Target（TGT）株式概要
ターゲット・コーポレーションは米国で総合小売業を営んでいる。 詳細
TGT Community Fair Values
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Analyst Price Targets
Target Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$118.44 |
| 52週高値 | US$133.10 |
| 52週安値 | US$83.44 |
| ベータ | 1.01 |
| 1ヶ月の変化 | -2.83% |
| 3ヶ月変化 | 4.60% |
| 1年変化 | 17.17% |
| 3年間の変化 | -26.24% |
| 5年間の変化 | -43.61% |
| IPOからの変化 | 16,085.41% |
最新ニュース
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
ナラティブ更新 • 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.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ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaSeeking 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株主還元
| TGT | US Consumer Retailing | US 市場 | |
|---|---|---|---|
| 7D | -7.3% | -0.9% | 2.2% |
| 1Y | 17.2% | 19.8% | 31.1% |
業界別リターン: TGT過去 1 年間で19.8 % の収益を上げたUS Consumer Retailing業界を下回りました。
リターン対市場: TGTは、過去 1 年間で31.1 % のリターンを上げたUS市場を下回りました。
価格変動
| TGT volatility | |
|---|---|
| TGT Average Weekly Movement | 4.2% |
| Consumer Retailing Industry Average Movement | 5.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TGT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TGTの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1902 | 415,000 | Michael Fiddelke | corporate.target.com |
ターゲット・コーポレーションは、米国で総合小売業を営んでいる。レディース、メンズ、ヤングアダルト、キッズ、幼児、ベビー向けのアパレル、ジュエリー、アクセサリー、シューズ、スキンケア、バスケア、化粧品、ヘアケア、オーラルケア、デオドラント、シェービング製品などのビューティ製品を提供している。また、スナック、キャンディー、飲料、デリカテッセン、ベーカリー、食肉、青果、フードサービスなどの乾物・生鮮食料品、ビデオゲームやコンソール、玩具、スポーツ用品、エンターテイメント、バッグなどのエレクトロニクス製品からなる食品・飲料製品も提供している；ベッド・バス用品、インテリア用品、学校・事務用品、収納用品、小型家電、キッチン用品、グリーティングカード、パーティー用品、家具、照明器具、ホームセンター、季節商品などの生活必需品、家庭用掃除用品、紙製品、市販のヘルスケア用品、ビタミン剤・サプリメント、ベビー用品、ペット用品などの家庭用品。さらに、定期的なデザインやクリエイティブ・パートナーシップ、ショップ・イン・ショップ体験、店内アメニティなどを通じて商品を販売している。同社は店舗、Target.comを含むデジタルチャネルを通じて商品を販売している。ターゲット・コーポレーションは1902年に設立され、ミネソタ州ミネアポリスに本社を置いている。
Target Corporation 基礎のまとめ
| TGT 基礎統計学 | |
|---|---|
| 時価総額 | US$56.89b |
| 収益（TTM） | US$3.71b |
| 売上高(TTM) | US$104.78b |
14.5x
PER（株価収益率0.5x
P/SレシオTGT は割高か？
公正価値と評価分析を参照収益と収入
| TGT 損益計算書（TTM） | |
|---|---|
| 収益 | US$104.78b |
| 売上原価 | US$75.51b |
| 売上総利益 | US$29.27b |
| その他の費用 | US$25.56b |
| 収益 | US$3.71b |
直近の収益報告
Jan 31, 2026
次回決算日
May 20, 2026
| 一株当たり利益（EPS） | 8.16 |
| グロス・マージン | 27.93% |
| 純利益率 | 3.54% |
| 有利子負債／自己資本比率 | 88.7% |
TGT の長期的なパフォーマンスは？
過去の実績と比較を見る| Target 配当日 | |
|---|---|
| 配当落ち日 | May 13 2026 |
| 配当支払日 | Jun 01 2026 |
| 配当落ちまでの日数 | 1 day |
| 配当支払日までの日数 | 20 days |
TGT 配当は確実ですか？
TGT 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 02:59 |
| 終値 | 2026/05/11 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Target Corporation 35 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。57
| アナリスト | 機関 |
|---|---|
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |
| Seth Sigman | Barclays |