LAD — Lithia Motors Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates LAD Bullish with a Setup Score of 23, net conviction 26, actionability 20. How the Setup Score works →

Total Setup Score23
Directional BiasBullish
Net Conviction26
Actionability20 (in range)

Key signals behind this score

About Lithia Motors Inc

Lithia Motors, Inc. operates as an automotive retailer in the United States, the United Kingdom, and Canada. The company operates in two segments, Vehicle Operations and Financing Operations. It offers a range of products and services fulfilling the entire vehicle ownership lifecycle, including new and used vehicles, financing and insurance products, and aftersales automotive repair and maintenance services. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$290.24
Market Cap$6.35B
Float19.2M
Shares Outstanding22.0M
P/E (Forward)7.92
P/E (TTM)9.57
Price/Sales (TTM)0.17
vs. Analyst Target+49.4% to analyst PT
Profit Margin1.88%
Operating Margin (TTM)4.61%
Revenue (TTM)$37.94B
Earnings Growth (YoY)16.90%
Dividend Rate2.8%
Analyst Target Price$433.53 (15 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $13.13B $470M $2.22B $876M
2021 $22.83B $1.06B $4.26B $1.78B
2022 $28.19B $1.25B $5.15B $2.19B
2023 $31.04B $1.00B $5.23B $2.16B
2024 $36.19B $802M $5.56B $2.26B
2025 $37.63B $820M $5.73B $2.30B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $9.68B $217M
Dec 2025 $9.20B $137M
Mar 2026 $9.27B $100M
Jun 2026 $9.79B $3.9M

Ownership & Float

Insider Ownership1.2%
Institutional Ownership116.2%
Short Float10.3%
% of All Funds Holding5.00%
Number of Funds Holding440

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$346.98Near-term / short-term trend
Weekly40-Week SMA$309.47Medium-term trend
Weekly80-Week SMA$313.42Cyclical trend (business cycle)
Weekly200-Week SMA$297.19Secular trend (multi-year)
Monthly10-Month SMA$305.91Near-term monthly trend
Monthly20-Month SMA$310.30Medium-term monthly trend
Monthly40-Month SMA$307.63Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$366.00 resistance 1.00x 0 months ago

Historical Earnings Reactions (119 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.36% 0.12% 52.94% 9.37% -4.47%
1 Day 1.78% 0.44% 56.30% 122.50% -16.01%
1 Week 2.90% 0.50% 53.78% 168.75% -12.22%
2 Weeks 1.83% -1.26% 44.54% 92.50% -18.18%
1 Month 1.48% 1.47% 52.94% 95.14% -41.44%

Next earnings: October 21, 2026 (10 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.3%46.7%30
Feb-0.8%50.0%30
Mar-1.2%50.0%30
Apr5.7%53.3%30
May2.8%56.7%30
Jun3.2%56.7%30
Jul7.8%63.3%30
Aug-2.2%40.0%30
Sep-1.1%43.3%30
Oct2.8%55.2%29
Nov3.8%69.0%29
Dec1.5%55.2%29

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.06% 48.1% 1409
Tuesday 0.15% 50.0% 1539
Wednesday 0.22% 49.8% 1537
Thursday 0.04% 49.6% 1509
Friday 0.15% 48.4% 1500

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 116.2%

Insider Transactions — Smart Summary

Total insider ownership: 1.2%

12-Month Insider Activity Summary

Total Filings9
Net Value-$119,515.2
Net Shares Change-1,867
% of Float-0.0%
C-Suite Filings1
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
McIntyre Shauna -$122,618.225 2 2 sell
Stork David Chief Administrative Officer -$119,515.2 1 1 sell
Loretz Congdon Stacy -$97,879.5 4 N/A
Bailey Richard J Jr -$83,330.775 1 1 sell
O'NEILL HEIDI +N/A 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-09-28 O'NEILL HEIDI +N/A N/A
2026-09-08 Stork David Chief Administrative Officer -$119,515.2 Transaction at $373.49, now -22.3%
2026-06-11 McIntyre Shauna -$50,431.425 Transaction at $305.64, now -5.0%
2026-05-27 Bailey Richard J Jr -$83,330.775 Transaction at $280.57, now +3.4%
2026-05-12 McIntyre Shauna -$72,186.8 Transaction at $294.64, now -1.5%
2026-09-14 Loretz Congdon Stacy -$27,804.75 Transaction at $370.73, now -21.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Lithia Motors Inc (LAD) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for LAD on Trend Edge →