The Gap, Inc.

Report azionario NYSE:GAP

Capitalizzazione di mercato: US$8.6b

Gap Crescita futura

Criteri Future verificati 2/6

Gap prevede che gli utili e i ricavi cresceranno rispettivamente di 6.1% e 2.4% all'anno. Si prevede che l'EPS crescerà di 7.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 23.8% in 3 anni.

Informazioni chiave

6.1%

Tasso di crescita degli utili

7.74%

Tasso di crescita dell'EPS

Specialty Retail crescita degli utili9.6%
Tasso di crescita dei ricavi2.4%
Rendimento futuro del capitale proprio23.84%
Copertura analitica

Good

Ultimo aggiornamento28 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi • May 02

GAP: Tariff And Margin Uncertainty Will Likely Temper Recent Earnings Momentum

Analysts have nudged the blended price target on Gap up by about $2 to reflect slightly higher projected revenue growth, a modestly stronger profit margin profile, and updates to longer term P/E assumptions following recent Q4 results and management meetings. Analyst Commentary Recent Street research around Gap highlights a mixed backdrop, with several firms adjusting price targets after the Q4 report and follow up meetings.
Aggiornamento dell'analisi • Apr 17

GAP: Brand Momentum And Athleta Turnaround Will Shape Future Earnings Power

The updated analyst price target for Gap edges higher by about $0.30, with analysts linking the change to slightly stronger revenue growth and margin assumptions, as well as recent price target moves across the Street. Analyst Commentary Recent research on Gap points to a cluster of price target increases and generally constructive views on the company, even where ratings remain Neutral.
Seeking Alpha • Apr 06

The Gap: Despite Holiday Sales Miss, 2026 Is Positioned For Success

Summary Gap Inc. remains a buy despite the recent 10% share price decline and Q4 momentum break. GAP's core Gap and Old Navy brands are delivering positive comp sales, leveraging value-oriented consumer demand in a tough macro. Operational tightening, including store closures and SKU rationalization, signals a focus on profitability over growth at all costs. GAP's $1.5 billion net cash position underpins dividend sustainability and operational resilience amid industry headwinds. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Apr 03

GAP: Cultural Relevance And Athleta Turnaround Will Support Long Term Recovery

Narrative Update on Gap The analyst price target for Gap has been adjusted slightly, with a modest reset reflecting updated assumptions for revenue growth, profit margins, and future P/E after recent research in which analysts cited constructive commentary around Athleta, incremental price target moves in the $27 to $34 range, and more cautious modeling following the latest Q4 update. Analyst Commentary Recent research on Gap reflects a mix of optimism and caution, with several firms adjusting price targets in a relatively tight range and updating models following the latest Q4 report and investor meetings.
Aggiornamento dell'analisi • Mar 19

GAP: Brand Relevance And Athleta Turnaround Will Drive Future Earnings Momentum

Analysts have nudged their blended price target for Gap higher by about $0.13 to $38.65. This reflects updated views around revenue growth, profit margins and more constructive commentary on core brands and Athleta.
Aggiornamento dell'analisi • Mar 05

GAP: Cultural Relevance And Category Expansion Will Support Measured Long Term Recovery

Narrative Update The analyst price target for Gap edges higher as our fair value estimate moves from $30.42 to $30.71. This reflects analysts' focus on the company's efforts to refresh brand relevance, expand beauty and handbag offerings, and support growth at Athleta.
Aggiornamento dell'analisi • Feb 19

GAP: Earnings Inflection And Brand Reinvigoration Will Support Measured Long Term Recovery

Narrative Update on Gap The analyst price target embedded in our model increases by about $1.24 per share, as analysts cite higher price targets across the Street and point to a positive earnings inflection, improving brand momentum, and continued progress in categories like beauty, handbags, and Athleta as key supports for the updated outlook. Analyst Commentary Recent Street research on Gap clusters around a more constructive view on the earnings outlook, with several firms revising price targets higher and one high profile upgrade to Buy that points to a potential earnings inflection.
Aggiornamento dell'analisi • Feb 05

GAP: Fashiontainment And Brand Reinvigoration Will Drive Earnings Momentum

Analysts have lifted their price target for Gap, increasing the fair value estimate from about US$30.73 to US$38.52. This reflects higher assumed revenue growth and a richer future P/E multiple, supported by recent upgrades and target hikes that highlight improving earnings momentum and brand progress across Gap's portfolio.
Aggiornamento dell'analisi • Jan 22

GAP: Recent Earnings Momentum Will Likely Prove Difficult To Sustain

The analyst fair value estimate for Gap has been raised from $19.00 to $22.60, as analysts point to a series of price target upgrades tied to recent earnings outperformance, improving growth assumptions, and higher expected profitability across key brands and newer categories such as beauty and handbags. Analyst Commentary Recent research on Gap highlights a clear split between enthusiastic upgrades and more restrained, valuation conscious views.
Aggiornamento dell'analisi • Jan 07

GAP: Turnaround Execution And Brand Reinvigoration Will Support Measured Long Term Margin Recovery

