NYSE:TGT

Target Corp (TGT)

122.57
-1.28 (1.03%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Target Corp (TGT) appears to be in the midst of a significant turnaround effort, aided by new management who is addressing past issues such as poor merchandising, inventory management, and pricing competitiveness. Despite experiencing a slight revenue miss recently, the company has reported expanded gross margins and is optimistic about future growth, expecting net sales to rise by 2% alongside adjusted operating margins improving by 4.8%. The company is committed to investing $2 billion in the current year to enhance store growth, particularly in key categories like sports, beauty, and home, while also incorporating AI into their strategies. Although the stock valuation is considered low, experts acknowledge the challenges ahead, particularly competition from larger peers and some persistent operational issues.

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Consensus
HOLD
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly With supply chain issues and tightening margin issues now discounted, TGT is well positioned heading into the seasonal consumer holiday buying cycle. It trades at 18x peers, compared to peers at 28x and recently reported earnings support a 35% ROE. It pays a reasonable dividend, backed by a payout ratio under 50% of cash flow. We recommend a stop loss at $123, looking to achieve $194 -- upside over 24%. Yield 2.7% (Analysts’ price target is $194.22)
DON'T BUY
Target reports Wednesday. It's better than, say, Walmart, because they have take two big inventory charges and may still be stuck. Compare that to target which took one giant inventory charge in June. That said, he doesn't like and prefers Costco and Amazon. Retail as a whole has been struggling.
DON'T BUY
They have built up too much inventory. Data shows that consumers are spending more experiences and less on things. This stock will suffer for a little longer.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 26/22, Down 31%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LMT has gapped down thru our stop at $200. To remain disciplined, we recommend covering the position at this time.
BUY
He has owned this for a long time. They've done a lot of things right. It's cheap at a forward PE basis.
BUY
They have a $15 billion share buyback. A value name.
BUY
Prefers Target over Walmart. Target is trading at 14x. Very cheap earnings next year. Shares should be much higher.
BUY
Prefers Target over Walmart; trading at 14x. Very cheap earnings next year. Shares should be much higher.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly With post-pandemic consumer spending expected to be on the rise in 2022, we select TGT as a TOP PICK. The company is the 8th largest retailer in the US. Latest earnings beat expectations by 11% and support a robust ROE of 47%. It pays a dividend that has been growing for 51 consecutive years and is backed by a payout ratio under 30% of cash flow. We recommend a stop loss at $200, looking to achieve $279 -- upside potential over 17%. Yield 1.49%
BUY
He added to this last week. It trades at 15x forward PE, pays a 1.6% dividend, operating leverage is doing well and is trading 18% off its 52-week high. They've seen strength in multi-channel consumer and has done flawless execution during the pandemic.
BUY
Operating margins continue to grow. Their private label business is up 18%.
COMMENT
It reports Tuesday. It's slid from $266 to $190, but rallied today by $7. Will Target tell is that business is terrific, or that it's hard to get goods and hard to raise prices? It's a dice roll to guess which.
PAST TOP PICK
(A Top Pick Jun 21/21, Down 6.5%) He just added shares. Target touched $279 in an explosive run, but has pulled back in recent months. The PE trades around 16-18x, lower than the S&P PE, plus Target's 2021 sales growth is $15 billion is monster growth. Digital sales have been huge for them in recent years. They continue to grow. They execute very well. Stock pullbacks are pauses, just like Apple, before they run up. The PE is too low, so he sees them revisiting and maybe surpassing old highs.
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