Arko Forecast | Price, Price Target & Analyst Assessment

Arko

NasdaqCM:ARKO

$ 5,46

$-0,05 (-0,91%)

5,46 $

$-0,05 (-0,91%)

End-of-day quote: 03/27/2026

Arko Stock Value

The current analyst recommendation for Arko is: Buy.

Buy

Arko Company Info

EPS Growth 5Y

-9,64%

Market Cap

$0,61 B

Long-Term Debt

$0,88 B

Short Interest

4,60%

Quarterly earnings

05/08/2026 (E)

Dividend

$0,12

Dividend Yield

2,18%

Founded

Data Unavailable

Industry

Consumer Staples

Country

United States

ISIN Number

US0412421085

Website

http://www.arkocorp.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$8,50

55.68%

Last Update: 03/28/2026

Analysts: 2

Highest Price Target $9,00

Average Price Target $8,50

Lowest Price Target $8,00

In the last five quarters, Arko’s Price Target has risen from $6,20 to $6,63 - a 6,94% increase. One analysts predict that Arko’s share price will increase in the coming year, reaching $8,50. This would represent an increase of 55,68%.

Top growth stocks in the consumer staples sector (5Y.)

What does Arko do?

ARKO Corp. operates independent convenience stores. As of December 31, 2024, the company operated its stores under regional store brands that have been in existence for an average of approximately 50 years, which it considers a Family of Community Brands. While maintaining established diversified store brands names, the company’s stores derive significant value from the scale, corporate infrastructure and centralized marketing programs associated with its large network, including a common opera...

ARKO Corp. operates independent convenience stores.

As of December 31, 2024, the company operated its stores under regional store brands that have been in existence for an average of approximately 50 years, which it considers a Family of Community Brands. While maintaining established diversified store brands names, the company’s stores derive significant value from the scale, corporate infrastructure and centralized marketing programs associated with its large network, including a common operating platform and a loyalty program network that it uses as a platform for promotions and marketing initiatives throughout the company’s convenience stores.

As of December 31, 2024, the company supplied fuel to 1,922 dealer locations. Additionally, the company operates a fleet fueling business that included, as of December 31, 2024, the operation of 280 proprietary and third-party cardlock locations (unstaffed fueling locations) and the issuance of proprietary fuel cards that provide customers access to a nationwide network of fueling sites.

The company is diversified geographically and, as of December 31, 2024, operated in the District of Columbia and in more than 30 states in the Mid-Atlantic, Midwestern, Northeastern, Southeastern and Southwestern U.S.

During 2024, the company commenced development and initial implementation of a multi-year transformation plan (the ‘Transformation Plan’). As part of this plan, the company converted a significant number of retail stores throughout its chain to dealer sites, and the company is in the process of converting a significant number of additional retail stores to dealer sites, leveraging the fact that it is also a leading wholesale distributor of motor fuel.

Segments

The company operates through Retail, Wholesale, Fleet Fueling and GPMP segments.

Retail segment

This segment includes the operation of a chain of retail stores, which includes convenience stores selling fuel products and merchandise to retail customers, from which it generates a significant portion of the company’s revenue and large proportion of its profitability. The company focuses its marketing and merchandising initiatives at its retail stores on offering the company’s customers an assortment of products with an attractive value proposition. The company’s store offering includes a wide array of cold and hot foodservice, beverages, cigarettes and other tobacco products, candy, salty snacks, grocery, beer and general merchandise. The company has foodservice offerings, which include hot and fresh grab-n-go foods, deli, fried chicken, bakery, pizza, roller grill items and other prepared foods. The company’s supplement its foodservice offering with quick service major national brand restaurants. Relevant and delicious food offerings are a key strategic priority for the company’s retail segment, and as part of its Transformation Plan, the company expects to maintain a significant focus on frozen grab-n-go and enhanced hot food capabilities. Additionally, the company provides a number of traditional convenience store services, including lottery, prepaid products, gift cards, money orders, ATMs, gaming, and other ancillary product and service offerings. Almost all stores sell fuel, and the company had 111 electric vehicle (‘EV’) chargers across 13 states as of December 31, 2024.

