Target Corporation

NYSE:TGT Rapport sur les actions

Capitalisation boursière : US$59.1b

Target Croissance future

Future contrôle des critères 2/6

Target devrait augmenter ses bénéfices et son chiffre d'affaires de 3.9% et de 2.6% par an respectivement. Le BPA devrait croître de de 5.3% par an. Le rendement des capitaux propres devrait être 21.1% dans 3 ans.

Informations clés

3.9%

Taux de croissance des bénéfices

5.32%

Taux de croissance du BPA

Consumer Retailing croissance des bénéfices8.8%
Taux de croissance des recettes2.6%
Rendement futur des capitaux propres21.07%
Couverture par les analystes

Good

Dernière mise à jour07 May 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • 16h

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
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Article d'analyse • 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...
Article d'analyse • 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...
Article d'analyse • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Dec 23

Target's Promotional Strategies Backfired - Tariffs Will Add More Pressure

Summary I am downgrading Target from a "buy" to a "hold" and reducing the price target by 21% to $147 due to disappointing Q3 performance and muted Q4 guidance. Target's Q3 saw deceleration in comparable sales growth and deteriorating margins due to higher inventory levels and promotional pressures, leading to underperformance against the S&P 500. Despite strong digital sales growth, Target's overall revenue growth was strained by declining average selling prices and potential market share losses to competitors like Walmart and Costco. The potential impact of President-elect Donald Trump’s proposed tariffs on imports also adds uncertainty, likely raising consumer prices and dampening demand, further pressuring Target's top and bottom lines. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:TGT - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
1/31/2029112,8564,0312,3377,26815
1/31/2028109,6223,7482,4917,33132
1/31/2027106,7713,6172,1077,08334
1/31/2026104,7803,7052,8356,562N/A
11/1/2025105,2423,7633,0096,774N/A
8/2/2025105,6403,9282,9446,386N/A
5/3/2025105,8814,1853,5346,541N/A
2/1/2025106,5664,0914,4767,367N/A
11/2/2024107,5704,3704,5457,367N/A
8/3/2024107,3004,4875,2688,562N/A
5/4/2024106,6214,1304,5828,457N/A
2/3/2024107,4124,1383,8158,621N/A
10/28/2023106,8883,6323,6418,798N/A
7/29/2023108,0083,3731,6337,463N/A
4/29/2023109,2722,7214966,677N/A
1/28/2023109,1202,780-1,5104,018N/A
10/29/2022108,7213,448-1,8043,580N/A
7/30/2022107,8554,2244275,156N/A
4/30/2022106,9785,8582,1366,092N/A
1/29/2022106,0056,9465,0818,625N/A
10/30/2021103,3486,7825,9559,078N/A
7/31/2021100,3286,3086,2588,831N/A
5/1/202198,1436,1817,94210,380N/A
1/30/202193,5614,3687,87610,525N/A
10/31/202088,6213,8217,36910,002N/A
8/1/202084,6533,5136,3749,421N/A
5/2/202080,1002,7614,9558,078N/A
2/1/202078,1123,2694,0907,117N/A
11/2/201977,6903,234N/A6,508N/A
8/3/201976,8473,144N/A6,061N/A
5/4/201976,2023,005N/A5,782N/A
2/2/201975,3562,930N/A5,973N/A
11/3/201875,3623,220N/A6,064N/A
8/4/201874,4153,079N/A6,733N/A
5/5/201873,2722,950N/A6,144N/A
2/3/201872,7142,908N/A6,935N/A
10/28/201770,4212,642N/A7,050N/A
7/29/201769,9882,775N/A6,874N/A
4/29/201769,5222,730N/A6,494N/A
1/28/201770,2712,666N/A5,444N/A
10/29/201670,4313,268N/A5,000N/A
7/30/201671,6033,136N/A4,583N/A
4/30/201672,8623,284N/A4,594N/A
1/30/201673,7853,321N/A5,958N/A
10/31/201573,9092,860N/A6,228N/A
8/1/201573,5502,911N/A5,788N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de TGT ( 3.9% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de TGT ( 3.9% par an) devraient croître plus lentement que le marché US ( 16.4% par an).

Croissance élevée des bénéfices: Les bénéfices de TGT devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de TGT ( 2.6% par an) devrait croître plus lentement que le marché de US ( 11.4% par an).

Croissance élevée des revenus: Le chiffre d'affaires de TGT ( 2.6% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de TGT devrait être élevé dans 3 ans ( 21.1 %)

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 00:30
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/01/31
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Target Corporation est couverte par 57 analystes. 34 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Christopher GrajaArgus Research Company
Peter BenedictBaird
Seth SigmanBarclays