TGT Earnings

TGT reported its FY2026Q3 earnings on 2025-11-19, showcasing a revenue of 25.00B against an estimate of 25.00B, resulting in a -0.06% surprise. The EPS was 0, surpassing the expected 1.76 by 0% . The stock experienced a -2.77% price change on the earnings day and a -4.51% change over the next five days, reflecting market reactions to the results.

Following TGT's FY2026Q3 earnings announcement on 2025-11-19, the stock price moved by -2.77% on the day of the release. Over the subsequent five days, it saw a -4.51% change. Historically, TGT's stock price tends to shift by an average of +2.01% in the 10 days leading up to earnings and -0.61% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate TGT’s annual revenue to reach 31.00B, while the EPS is projected at 2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.28% and EPS estimates Revise Downward by -0.52% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between TGT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -0.28%, while EPS estimates moved Revise Downward by -0.52% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TGT's stock price typically moves by +2.01% in the 10 days before its earnings and -0.61% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 2.00 and revenue of 31.00B.

Despite some positive aspects like improved inventory shrink and strong growth in digital sales and Target Plus Marketplace, the earnings call reveals concerns. Adjusted EPS and net sales declined, and management's vague responses about business improvement create uncertainty. Positive guidance and strategic investments in technology and partnerships provide balance. Overall, the mixed results and cautious outlook suggest a neutral sentiment, with no strong catalysts to drive a significant stock price movement in the near term.