephens & Co.	Dec 10, 2025	Initiates	Overweight	$39.00	54%
Barclays	Nov 12, 2025	Initiates	Equal-Weight	$33.00	28%
Roth Capital	Nov 3, 2025	Maintains	Buy	$46.00 → $43.00	49%

The case for and against

Updated Apr 17, 2026

Bull case

LKQ Corp has demonstrated a positive financial trajectory, with its Specialty segment experiencing a 9.4% organic sales increase, fueled by higher volumes in the automotive and recreational vehicle markets. The company's extensive European distribution platform and salvage expertise position it favorably to capitalize on the increasing European Alternative Parts Use (APU), while management anticipates an additional 200 basis points in EBITDA margin expansion, independent of volume growth. Furthermore, LKQ's revenue growth has consistently outpaced fluctuations in repairable claims, suggesting a stronger recovery potential compared to the broader industry, supported by management's initiatives to enhance operational efficiency and purchasing power across its pan-European network.

Bear case

LKQ Corp has reported a 4.7% organic sales decline in its European segment, influenced by deferred repairs amid challenging market conditions, exacerbated by rising auto insurance premiums and overall inflation leading to fewer repairable auto claims. The company has faced negative EBITDA growth in its North America segment for six of the last seven quarters, with forecasts suggesting a 9% decline in earnings per share for 2025 and a slight erosion in operating margins. Additionally, the high level of debt and structural industry shifts, including declining auto accidents and increased total loss claims, contribute to a pessimistic outlook, further underscored by deteriorating investor sentiment and a record low valuation.

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