Target Corporation

NYSE:TGT 株式レポート

時価総額：US$59.1b

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3.9%と2.6%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21.1% 5.3%なると予測されています。

主要情報

3.9%

収益成長率

5.32%

EPS成長率

Consumer Retailing 収益成長8.8%
収益成長率2.6%
将来の株主資本利益率21.07%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

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 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

業績と収益の成長予測

NYSE:TGT - アナリストの将来予測と過去の財務データ ( )USD Millions
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
1/31/2029112,8564,0312,3377,26815
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

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3.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TGTの収益 ( 3.9% ) US市場 ( 16.6% ) 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 ( 2.6% ) US市場 ( 11.5% ) 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 ( 2.6% ) 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 ( 21.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 05:03
終値2026/05/07 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 34 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 GrajaArgus Research Company
Peter BenedictBaird
Seth SigmanBarclays