Target (TGT) News Today

Target Co. (TGT) shares are trading lower today amid a flurry of analyst earnings downgrades and competitive concerns, despite some bullish commentary on valuation and dividend yield. Key developments include:

• Guggenheim lowered its price target to $115 from $155 but maintained a Buy rating, citing a 19% upside from current levels.
• A Fool.com analysis notes Target’s stock is near its 52-week low and offers a 4.7% dividend yield, calling it a compelling entry point.
• A Seeking Alpha piece views the pullback as a buying opportunity, highlighting Target’s strong brand, stable margins and nearly 5% dividend yield.
• Multiple outlets, including American Banking News, have published forecasts for Target’s upcoming Q4 and FY2026 earnings, reflecting mixed analyst expectations.
• General retail comparisons to Walmart have made Target a focus of “Better Buy” and “Investor Attention” articles, underscoring its sector position.
• Roth Capital cut its Q4 2026 EPS estimate to $2.45 from $2.61, below consensus for the quarter.
• DA Davidson trimmed its FY2026 EPS forecast to $7.96 from $9.31—though it retains a Buy rating with a $125 price target.
• Telsey Advisory Group lowered its FY2026 EPS outlook to $7.71 from $8.80 and kept a Hold rating on the shares.
• A Zacks report warns of sales declines and margin pressure at Target, contrasting it with Walmart’s stronger ad and membership revenue growth.