Core Insights - Karooooo Ltd. (NASDAQ: KARO) is a relatively small company in the public markets but has established a quality business [1] Company Overview - The analysis begins coverage of Karooooo Ltd., indicating its potential for growth and investment interest [1]

Core Insights - Karooooo Ltd. is positioned to potentially continue its earnings-beat streak in upcoming reports, with a history of exceeding earnings estimates, particularly in the last two quarters, averaging a surprise of 16.04% [1][5] Earnings Performance - In the last reported quarter, Karooooo achieved earnings of $0.44 per share, surpassing the Zacks Consensus Estimate of $0.37 per share, resulting in a surprise of 18.92% [2] - In the previous quarter, the company was expected to report earnings of $0.38 per share but delivered $0.43 per share, yielding a surprise of 13.16% [2] Earnings Estimates and Predictions - Estimates for Karooooo have been trending higher, influenced by its history of earnings surprises, and the stock currently has a positive Zacks Earnings ESP of +7.46%, indicating bullish sentiment among analysts regarding its earnings prospects [5][8] - The combination of a positive Earnings ESP and a Zacks Rank 1 (Strong Buy) suggests a high likelihood of another earnings beat [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise, meaning that out of 10 such stocks, approximately seven may exceed consensus estimates [6]

Company Performance - Karooooo Ltd. has returned approximately 4.7% year-to-date, outperforming the average gain of 1.5% in the Computer and Technology sector [4] - The Zacks Consensus Estimate for Karooooo Ltd.'s full-year earnings has increased by 5.5% over the past quarter, indicating a positive earnings outlook [3] - Karooooo Ltd. currently holds a Zacks Rank of 1 (Strong Buy), suggesting strong analyst sentiment [3] Industry Comparison - Karooooo Ltd. is part of the Internet - Software industry, which has an average year-to-date gain of 12.9%, indicating that Karooooo Ltd. is slightly underperforming its industry [6] - In contrast, Allegro MicroSystems, Inc., which is in the Electronics - Semiconductors industry, has a year-to-date return of 42.1% and a Zacks Rank of 2 (Buy) [4][5][7] - The Electronics - Semiconductors industry has gained 6.1% since the beginning of the year, ranking 82 among 45 stocks [7]

Core Viewpoint - Ituran Location and Control Ltd. (NASDAQ: ITRN) has seen a stock increase of 15.29% since the last analysis, with 6G and AI identified as key growth drivers for the company moving forward [1] Group 1 - The company is positioned as a GARP-themed investment, focusing on aggressive growth prospects that are expected to lead to high profitability within 1-2 years [1] - The investment philosophy emphasizes long-term discipline and consistent alpha generation, while also acknowledging the presence of risk [1] - The analysis aims to empower underprivileged individuals and enhance financial literacy [1]

As filed with the Securities and Exchange Commission on June 9, 2025 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the financial year ended February 28, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition per ...

Company Overview - Karooooo Ltd. (KARO) shares increased by 14.2% to close at $63.10, with trading volume significantly higher than usual, and a total gain of 23.1% over the past four weeks [1] - The company is experiencing strong subscription revenue growth, high customer retention, and increased adoption of products such as Cartrack Tag and AI-powered video solutions [1] Earnings Expectations - Karooooo is projected to report quarterly earnings of $0.43 per share, reflecting a year-over-year increase of 10.3% [2] - Expected revenues for the upcoming quarter are $69.58 million, which is a 19.4% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for Karooooo has been revised 10.1% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [3] - The stock currently holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [3] Industry Comparison - Karooooo is part of the Zacks Internet - Software industry, where AppFolio (APPF) is another player, having increased by 4% to $218.15, but has seen a -2.1% return over the past month [3] - AppFolio's consensus EPS estimate remains unchanged at $1.28, representing a 14.3% increase from the previous year, but it holds a Zacks Rank of 4 (Sell) [4]

Core Viewpoint - The share price of Karooooo Ltd. (NASDAQ: KARO) has appreciated by 41.26%, indicating strong market performance and investor confidence in the company's telematics SaaS business [1]. Company Performance - Karooooo Ltd. continues to demonstrate robust growth in its core telematics SaaS business, which is a key driver for its stock performance [1]. Investment Strategy - The investment approach at Henriot Capital emphasizes a quant-driven model that prioritizes data over human bias, with a motto of "invest first, investigate later" [1].

Technical Analysis - Karooooo Ltd. (KARO) has reached a key level of support, indicated by a "golden cross" where its 50-day simple moving average has crossed above its 200-day simple moving average [1][2] - A golden cross is a bullish indicator suggesting a potential breakout, formed when a stock's short-term moving average surpasses a longer-term moving average [2] Market Performance - KARO has experienced a rally of 35% over the past four weeks, indicating strong upward momentum [4] - The company currently holds a 1 (Strong Buy) rating on the Zacks Rank, suggesting positive market sentiment [4] Earnings Outlook - There have been no earnings estimate cuts for the current quarter, with two revisions higher in the past 60 days, indicating a positive earnings outlook [4] - The Zacks Consensus Estimate for KARO has also increased, further solidifying the bullish case for the stock [4][5] Investment Consideration - The combination of positive earnings estimate revisions and the technical breakout signals suggests that investors should monitor KARO for potential gains in the near future [5]

Karooooo Ltd. (KARO) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions an ...

Core Insights - Three stocks with strong income characteristics and buy rank are highlighted for investors to consider on May 19 [1][2][3] Group 1: Subsea 7 S.A. (SUBCY) - The company specializes in delivering offshore projects and services for the energy sector [1] - The Zacks Consensus Estimate for its current year earnings has increased nearly 17% over the last 60 days [1] - The company has a dividend yield of 7.3%, significantly higher than the industry average of 0.0% [1] Group 2: MAG Silver Corp. (MAG) - This precious metal company has seen the Zacks Consensus Estimate for its current year earnings increase by 18.3% over the last 60 days [2] - The company offers a dividend yield of 4%, compared to the industry average of 0.5% [2] Group 3: Karooooo Ltd. (KARO) - The company provides a mobility software-as-a-service (SaaS) platform for connected vehicles [2] - The Zacks Consensus Estimate for its current year earnings has increased nearly 7% over the last 60 days [2] Group 4: Additional Information - Another Zacks Rank 1 company mentioned has a dividend yield of nearly 2%, with the industry average at 0.0% [3]