Target Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Target de 3.9% y 2.6% por año respectivamente. Se prevé que el BPA crezca en un 5.3% al año. Se espera que la rentabilidad financiera sea de 21.1% en 3 años.
Información clave
3.9%
Tasa de crecimiento de los beneficios
5.33%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Consumer Retailing | 8.9% |
| Tasa de crecimiento de los ingresos | 2.6% |
| Rentabilidad financiera futura | 21.08% |
| Cobertura de analistas | Good |
| Última actualización | 13 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • May 07
Target: Missing The Mark
Summary Target has rallied nearly 30% YTD, but its valuation appears stretched given flat comparable store sales and margin headwinds. TGT's category mix shift toward grocery pressures margins, while recent SG&A and capex increases further constrain operating leverage. Despite a likely Q1 sales beat, structural issues—share losses, underinvestment, and lack of traffic growth—limit prospects for multiple expansion. I see fair value at $100 (29% downside), as TGT trades at 16x earnings with little justification for a premium multiple. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 29
TGT: Heavy Self Funded Turnaround Spending Will Restrain Earnings Recovery Potential
The analyst price target for Target edges higher, reflecting a fair value shift from about $94.61 to $95.31, supported by Street research that cites updated earnings models, improving margin assumptions, and management's plans to restore merchandising strength and customer traffic. Analyst Commentary Recent research on Target reflects a wide range of views, with many firms raising price targets but differing on how much confidence to place in the company’s execution and earnings path.Actualización de narrativa • Apr 14
TGT: Heavy Self Funded Investments Will Cap 2026 Earnings Recovery Potential
Target's analyst price target has been lifted slightly as analysts factor in updated Q4 results, 2026 guidance, and recent investor day messaging that outlines a clearer path to profitable growth. This outlook is supported by modest tweaks to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Actualización de narrativa • Mar 31
TGT: Merchandising And Guest Experience Investments Will Rebuild Earnings Power
Analysts have raised Target's fair value estimate to $154.82 from $140.00. This change reflects a series of higher price targets tied to updated earnings models, slightly stronger assumed revenue growth and margins, and a higher future P/E multiple following Q4 results, guidance, and investor day commentary.Actualización de narrativa • Mar 16
TGT: Intensifying Competition And Traffic Pressure Will Restrain 2026 Earnings Multiple
Analysts have lifted the updated fair value estimate for Target shares to $94.61 from $66.69, reflecting higher long term profit margin and P/E assumptions supported by recent Q4 results, 2026 guidance, and multiple price target increases across the Street. Analyst Commentary Recent Street research on Target reflects a wide range of views, with many firms lifting price targets following Q4 results and 2026 guidance, while still flagging execution risks, traffic challenges, and ongoing competition from large peers.Actualización de narrativa • Mar 02
TGT: Upcoming Earnings And Investor Day Will Rebuild Earnings Power
The analyst price target for Target has been raised from about $137 to $140. This change reflects analysts' updated views that slightly higher long-term revenue growth, profit margins, and future P/E assumptions are reasonable in light of recent Street research, which has generally moved price targets higher while still noting mixed traffic and recovery expectations.Actualización de narrativa • Feb 16
TGT: Reinvestment In Merchandising And AI Will Rebuild Earnings Power
The analyst fair value estimate for Target has been raised by about $10 to $136.65, as analysts factor in modestly higher revenue growth, slightly stronger profit margins, and a somewhat richer assumed future P/E multiple, while keeping a broadly similar discount rate. Analyst Commentary Recent Street research on Target reflects a mixed but improving tone, with several bullish analysts focusing on the potential for execution on the turnaround plan, valuation re-rating, and incremental investments in growth and efficiency.Actualización de narrativa • Feb 02
TGT: Reinvestment Year And Sales Slump Will Depress Future Earnings Multiple
