Target CorporationNYSE: TGT

No material news in the last 48 hours.

Target shares rose about 3.3% in afternoon trading after a reversal on military escalation against Iran eased geopolitical risk and lifted consumer-discretionary names. The stock traded around $135 with a dividend yield near 3.4% and a relatively low P/E of about 17.8. The move is largely macro-driven rather than company-specific, and analysts remain divided: Morgan Stanley's Simeon Gutman maintained a Buy with a $150 target, while Goldman Sachs kept a Neutral rating at $127. Target faces a tougher sales backdrop into the second quarter as the boost from tax refunds fades, per Bank of America. The risk is that the rally reflects sentiment rather than improving fundamentals, with prior quarters showing falling store traffic and pressured gross margin under a newly announced CEO.

Why Target (TGT) Stock Is Up Today - TradingView Newstradingview.comTarget faces tougher sales backdrop after tax refund boost fades | Proactive Investorsproactiveinvestors.comTGT: Target Corp - CNBCcnbc.com

No material news in the last 48 hours. The only recent item, June 11-12 annual-meeting voting results, is procedural and immaterial.

No material news in the last 48 hours.

Target reported Q1 2026 net sales growth of 6.7% with comparable sales up 5.6% — its biggest gain in four years — driven by 4.4% traffic growth and 8.9% digital comps. Adjusted EPS came in at $1.71, up 32% YoY, with gross margin expanding 80bps to 29%. The company raised full-year guidance and announced over $2 billion in incremental investment, including remodels and 30 new stores. Despite the beat, shares fell as investors worried the rest of the year may not match Q1 strength. BofA raised its price target to $110 but kept an Underperform rating.

Target Q1 2026 earningscnbc.comTarget Biggest Sales Gain in Four Yearsbloomberg.comTGT Stock Slips As BofA Warns On Post-Q1 Slowdowntimothysykes.com

Target is reporting Q1 2026 earnings on Wednesday, May 20, 2026, at 7:00 a.m. CT, with Wall Street expecting EPS of $1.47 (13.1% YoY growth) and net sales of $24.66 billion (3.5% increase). Shares rose 3.1% to $127.24 on May 19 ahead of the print, with TGT up 26% YTD on pace for its first annual gain in five years. Target also named Jeff England as EVP, Chief Global Supply Chain and Logistics Officer on May 19, signaling continued operational investment. Strategic plans include a $5 billion 2026 investment for 130+ store remodels, 30 new stores, and supply chain upgrades. Consensus is Moderate Buy with average PT of $130.71, implying only 2.7% upside. Risk: high expectations into the print create downside risk if comparable sales or guidance disappoint, especially given the strong YTD rally.

Target Outperforms Retail Peers as Investor Optimism Lifts Shares - Bloombergbloomberg.comTarget (TGT) Prepares for Q1 Earnings with Growth Initiatives - GuruFocusgurufocus.comTarget Is About to Report Q1 Earnings. Options Traders Expect a Major Move in TGT Stock - TipRankstipranks.com

Target reports Q1 2026 earnings May 20, with consensus expecting EPS of $1.45 (+11.5% YoY) and revenue of $24.66B (+3.5%). New CEO Michael Fiddelke is in his first quarter, leading a $1B operating investment for store refreshes. Wells Fargo raised PT to $140 (Overweight); Citi raised PT to $133 (Neutral). Shares closed at $123.40 (+1.53%). Target is calling ~150 remote merchandising workers back to Minneapolis HQ. Risk: consumer headwinds, prior boycotts, tariff costs and markdown activity testing recovery.

Target Has Surged in 2026 — Wall Street May Pausefinance.yahoo.comTarget Q1 Earnings Previewtipranks.comTarget Q2 2026 EPS Estimate $1.24meyka.com

On May 15, 2026, Trillium Asset Management filed an exempt solicitation urging Target shareholders to vote against Executive Chair Brian Cornell. Target reports Q1 fiscal 2026 results on May 20, with Wall Street expecting EPS of $1.41 on revenue of $24.51B. Several analysts lifted price targets in mid-May: Deutsche Bank to $123 (May 15), Telsey to $148 (May 15), Truist to $123 (May 13), BofA to $110 (May 13), Wells Fargo to $140 (May 12), and Barclays to $115 (May 12). On May 17, shares traded in a $120.50-$123.48 range with shares up roughly 24% YTD.

