During the last three months, 29 analysts shared their evaluations of Target (NYSE:TGT), revealing diverse outlooks from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 3 | 5 | 16 | 5 | 0 |
| Last 30D | 0 | 0 | 1 | 0 | 0 |
| 1M Ago | 3 | 5 | 14 | 4 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 | 0 |
| 3M Ago | 0 | 0 | 1 | 1 | 0 |
The 12-month price targets, analyzed by analysts, offer insights with an average target of $115.28, a high estimate of $145.00, and a low estimate of $81.00. This current average has increased by 13.25% from the previous average price target of $101.79.
Breaking Down Analyst Ratings: A Detailed Examination
A comprehensive examination of how financial experts perceive Target is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| David Belinger | Mizuho | Raises | Neutral | $120.00 | $100.00 |
| Paul Lejuez | Citigroup | Raises | Neutral | $117.00 | $110.00 |
| Kelly Bania | BMO Capital | Raises | Market Perform | $130.00 | $105.00 |
| Chris Bottiglieri | BNP Paribas | Raises | Underperform | $88.00 | $63.00 |
| Simeon Gutman | Morgan Stanley | Raises | Overweight | $145.00 | $125.00 |
| Kate McShane | Goldman Sachs | Raises | Neutral | $112.00 | $91.00 |
| Michael Lasser | UBS | Raises | Buy | $144.00 | $130.00 |
| Scot Ciccarelli | Truist Securities | Raises | Hold | $121.00 | $90.00 |
| Edward Kelly | Wells Fargo | Raises | Overweight | $135.00 | $130.00 |
| Seth Sigman | Barclays | Raises | Underweight | $108.00 | $91.00 |
| Rupesh Parikh | Oppenheimer | Raises | Outperform | $140.00 | $130.00 |
| Peter Keith | Piper Sandler | Raises | Neutral | $119.00 | $102.00 |
| John Heinbockel | Guggenheim | Raises | Buy | $130.00 | $125.00 |
| Joseph Feldman | Telsey Advisory Group | Raises | Outperform | $145.00 | $110.00 |
| Zhihan Ma | Bernstein | Raises | Market Perform | $116.00 | $91.00 |
| Robert Ohmes | B of A Securities | Raises | Underperform | $106.00 | $103.00 |
| David Belinger | Mizuho | Raises | Neutral | $100.00 | $88.00 |
| Edward Kelly | Wells Fargo | Raises | Overweight | $130.00 | $115.00 |
| Christopher Horvers | JP Morgan | Raises | Neutral | $115.00 | $100.00 |
| Zhihan Ma | Bernstein | Raises | Underperform | $91.00 | $80.00 |
| Peter Keith | Piper Sandler | Raises | Neutral | $102.00 | $85.00 |
| Greg Melich | Evercore ISI Group | Raises | In-Line | $105.00 | $103.00 |
| John Heinbockel | Guggenheim | Raises | Buy | $125.00 | $110.00 |
| Paul Lejuez | Citigroup | Raises | Neutral | $110.00 | $89.00 |
| Joseph Feldman | Telsey Advisory Group | Maintains | Market Perform | $110.00 | $110.00 |
| Greg Melich | Evercore ISI Group | Raises | In-Line | $103.00 | $100.00 |
| Greg Melich | Evercore ISI Group | Raises | In-Line | $100.00 | $95.00 |
| Spencer Hanus | Wolfe Research | Maintains | Underperform | $81.00 | $81.00 |
| Greg Melich | Evercore ISI Group | Lowers | In-Line | $95.00 | $100.00 |
Key Insights:
- Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Target. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Target compared to the broader market.
- Price Targets: Gaining insights, analysts provide estimates for the future value of Target's stock. This comparison reveals trends in analysts' expectations over time.
For valuable insights into Target's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using 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.
Unraveling the Financial Story of Target
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
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. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Staples sector.
Net Margin: Target's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 2.73%, the company may encounter challenges in effective cost control.
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 falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 1.17%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: Target's debt-to-equity ratio is notably higher than the industry average. With a ratio of 1.29, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
What Are Analyst Ratings?
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
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