Analyst Consensus ?
ConsensusHold58 ratings
Bullish2746.6%
Neutral2746.5%
Bearish46.9%
1 unmapped firm rating excluded from the percentages.
Target Corporation · TGT · FY2024 Q2 · Calendar Q3 2024
Target’s Q2: Traffic Growth and Higher Full-Year EPS Guidance
The quarter supports a constructive but conditional view: traffic growth, digital fulfillment, and margin expansion strengthened the trajectory, while the next test is whether these gains persist as Target invests in price, capacity, and discretionary categories.
Reported Before market openNYSEConsumer Defensive
$69.37B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.57
Consensus $2.18
EPS surprise
+17.9%
Reported versus consensus
Reported revenue
$25.45B
Consensus $25.19B
Revenue surprise
+1.0%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+10.3%
Event window
SPY move
+0.3%
Same window
Abnormal move
+10.0%
Stock minus SPY
Volume
6.1×
Versus trailing sessions
Subsequent drift
-1.7%
Up to 20 sessions
TGTSPY benchmark
Ask FN2 about TGT FY2024 Q2
Transcript, numbers and history already loaded
Why did TGT rise 10.3% after beating EPS estimates in FY2024 Q2?What changed in TGT's guidance and outlook in FY2024 Q2?Give me the bull and bear case for TGT after FY2024 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, Target reported stronger traffic-led comparable sales, continued margin expansion, and a higher full-year EPS outlook. Management also emphasized expanded fulfillment capacity, AI tools, Target Circle 360, and new product launches.
Guidance delta
Q3 comparable-sales guidance was maintained at 0% to 2%; full-year EPS guidance was raised to $9.00-$9.70 from the prior quarter's $8.60-$9.60 range.
Key takeaways
- Comparable sales grew 2% in Q2, with traffic identified as the driver; EPS rose 42% year over year to $2.57.
- Digital fulfillment services, including Drive Up and Target Circle 360, generated more than $2 billion in Q2 sales.
- Operating margin expanded to 6.4% and gross margin reached 28.9%, while full-year EPS guidance increased to $9.00-$9.70.
Management priorities
- Expand fulfillment capacity through the 11th sortation center and additional Chicago capacity.
- Roll out more AI tools for store associates, including GenAI on store handheld devices.
- Build Target Circle 360 and refresh owned-brand and seasonal product assortments.
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Analyst 52W Price Targets
$152.76Current
$80Low
$166.54Average
$320High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 25, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Evercore ISI Group | In Line | In Line | Maintain | Oct 13, 2026 |
| HSBC | Buy | Hold | Upgrade | Sep 30, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 20, 2026 |
| UBS | Buy | Buy | Maintain | Aug 20, 2026 |
| Truist Securities | Hold | Hold | Maintain | Aug 20, 2026 |
| Telsey Advisory Group | Outperform | Outperform | Maintain | Aug 20, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 20, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 20, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Aug 20, 2026 |
| Keybanc | Sector Weight | Maintain | Aug 20, 2026 | |
| Guggenheim | Buy | Buy | Maintain | Aug 20, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Aug 20, 2026 |
