Gap（GAP）株式概要
は、米国、カナダ、日本、台湾、および海外でアパレル小売業を営んでいる。 詳細
GAP Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$29.12
FV
15.7% 割安 内在価値ディスカウント14.24%
Revenue growth p.a.
7
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The Gap, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$24.56 |
| 52週高値 | US$29.36 |
| 52週安値 | US$18.69 |
| ベータ | 2.08 |
| 1ヶ月の変化 | -3.12% |
| 3ヶ月変化 | -12.91% |
| 1年変化 | 5.54% |
| 3年間の変化 | 194.13% |
| 5年間の変化 | -24.34% |
| IPOからの変化 | 34,497.40% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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株主還元
| GAP | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | 1.2% | 0.2% | 3.2% |
| 1Y | 5.5% | 7.6% | 31.0% |
業界別リターン: GAP過去 1 年間で7.6 % のリターンをもたらしたUS Specialty Retail業界と一致しました。
リターン対市場: GAPは、過去 1 年間で31 % のリターンを上げたUS市場を下回りました。
価格変動
| GAP volatility | |
|---|---|
| GAP Average Weekly Movement | 6.6% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: GAP 、 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: GAPの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 1969 | 79,000 | Richard Dickson | www.gapinc.com |
は米国、カナダ、日本、台湾、および海外でアパレル小売業を営んでいる。同社はOld Navy、Gap、Banana Republic、Athletaのブランドで男性、女性、子供向けのアパレル、アクセサリー、パーソナルケア製品を提供している。同社は直営店、フランチャイズ店、ウェブサイト、第三者との契約、ライセンス提携を通じて商品を提供している。アジア、ヨーロッパ、ラテンアメリカ、中東、アフリカでOld Navy、Gap、Banana Republic、Athletaのフランチャイズ契約を結んでいる。ザ・ギャップは1969年に法人化され、カリフォルニア州サンフランシスコに本社を置いている。
The Gap, Inc. 基礎のまとめ
| GAP 基礎統計学 | |
|---|---|
| 時価総額 | US$8.64b |
| 収益（TTM） | US$816.00m |
| 売上高(TTM) | US$15.37b |
11.0x
PER（株価収益率0.6x
P/SレシオGAP は割高か？
公正価値と評価分析を参照収益と収入
| GAP 損益計算書（TTM） | |
|---|---|
| 収益 | US$15.37b |
| 売上原価 | US$9.10b |
| 売上総利益 | US$6.27b |
| その他の費用 | US$5.45b |
| 収益 | US$816.00m |
直近の収益報告
Jan 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.23 |
| グロス・マージン | 40.79% |
| 純利益率 | 5.31% |
| 有利子負債／自己資本比率 | 39.3% |
GAP の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.9%
現在の配当利回り30%
配当性向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 | 2026/05/06 20:29 |
| 終値 | 2026/05/06 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
The Gap, Inc. 17 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。46
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Mark Altschwager | Baird |
| Jeff Black | Barclays |