Jefferies Keeps Buy Rating on Target, Reduces Price Target to $115
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 20 2025
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Should l Buy TGT?
Source: Benzinga
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Analyst Views on TGT
Wall Street analysts forecast TGT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TGT is 98.83 USD with a low forecast of 80.00 USD and a high forecast of 126.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
26 Analyst Rating
8 Buy
14 Hold
4 Sell
Hold
Current: 114.130
Low
80.00
Averages
98.83
High
126.00
Current: 114.130
Low
80.00
Averages
98.83
High
126.00
About TGT
Target Corporation is a general merchandise retailer selling products to its guests through its stores and digital channels. The Company offers customers, referred to as guests, everyday essentials and fashionable, differentiated merchandise at discounted prices. The majority of its stores offer a wide assortment of general merchandise and food. Its merchandise categories include apparel and accessories, beauty and household essentials, food and beverage, hardlines, and home furnishings and decor. Most of its stores are larger than 170,000 square feet, offer a variety of general merchandise and a full line of food items comparable to traditional supermarkets. Its digital channels include a wide merchandise and food assortment, including many items found in its stores, along with a complementary assortment sold by the Company and third parties. Its brands include A New Day, Ava & Viv, Cloud Island, Favorite Day, and others. It serves guests at nearly 2,000 stores and at Target.com.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Target Achieves 1 Million Volunteer Hours in 2025
- Volunteer Milestone: Target Corporation achieved 1 million volunteer hours in 2025, marking the tenth time it has reached this annual goal, which highlights the deep commitment of its team members to community service and reinforces the company's leadership in social responsibility.
- Community Investment Plan: The company plans to invest $1 million in the Bullseye Builds community program, aiming to enhance community vitality by combining volunteerism with design expertise to meet local needs, thereby improving brand image and community engagement.
- Nationwide Coverage: The 2025 volunteer efforts reached communities in all 50 states, demonstrating Target's nationwide influence and ongoing commitment to community support, which is expected to further drive customer loyalty and market share growth.
- Long-Term Commitment: Since 1946, Target has dedicated 5% of its profits to community support, amounting to millions of dollars in donations, showcasing its long-standing commitment to corporate social responsibility and continuous focus on community development.
See More
Amazon's $200 Billion Capex Plan Triggers Stock Plunge
- Capex Announcement: Amazon's announcement of a $200 billion capital expenditure plan for 2026, significantly above the $146.6 billion forecasted by analysts, has raised concerns about the company's ability to monetize these investments quickly, leading to a nearly 11% drop in after-hours trading.
- Earnings Highlights: In Q4 2025, Amazon reported a 14% year-over-year revenue increase to $213.39 billion, surpassing expectations of $211.33 billion; however, earnings per share of $1.95 fell short of the $1.97 estimate, indicating pressure on profitability.
- Cloud Business Performance: Amazon Web Services (AWS) revenue grew 23.6% year-over-year to $35.58 billion, exceeding estimates by $514 million, and while operating margins declined by 190 basis points to 35.03%, they still outperformed the consensus estimate of 33.98%, showcasing strong growth potential in the cloud segment.
- Future Guidance: Although Amazon expects Q1 2026 net sales to rise 11% to 15%, reaching between $173.5 billion and $178.5 billion, the projected operating income of $16 billion to $21.5 billion falls significantly short of the $22.18 billion consensus, reflecting market caution regarding its future profitability.
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- New CEO Appointment: Target Corp has appointed insider Michael Fiddelke as the new CEO, replacing Brian Cornell, who was expected to retire, with Fiddelke pledging to rebuild trust with customers and employees.
- Trust Crisis: In his first town hall, Fiddelke stated that the company failed to clearly communicate its identity, leading to confusion among consumers and staff, particularly affecting trust among Black shoppers, necessitating immediate action to reconnect.
- Layoff Impact: Last year, Target announced the cutting of approximately 1,800 corporate roles, marking its first major layoffs in nearly a decade, reflecting the pressure the company faces in addressing sales slumps and the withdrawal from diversity initiatives.
- Market Challenges: Amid broad tariffs imposed by the Trump administration, Target has encountered boycotts and lawsuits related to its diversity, equity, and inclusion practices, highlighting the urgent need to reassess its market strategy to restore consumer confidence.