| DA Davidson | Buy | Buy | Maintain | Aug 20, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 20, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Aug 20, 2026 |
| Barclays | Underweight | Underweight | Maintain | Aug 20, 2026 |
| Jefferies | Buy | Buy | Maintain | Aug 14, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 11, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Jul 31, 2026 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Jun 23, 2026 |
| Baird | Neutral | Neutral | Maintain | May 21, 2026 |
| Freedom Broker | Hold | Buy | Downgrade | May 20, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Mar 5, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Mar 4, 2026 |
| BNP Paribas | Underperform | Underperform | Maintain | Mar 4, 2026 |
| B of A Securities | Underperform | Underperform | Maintain | Mar 4, 2026 |
| Argus Research | Buy | Buy | Maintain | Dec 1, 2025 |
| Roth Capital | Neutral | Neutral | Maintain | Nov 20, 2025 |
| Stifel | Hold | Hold | Maintain | Mar 20, 2025 |
| Roth MKM | Neutral | Neutral | Maintain | Mar 5, 2025 |
| Daiwa Capital | Neutral | Outperform | Downgrade | Nov 26, 2024 |
| Deutsche Bank | Hold | Buy | Downgrade | Nov 20, 2024 |
| Tigress Financial | Buy | Buy | Maintain | Mar 27, 2024 |
| Gordon Haskett | Buy | Hold | Upgrade | Feb 7, 2024 |
| Credit Suisse | Neutral | Neutral | Maintain | Aug 9, 2023 |
| Raymond James | Market Perform | Strong Buy | Downgrade | Jul 26, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 15, 2023 |
| Cleveland Research | Neutral | Buy | Downgrade | Dec 12, 2022 |
| MKM Partners | Neutral | Neutral | Maintain | May 19, 2022 |
| Nomura Instinet | Buy | Buy | Maintain | May 21, 2020 |
| Nomura | Buy | Buy | Maintain | May 21, 2020 |
| CFRA | Hold | Hold | Maintain | May 20, 2020 |
| Stifel Nicolaus | Hold | Hold | Maintain | Mar 4, 2020 |
| Odeon Capital | Buy | Buy | Maintain | Jan 24, 2020 |
| Buckingham Research | Buy | Buy | Maintain | Nov 21, 2019 |
| Buckingham | Buy | Buy | Maintain | Nov 21, 2019 |
| Bank of America | Buy | Buy | Maintain | Nov 21, 2019 |
| Standpoint Research | Buy | Hold | Upgrade | Dec 26, 2018 |
| Susquehanna | Positive | Neutral | Upgrade | Jan 10, 2018 |
| Moffett Nathanson | Neutral | Neutral | Maintain | Dec 4, 2017 |
| Macquarie | Outperform | Outperform | Maintain | Jun 9, 2015 |
| Sterne Agee | Neutral | Neutral | Maintain | Feb 24, 2014 |
| ISI Group | Buy | Buy | Maintain | Oct 24, 2013 |
| Pacific Crest | Outperform | Outperform | Maintain | Sep 27, 2013 |
| William Blair | Underperform | Market Perform | Downgrade | Aug 22, 2013 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Aug 22, 2013 |
| Janney Capital | Neutral | Buy | Downgrade | Aug 22, 2013 |
| PiperJaffray | Overweight | Overweight | Maintain | Feb 25, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $152.76. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Evercore ISI | Analyst unavailable | $165 | $152.76 | +8.0% | Oct 13, 2026 |
| HSBC | Analyst unavailable | $190 | $156.45 | +24.4% | Sep 30, 2026 |
| Deutsche Bank | Analyst unavailable | $150 | $159.14 | -1.8% | Aug 20, 2026 |
| RBC Capital | Analyst unavailable | $178 | $159.68 | +16.5% | Aug 20, 2026 |
