Target Performance degli utili passati
Criteri Il passato verificati 2/6
Gli utili di Target sono diminuiti a un tasso medio annuo di -11.1%, mentre il settore Consumer Retailing ha visto gli utili crescere a un tasso medio annuo di 15.7%. I ricavi sono cresciuti crescere a un tasso medio annuo di 0.5%. Il ritorno sul capitale proprio di Target è 21% e ha margini netti di 3.2%.
Informazioni chiave
-11.07%
Tasso di crescita degli utili
-9.01%
Tasso di crescita dell'EPS
| Consumer Retailing Crescita del settore | 10.91% |
| Tasso di crescita dei ricavi | 0.52% |
| Rendimento del capitale proprio | 21.04% |
| Margine netto | 3.24% |
| Prossimo aggiornamento sugli utili | 19 Aug 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • Jun 23
Target: Still Hitting The Core Of Strength, But Valuation Signals Caution
Summary Target Corporation delivered decent Q1 2026 results with positive revenue growth and margins. Inflationary headwinds must not be discounted, but its strategic market positioning and robust Balance Sheet may protect its operations. Dividends remain attractive, but overall valuation suggests that TGT is already fully priced. Technical indicators suggest extra caution due to emerging bearish divergence tendencies. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 22
TGT: Merchandising Reset And Guest Experience Overhaul Will Support Turnaround Trajectory
Target's updated fair value estimate has edged up by about $0.88 per share as analysts incorporate higher price targets and increased confidence in the company’s turnaround efforts, merchandising resets, and operational changes following recent management meetings and Q1 results. Analyst Commentary Recent research on Target points to a more constructive tone from many Wall Street firms, with several raising price targets following Q1 results and management meetings that highlighted merchandising resets, operational changes, and a clearer roadmap for the turnaround.Articolo di analisi • Jun 20
Target (TGT) Stock Could Be 17.5% Undervalued After Isaac Mizrahi Brand Push
Target (TGT) has become a closely watched retail stock after a series of moves to refresh its brand, including appointing Isaac Mizrahi as creative director at large and expanding key merchandising partnerships. See our latest analysis for Target. After a sharp run earlier in 2026, Target’s recent moves, including the Mizrahi appointment and new merchandising partnerships, come as the stock shows a 90-day share price return of 15.43% and a 1-year total shareholder return of 42.83%. The 5-year...Aggiornamento della narrazione • Jun 06
TGT: Merchandising Turnaround And Guest Experience Investments Will Support Future Earnings Power
Narrative Update on Target The analyst price target for Target has been adjusted slightly higher, with the updated fair value estimate moving by about $0.07 to $158.44, as analysts factor in recent Q1 beats, raised FY26 guidance, and early signs of progress from the company's ongoing transformation and merchandising efforts. Analyst Commentary Recent research is broadly constructive on Target, with many bullish analysts lifting price targets following the Q1 earnings beat, raised FY26 guidance, and early progress on the company’s transformation plans.Aggiornamento della narrazione • May 23
TGT: Merchandising And Guest Experience Turnaround Will Support Future Earnings Power