The company operates its stores under more than 25 regional store brands (which it considers ‘a Family of Community Brands’), including 1-Stop, Admiral, Apple Market, BreadBox, Corner Mart, Dixie Mart, ExpressStop, E-Z Mart, fas mart, fastmarket, Flash Market, Handy Mart, Jetz, Jiffi Stop, Jiffy Stop, Li’l Cricket, Market Express, Next Door Store, Pride, Roadrunner Markets, Rose Mart, Rstore, Scotchman, shore stop, Speedy’s, SpeedyQ, Town Star, Uncle’s, Village Pantry and Young’s.

In addition, the retail segment sold approximately 1.1 billion gallons of branded and unbranded fuel to the company’s retail customers.

Wholesale

This segment supplies fuel to dealers, sub-wholesalers and bulk and spot purchasers, on either a consignment or cost-plus basis.

Consignment contracts — 287 sites as of December 31, 2024. In arrangements of this type, the company owns the fuel until the date of sale to the final customer (the consumer), and the gross profit created from the sale of the fuel is allocated between it and the dealer based on the terms of the relevant agreement with the dealer. In certain cases, gross profit is split based on a percentage and in other cases the company pays a fixed fee per gallon to the dealer.

Fuel supply contracts (‘Cost Plus’) — 1,635 sites as of December 31, 2024, plus bulk and spot purchasers. In arrangements of this type, the dealer purchases the fuel from the company.

For the year ended December 31, 2024, the wholesale segment sold 949.4 million gallons of fuel.

Fleet Fueling

The company added its fleet fueling segment as part of its acquisition of certain assets from Quarles Petroleum, Incorporated (‘Quarles’) in July 2022 that included 184 cardlock locations, and the company added an additional 111 cardlock locations in its 2023 acquisition of the GASCARD fleet fueling operations of WTG Fuels Holdings, LLC (the ‘WTG Acquisition’), one of the largest fleet fueling operations in West Texas. The fleet fueling segment includes the operation of proprietary and third-party cardlock locations (unstaffed fueling locations) with sales to commercial and municipal entities, and commissions from the sale of fuel using proprietary fuel cards that provide customers access to a nationwide network of fueling sites. Diesel fuel accounts for approximately 80% of the company’s fleet fueling sales. Fleet fueling complements the company’s retail and wholesale segments, from which it believes it can grow and expand the company’s fleet fueling segment. Commercial companies using the Quarles fleet cards have gradually shifted from the proprietary fleet card useable only at Quarles-branded locations to the ‘Universal’ fleet card which is a cobranded with Voyager (U.S. Bank) and which can be used at more than 230,000 fueling sites.

For the year ended December 31, 2024, the fleet fueling segment sold 148.9 million gallons of fuel.

GPMP

This segment engages in the wholesale distribution of fuel to substantially all the company’s sites that sell fuel in the retail and wholesale segments. GPM Petroleum LP (‘GPMP’) sells fuel at GPMP’s cost of fuel (including taxes and transportation) plus a fixed margin and charges a fixed fee primarily to sites in the fleet fueling segment that are not supplied by GPMP. The company owns 100% of the general partner of GPMP and 100% of the GPMP limited partner units.

Suppliers

In 2024, the company purchased merchandise inventory from one primary wholesale distributor, Core-Mark, as well as approximately 870 direct store delivery supplier distributors. The company leverages its relationships to generate economies of scale across the company’s store base.

The company purchases motor fuel primarily from large, integrated oil companies and independent refiners under supply agreements. In addition, the company purchases unbranded fuel from branded and unbranded fuel suppliers to supply 246 unbranded retail fueling locations and 280 cardlock locations. As of December 31, 2024, approximately 82% of the company’s retail fuel locations sold branded fuel. The company sells branded fuel under brand names including, among others, Valero, Marathon, BP, Exxon and Shell brand names.

Competition

The company faces significant competition from other large chain operators, such as 7-Eleven/Speedway; Circle K; Casey’s; Murphy USA; Quik Trip; Royal Farms; Sheetz; and Wawa, many of which are building NTI sites in its markets.

In order to mitigate this competition, the company typically offer its dealers competitive pricing within the framework of the company’s existing fuel supply agreements, such as those it has with Valero, BP, Shell, Motiva, Marathon and ExxonMobil, with the advantage that the company distributes fuel sourced from a number of major oil company suppliers which allows it to approach a wide variety of branded and unbranded dealers in order to offer a variety of alternative supply arrangements.

