Across the recent three months, 20 analysts have shared their insights on Target (NYSE:TGT), expressing a variety of opinions spanning from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 2 | 1 | 14 | 3 | 0 |
| Last 30D | 0 | 0 | 0 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 1 | 0 |
| 2M Ago | 1 | 0 | 1 | 0 | 0 |
| 3M Ago | 1 | 1 | 13 | 2 | 0 |
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $94.5, with a high estimate of $125.00 and a low estimate of $80.00. Experiencing a 5.22% decline, the current average is now lower than the previous average price target of $99.70.
Exploring Analyst Ratings: An In-Depth Overview
The analysis of recent analyst actions sheds light on the perception of Target by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Spencer Hanus | Wolfe Research | Maintains | Underperform | $81.00 | $81.00 |
| Greg Melich | Evercore ISI Group | Lowers | In-Line | $95.00 | $100.00 |
| Christopher Graja | Argus Research | Lowers | Buy | $125.00 | $135.00 |
| Paul Lejuez | Citigroup | Lowers | Neutral | $89.00 | $100.00 |
| Bill Kirk | Roth Capital | Lowers | Neutral | $88.00 | $90.00 |
| Peter Keith | Piper Sandler | Lowers | Neutral | $85.00 | $94.00 |
| Greg Melich | Evercore ISI Group | Raises | In-Line | $100.00 | $95.00 |
| Scot Ciccarelli | Truist Securities | Raises | Hold | $90.00 | $83.00 |
| David Belinger | Mizuho | Lowers | Neutral | $88.00 | $94.00 |
| Oliver Chen | TD Cowen | Lowers | Hold | $90.00 | $105.00 |
| Steven Shemesh | RBC Capital | Lowers | Outperform | $99.00 | $107.00 |
| Robert Ohmes | B of A Securities | Lowers | Underperform | $80.00 | $93.00 |
| Kelly Bania | BMO Capital | Lowers | Market Perform | $90.00 | $95.00 |
| Michael Baker | DA Davidson | Maintains | Buy | $108.00 | $108.00 |
| Peter Benedict | Baird | Lowers | Neutral | $92.00 | $100.00 |
| Zhihan Ma | Bernstein | Lowers | Underperform | $80.00 | $87.00 |
| Bill Kirk | Roth Capital | Maintains | Neutral | $90.00 | $90.00 |
| Joseph Feldman | Telsey Advisory Group | Maintains | Market Perform | $110.00 | $110.00 |
| Joseph Feldman | Telsey Advisory Group | Maintains | Market Perform | $110.00 | $110.00 |
| Christopher Horvers | JP Morgan | Lowers | Neutral | $100.00 | $117.00 |
Key Insights:
- Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Target. This offers insight into analysts' perspectives on the current state of the company.
- Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Target compared to the broader market.
- Price Targets: Analysts predict movements in price targets, offering estimates for Target's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Target's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
Stay up to date on Target analyst ratings.
About Target
Target's start dates back to 1962, but now it is one of the largest discount retailers in the United States (where it derives all of its sales), operating just under 2,000 stores and generating over $106 billion in fiscal 2024 sales. The company offers a broad assortment of merchandise across categories including apparel and accessories (16% of fiscal 2024 revenue), beauty and household essentials (30%), food and beverage (23%), hardlines (15%), as well as home furnishings (16%). Target's model is anchored in its physical store base, which fulfills more than 97% of sales. Around 30% of sales are derived from its own private-label brands.
A Deep Dive into Target's Financials
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Challenges: Target's revenue growth over 3M faced difficulties. As of 31 October, 2025, the company experienced a decline of approximately -1.55%. This indicates a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Consumer Staples sector.
Net Margin: Target's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 2.73%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Target's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 4.46%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Target's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 1.17%, the company may face hurdles in achieving optimal financial returns.
Debt Management: With a high debt-to-equity ratio of 1.29, Target faces challenges in effectively managing its debt levels, indicating potential financial strain.
The Significance of Analyst Ratings Explained
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
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