Minneapolis, Minnesota-based Target Corporation (TGT) operates as a general merchandise retailer in the United States. The company has a market cap of $59.1 billion and offers apparel for women, men, young adults, kids, toddlers, and babies; food and beverage products; electronics; bed and bath; home décor; school/office supplies; storage; and more.
TGT shares have rallied the broader market over the past year, surged 39% compared to the S&P 500 Index ($SPX) 31.4% surge. Moreover, in 2026, the stock has grown nearly 33.2%, outperforming the SPX’s 7.2% rise as well.
Focusing on its industry benchmark, the State Street Consumer Staples Select Sector SPDR ETF (XLP) has risen 3.6% over the past year, underperforming the stock. In 2026, as well, XLP surged 8.4% and has lagged behind the stock.
On Mar. 3, TGT stock rose 6.7% following the release of its mixed Q4 2025 earnings. The company’s revenue came in at $30.5 billion, lagging behind the Street’s estimates. Moreover, its adjusted EPS amounted to $2.44, surpassing Wall Street’s forecasts. For the current quarter ending in April, Target expects its per-share earnings to be $1.30. TGT expects full-year earnings in the range of $7.50 to $8.50 per share.
For the current year, which ends in January 2027, analysts expect TGT’s EPS to rise 5.9% to $8.02 on a diluted basis. The company surpassed the consensus estimate in two of the last four quarters, while missing on two occasions.
Among the 35 analysts covering TGT stock, the consensus is a “Hold.” That’s based on nine “Strong Buy” ratings, three “Moderate Buys,” 19 “Holds,” one “Moderate Sell,” and three “Strong Sells.”
This configuration has remained mostly stable in recent months.
On May 6, Citi analyst Paul Lejuez maintained a “Hold” rating for TGT stock and adjusted its price target from $117 to $133.
TGT’s mean price target of $126.41 is below the current market prices. Its Street-high target of $160 suggests a robust 22.9% upside potential from current price levels.
On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