See More
Target Corporation Achieves 1 Million Volunteer Hours in 2025
- Volunteer Achievement: Target Corporation contributed 1 million volunteer hours in 2025, marking the tenth time the company has reached this annual goal, reflecting the dedication of its over 400,000 team members and reinforcing its community impact.
- Community Investment Plan: Target plans to invest $1 million in the Bullseye Builds program, which combines community volunteerism with design expertise to address local needs, thereby enhancing the company's brand image and customer loyalty in the areas it operates.
- Ongoing Community Commitment: Target is actively supporting its Minnesota team members through partnerships with organizations like Greater Twin Cities United Way and Second Harvest Heartland, providing donations and hands-on volunteerism to strengthen community ties and trust.
- Long-standing Philanthropic Tradition: Since 1946, Target has dedicated 5% of its profits to community service, now amounting to millions of dollars in support for nonprofit organizations nationwide, demonstrating the company's enduring commitment to social responsibility.
See More
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- Stability of REITs: Realty Income owns over 15,500 single-tenant commercial properties, with clients like Home Depot and Dollar General, and a 99% occupancy rate ensures steady cash flows, with expectations for profit and stock price increases as interest rates decline.
- Transformation Plans at Target: Target, with nearly 2,000 stores, faces inventory challenges and market pressures, yet its 54-year history of dividend growth and a $5 billion investment plan under the new CEO could help revitalize performance and attract investor interest.
- Challenges in Cleaning Products Market: Clorox, known for brands like Kingsford and Hidden Valley Ranch, has seen stock price declines due to reduced post-pandemic demand and a cyberattack, but its 4.4% dividend yield and improving business efficiencies may position it as a future growth stock.
- Attractive Dividend Yields: All three companies demonstrate strong dividend growth potential, with Realty Income's 5.3% yield, Target's 4.3%, and Clorox's 4.4%, all exceeding market averages, appealing to investors seeking stable income.
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- REIT Advantages: Realty Income owns over 15,500 single-tenant commercial properties, with clients like Home Depot and Wynn Resorts, and a high occupancy rate of nearly 99% ensures steady cash flows, enhancing its appeal as the 'monthly dividend company.'
- Dividend Growth Potential: Realty Income has paid monthly dividends since 1994, with an annual payout of $3.24 per share yielding 5.3%, significantly above the S&P 500's average of 1.1%, making it attractive even in a high-interest-rate environment.
- Retail Giant Challenges and Opportunities: Target's nearly 2,000 stores cover over 75% of U.S. consumers, and despite challenges in inventory management and market appeal, its 54 years of dividend growth history and 4.3% yield continue to attract investor interest.
- Market Potential for Cleaning Products: Clorox's annual dividend stands at $4.96 per share with a 4.4% yield, and despite facing challenges from a cyberattack and inflation, brand loyalty and an upcoming ERP implementation are expected to enhance future profitability.
See More
Target Achieves 1 Million Volunteer Hours in 2025
- Volunteer Milestone: Target Corporation achieved 1 million volunteer hours in 2025, marking the tenth time it has reached this annual goal, which highlights the deep commitment of its team members to community service and reinforces the company's leadership in social responsibility.
- Community Investment Plan: The company plans to invest $1 million in the Bullseye Builds community program, aiming to enhance community vitality by combining volunteerism with design expertise to meet local needs, thereby improving brand image and community engagement.
- Nationwide Coverage: The 2025 volunteer efforts reached communities in all 50 states, demonstrating Target's nationwide influence and ongoing commitment to community support, which is expected to further drive customer loyalty and market share growth.
- Long-Term Commitment: Since 1946, Target has dedicated 5% of its profits to community support, amounting to millions of dollars in donations, showcasing its long-standing commitment to corporate social responsibility and continuous focus on community development.
See More
Amazon's $200 Billion Capex Plan Triggers Stock Plunge
- Capex Announcement: Amazon's announcement of a $200 billion capital expenditure plan for 2026, significantly above the $146.6 billion forecasted by analysts, has raised concerns about the company's ability to monetize these investments quickly, leading to a nearly 11% drop in after-hours trading.
- Earnings Highlights: In Q4 2025, Amazon reported a 14% year-over-year revenue increase to $213.39 billion, surpassing expectations of $211.33 billion; however, earnings per share of $1.95 fell short of the $1.97 estimate, indicating pressure on profitability.