Analysts have increased their fair value estimate for Target by about $0.40, citing recent price target adjustments, mixed yet stabilizing reactions to Q3 results, and expectations that planned investments and margin efforts could support a lower future P/E assumption. Analyst Commentary Recent research coverage paints a mixed picture for Target, with several firms updating their models after Q3 results and management's updated investment plans.Actualización de narrativa • Jan 19
TGT: Extended Turnaround Spending And Weak Sales Will Constrain Margin Recovery
Our updated Target price target edges lower, as fair value shifts to about $66 from $67. Analysts highlight mixed Q3 results, a long and investment heavy turnaround path, and differing views on earnings multiples and capital spending plans.Actualización de narrativa • Jan 05
TGT: Heavier Reinvestment In Merchandising And AI Will Reset Earnings Base
Narrative Update on Target Analysts have trimmed their implied fair value for Target from about $130.77 to $126.14 as a group of firms reduced price targets, citing a more cautious earnings multiple, slightly softer growth and margin assumptions, and uncertainty around the scale of reinvestment needed for the turnaround plan. Analyst Commentary Recent research on Target paints a mixed but detailed picture, with most firms trimming price targets after Q3 while still highlighting key elements of the turnaround plan and capital allocation that matter for long term investors.Actualización de narrativa • Dec 13
TGT: Reinvestment And Turnaround Spending Will Prolong Margin Pressure And Earnings Weakness
Analysts have reduced our Target fair value estimate to approximately $67 from $82, reflecting lower assumed revenue growth and margins, a slightly higher discount rate, and more conservative valuation multiples amid a tougher macro backdrop and increased reinvestment needs highlighted in recent research. Analyst Commentary Recent Street research has tilted more cautious on Target, with a series of price target cuts, largely Neutral or lower ratings, and an emphasis on execution risk in the company’s turnaround plan.
Actualización de narrativa • Nov 28
TGT: Near-Term Headwinds And Reinvestment Needs Will Shape Recovery Path Forward
Target's analyst price target was reduced from approximately $101 to $97 per share, as analysts cite increasing uncertainty around reinvestment needs and a more cautious outlook following recent quarterly results. Analyst Commentary The latest round of analyst commentary on Target offers a balanced mix of optimism and caution, as experts digest the company’s quarterly performance and forward-looking strategies.Actualización de narrativa • Nov 14
TGT: Leadership Transition And Operational Efficiency Will Drive Business Recovery
Target’s analyst price target was revised down from $101.36 to $100.70 per share. Analysts point to continued sales headwinds and the need for significant reinvestment to improve long-term performance.Actualización de narrativa • Oct 31
TGT: Margin Stability And Leadership Changes Will Shape Recovery Amid Competitive Pressures
Target’s analyst price target saw a modest decrease, slipping from $101.52 to $101.36. Analysts cited ongoing industry headwinds and the need for significant investment to address margin and revenue challenges.Actualización de narrativa • Oct 17
Competition From Walmart And Amazon Will Impede Future Performance
Target's fair value estimate has been slightly lowered to $101.52 from $101.79. This reflects analysts' concerns about ongoing weak sales, required reinvestment, and continued pressure on margins, despite some stabilization in fundamentals.Actualización de narrativa • Oct 03
Competition From Walmart And Amazon Will Impede Future Performance
The analyst price target for Target has been revised downward by nearly $2 to $101.79. Analysts cite soft sales trends and the need for substantial reinvestment in merchandising, technology, and store experience.Artículo de análisis • Jul 30
Returns On Capital At Target (NYSE:TGT) Have Hit The Brakes
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Artículo de análisis • Jul 18
Is Target Corporation (NYSE:TGT) Trading At A 39% Discount?
Key Insights Target's estimated fair value is US$171 based on 2 Stage Free Cash Flow to Equity Target is estimated to...Artículo de análisis • Jul 06
At US$104, Is Target Corporation (NYSE:TGT) Worth Looking At Closely?