Intellectual Property

The company has registered or applied to register many of its trademarks with the United States Patent and Trademark Office. The company licenses various marks in relation to the branded fuels that it supplies, including ExxonMobil, Marathon, BP, Shell, and Valero. In the company’s quick service food offerings, its license trademarks, such as Subway and Dunkin’ to use at the company’s applicable franchised or licensed outlets. The company also license the ‘Jetz’ trademark for use at certain of its convenience stores in Wisconsin.

Government Regulation

In the company’s wholesale and GPMP segments, it is also subject to the Petroleum Marketing Practices Act, which is a federal law that applies to the relationships between fuel suppliers and wholesale distributors, as well as between wholesale distributors and dealers, regarding the marketing of branded fuel.

With respect to environmental regulations, the company is subject to a comprehensive framework of local, state and federal environmental laws and regulations governing its properties and operations, including but not limited to, the transportation, storage and sale of fuel. These regulations significantly impact on the company’s operations and necessitate strict adherence to the requirements set forth by the U.S. Environmental Protection Agency (‘EPA’) and comparable state agencies. Key applicable statutes include the Comprehensive Environmental Response, Compensation, and Liability Act; the Resource Conservation and Recovery Act; the Clean Air Act; the Occupational Safety and Health Act; the Hazardous Materials Transportation Act; and the Energy Policy and Conservation Act. Compliance with these laws is essential to the company’s commitment to environmental stewardship and operational integrity.

Arko Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - Retail (gas stations and convenience stores): approx. 70% - Wholesale (fuels): approx. 25% - Other services: approx. 5% **TOP 3 markets:** 1. USA: approx. 85% 2. Canada: approx. 10% 3. Mexico: approx. 5% Arko Corp. generates the majority of its revenue from...

At which locations are the company’s products manufactured?

**Production Sites:** No specific production facilities, as Arko Corp. is primarily engaged in retail. Arko Corp. operates primarily in the retail sector of fuels and convenience store products. The company operates and owns a variety of gas stations and convenience stores in the USA. Since Arko Co...

What strategy does Arko pursue for future growth?

**Revenue Growth:** Estimated 8-10% annually (2026, based on industry analysis) **Expansion Strategy:** Targeted acquisitions and organic growth Arko Corp. pursues a growth strategy that focuses on targeted acquisitions and organic growth. The company plans to expand its market presence by acquiri...

Which raw materials are imported and from which countries?

**Main Imported Raw Materials:** Fuels, Convenience Store Products **Countries of Origin:** USA, Canada, Mexico Arko Corp. is mainly engaged in the retail sector of fuels and convenience store products. The main imported raw materials are fuels, which are usually sourced from the USA, Canada, and...

How strong is the company’s competitive advantage?

**Market share in the USA:** 4.5% (2025, estimate) **Number of locations:** Over 1,400 (2025) **EBITDA margin:** 6.2% (2025) Arko Corp. has secured a significant market share in the convenience store industry in the USA through strategic expansion and acquisitions. With over 1,400 locations, the co...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 70% (estimated for 2026) **Insider Buys/Sells:** No significant transactions in the last quarter (estimated for 2026) The institutional investor share at Arko Corp. is approximately 70%, indicating a strong trust from institutional investors in the company. These...

What percentage market share does Arko have?

**Market share of Arko Corp.:** Estimate: 2% (2026) **Top competitors and their market shares:** 1. Alimentation Couche-Tard: 15% 2. 7-Eleven (part of Seven & i Holdings): 12% 3. Casey's General Stores: 5% 4. Murphy USA: 4% 5. Speedway (part of 7-Eleven): 3% 6. Arko Corp.: 2% 7. TravelCent...

Is Arko stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 10% (2025) **Market Share in the Convenience Store Sector:** 4% (2025) Arko Corp. recorded a revenue growth of 8.5% in 2025, attributed to successful expansion and improved operational efficiency. The 10% profit growth in the same period indicates...

Does Arko pay a dividend – and how reliable is the payout?

**Dividend Yield:** 2.5% (estimated for 2026) **Dividend History:** Stable payout since 2023 Arko Corp. has started distributing dividends regularly in recent years. Since 2023, the company has pursued a stable dividend policy, indicating a reliable payout. The estimated dividend yield for 2026...

New support ticket

Explore

Arko Stock Value

Arko Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer staples sector (5Y.)

What does Arko do?

Arko Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Arko Stock Value

Arko Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer staples sector (5Y.)

What does Arko do?

Arko Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.