Analysts have nudged their fair value estimate for Gap higher from US$28.65 to US$29.18, reflecting a series of recent price target increases and upgrades that highlight improving confidence in the company’s brand progress and earnings profile. Analyst Commentary Recent Street research on Gap shows a clear shift toward more constructive views, with several firms lifting ratings and price targets as they reassess the company’s earnings profile, brand health, and execution under current leadership.
Articolo di analisi • Jan 06

Investors Will Want Gap's (NYSE:GAP) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Aggiornamento dell'analisi • Dec 18

GAP: Turnaround Momentum And Q3 Execution Will Support Durable Margin Recovery

Analysts nudged their average price target on Gap modestly higher, with fair value estimates rising by about $1 to reflect stronger than expected Q3 momentum across brands, improving revenue growth expectations, and growing confidence in the company’s turnaround strategy despite only incremental changes to long term profitability assumptions. Analyst Commentary Street research following Gap's latest results points to a more constructive stance on the stock, with multiple firms lifting price targets into the mid to high 20 dollar range and several upgrades into positive rating territory.
Aggiornamento dell'analisi • Dec 04

GAP: Disciplined Leadership And Brand Reinvigoration Will Support Durable Margin Recovery

We raise our fair value estimate for Gap by about $1.70 per share to roughly $27.70, reflecting analysts' higher price targets following a series of Q3 beats and growing confidence in the durability of the brand turnaround and revenue growth trajectory. Analyst Commentary Recent Street research reflects a generally constructive but still selective stance on Gap, with several firms raising price targets and a growing cohort moving to more positive ratings as execution improves.
Aggiornamento dell'analisi • Nov 20

GAP: Disciplined Leadership And Category Expansion Will Support Steady Margin Gains

Gap's analyst price target has risen from approximately $24.87 to $26.03 per share, as analysts cite improved leadership, ongoing brand recovery efforts, and the company's margin expansion initiatives as supporting factors for the upward revision. Analyst Commentary Recent Street research highlights a mix of optimism and caution regarding Gap's turnaround and valuation outlook.
Aggiornamento dell'analisi • Nov 05

GAP: Margin Improvements And New Category Expansion Will Drive Steady Value

Gap's analyst price target has increased modestly to approximately $24.87, up from $24.74, as analysts cite improving revenue growth projections and potential for stronger margins despite ongoing macroeconomic uncertainties. Analyst Commentary Recent Street research on Gap presents a mix of optimism surrounding the company’s ability to grow and improve margins, balanced by a note of caution regarding longer-term challenges and macroeconomic headwinds.
Aggiornamento dell'analisi • Oct 15

Digital And Sustainable Trends Will Foster Long Term Value

Analysts have slightly raised their fair value estimate for Gap, increasing the price target from $24.38 to $24.74. This change is due to incremental improvements in profitability and margin potential following positive updates from recent research coverage.
Aggiornamento dell'analisi • Aug 27

AI Investments And Supply Chain Optimization Will Drive Future Efficiency At Old Navy And Gap

Gap’s consensus price target has been reduced to $24.51 as analysts revise forecasts lower on persistent margin compression from tariff pressures, limited pricing power, and less favorable operating margin prospects, despite fair current valuation and some optimism for brand-driven upside. Analyst Commentary Bearish analysts are lowering price targets due to increased tariff pressures, which are compressing operating margins and diminishing profitability expectations through fiscal 2026.
Articolo di analisi • Jul 21

Gap (NYSE:GAP) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Articolo di analisi • Jul 07

Here's Why Gap (NYSE:GAP) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi • Jun 23

Lacklustre Performance Is Driving The Gap, Inc.'s (NYSE:GAP) 25% Price Drop

The Gap, Inc. ( NYSE:GAP ) shareholders won't be pleased to see that the share price has had a very rough month...
Articolo di analisi • May 09

The Gap, Inc. (NYSE:GAP) Surges 30% Yet Its Low P/E Is No Reason For Excitement

The Gap, Inc. ( NYSE:GAP ) shareholders would be excited to see that the share price has had a great month, posting a...
Seeking Alpha • Mar 16

Gap Stock Looks Like A Formidable Bargain Following Retail Sector Pullback

Summary Gap stock has given up the majority of its post-earnings bump as investors have downgraded their view of retail, seemingly across the board. GAP's portfolio of brands, including Old Navy, Banana Republic and Athleta, offers stability and diversification. While revenues have been rangebound for more than a decade, recent margin progress has driven earnings. With little immediate U.S. import tariff exposure, GAP's ~9x P/E multiple looks like a formidable steal. Investors should consider taking advantage of the recent drop likely due to index selling. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

The Gap Dazzles, Stock To Keep Rallying

Summary The Gap, Inc. delivered a stellar Q4 with a surprising return to growth, beating revenue estimates by $80 million and showing strong comparable sales. Margin power remained robust, with gross margin at 38.9% for Q4 and 41.3% for the year, indicating solid profitability. The company reported net income of $206 million and EPS of $0.54, beating estimates by $0.17, with a growing cash position and increased dividend. Forward outlook is positive, with expected sales growth, margin expansion, and increased operating income, making GAP stock a buy at current valuations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