| Truist Financial | Analyst unavailable | $167 | $158.81 | +9.3% | Aug 20, 2026 |
| Evercore ISI | Analyst unavailable | $170 | $159.03 | +11.3% | Aug 20, 2026 |
| Roth Capital | Analyst unavailable | $142 | $159.03 | -7.0% | Aug 20, 2026 |
| Robert W. Baird | Analyst unavailable | $170 | $159.03 | +11.3% | Aug 20, 2026 |
| Gordon Haskett Capital Corporation | Analyst unavailable | $200 | $159.03 | +30.9% | Aug 20, 2026 |
| Piper Sandler | Analyst unavailable | $153 | $159.03 | +0.2% | Aug 20, 2026 |
| Bernstein | Analyst unavailable | $154 | $159.03 | +0.8% | Aug 20, 2026 |
| Guggenheim | John Heinbockel | $175 | $159.03 | +14.6% | Aug 20, 2026 |
| Mizuho Securities | Analyst unavailable | $150 | $159.03 | -1.8% | Aug 20, 2026 |
| Goldman Sachs | Kate McShane | $161 | $159.03 | +5.4% | Aug 20, 2026 |
| Wells Fargo | Analyst unavailable | $185 | $159.03 | +21.1% | Aug 20, 2026 |
| Telsey Advisory | Joseph Feldman | $182 | $159.03 | +19.1% | Aug 20, 2026 |
| BMO Capital | Kelly Bania | $160 | $159.03 | +4.7% | Aug 20, 2026 |
| D.A. Davidson | Analyst unavailable | $185 | $159.03 | +21.1% | Aug 19, 2026 |
| Barclays | Analyst unavailable | $140 | $161.24 | -8.4% | Aug 19, 2026 |
| D.A. Davidson | Analyst unavailable | $170 | $154.42 | +11.3% | Aug 17, 2026 |
| Truist Financial | Analyst unavailable | $147 | $154.69 | -3.8% | Aug 14, 2026 |
| Deutsche Bank | Analyst unavailable | $140 | $155.47 | -8.4% | Aug 14, 2026 |
| Piper Sandler | Analyst unavailable | $146 | $155.93 | -4.4% | Aug 14, 2026 |
| Jefferies | Analyst unavailable | $177 | $155.51 | +15.9% | Aug 14, 2026 |
| Telsey Advisory | Joseph Feldman | $170 | $155.51 | +11.3% | Aug 14, 2026 |
| RBC Capital | Steven Shemesh | $166 | $152.33 | +8.7% | Aug 12, 2026 |
| BMO Capital | Analyst unavailable | $150 | $152.09 | -1.8% | Aug 11, 2026 |
| Oppenheimer | Rupesh Parikh | $170 | $152.09 | +11.3% | Aug 11, 2026 |
| Evercore ISI | Greg Melich | $150 | $147.87 | -1.8% | Aug 4, 2026 |
| Wolfe Research | Analyst unavailable | $169 | $144.47 | +10.6% | Aug 3, 2026 |
| Wells Fargo | Edward Kelly | $165 | $145.97 | +8.0% | Jul 30, 2026 |
| Guggenheim | Analyst unavailable | $150 | $139.62 | -1.8% | Jul 20, 2026 |
| Jefferies | Analyst unavailable | $161 | $140.79 | +5.4% | Jun 26, 2026 |
| Wolfe Research | Spencer Hanus | $162 | $129.76 | +6.0% | Jun 23, 2026 |
| Guggenheim | Analyst unavailable | $145 | $132.64 | -5.1% | Jun 12, 2026 |
| Argus Research | Analyst unavailable | $150 | $126.16 | -1.8% | May 22, 2026 |
| Roth Capital | Analyst unavailable | $114 | $126.61 | -25.4% | May 22, 2026 |
| D.A. Davidson | Michael Baker | $155 | $126.19 | +1.5% | May 22, 2026 |
| Telsey Advisory | Analyst unavailable | $150 | $122.16 | -1.8% | May 21, 2026 |
| Bernstein | Zhihan Ma | $124 | $121.87 | -18.8% | May 21, 2026 |
| RBC Capital | Analyst unavailable | $153 | $119.28 | +0.2% | May 21, 2026 |
| Piper Sandler | Analyst unavailable | $127 | $122.33 | -16.9% | May 21, 2026 |
| Goldman Sachs | Kate McShane | $127 | $122.33 | -16.9% | May 21, 2026 |
| Robert W. Baird | Analyst unavailable | $135 | $122.33 | -11.6% | May 21, 2026 |
| Truist Financial | Scot Ciccarelli | $130 | $122.33 | -14.9% | May 20, 2026 |
