TGT Target Corporation

bullish track record → $123.91 +1.04 (+0.8%)
Get emailed when TGT changes direction
Mkt Cap $53B P/E 14.5 fwd 13.9 52wk $83.44 - $126.00 2h ago
Insider selling: $32,099,110 sold by 27 insiders (30d)
Est. revisions: +0.0% (4 up, 19 down in 30d)
Factor Model (net -1.0)

Factor Model

net -1.0 2.1 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.9
Narrative Gap
+0.0

Morgan Stanley lifts Target price target to $145

Watch: Track Q1 2026 comparable sales and execution on store remodels to confirm the turnaround thesis under rising CapEx.

Morgan Stanley reiterated its Overweight rating on Target, increasing the price target to $145 from $124, signaling roughly 17% upside. This positive outlook moves TGT from speculative optionality to a credible turnaround story. Growth focuses on Food & Beverage, Beauty, and Home Décor, with over $1 billion CapEx committing to 30+ new stores and 130+ remodels in 2026.

This shift marks investor confidence in Target's strategy execution and growth potential amid three years of revenue declines, spotlighting execution of its store investments as key for sustained sales recovery.

Evidence

2h ago Morgan Stanley resets Target's stock price outlook yahoo-finance
5d ago Goldman Sachs warning on consumers: Gas price spike will be felt yahoo-finance
13d ago Analysis: Target repeats Starbucks’ big mistake yahoo-finance
14d ago In a Volatile Market, This Is the Smartest Dividend Stock to Buy With $120 yahoo-finance
14d ago Target quietly stops competing with Walmart, Kroger in major area yahoo-finance
18d ago Target Has Surged in 2026--Wall Street May Be Ready to Hit Pause yahoo-finance
19d ago AI agents are already driving 10% of revenue for some brands. Is yours invisible to them? yahoo-finance
19d ago Caterpillar, Vistra, Target And A Financial Stock On CNBC's 'Final Trades' benzinga
7 older signals
22d ago Why DA Davidson Thinks Target (TGT)’s Turnaround Case Deserves a Higher Valuation
24d ago Target’s Dividend King Status Is Under Pressure: What Income Investors Need to Know Now
24d ago Jim Cramer Says “Target Has Been a Standout”
27d ago Target deals fall flat as consumers shop elsewhere
28d ago Target’s push to end customer boycotts hits major snag
33d ago This Passed-Over Stock, 55% Off of Its All-Time High, Is Crushing the Market This Year. Is It the Ultimate Contrarian Stock to Buy Now?
36d ago Dividend stocks are catching up to tech stocks on a key earnings metric at a critical time for the market
Fundamentals & Data ▾
Target Corporation Consumer Defensive · Discount Stores
Mkt Cap
$53B
P/E
14.5 fwd 13.9
Beta
1.03
Div Yield
374.00%
52w Range
$83.44 - $126.00
Short Interest
18.8M 4.16%
Days to Cover
2.8 -4%
Technicals mixed
vs 20d MA
+3.8%
from 52w Hi
-0.1%
1w return
-0.1%
Vol ratio
0.9x
Insiders
selling 0B / 3S
EPS Estimate
$1.34 +0.0% 30d 4up / 19dn
Est. Dispersion
18% 30 analysts
Analyst Target
$125 $88 - $160
Options P/C
0.53 4C / 2P unusual
Insider Cluster
strong sell 0B / 4S
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw, Bridgewater
Financials
Revenue
$30.5B -2% YoY
FCF
$2.2B
Gross Margin
27%
Op Margin
4%
Momentum: accelerating
Top Holders
Citadel $1.1B
Renaissance $188M
D.E. Shaw $5M
Bridgewater $4M
Recent Filings & Data
insider trade 69
net selling · $32,099,110 sold
27 insiders · 69 transactions (30d)
Recent transactions
KREMER MELISSA K · award
FIDDELKE MICHAEL J. · award
SYLVESTER CARA A · award
VEMANA PRATABKUMAR · award
LIEGEL MATTHEW A · award
ROATH LISA R · award
CORNELL BRIAN C · award
BRATSPIES STEPHEN B. · award
LIEGEL MATTHEW A · sell · $240,593
WHITEFORD GRACE PUMA · award
KREMER MELISSA K · award
BOUDREAUX GAIL A KOZIARA · award
FIDDELKE MICHAEL J. · award
SYLVESTER CARA A · award
VEMANA PRATABKUMAR · award
LIEGEL MATTHEW A · award
LEE JAMES · award
ROATH LISA R · award
HOKE JOHN R III · award
RICE DERICA W · award
EDWARDS ROBERT L · award
LOZANO MONICA C. · award
BAKER DOUGLAS M JR · award
LEAHY CHRISTINE A · award
ABNEY DAVID P · award
KNAUSS DONALD R · award
CORNELL BRIAN C · award
STOCKTON DMITRI L · award
BARRETT GEORGE S · award
CORNELL BRIAN C · sell · $6,088,025
LIEGEL MATTHEW A · sell · $206,245
CORNELL BRIAN C · sell · $4,327,974
KREMER MELISSA K · award
FIDDELKE MICHAEL J. · award
HENNINGTON CHRISTINA · award
BOYLAN KATIE M · award
SYLVESTER CARA A · award
LIEGEL MATTHEW A · award
CORNELL BRIAN C · award
GOMEZ RICHARD H · award
WHITEFORD GRACE PUMA · award
TU AMY ELIZABETH · award
KREMER MELISSA K · award
BOUDREAUX GAIL A KOZIARA · award
FIDDELKE MICHAEL J. · award
HENNINGTON CHRISTINA · award
SYLVESTER CARA A · award
LIEGEL MATTHEW A · award
ZABEL MATTHEW L · award
LEE JAMES · award
RICE DERICA W · award
EDWARDS ROBERT L · award
LOZANO MONICA C. · award
BAKER DOUGLAS M JR · award
LEAHY CHRISTINE A · award
ABNEY DAVID P · award
KNAUSS DONALD R · award
CORNELL BRIAN C · award
STOCKTON DMITRI L · award
BARRETT GEORGE S · award
CORNELL BRIAN C · sell · $5,101,488
LIEGEL MATTHEW A · sell · $32,580
LEE JAMES · award
GOMEZ RICHARD H · sell · $997,715
TU AMY ELIZABETH · award
LIEGEL MATTHEW A · sell · $153,130
CORNELL BRIAN C · sell · $7,140,110
LIU DON H · sell · $1,000,000
CORNELL BRIAN C · sell · $6,811,250
15 signals · latest 2h ago

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