Target Q1 2026 Earnings Preview — May 20, Street Expects $1.41 EPSnews.alphastreet.comTarget Corp stock: UBS highlights Q1 catalyst, $5B store investmentad-hoc-news.deTarget Has Surged in 2026 - Wall Street May Be Ready to Hit Pausefinance.yahoo.com

Target shares slid 5.4% on May 11, 2026 to $118.44 after a Washington Post profile questioned whether CEO Michael Fiddelke can restore retail momentum, before stabilizing into the $122-$123 range by May 15. The company is investing ~$5B in 2026 toward 130+ remodels, 30 new stores, and supply-chain/tech updates - its largest store transformation in a decade. Analyst PT moves in early May: Wells Fargo to $140 (Overweight), RBC Capital to $132 (May 7), Truist to $123 (Hold), and BofA to $110 (Underperform). Consensus rating is Buy with avg PT $120.4. The 2026 Bullseye Builds community-design program launches in May in Denver and Las Vegas. Risks include tariff exposure and ongoing same-store sales softness; market cap is $55.74B with a 3.7% dividend yield.

Target lost its retail magic. Can CEO Michael Fiddelke get it back?washingtonpost.comTarget Has Surged in 2026 - Wall Street May Be Ready to Hit Pausefinance.yahoo.comHow Target Is Transforming Stores to Better Serve Guestscorporate.target.com

Target stock declined 5.4% to $118.44 on May 11, 2026 amid skepticism about CEO Michael Fiddelke's turnaround plan announced in March. The company committed a $5 billion 2026 investment in 130+ store remodels, 30 new stores, and supply chain upgrades. Q4 2025 adjusted EPS came in at $2.44 vs $2.16 consensus (12.96% beat), with FY2026 guidance for ~2% net sales growth and EPS of $7.50-$8.50. Multiple analysts raised price targets: Truist to $123, Bank of America to $110, Wells Fargo to $140, RBC to $132, while Barclays stayed Underweight at $115. Consensus is Hold with a 12-month PT around $120.32 across 26-27 analysts.

Target lost its retail magic. Can CEO Michael Fiddelke get it back?washingtonpost.comTarget Corp (TGT) Shares Fall 5.4% -- What GF Score of 80 Tells Investorsgurufocus.comTarget Q1 2026 Earnings Previewseekingalpha.com

On May 11, 2026, Target shares dropped 5.4% to $118.44 as the Washington Post published a high-profile assessment of new CEO Michael Fiddelke's turnaround efforts. UBS highlighted Q1 as a potential catalyst and pointed to Target's previously announced $5B 2026 investment in 130+ store remodels, 30 new stores, and supply chain upgrades, plus $2B+ in incremental operating/capex investment. Stock has rallied ~30% YTD but valuation looks stretched given flat comps and margin headwinds. Wells Fargo raised PT to $140, Barclays to $115, RBC to $132. Risk: tariff exposure, weak discretionary spending from gas-price pressure on household budgets.

Target lost its retail magic. Can CEO Michael Fiddelke get it back?washingtonpost.comTarget Corp stock: UBS highlights Q1 catalyst, $5B store investmentad-hoc-news.deWhy Target (TGT) Shares Are Falling Todaymarkets.financialcontent.com

Target shares fell 5.4% on May 11, 2026 to $118.44 amid concerns that surging gas prices (highest since 2022) would squeeze household budgets and dent discretionary spending; the stock is down 7.3% on the week. New CEO Michael Fiddelke, just over a month into the role, is under pressure as Target rolls out "baby boutiques" in roughly 200 stores in a strategy to win back lapsed families and customers. Target will launch its first Bullseye Builds community initiatives in Denver and Las Vegas on May 21 as part of a $1M investment in 13 builds for 2026. Analyst price target raises on May 7-8 from Citi to $133 from $117 and RBC Capital to $132 from $130 ahead of Q1 earnings. The stock is still 9.8% below its 52-week high of $132.10 from April 2026; 26 analysts have a Hold consensus.

Target lost its retail magic. Can CEO Michael Fiddelke get it back?washingtonpost.comWhy Target (TGT) Shares Are Falling Todaymarkets.financialcontent.comTarget Corp Shares Fall 5.4%gurufocus.com

Target rolled out baby boutiques to about 200 stores featuring premium brands like UPPAbaby and Stokke - its largest baby category investment in over a decade - aimed at winning back busy families from Walmart (CNBC, May 10). The company reports Q1 earnings on May 20, marking the first quarter under the new CEO. RBC Capital raised its price target to $132 from $130 (Outperform) and Citi raised to $133 from $117 (Neutral) ahead of results. Shares trade in the mid-$120s, up ~16% YTD and ~40% over the past year, near the 52-week high of $133. Consensus rating is Hold across 26 analysts. Risk: valuation appears stretched given flat comparable store sales and margin pressure from grocery mix shift; one analyst sees fair value at $100.

Target is trying to win back busy families from Walmart, starting with the baby aislecnbc.comTarget Has Surged in 2026 - Wall Street May Be Ready to Hit Pausefinance.yahoo.comTarget Corp stock: Tariff risks and turnaround hopes weigh on sharesad-hoc-news.de