- Cloud Business Performance: Amazon Web Services (AWS) revenue grew 23.6% year-over-year to $35.58 billion, exceeding estimates by $514 million, and while operating margins declined by 190 basis points to 35.03%, they still outperformed the consensus estimate of 33.98%, showcasing strong growth potential in the cloud segment.
- Future Guidance: Although Amazon expects Q1 2026 net sales to rise 11% to 15%, reaching between $173.5 billion and $178.5 billion, the projected operating income of $16 billion to $21.5 billion falls significantly short of the $22.18 billion consensus, reflecting market caution regarding its future profitability.
See More
Target's New CEO Pledges to Rebuild Trust with Customers and Employees
- New CEO Appointment: Target Corp has appointed insider Michael Fiddelke as the new CEO, replacing Brian Cornell, who was expected to retire, with Fiddelke pledging to rebuild trust with customers and employees.
- Trust Crisis: In his first town hall, Fiddelke stated that the company failed to clearly communicate its identity, leading to confusion among consumers and staff, particularly affecting trust among Black shoppers, necessitating immediate action to reconnect.
- Layoff Impact: Last year, Target announced the cutting of approximately 1,800 corporate roles, marking its first major layoffs in nearly a decade, reflecting the pressure the company faces in addressing sales slumps and the withdrawal from diversity initiatives.
- Market Challenges: Amid broad tariffs imposed by the Trump administration, Target has encountered boycotts and lawsuits related to its diversity, equity, and inclusion practices, highlighting the urgent need to reassess its market strategy to restore consumer confidence.
See More
Target Corporation Achieves 1 Million Volunteer Hours in 2025
- Volunteer Achievement: Target Corporation contributed 1 million volunteer hours in 2025, marking the tenth time the company has reached this annual goal, reflecting the dedication of its over 400,000 team members and reinforcing its community impact.
- Community Investment Plan: Target plans to invest $1 million in the Bullseye Builds program, which combines community volunteerism with design expertise to address local needs, thereby enhancing the company's brand image and customer loyalty in the areas it operates.
- Ongoing Community Commitment: Target is actively supporting its Minnesota team members through partnerships with organizations like Greater Twin Cities United Way and Second Harvest Heartland, providing donations and hands-on volunteerism to strengthen community ties and trust.
- Long-standing Philanthropic Tradition: Since 1946, Target has dedicated 5% of its profits to community service, now amounting to millions of dollars in support for nonprofit organizations nationwide, demonstrating the company's enduring commitment to social responsibility.
See More
Dividend Growth Potential in Consumer Stocks
- Stability of REITs: Realty Income owns over 15,500 single-tenant commercial properties, with clients like Home Depot and Dollar General, and a 99% occupancy rate ensures steady cash flows, with expectations for profit and stock price increases as interest rates decline.
- Transformation Plans at Target: Target, with nearly 2,000 stores, faces inventory challenges and market pressures, yet its 54-year history of dividend growth and a $5 billion investment plan under the new CEO could help revitalize performance and attract investor interest.
- Challenges in Cleaning Products Market: Clorox, known for brands like Kingsford and Hidden Valley Ranch, has seen stock price declines due to reduced post-pandemic demand and a cyberattack, but its 4.4% dividend yield and improving business efficiencies may position it as a future growth stock.
- Attractive Dividend Yields: All three companies demonstrate strong dividend growth potential, with Realty Income's 5.3% yield, Target's 4.3%, and Clorox's 4.4%, all exceeding market averages, appealing to investors seeking stable income.
See More
Stable Dividend Opportunities in Consumer Stocks
- REIT Advantages: Realty Income owns over 15,500 single-tenant commercial properties, with clients like Home Depot and Wynn Resorts, and a high occupancy rate of nearly 99% ensures steady cash flows, enhancing its appeal as the 'monthly dividend company.'
- Dividend Growth Potential: Realty Income has paid monthly dividends since 1994, with an annual payout of $3.24 per share yielding 5.3%, significantly above the S&P 500's average of 1.1%, making it attractive even in a high-interest-rate environment.
- Retail Giant Challenges and Opportunities: Target's nearly 2,000 stores cover over 75% of U.S. consumers, and despite challenges in inventory management and market appeal, its 54 years of dividend growth history and 4.3% yield continue to attract investor interest.
- Market Potential for Cleaning Products: Clorox's annual dividend stands at $4.96 per share with a 4.4% yield, and despite facing challenges from a cyberattack and inflation, brand loyalty and an upcoming ERP implementation are expected to enhance future profitability.
See More