The Gap Remains An Apparel Brand Icon, Which Could Benefit From Strong U.S. Consumer Spending

Summary I recommend a buy rating on The Gap stock as it could see tailwind from 2024 holiday sales results but also a strong 2025 economy driving consumer spend on apparel. The key upsides are a strong profit margin, proven cashflow generation, declining leverage risk, and an undervalued share price. Its Athleta brand has already seen a surge in demand in FY24, and could benefit from market growth in the athletic leisurewear space. This is not a relatively high dividend yield stock, nor a proven dividend grower lately. A key risk about this sector includes seasonal impacts to apparel sales. Read the full article on Seeking Alpha
Seeking Alpha • Dec 27

The Gap: Sales Momentum And Profitability Signal Turnaround

Summary Gap, an iconic U.S. retailer, is now staging a comeback after a year of struggle. Strong Q3 results indicate signs of a turnaround in the Company’s fortunes. In Q3, GAP recorded its fourth consecutive quarter of sales growth and the seventh consecutive quarter of market share gains. Further, notable margin expansion during the quarter signals improving profitability. GAP's strategic focus on cultural relevance, trendier styles, and aggressive marketing is driving the turnaround under the CEO Richard Dickson. Despite improving growth and profitability prospects, GAP trades at just 11.9x fwd P/E, well below the industry median. I value GAP at $33 per share, indicating significant upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

The Gap: Brand Momentum Can Carry Shares Higher (Upgrade)

Summary The Gap's shares jumped 8% after strong quarterly results, with cost controls supporting margin expansion and a notable rise in online sales. Athleta showed a strong performance, while Banana Republic stabilized; Old Navy remains resilient despite economic headwinds. Gap's robust cash flow and improved balance sheet, with $2.2 billion in cash, support potential future buybacks or dividends. The valuation is compelling with an 8.5% free cash flow yield; I have upgraded GAP to “buy” expecting shares to rise to $29. Read the full article on Seeking Alpha
Seeking Alpha • Oct 28

The Gap: Looking For A Turnaround Continuation In Q3 (Rating Upgrade)

Summary The Gap, Inc.'s Q3 report is important as the company needs to show continued progress in the recently successful brand turnaround. A weak consumer weighs on the Q3 outlook, causing a more moderate growth outlook, but GAP should still report good comparable results due to the good brand momentum. As the market has remained skeptical of GAP's turnaround despite the recent successful quarters, the stock now brings an attractive risk-to-reward. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:GAP - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
1/31/202916,6661,045N/A1,5296
1/31/202816,2029771,0251,52017
1/31/202715,7409187851,36516
1/31/202615,3668168231,293N/A
11/1/202515,2798517791,223N/A
8/2/202515,1668897691,215N/A
5/3/202515,1618798791,316N/A
2/1/202515,0868441,0391,486N/A
11/2/202415,2358231,1081,570N/A
8/3/202415,1737671,1801,583N/A
5/4/202415,0016781,1511,547N/A
2/3/202414,8895021,1121,532N/A
10/28/202314,834441,1551,551N/A
7/29/202315,1061088641,342N/A
4/29/202315,415-58410984N/A
1/28/202315,616-202-78607N/A
10/29/202215,89855-77015N/A
7/30/202215,802-379-1,021-190N/A
4/30/202216,156-72-691107N/A
1/29/202216,670256115809N/A
10/30/202116,569506-70520N/A
7/31/202116,6207536631,116N/A
5/1/202115,6844331,1231,517N/A
1/30/202113,800-665-155237N/A
10/31/202014,050-1,0838841,282N/A
8/1/202014,054-1,038224741N/A
5/2/202014,784-808-148442N/A
2/1/202016,3833513661,411N/A
11/2/201916,332811N/A1,342N/A
8/3/201916,423937N/A1,418N/A
5/4/201916,5031,066N/A1,476N/A
2/2/201916,5801,003N/A1,381N/A
11/3/201816,735932N/A1,347N/A
8/4/201816,484895N/A1,440N/A
5/5/201816,198869N/A1,223N/A
2/3/201815,855848N/A1,380N/A
10/28/201715,506863N/A1,519N/A
7/29/201715,466838N/A1,471N/A
4/29/201715,518692N/A1,642N/A
1/28/201715,516676N/A1,719N/A
10/29/201615,472670N/A1,660N/A
7/30/201615,531714N/A1,686N/A
4/30/201615,578808N/A1,551N/A
1/30/201615,797920N/A1,594N/A
10/31/201516,1201,025N/A1,749N/A
8/1/201516,2351,128N/A1,775N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di GAP ( 6.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di GAP ( 6.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di GAP cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di GAP ( 2.4% all'anno) crescerà più lentamente rispetto al mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di GAP ( 2.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di GAP sarà elevato tra 3 anni ( 23.8 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 09:39
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2026/01/31
Utili annuali2026/01/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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

The Gap, Inc. è coperta da 46 analisti. 17 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.

AnalistaIstituzione
null nullArgus Research Company
Mark AltschwagerBaird
Jeff BlackBarclays