Target Corporation ( NYSE:TGT ) saw a double-digit share price rise of over 10% in the past couple of months on the...Seeking Alpha • Apr 16
Target Is A Value Target
Summary Target presents a strong value investment opportunity - financial indicators appear strong. Despite potential risks like economic downturns and competitive pressures, TGT's current valuation at a forward PE ratio of 10.21 is compelling. TGT's dividends remain robust, with a yield of 4.83%, providing a cushion as the company aims for valuation multiple expansion. Long-term growth strategies include expanding the Target Plus Marketplace, enhancing digital revenue streams, and leveraging AI for customer experience and internal efficiencies. Read the full article on Seeking AlphaSeeking Alpha • Apr 07
Target: A Dicey Outlook, But Valuations And Yield Offer Some Comfort
Summary Target Corporation's stock has significantly underperformed in Q1 2025, with losses over double the prime equity benchmark and 6x worse than other retailers. We touch upon on how the recent tariff developments may potentially impact Target, which is also going to see a step-up in CAPEX, and potentially underwhelming dividend growth. TGT's charts appear to look overextended, while its cheap valuations and attractive yield should bring some support. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Target Is A Buy For Value-Oriented Investors
Summary Target offers a compelling valuation with a forward dividend yield of 4.31%, higher than the 10-Year Treasury Note, and a strong dividend growth history. The macroeconomic environment is favorable, with steady employment, decreasing inflation, and high CEO confidence, which should boost consumer spending at Target. Target plans to increase revenue by $15B over five years through new stores, brand partnerships, and digital improvements, aiming for significant earnings growth. Despite low consumer confidence, I believe lower prices and interest rates will drive consumers to Target, making it a smart buy for value-oriented investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
Target's Dividend, A Dream Or A Trap? Earnings Preview
Summary Target's Q4 earnings report will be crucial, with a focus on FY2025 guidance and potential for beating estimates due to strong holiday sales. Despite attractive valuation multiples and a 3.6% dividend yield, Target's growth prospects remain uncertain, warranting a cautious approach. Target's e-commerce and ad businesses lag behind competitors like Amazon and Walmart, impacting overall performance and investor sentiment. Income-oriented investors should monitor Target for potential yield increases if the stock drops another 10%-15%, but staying on the sidelines is advised for now. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Target: I'm Waiting For One More Pull Back Before Buying
Summary Target faces macro and cyclical headwinds, with consumer discretionary spending and macro sentiment likely driving the stock lower after recent downward guidance and softening sales. I hesitate to buy TGT unless it becomes unreasonably cheap or shows signs of growth and margin expansion, preferring a 10-15% price drop. Despite long-term growth investments and improvements in logistics and omnichannel offerings, short-term risks and weak discretionary sales make me rate TGT a hold. Target's 3.3% dividend yield is attractive for income-seeking investors, but I seek at least a 10% annual total return before re-initiating a position. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Despite Accelerating Growth In Some Areas, I'm Bearish On Target
