Yesway (NASDAQ:YSWY) Shares Gap Up – Time to Buy?

Yesway, Inc. (NASDAQ:YSWY)’s share price gapped up prior to trading on Thursday . The stock had previously closed at $21.88, but opened at $23.76. Yesway shares last traded at $21.76, with a volume of 30,176 shares trading hands.

Yesway News Roundup

Here are the key news stories impacting Yesway this week:

• Positive Sentiment: Yesway raised its full-year 2026 Adjusted EBITDA outlook to $235 million-$245 million, up from $210 million-$220 million. Management cited strong fuel margins, improved merchandise margins and better-than-expected second-quarter execution. The company expects fuel margins to moderate into the low-40-cent-per-gallon range during the second half of the year. Yesway raises FY 2026 adjusted EBITDA outlook
• Positive Sentiment: Second-quarter results showed strong operating momentum: Adjusted EBITDA rose 35% year over year to $70.9 million, Store Contribution increased 29.5% to a record $87.7 million, and net income grew to $29.7 million from $24.2 million. Fuel gross profit rose 36.2%, supported by a 27.4% increase in fuel margin to 52.6 cents per gallon. Yesway second-quarter 2026 financial results
• Positive Sentiment: Revenue increased 35.9% to $920.8 million, while same-store fuel gallons rose 1.4% and same-store inside merchandise sales increased 1.2%. Yesway also generated $56.6 million in quarterly operating cash flow and reaffirmed plans for six to eight new stores in 2026.
• Neutral Sentiment: JPMorgan raised its price target on YSWY to $27 from $25 but maintained a Neutral rating, suggesting modest upside while signaling that the improved outlook may already be partly reflected in the valuation. JPMorgan price target update
• Negative Sentiment: Reported EPS of $0.21 missed the $0.35 consensus estimate, which could limit near-term gains despite the stronger EBITDA outlook. Yesway also carried $618.4 million of total debt at quarter-end, plans to sell 29 Iowa and Kansas stores, and faces the risk that unusually strong fuel margins will weaken in the second half.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on YSWY shares. Zacks Research raised shares of Yesway to a “hold” rating in a research report on Tuesday, May 19th. JPMorgan Chase & Co. boosted their target price on Yesway from $25.00 to $27.00 and gave the company a “neutral” rating in a research report on Friday. Guggenheim restated a “buy” rating on shares of Yesway in a research note on Wednesday, June 3rd. BMO Capital Markets assumed coverage on Yesway in a research report on Monday, May 18th. They set an “outperform” rating and a $30.00 price target for the company. Finally, KeyCorp assumed coverage on Yesway in a research note on Monday, May 18th. They issued an “overweight” rating and a $31.00 price objective for the company. Three equities research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $29.38.

Yesway Trading Up 3.4%

The company has a 50-day moving average price of $21.06.

Yesway (NASDAQ:YSWY) last announced its quarterly earnings data on Thursday, August 13th. The company reported $0.21 earnings per share for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.14). The company had revenue of $920.77 million for the quarter. The firm’s revenue for the quarter was up 35.9% on a year-over-year basis. Research analysts anticipate that Yesway, Inc. will post 1.22 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Yesway

An institutional investor recently bought a new position in Yesway stock. Bank of New York Mellon Corp acquired a new position in shares of Yesway, Inc. (NASDAQ:YSWY) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 42,832 shares of the company’s stock, valued at approximately $869,000. Bank of New York Mellon Corp owned approximately 0.07% of Yesway as of its most recent filing with the Securities & Exchange Commission.

Yesway Company Profile

Yesway, traded on NASDAQ under the ticker YSWY, is a U.S.-based convenience store and fuel retail company that operates retail locations under the Yesway brand. The company’s core business is the operation of neighborhood convenience stores that provide quick-purchase retail items, on-site prepared foods, beverages and other convenience merchandise. Many locations also feature fuel dispensing, making Yesway a combined convenience and gasoline retailer for everyday consumers and motorists.

Yesway’s stores focus on high-turnover product categories typical of the convenience-retail sector, including snacks, cold beverages, coffee, single-serve and prepared food offerings, and commonly purchased household items.