Karooooo: Good Growth, Real Cash Flow, And A Fair Multiple

Karooooo Ltd. is a profitable, cash-generative, recurring-revenue business rated Buy at ~20x forward earnings, offering strong retention and a dividend. KARO's core Cartrack platform drives 98% subscription revenue, with 2.7 million subscribers and robust LTV/CAC above 9x, supporting sticky customer economics. FY2026 saw 20% revenue growth, led by South Africa, while Asia and the Middle East provide significant future runway despite lower ARPU mix headwinds.

Seeking Alpha • a day ago

Wall Street Analysts Believe Karooooo (KARO) Could Rally 33.07%: Here's is How to Trade

The consensus price target hints at a 33.1% upside potential for Karooooo (KARO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Zacks Investment Research • Jun 12, 2026

Here is Why Growth Investors Should Buy Karooooo (KARO) Now

Karooooo (KARO) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Zacks Investment Research • Jun 3, 2026

Karooooo Ltd. Group CEO Zak Calisto Featured on Water Tower Research Small-Cap Spotlight

SINGAPORE--(BUSINESS WIRE)--Karooooo Ltd. (NASDAQ: KARO), a global provider of mobility and operational intelligence solutions, today announced that Zak Calisto, Founder, Chairman, and Chief Executive Officer, was featured on Water Tower Research's Small-Cap Spotlight. The episode was hosted by Tim Gerdeman, Host at Water Tower Research, alongside WTR analyst Eric Goldstein. The conversation provides investors with a detailed overview of Karooooo's record FY 2026 financial results that were hig.

Business Wire • Jun 1, 2026

Karooooo: A Strong Contender in Fleet Management with Room to Grow

Explore the exciting world of Karooooo (KARO +2.37%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

The Motley Fool • May 25, 2026

Karooooo to Present at William Blair Growth Stock Conference

SINGAPORE--(BUSINESS WIRE)--Karooooo (KARO), the global provider of mobility and operational intelligence solutions and parent company of Cartrack, today announced that Richard Schubert, Group Chief Operating Officer, and Paul Bieber, Vice President of Investor Relations and Strategic Finance, will participate in the 46th Annual William Blair Growth Stock Conference on Wednesday, June 3rd at 4:40 p.m. CT. A live webcast of the presentation will be available in the Events and Presentations secti.

Business Wire • May 22, 2026

Looking for a Growth Stock? 3 Reasons Why Karooooo (KARO) is a Solid Choice

Karooooo (KARO) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Zacks Investment Research • May 18, 2026

Karooooo Q4 Earnings Call Highlights

Karooooo NASDAQ: KARO reported accelerated subscription revenue growth and sharply higher adjusted free cash flow for fiscal 2026, while management said it expects further growth in fiscal 2027 despite near-term pressure on gross margins from foreign exchange and higher device-related costs.

MarketBeat • May 14, 2026

Karooooo Ltd. (KARO) Q4 2026 Earnings Call Transcript

Karooooo Ltd. (KARO) Q4 2026 Earnings Call Transcript

Seeking Alpha • May 14, 2026

Karooooo Delivers Accelerating Subscription Revenue Growth and Strong Cash Flow in FY 2026

SINGAPORE--(BUSINESS WIRE)--Karooooo Limited (“Karooooo”) reported record results for the fourth quarter (“Q4 2026”) and year ended February 28, 2026 (“FY 2026”). Karooooo owns 100% of Cartrack and 81% of Karooooo Logistics, (collectively, “the group”). Financial highlights include: Q4 Cartrack South Africa Subscription Revenue growth accelerated to 22% Y/Y Q4 Cartrack SaaS ARR increased 18% Y/Y reaching ZAR5,179 million and 38% in USD equivalent FY 2026 Adjusted EPS increased 3% Y/Y to ZAR32.5.

Business Wire • May 13, 2026