Target 将来の成長
Future 基準チェック /26
Target利益と収益がそれぞれ年間6%と2.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.6% 7.2%なると予測されています。
主要情報
6.0%
収益成長率
7.22%
EPS成長率
| Consumer Retailing 収益成長 | 9.2% |
| 収益成長率 | 2.9% |
| 将来の株主資本利益率 | 21.56% |
| アナリストカバレッジ | Good |
| 最終更新日 | 24 Jun 2026 |
今後の成長に関する最新情報
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
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 Alpha業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 1/31/2029 | 115,341 | 4,100 | 2,874 | 7,618 | 17 |
| 1/31/2028 | 112,054 | 3,951 | 2,666 | 7,736 | 36 |
| 1/31/2027 | 108,881 | 3,754 | 2,058 | 6,957 | 35 |
| 5/2/2026 | 106,377 | 3,450 | 3,031 | 7,003 | N/A |
| 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 | N/A | 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 |
アナリストによる今後の成長予測
収入対貯蓄率: TGTの予測収益成長率 (年間6% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: TGTの収益 ( 6% ) US市場 ( 18.5% ) よりも低い成長が予測されています。
高成長収益: TGTの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: TGTの収益 ( 2.9% ) US市場 ( 12.7% ) よりも低い成長が予測されています。
高い収益成長: TGTの収益 ( 2.9% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: TGTの 自己資本利益率 は、3年後には高くなると予測されています ( 21.6 %)
成長企業の発掘
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 | 2026/06/24 04:24 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/05/02 |
| 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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 36 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。58
| アナリスト | 機関 |
|---|---|
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |
| Seth Sigman | Barclays |