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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WMT
COMMENT
This stock has been in a bit of a trading range. If you’re trading a range, this is a great stock to buy at $47. If you wanted it for a long-term period, you want to see it break the range. Support level is at around $47 with resistance at around $60. If it breaks $60, this is where you want to get in.
COMMENT
Opening over 200 stores in Canada in 2013. Not all the upfront costs can be capitalized so it has been a drag on earnings. A 10% return is a reasonable assumption.
TOP PICK
$60.44, 4% upside but the market is seeking out domestic plays as opposed to international. Increased dividend by 20% last night at AGM. Not much downside.
DON'T BUY
(Market Call Minute.) Too expensive here. Has done too well.
COMMENT
A step higher for shoppers compared to Wal-Mart (WMT-N) or Dollar Stores (FDO-N). Beta is probably flat against the S&P. He prefers Wal-Mart. This stock will do okay but Wal-Mart is probably the better place to be.
DON'T BUY
Consumer discretionary and particularly department stores have all been really struggling. There has always been a question about their credit card debt and their exposure. You need to see a continuation of strong employment growth in the US.
BUY
Offers reasonable value. Trades for a reasonable price/sales and earnings. US retail sector is demonstrating they can make money even in this sort of environment. !.93% yield.
COMMENT
Very good competition to Wal-Mart. Price points tend to be a bit higher but their food offering is not as broad.
BUY
(Market Call Minute.) Not really about the retail, it is about real estate. Speculation that the real estate is worth more than what it is on the books for. Probably a Buy.
COMMENT
The upscale Wal-Mart (WMT-N) of the world. With US retail sales in the doldrums, consumers are shifting sales to Wal-Mart and are less likely to pick up little extras. In the near term, it is suffering. In the long-term, it is a great company to own.
DON'T BUY
(Market Call Minute.) His model price is $55.13. Not mispriced.
BUY
(Market Call Minute.) Looks like retail spending in the US is holding up in spite of nay Sayers. Probably not a bad thing to Buy.
DON'T BUY
6% positive differential. Would prefer Wal-Mart.
COMMENT
Have done a great job. Trades at a premium multiple to Wal-Mart (WMT-N). Target tries to sell to a more affluent consumer, and if the US economy continues to slow this could hurt.c
COMMENT
Prefers Wal-Mart (WMT-N), which is substantially cheaper. Also expect margins will expand faster.
Showing 106 to 120 of 127 entries