Narrative Update on Target The updated analyst price target for Target moves from about $154.82 to $158.51. This reflects analysts' responses to recent Q1 earnings beats, raised FY26 guidance, and early progress on the company’s merchandise and operational turnaround, even as they continue to flag risks around SG&A growth, tougher upcoming comparisons, and execution in key categories.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Target guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 02 May 26 | 106,377 | 3,450 | 22,102 | 0 |
| 31 Jan 26 | 104,780 | 3,705 | 21,714 | 0 |
| 01 Nov 25 | 105,242 | 3,763 | 21,721 | 0 |
| 02 Aug 25 | 105,640 | 3,928 | 21,835 | 0 |
| 03 May 25 | 105,881 | 4,185 | 21,838 | 0 |
| 01 Feb 25 | 106,566 | 4,091 | 21,796 | 0 |
| 02 Nov 24 | 107,570 | 4,370 | 21,761 | 0 |
| 03 Aug 24 | 107,300 | 4,487 | 21,558 | 0 |
| 04 May 24 | 106,621 | 4,130 | 21,387 | 0 |
| 03 Feb 24 | 107,412 | 4,138 | 21,269 | 0 |
| 28 Oct 23 | 106,888 | 3,632 | 21,013 | 0 |
| 29 Jul 23 | 108,008 | 3,373 | 20,987 | 0 |
| 29 Apr 23 | 109,272 | 2,721 | 20,798 | 0 |
| 28 Jan 23 | 109,120 | 2,780 | 20,469 | 0 |
| 29 Oct 22 | 108,721 | 3,448 | 20,419 | 0 |
| 30 Jul 22 | 107,855 | 4,224 | 20,069 | 0 |
| 30 Apr 22 | 106,978 | 5,858 | 19,921 | 0 |
| 29 Jan 22 | 106,005 | 6,946 | 19,636 | 0 |
| 30 Oct 21 | 103,348 | 6,782 | 19,559 | 0 |
| 31 Jul 21 | 100,328 | 6,308 | 19,353 | 0 |
| 01 May 21 | 98,143 | 6,181 | 18,985 | 0 |
| 30 Jan 21 | 93,561 | 4,368 | 18,546 | 0 |
| 31 Oct 20 | 88,621 | 3,821 | 17,592 | 0 |
| 01 Aug 20 | 84,653 | 3,513 | 17,081 | 0 |
| 02 May 20 | 80,100 | 2,761 | 16,539 | 0 |
| 01 Feb 20 | 78,112 | 3,269 | 16,163 | 0 |
| 02 Nov 19 | 77,690 | 3,234 | 16,033 | 0 |
| 03 Aug 19 | 76,847 | 3,144 | 15,831 | 0 |
| 04 May 19 | 76,202 | 3,005 | 15,715 | 0 |
| 02 Feb 19 | 75,356 | 2,930 | 15,606 | 0 |
| 03 Nov 18 | 75,362 | 3,220 | 15,681 | 0 |
| 04 Aug 18 | 74,415 | 3,079 | 15,468 | 0 |
| 05 May 18 | 73,272 | 2,950 | 15,175 | 0 |
| 03 Feb 18 | 72,714 | 2,908 | 14,990 | 0 |
| 28 Oct 17 | 70,421 | 2,642 | 14,162 | 0 |
| 29 Jul 17 | 69,988 | 2,775 | 13,774 | 0 |
| 29 Apr 17 | 69,522 | 2,730 | 13,513 | 0 |
| 28 Jan 17 | 70,271 | 2,666 | 14,086 | 0 |
| 29 Oct 16 | 70,431 | 3,268 | 13,650 | 0 |
| 30 Jul 16 | 71,603 | 3,136 | 13,952 | 0 |
| 30 Apr 16 | 72,862 | 3,284 | 14,215 | 0 |
| 30 Jan 16 | 73,785 | 3,321 | 14,473 | 0 |
| 31 Oct 15 | 73,909 | 2,860 | 14,476 | 0 |
| 01 Aug 15 | 73,550 | 2,911 | 14,489 | 0 |
Guadagni di qualità: TGT ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di TGT (3.2%) sono inferiori rispetto allo scorso anno (4%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di TGT sono diminuiti del 11.1% all'anno negli ultimi 5 anni.
Accelerare la crescita: TGT ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: TGT ha avuto una crescita negativa degli utili ( -17.5% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Consumer Retailing ( 12.5% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 21% ) di TGT è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/24 04:24 |
| Prezzo dell'azione a fine giornata | 2026/06/24 00:00 |
| Utili | 2026/05/02 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Target Corporation è coperta da 58 analisti. 36 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |
| Seth Sigman | Barclays |