| Guggenheim | John Heinbockel | $140 | $127.27 | -8.4% | May 20, 2026 |
| Evercore ISI | Greg Melich | $130 | $122.91 | -14.9% | May 18, 2026 |
| Telsey Advisory | Analyst unavailable | $148 | $121.52 | -3.1% | May 15, 2026 |
| Deutsche Bank | Krisztina Katai | $123 | $122.37 | -19.5% | May 15, 2026 |
| Piper Sandler | Analyst unavailable | $121 | $123.08 | -20.8% | May 15, 2026 |
| Truist Financial | Analyst unavailable | $123 | $119.42 | -19.5% | May 13, 2026 |
| Wells Fargo | Analyst unavailable | $140 | $118.44 | -8.4% | May 12, 2026 |
| Barclays | Seth Sigman | $115 | $118.44 | -24.7% | May 12, 2026 |
| RBC Capital | Steven Shemesh | $132 | $125.91 | -13.6% | May 8, 2026 |
| Evercore ISI | Analyst unavailable | $125 | $132.27 | -18.2% | Apr 21, 2026 |
| D.A. Davidson | Michael Baker | $140 | $120.14 | -8.4% | Mar 9, 2026 |
| Mizuho Securities | David Belinger | $120 | $119.9 | -21.4% | Mar 5, 2026 |
| Morgan Stanley | Simeon Gutman | $145 | $122.64 | -5.1% | Mar 4, 2026 |
| Piper Sandler | Peter Keith | $119 | $122.87 | -22.1% | Mar 4, 2026 |
| RBC Capital | Steven Shemesh | $130 | $122.72 | -14.9% | Mar 4, 2026 |
| Bernstein | Zhihan Ma | $116 | $120.8 | -24.1% | Mar 4, 2026 |
| Truist Financial | Scot Ciccarelli | $121 | $120.8 | -20.8% | Mar 3, 2026 |
| UBS | Michael Lasser | $130 | $114 | -14.9% | Feb 23, 2026 |
| Piper Sandler | Peter Keith | $102 | $116.69 | -33.2% | Feb 23, 2026 |
| Evercore ISI | Analyst unavailable | $105 | $115.76 | -31.3% | Feb 17, 2026 |
| Guggenheim | Analyst unavailable | $125 | $115.76 | -18.2% | Feb 17, 2026 |
| Evercore ISI | Analyst unavailable | $103 | $115.11 | -32.6% | Feb 10, 2026 |
| Morgan Stanley | Analyst unavailable | $125 | $109.82 | -18.2% | Jan 15, 2026 |
| D.A. Davidson | Michael Baker | $120 | $106.37 | -21.4% | Jan 12, 2026 |
| Deutsche Bank | Analyst unavailable | $108 | $106.85 | -29.3% | Jan 8, 2026 |
| Wolfe Research | Spencer Hanus | $81 | $98.1 | -47.0% | Dec 30, 2025 |
| Jefferies | Corey Tarlowe | $115 | $98.6 | -24.7% | Dec 18, 2025 |
| Evercore ISI | Greg Melich | $95 | $93.06 | -37.8% | Dec 9, 2025 |
| RBC Capital | Steven Shemesh | $99 | $85.98 | -35.2% | Nov 20, 2025 |
| Robert W. Baird | Analyst unavailable | $92 | $86.16 | -39.8% | Nov 20, 2025 |
| Evercore ISI | Analyst unavailable | $100 | $86.08 | -34.5% | Nov 20, 2025 |
| Roth Capital | Analyst unavailable | $88 | $86.08 | -42.4% | Nov 20, 2025 |
| BMO Capital | Kelly Bania | $90 | $85.45 | -41.1% | Nov 20, 2025 |
| Piper Sandler | Peter Keith | $85 | $86.08 | -44.4% | Nov 20, 2025 |
| Bernstein | Zhihan Ma | $80 | $86.08 | -47.6% | Nov 20, 2025 |
| Guggenheim | John Heinbockel | $115 | $97.47 | -24.7% | Oct 27, 2025 |
| D.A. Davidson | Analyst unavailable | $108 | $85.53 | -29.3% | Oct 13, 2025 |
| Truist Financial | Analyst unavailable | $83 | $89.14 | -45.7% | Oct 2, 2025 |
| Wolfe Research | Analyst unavailable | $80 | $88.93 | -47.6% | Sep 17, 2025 |
| Truist Financial | Scot Ciccarelli | $107 | $104.74 | -30.0% | Aug 13, 2025 |
| Loop Capital Markets | Justin Patterson | $95 | $103.65 | -37.8% | Jul 17, 2025 |
| Piper Sandler | Peter Keith | $94 | $95.06 | -38.5% | May 22, 2025 |
| Robert W. Baird | Peter Benedict | $100 | $95.06 | -34.5% | May 22, 2025 |
