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What 21 Analyst Ratings Have To Say About Target

Benzinga·02/17/2026 14:00:54
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21 analysts have shared their evaluations of Target (NYSE:TGT) during the recent three months, expressing a mix of bullish and bearish perspectives.

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 3 1 14 3 0
Last 30D 1 0 0 0 0
1M Ago 0 0 4 0 0
2M Ago 0 0 0 1 0
3M Ago 2 1 10 2 0

Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $96.57, along with a high estimate of $125.00 and a low estimate of $80.00. A decline of 2.08% from the prior average price target is evident in the current average.

price target chart

Breaking Down Analyst Ratings: A Detailed Examination

An in-depth analysis of recent analyst actions unveils how financial experts perceive Target. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
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
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

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: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Target compared to the broader market.
  • Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Target's stock. This examination reveals shifts 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.

Get to Know Target Better

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.

Breaking Down Target's Financial Performance

Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to 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. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in 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): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 4.46%, the company may need to address challenges in generating satisfactory returns for shareholders.

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: 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.

Understanding the Relevance of Analyst Ratings

Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.

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.