Target (NYSE:TGT) Stock Price Expected to Rise, BMO Capital Markets Analyst Says

Target (NYSE:TGT) had its target price hoisted by research analysts at BMO Capital Markets from $105.00 to $130.00 in a report issued on Wednesday,Benzinga reports. The firm currently has a “market perform” rating on the retailer’s stock. BMO Capital Markets’ target price would suggest a potential upside of 7.35% from the company’s current price.

TGT has been the subject of a number of other research reports. Mizuho upped their price objective on shares of Target from $88.00 to $100.00 and gave the company a “neutral” rating in a report on Monday. Bank of America began coverage on shares of Target in a research note on Friday, February 27th. They issued an “underperform” rating and a $103.00 price target for the company. Sanford C. Bernstein raised shares of Target from an “underperform” rating to a “market perform” rating and lifted their price target for the company from $91.00 to $116.00 in a research report on Wednesday. Barclays increased their price objective on Target from $91.00 to $108.00 and gave the company an “underweight” rating in a research note on Wednesday. Finally, Oppenheimer upped their price target on Target from $130.00 to $140.00 and gave the stock an “outperform” rating in a report on Wednesday. Eleven investment analysts have rated the stock with a Buy rating, twenty-one have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, Target presently has an average rating of “Hold” and an average price target of $115.23.

Target Price Performance

TGT traded up $0.30 during trading on Wednesday, reaching $121.10. The company’s stock had a trading volume of 4,865,126 shares, compared to its average volume of 6,556,895. The company has a market cap of $54.84 billion, a price-to-earnings ratio of 14.70 and a beta of 1.12. The firm has a fifty day simple moving average of $108.64 and a two-hundred day simple moving average of $97.91. Target has a 1 year low of $83.44 and a 1 year high of $126.00. The company has a quick ratio of 0.27, a current ratio of 0.97 and a debt-to-equity ratio of 0.99.

Target (NYSE:TGT) last posted its quarterly earnings results on Tuesday, March 3rd. The retailer reported $2.44 EPS for the quarter, beating the consensus estimate of $2.16 by $0.28. The firm had revenue of $30.45 billion during the quarter, compared to analysts’ expectations of $30.52 billion. Target had a return on equity of 22.74% and a net margin of 3.58%.The business’s revenue for the quarter was down 1.5% on a year-over-year basis. During the same quarter last year, the firm earned $2.41 earnings per share. Target has set its Q1 2026 guidance at 1.300- EPS and its FY 2026 guidance at 7.500-8.500 EPS. As a group, analysts anticipate that Target will post 8.69 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. WFA of San Diego LLC acquired a new position in shares of Target during the 2nd quarter worth $25,000. Jessup Wealth Management Inc acquired a new stake in shares of Target in the fourth quarter valued at about $25,000. Altshuler Shaham Ltd purchased a new stake in Target during the fourth quarter worth about $26,000. Heartwood Wealth Advisors LLC acquired a new position in Target during the third quarter worth about $27,000. Finally, Global Wealth Strategies & Associates increased its holdings in Target by 192.0% in the fourth quarter. Global Wealth Strategies & Associates now owns 292 shares of the retailer’s stock valued at $29,000 after buying an additional 192 shares in the last quarter. Hedge funds and other institutional investors own 79.73% of the company’s stock.

Target News Summary

Here are the key news stories impacting Target this week:

• Positive Sentiment: Q4 results beat and constructive guidance — Target reported adjusted Q4 EPS above expectations and issued FY‑2026 EPS and revenue targets that were stronger than consensus, which gave investors confidence in margin improvement and a return to growth. Target Q4 earnings / guidance
• Positive Sentiment: Multi‑year growth plan and $2B 2026 investment — Management unveiled a bold strategic plan that includes roughly $2 billion of incremental 2026 investment, refreshed store formats, a goal to expand ~300 stores over time and stronger category focus — a clear catalyst for revenue and comp recovery. Zacks: Multi‑year growth strategy
• Positive Sentiment: AI and digital focus to drive sales personalization — Management emphasized using AI to improve personalization, same‑day delivery and digital conversion, which investors view as a high‑leverage, low‑capex way to lift comps and margin. PYMNTS: AI for personalization
• Positive Sentiment: Several bullish analyst moves — Oppenheimer raised its PT to $140 (outperform), Telsey upgraded to outperform with a $145 PT, and Guggenheim moved to buy with a $130 PT — these upgrades reinforce the buy case and helped lift sentiment. Oppenheimer / TickerReport
• Neutral Sentiment: Piper Sandler raised its PT to $119 but kept a neutral rating — a modest signal that some analysts remain cautious on near‑term upside despite the plan. StreetInsider: Piper Sandler
• Negative Sentiment: Barclays raised its price target but kept an underweight rating — the bank’s continued cautious stance (PT to $108) highlights lingering skepticism about durable sales recovery and provides a counterweight to bullish calls. Benzinga: Barclays note
• Negative Sentiment: Bearish commentary remains — some outlets argue Target’s long‑term return profile is still disappointing despite the rally, reminding investors of execution risk and the multi‑year nature of the turnaround. 247WallSt: Critical view

About Target

Target Corporation (NYSE: TGT) is a U.S.-based general merchandise retailer headquartered in Minneapolis, Minnesota. The company operates a network of full-line and small-format stores across the United States alongside a national e-commerce platform and mobile app. Target’s retail assortment spans apparel, home goods, electronics, groceries and household essentials, plus beauty, baby and pet categories. The firm complements national brands with a portfolio of owned and exclusive labels and partnerships that help differentiate its merchandise assortment.

Target traces its roots to the Dayton Company, founded by George Dayton in 1902; the Target discount chain was launched in 1962 and the parent company later adopted the Target Corporation name.