TGT Target Corporation

bullish · high conviction 1/2 shifts correct ↓ $123.71 -3.36 (-2.6%)
Mkt Cap $56B P/E 16.3 fwd 13.9 52wk $83.44 - $133.10 1d ago
We disagree with Wall Street. Analyst consensus: bearish. Our position: bullish. Check the factor breakdown for details.
Insider selling: $7,751,528 sold by 2 insiders (30d)
Est. revisions: +0.0% (12 up, 16 down in 30d)
Factor Model (net -0.9)

Factor Model

net -0.9 3.3 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
-0.4
Analyst Rev.
-0.3
Narrative Gap
-0.5

Argus Raises Target PT to $150; Earnings Beat

Watch: Watch Q2 earnings for confirmation of sustained growth and margin resilience amid changing consumer trends.

Argus raised Target's price target to $150 from $145 and reiterated a Buy rating citing attractive valuation and a 3.7% dividend yield. Roth Capital lifted its target to $114 maintaining Neutral. Target posted 32% earnings growth and 5.6% same-store sales, beating estimates, and raised full-year revenue growth guidance from 2% to 4%.

Strong earnings growth and raised guidance validate Target's improving consumer demand and margin outlook, supporting a bullish case despite mixed analyst sentiment.

Evidence

Fundamentals & Data ▾
Target Corporation Consumer Defensive · Discount Stores
Mkt Cap
$56B
P/E
16.3 fwd 13.9
Beta
1.01
Div Yield
369.00%
52w Range
$83.44 - $133.10
Short Interest
14.4M 3.17%
Days to Cover
3.0 -12%
Technicals downtrend
vs 20d MA
-0.8%
vs 50d MA
-0.1%
from 52w Hi
-6.3%
Vol (20d)
36%
1w return
-1.5%
1m return
-4.7%
Vol ratio
0.8x
Insiders
selling 0B / 2S
Analysts
bearish 0 up / 1 down
EPS Estimate
$2.24 +0.0% 30d 12up / 16dn
Est. Dispersion
32% 31 analysts
Analyst Target
$132 $92 - $160
Options P/C
0.82
Insider Cluster
sell cluster 0B / 2S
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw, Bridgewater
Financials
Revenue
$25.4B +7% YoY
FCF
$-319M
Gross Margin
29%
Op Margin
4%
Momentum: decelerating
Top Holders
Citadel $1.1B
Renaissance $50M
D.E. Shaw $5M
Bridgewater $4M
Recent Filings & Data
insider trade 2
net selling · $7,751,528 sold
2 insiders · 2 transactions (30d)
Recent transactions
SYLVESTER CARA A · sell · $1,258,905
CORNELL BRIAN C · sell · $6,492,623
analyst rating 1
Freedom Broker down → Hold 13d ago
Track Record (1/2 correct) ▾

Direction History

1/2 correct at 5 days
2026-05-20 bullish +5.2%
2026-05-15 bearish +3.3%
bullish for 1d | 15 signals · latest 18h ago

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Direction shifts, insider clusters, filing red flags, and earnings call changes stay published on the site.