| Telsey Advisory | Joseph Feldman | $110 | $93.01 | -28.0% | May 21, 2025 |
| Raymond James | Josh Beck | $195 | $93.79 | +27.7% | Apr 21, 2025 |
| Oppenheimer | Analyst unavailable | $150 | $114.05 | -1.8% | Mar 6, 2025 |
| Roth Capital | Analyst unavailable | $122 | $116.56 | -20.1% | Mar 5, 2025 |
| Wells Fargo | Analyst unavailable | $135 | $116.56 | -11.6% | Mar 5, 2025 |
| KGI Securities | Analyst unavailable | $132 | $116.56 | -13.6% | Mar 5, 2025 |
| Jefferies | Analyst unavailable | $150 | $117.14 | -1.8% | Mar 4, 2025 |
| Evercore ISI | Analyst unavailable | $135 | $120.76 | -11.6% | Mar 3, 2025 |
| BMO Capital | Kelly Bania | $120 | $121.59 | -21.4% | Nov 21, 2024 |
| Stifel Nicolaus | Mark Astrachan | $137 | $121.72 | -10.3% | Nov 20, 2024 |
| Bernstein | Zhihan Ma | $168 | $150.91 | +10.0% | Oct 21, 2024 |
| Jefferies | Corey Tarlowe | $195 | $154.7 | +27.7% | Sep 20, 2024 |
| Daiwa | Kahori Tamada | $170 | $158.5 | +11.3% | Aug 24, 2024 |
| UBS | Michael Lasser | $200 | $159.25 | +30.9% | Aug 22, 2024 |
| RBC Capital | Steven Shemesh | $177 | $159.25 | +15.9% | Aug 22, 2024 |
| Wells Fargo | Edward Kelly | $180 | $159.25 | +17.8% | Aug 22, 2024 |
| BMO Capital | Kelly Bania | $145 | $163.32 | -5.1% | Aug 21, 2024 |
| Goldman Sachs | Kate McShane | $191 | $163.34 | +25.0% | Aug 21, 2024 |
| Morgan Stanley | Simeon Gutman | $180 | $163.15 | +17.8% | Aug 21, 2024 |
| Citigroup | Paul Lejuez | $180 | $163.5 | +17.8% | Aug 21, 2024 |
| Jefferies | Corey Tarlowe | $190 | $163.8 | +24.4% | Aug 21, 2024 |
| Truist Financial | Scot Ciccarelli | $156 | $163.72 | +2.1% | Aug 21, 2024 |
| Stifel Nicolaus | Mark Astrachan | $147 | $163.88 | -3.8% | Aug 21, 2024 |
| Telsey Advisory | Joseph Feldman | $190 | $144.04 | +24.4% | Aug 17, 2024 |
| Oppenheimer | Rupesh Parikh | $180 | $136.66 | +17.8% | Aug 14, 2024 |
| Wells Fargo | Edward Kelly | $160 | $133.85 | +4.7% | Aug 7, 2024 |
| CFRA | Arun Sundaram | $176 | $148.95 | +15.2% | Jul 25, 2024 |
| Piper Sandler | Peter Keith | $156 | $149.6 | +2.1% | Jul 11, 2024 |
| Deutsche Bank | Paul Trussell | $190 | $142.7 | +24.4% | May 23, 2024 |
| BMO Capital | Kelly Bania | $155 | $142.82 | +1.5% | May 23, 2024 |
| Truist Financial | Scot Ciccarelli | $153 | $142.94 | +0.2% | May 23, 2024 |
| UBS | Michael Lasser | $185 | $143.27 | +21.1% | May 23, 2024 |
| RBC Capital | Steven Shemesh | $181 | $143.27 | +18.5% | May 23, 2024 |
| Robert W. Baird | Peter Benedict | $190 | $143.27 | +24.4% | May 22, 2024 |
| Stifel Nicolaus | Mark Astrachan | $170 | $143.27 | +11.3% | May 22, 2024 |
| D.A. Davidson | Michael Baker | $190 | $143.27 | +24.4% | May 22, 2024 |
| Wells Fargo | Edward Kelly | $175 | $143.19 | +14.6% | May 22, 2024 |
| CFRA | Arun Sundaram | $160 | $143.27 | +4.7% | May 22, 2024 |
| Goldman Sachs | Kate McShane | $194 | $144.01 | +27.0% | May 22, 2024 |
| Telsey Advisory | Joseph Feldman | $195 | $143.98 | +27.7% | May 22, 2024 |
| BMO Capital | Kelly Bania | $170 | $143.96 | +11.3% | May 22, 2024 |
| Stifel Nicolaus | Mark Astrachan | $177 | $143.95 | +15.9% | May 22, 2024 |
| Barclays | Seth Sigman | $169 | $155.57 | +10.6% | May 21, 2024 |
| Jefferies | Corey Tarlowe | $205 | $177.21 | +34.2% | Apr 1, 2024 |
| