News Sentiment

FAST sentiment intelligence

Fastenal Company news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Weighted score 54 Balanced news tone 48 relevant articles
Exchange NASDAQ United States
Sector Industrials Market context
Industry Industrial Distribution Read-through group
Latest close 46.49 Week of 10 Jul 2026
Weighted tone 54/100

Balanced news tone

Market reaction Price moving ahead of tone

Price is moving more forcefully than the current news tone suggests.

Primary event Earnings

77/100 classification confidence.

Company focus 48

directly relevant articles

Source quality 6

high-authority source matches

Trend context Trend active

-4.3% over one week, -0.2% over four weeks, trend active, and near fair-value range.

Latest direct headline Neutral

Analysts Have Conflicting Sentiments on These Industrial Goods Companies: GE Vernova Inc. (GEV) and Fastenal Company (FAST)

Market Reaction

Price moving ahead of tone

62/100 confidence

Price is moving more forcefully than the current news tone suggests.

Primary event Earnings 77/100 classification
One-week reaction -4.3% Price reacting lower
Trend fit Trend active -0.2% over four weeks
Fair value 24.2% Near fair-value range

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 15
Neutral 29
Negative 4

Relevance

Why the article matched

Direct first
Direct company coverage 48
Industry context 0
Sector context 0

Sources

Coverage mix

Publishers
simplywall.st 8
Market source 6
MarketBeat 5
The Globe and Mail 3
Ad Hoc News 3
AlphaStreet 2
Modern Distribution Management 2
StockStory 2

Event Lens

What the news is about

Classified themes
Earnings 23
Market update 16
Analyst action 2
Macro sensitivity 2
Capital return 2
Balance sheet 2
Guidance 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 1-30 of 48
MarketBeat Direct company coverage

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Acquires 22,571 Shares of Fastenal Company $FAST

Empirical Financial Services LLC d.b.a. Empirical Wealth Management significantly increased its stake in Fastenal Company (NASDAQ:FAST) by 153.1% in the first quarter, adding 22,571 shares to bring its total holdings to $1.73 million. Fastenal reported a solid latest quarter with

Tone
Positive 60/100
Event
Earnings
Published
16 Jul 2026 08:07
Source
MarketBeat
Simply Wall Street Direct company coverage

Fastenal (FAST) Stock Q2 Earnings Growth Outpaces Revenue And Supports Bullish Margin Narrative

Fastenal (FAST) reported Q2 2026 results with earnings growth outpacing revenue growth, supporting a bullish view on the company's margin narrative. Basic EPS grew from US$0.29 to US$0.33, while revenue increased to US$2.4 billion, demonstrating efficient conversion of revenue in

Tone
Positive 67/100
Event
Earnings
Published
16 Jul 2026 00:39
Source
Simply Wall Street
The Globe and Mail Direct company coverage

Fastenal Earnings Call Highlights Strong Growth, Margin Tests

Fastenal reported strong Q2 earnings with 14.7% daily sales growth, driven by market share gains and a growing customer base. Despite gross margin compression due to price-cost headwinds, the company maintained operating margin through SG&A discipline and saw an expansion in retu

Tone
Positive 65/100
Event
Earnings
Published
15 Jul 2026 22:18
Source
The Globe and Mail
The Globe and Mail Direct company coverage

Analysts Offer Insights on Industrial Goods Companies: Fastenal Company (FAST) and Badger Infrastructure Solutions (OtherBDGIF)

Analysts have provided new ratings for Fastenal Company (FAST) and Badger Infrastructure Solutions (BDGIF) within the Industrial Goods sector. Bernstein maintained a Sell rating on Fastenal with a $42.00 price target, while National Bank maintained a Buy rating on Badger Infrastr

Tone
Negative 41/100
Event
Analyst action
Published
15 Jul 2026 14:39
Source
The Globe and Mail
MarketBeat Direct company coverage

DA Davidson Reiterates Neutral Rating for Fastenal (NASDAQ:FAST)

DA Davidson has reiterated its "Neutral" rating for Fastenal (NASDAQ:FAST) with a $46 price target, suggesting a modest upside. The company's Q2 earnings met expectations with $0.33 EPS and revenue of $2.39 billion, a 14.7% year-over-year increase. Despite solid results, the stoc

Tone
Neutral 50/100
Event
Earnings
Published
15 Jul 2026 14:08
Source
MarketBeat
AlphaStreet Direct company coverage

Fastenal (FAST) Q2 2026 Deep Dive: $0.33 EPS, Revenue Up 15%

Fastenal reported Q2 2026 EPS of $0.33, meeting consensus estimates, with revenue up 14.7% year-over-year to $2.39 billion. Despite an "inline" quarter, the company demonstrated underlying momentum with accelerating sales trends, particularly in June where sales surged 20%. The r

Tone
Positive 62/100
Event
Earnings
Published
15 Jul 2026 11:05
Source
AlphaStreet
www.theheraldreview.com Direct company coverage

Fastenal: Q2 Earnings Snapshot

Fastenal Co. reported a second-quarter profit of $382.8 million, or 33 cents per share, which met Wall Street expectations. The industrial and construction fasteners maker also posted revenue of $2.39 billion, exceeding analysts' forecasts. This data was generated using informati

Tone
Positive 67/100
Event
Earnings
Published
15 Jul 2026 09:37
Source
www.theheraldreview.com
Seeking Alpha Direct company coverage

Fastenal Company 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:FAST) 2026-07-14

Fastenal Company has released its Q2 2026 earnings call presentation. The company reported an EPS of $0.33, beating estimates, and revenue of $2.39 billion, which represents a 14.74% year-over-year increase and also surpassed expectations. This article provides access to the slid

Tone
Positive 71/100
Event
Earnings
Published
15 Jul 2026 01:01
Source
Seeking Alpha
Industrial Distribution Direct company coverage

Fastenal Posts Double-Digit Sales, Profit Increases but Weaker Margins

Fastenal reported double-digit increases in sales, earnings, and profit in the second quarter of 2026, with net sales reaching $2.39 billion, up 14.7%. Despite these gains, the company experienced weaker margins due to "unfavorable price/cost" and other factors affecting gross ma

Tone
Neutral 50/100
Event
Earnings
Published
14 Jul 2026 22:37
Source
Industrial Distribution
Modern Distribution Management Direct company coverage

Analysis: Fastenal’s Strong Sales & Margin Performance Continue Despite Pricing Moderation

Fastenal reported strong sales and margin performance in 1Q26, with total sales up 12.4% year-over-year, despite a moderation in pricing impact. Management expressed optimism regarding underlying market demand, pointing to improved customer sentiment and solid engagement. The com

Tone
Positive 66/100
Event
Earnings
Published
14 Jul 2026 19:37
Source
Modern Distribution Management
Morningstar Research Direct company coverage

Analyst Report: Fastenal Company

Tone
Neutral 50/100
Event
Analyst action
Published
14 Jul 2026 16:38
Source
Morningstar Research
AlphaStreet Direct company coverage

Fastenal Q2 2026: Revenue Hits $2.39B, Up 15% Year-Over-Year

Fastenal Company (NASDAQ:FAST) reported Q2 2026 diluted EPS of $0.33, matching analyst expectations, with revenue reaching $2.39 billion, a 15% year-over-year increase. Despite strong revenue and EPS growth, the stock declined due to market focus on potential margin pressures, wi

Tone
Negative 38/100
Event
Earnings
Published
14 Jul 2026 17:37
Source
AlphaStreet
Benzinga Direct company coverage

Why Is Fastenal Stock Trading Lower Today?

Fastenal (NASDAQ:FAST) reported strong second-quarter 2026 results despite its stock trading lower. The company saw double-digit growth in both sales and earnings, with EPS aligning with expectations and sales exceeding estimates. However, the gross margin declined due to price-c

Tone
Negative 40/100
Event
Earnings
Published
14 Jul 2026 17:19
Source
Benzinga
MarketWatch Direct company coverage

Fastenal Co. stock underperforms Tuesday when compared to competitors

Fastenal Co. (FAST) stock fell 2.78% on Tuesday, closing at $45.74, despite a generally favorable trading session for the broader stock market. The S&P 500 Index and the Dow Jones Industrial Average both saw gains. This decline broke Fastenal's two-day winning streak.

Tone
Negative 38/100
Event
Market update
Published
14 Jul 2026 16:48
Source
MarketWatch
Morningstar Direct company coverage

Wide-Moat Fastenal Uses Natural Operating Leverage to Compound Earnings in the Midteens

Fastenal, a wide-moat company, has evolved its business strategy from traditional branch distribution to include product portfolio expansion, vending, inventory management, and on-site programs as key growth drivers. This approach leverages natural operating economies to consiste

Tone
Positive 66/100
Event
Earnings
Published
14 Jul 2026 16:37
Source
Morningstar
Modern Distribution Management Direct company coverage

Fastenal Hits Another Sales High Water Mark in 2Q, June

Fastenal reported strong second-quarter and June 2026 business results, outperforming broader markets with significant sales and profit gains. The company achieved $2.39 billion in 2Q sales, marking a 14.7% increase year-over-year, primarily driven by share gains. Fastenal also r

Tone
Positive 72/100
Event
Earnings
Published
14 Jul 2026 16:03
Source
Modern Distribution Management