NYSE:TGT

Target Corp (TGT)

152.02
+2.32 (1.55%)
as of Aug 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 10, 2026, 12:00 am

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

Target Corp (TGT) is currently undergoing a significant turnaround under new management, which has led to improvements in traffic and same-store sales, reporting growth rates around 4.5% to 5.6%. Despite the positive developments, challenges remain, as the company has a history of poor merchandising decisions and struggles to compete with larger players like Walmart and Amazon. The stock trades at a lower PE ratio, suggesting it may be undervalued compared to its peers. Analysts believe that patience will be required, but overall expectations are modestly optimistic. The firm is committed to investing in growth areas and leveraging technology like AI to enhance operations in the coming year.

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Consensus
HOLD
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Valuation
Undervalued
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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.
PARTIAL BUY
Allan Tong’s Discover Picks Target, which has stayed out of the limelight boasts a strong customer loyalty program. It also ironed out its e-commerce problems of 2019, boasts a solid balance sheet and announced stellar Q2 results. Comp sales rose 8.9% from Q2-2020, comp stores sales climbed 8.7%, comp digital sales popped 10%, and its adjusted EPS of $3.64 doubled since 2019. Same-day services offered even better numbers: drive-up sales soared 80% YOY in Q2 while order pick-ups jumped 30%. Also YOY in Q2, revenues rose 9.38% and EPS climbed 8.96%. Good past performance, you say, but what about growth? Wall Street projects Target’s EPS to rise at a compound annual growth rate (CAGR) of 9.37%. Read Battle of 2 Retail Stocks: Target vs. Walmart for our full analysis.
BUY
He always hears that the stock keeps going up and investors can't enter. Forget that and start buying. The CEO is great.
BUY
Target has terrific customer loyalty. It did well during the lockdown and even better during the reopening. They just reported a beat, crushing earnings. Apparel sales jumped 60% in Q1.
BUY
They report Wednesday. Target can't stop putting up good numbers after re-asserting itself as the dominant retail discounter.
BUY

How consumers will spend their latest stimulus cheques, just passed A lot of past stimulus cheques went to Target and Walmart where people did a lot of shopping, and it will happen this time around. He also expects big-ticket sales like cars.

BUY
They report Tuesday morning. Big box retailers have been hurt lately. TGT can pull away from the big box play by putting up great YOY numbers as their stores keep getting better under a smart CEO.
BUY
Given their recent blow-out quarter, it's a bargain at current levels. A stock for the vaccine recovery.
COMMENT
Best retailer to invest in. He would hold off in investing in any of them right now. Large cap retailers are capturing market share and growing revenues. However, it's not going to last forever and the valuation has climbed up very quickly. Longer-term they are great retail franchises but expensive right now.
BUY ON WEAKNESS

Target is hitting an all-time high today. The company is firing on all cylinders. They have alleviated e-commerce concerns. Looking at evaluation, it is rallying up to catch up the evaluation of Walmart. A duopoly that will probably do fine. Would prefer Walmart more. There is also trade war concerns eventually. Right now, it is offloaded in the supply chain, but it could come down to the consumer.

DON'T BUY
Target vs. Walmart Walmart: they're growing their online presence much faster than Target's, plus they have size. Target's online has stumbled and is not yet there. Walmart has both stores and online, and growing both faster.
DON'T BUY
He would stay away from this one. He is not a fan of brick and mortar discretionary consumer stocks. The Canadian experience was a disaster. They did have good seasonal sales, but he sees too many things going against them.
DON'T BUY
Stocks that don’t meet expectations or miss slightly get hit hard. Q3 earnings missed. Walmart has a better platform. A tough space overall. Prefers Walmart or Costco, or even Amazon looks compelling.
COMMENT

This stumbled badly in Canada which set the stock back. Also, there has been a consumer pullback in the last year. The stock came back with Christmas sales, and things seem to be back to normal. Doesn't think there is anything special about this company, but it is a solid hold and you will do fine. Earnings are growing slowly.

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