NYSE:TGT

Target Corp (TGT)

139.59
-0.01 (0.01%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 20, 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 transformation under new management, with expectations of improved performance after a challenging period marked by poor merchandising decisions and inventory management issues. Recent reports show that while the company experienced slightly light revenues, they managed to expand gross margins and beat EPS, indicating progress in operational efficiency. Analysts note that despite the challenges faced, including competition from larger peers like Walmart and Amazon, there is growing confidence in the company's turnaround strategy, which includes substantial investments in growth areas and the use of AI. The stock is viewed as attractively valued at a low PE ratio, with expectations of continued growth through strategic initiatives and adaptations in the retail landscape.

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Consensus
HOLD
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Valuation
Undervalued
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Similar
WMT,Walmart
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.

COMMENT

When looking at this, you have to ask yourself if you are there for share price appreciation or for yield. If looking at this for yield, he would look elsewhere. 3.6% dividend is a good yield, but there are others that have a better balance sheet and growth trajectory.

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