Key Stock Developments on Thursday: Factors That May Influence the Market in the Upcoming Trading Session

Written by Emily J. Thompson, Senior Investment Analyst

DG-1.97%

DKS+1.15%

NVDA-0.44%

Source: CNBC

Updated: Aug 27 2025

0mins

Source: CNBC

Nvidia Earnings Report: Nvidia reported better-than-expected earnings and outlook, but missed revenue expectations in its data center segment, leading to a 3.1% drop in after-hours trading despite a 34% increase over the past three months.
S&P 500 Record: The S&P 500 reached a new record high of 6,487, marking a 10% increase so far in 2025.
CrowdStrike Performance: CrowdStrike's stock fell by up to 8% after hours despite beating earnings estimates, as its revenue forecast was lower than anticipated.
Upcoming Reports from Major Companies: Several notable companies, including Best Buy and Bath & Body Works, are set to report earnings, with many currently significantly below their 52-week highs.

$148.74+Infinity%1D

Analyst Views on DG

Wall Street analysts forecast DG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for DG is 123.50 USD with a low forecast of 112.00 USD and a high forecast of 139.00 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.

10 Analyst Rating

4 Buy

6 Hold

0 Sell

Moderate Buy

Current: 151.730

Low

112.00

Averages

123.50

High

139.00

Current: 151.730

Low

112.00

Averages

123.50

High

139.00

Deutsche Bank

NULL -> Buy

resume

$170

Al Analysis

2026-01-08

Reason

Deutsche Bank

Price Target

$170

Al Analysis

2026-01-08

resume

NULL -> Buy

Reason

Deutsche Bank resumed coverage of Dollar General with a Buy rating and $170 price target. The firm resumed coverage of the broadlines and food retailers. Deutsche expects 2026 to be another "mixed year," characterized by food disinflation, reduced government benefits, and consumers' value focus extending into the new year. The analyst says that while defensive sectors such as food retail could face a challenging setup, "there are tailwinds on the horizon," including a sizable stimulus in the first half of 2026.

Barclays

Overweight

maintain

$127 -> $151

2026-01-08

Reason

Barclays

Price Target

$127 -> $151

2026-01-08

maintain

Overweight

Reason

Barclays raised the firm's price target on Dollar General to $151 from $127 and keeps an Overweight rating on the shares. The firm is positive on the broadlines, hardlines and food retail sector entering 2026. It sees improvements in discretionary goods demand with potential for a "modest bump" from consumer tax savings ahead and interest rate cuts.

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Morgan Stanley

Equal Weight

maintain

2026-01-07

Reason

Morgan Stanley

Price Target

2026-01-07

maintain

Equal Weight

Reason

Morgan Stanley raised the firm's price target on Vinci to EUR 139 from EUR 138 and keeps an Equal Weight rating on the shares.

Bernstein

Outperform

maintain

$141 -> $150

2026-01-05

Reason

Bernstein

Price Target

$141 -> $150

2026-01-05

maintain

Outperform

Reason

Bernstein raised the firm's price target on Dollar General to $150 from $141 and keeps an Outperform rating on the shares. From a macro perspective, the firm expects middle to high income consumers to be better positioned in 2026. Elevated inflation and a softening labor market has weighed on the real spending power of lower income consumers. Meanwhile, incremental tax refunds from the OBBBA are expected to disproportionately benefit middle to high income cohorts, Bernstein adds.

About DG

Dollar General Corporation is a discount retailer. The Company offers merchandise, including consumable items, seasonal items, home products and apparel. Its merchandise includes brands from manufacturers, as well as its own private brand selections with prices at discounts to brands. Its consumables category includes paper and cleaning products, packaged food, perishables, snacks, health and beauty, pet, and tobacco products. Its seasonal products include holiday items, toys, batteries, small electronics, greeting cards, stationery, prepaid phones and accessories, gardening supplies, hardware, automotive and home office supplies. Its home products include kitchen supplies, cookware, small appliances, light bulbs, storage containers, frames, candles, craft supplies and kitchen, bed and bath soft goods. The Company’s apparel products include basic items for infants, toddlers, girls, boys, women and men, as well as socks, underwear, disposable diapers, shoes and accessories.

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.