Summary Target's innovative product offerings and private-label success are overshadowed by declining discretionary sales due to increased competition and economic challenges. Recent performance shows a 0.3% sales rise, with digital growth up 11%, but in-store sales dropped 1.9%, highlighting industry-wide struggles. Weak consumer sentiment and economic uncertainty are expected to result in continued revenue weakness, particularly in discretionary categories like home furnishings and apparel. TGT's weak holiday season guidance, with flat sales growth and adjusted EPS of $1.85 to $2.45, reflects ongoing margin pressures and softness in key areas. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 1/31/2029 | 113,126 | 4,033 | 2,673 | 7,281 | 16 |
| 1/31/2028 | 109,883 | 3,754 | 2,482 | 7,337 | 33 |
| 1/31/2027 | 106,984 | 3,631 | 2,119 | 7,092 | 35 |
| 1/31/2026 | 104,780 | 3,705 | 2,835 | 6,562 | N/A |
| 11/1/2025 | 105,242 | 3,763 | 3,009 | 6,774 | N/A |
| 8/2/2025 | 105,640 | 3,928 | 2,944 | 6,386 | N/A |
| 5/3/2025 | 105,881 | 4,185 | 3,534 | 6,541 | N/A |
| 2/1/2025 | 106,566 | 4,091 | 4,476 | 7,367 | N/A |
| 11/2/2024 | 107,570 | 4,370 | 4,545 | 7,367 | N/A |
| 8/3/2024 | 107,300 | 4,487 | 5,268 | 8,562 | N/A |
| 5/4/2024 | 106,621 | 4,130 | 4,582 | 8,457 | N/A |
| 2/3/2024 | 107,412 | 4,138 | 3,815 | 8,621 | N/A |
| 10/28/2023 | 106,888 | 3,632 | 3,641 | 8,798 | N/A |
| 7/29/2023 | 108,008 | 3,373 | 1,633 | 7,463 | N/A |
| 4/29/2023 | 109,272 | 2,721 | 496 | 6,677 | N/A |
| 1/28/2023 | 109,120 | 2,780 | -1,510 | 4,018 | N/A |
| 10/29/2022 | 108,721 | 3,448 | -1,804 | 3,580 | N/A |
| 7/30/2022 | 107,855 | 4,224 | 427 | 5,156 | N/A |
| 4/30/2022 | 106,978 | 5,858 | 2,136 | 6,092 | N/A |
| 1/29/2022 | 106,005 | 6,946 | 5,081 | 8,625 | N/A |
| 10/30/2021 | 103,348 | 6,782 | 5,955 | 9,078 | N/A |
| 7/31/2021 | 100,328 | 6,308 | 6,258 | 8,831 | N/A |
| 5/1/2021 | 98,143 | 6,181 | 7,942 | 10,380 | N/A |
| 1/30/2021 | 93,561 | 4,368 | 7,876 | 10,525 | N/A |
| 10/31/2020 | 88,621 | 3,821 | 7,369 | 10,002 | N/A |
| 8/1/2020 | 84,653 | 3,513 | 6,374 | 9,421 | N/A |
| 5/2/2020 | 80,100 | 2,761 | 4,955 | 8,078 | N/A |
| 2/1/2020 | 78,112 | 3,269 | 4,090 | 7,117 | N/A |
| 11/2/2019 | 77,690 | 3,234 | N/A | 6,508 | N/A |
| 8/3/2019 | 76,847 | 3,144 | N/A | 6,061 | N/A |
| 5/4/2019 | 76,202 | 3,005 | N/A | 5,782 | N/A |
| 2/2/2019 | 75,356 | 2,930 | N/A | 5,973 | N/A |
| 11/3/2018 | 75,362 | 3,220 | N/A | 6,064 | N/A |
| 8/4/2018 | 74,415 | 3,079 | N/A | 6,733 | N/A |
| 5/5/2018 | 73,272 | 2,950 | N/A | 6,144 | N/A |
| 2/3/2018 | 72,714 | 2,908 | N/A | 6,935 | N/A |
| 10/28/2017 | 70,421 | 2,642 | N/A | 7,050 | N/A |
| 7/29/2017 | 69,988 | 2,775 | N/A | 6,874 | N/A |
| 4/29/2017 | 69,522 | 2,730 | N/A | 6,494 | N/A |
| 1/28/2017 | 70,271 | 2,666 | N/A | 5,444 | N/A |
| 10/29/2016 | 70,431 | 3,268 | N/A | 5,000 | N/A |
| 7/30/2016 | 71,603 | 3,136 | N/A | 4,583 | N/A |
| 4/30/2016 | 72,862 | 3,284 | N/A | 4,594 | N/A |
| 1/30/2016 | 73,785 | 3,321 | N/A | 5,958 | N/A |
| 10/31/2015 | 73,909 | 2,860 | N/A | 6,228 | N/A |
| 8/1/2015 | 73,550 | 2,911 | N/A | 5,788 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (3.9% al año) de TGT es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (3.9% al año) de TGT crezcan menos que el mercado US (16.7% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de TGT crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (2.6% al año) de TGT crezcan más despacio que el mercado de US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 2.6% al año) de TGT crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de TGT sea alta dentro de 3 años (21.1%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/13 14:41 |
| Precio de las acciones al final del día | 2026/05/13 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Target Corporation está cubierta por 57 analistas. 35 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |
| Seth Sigman | Barclays |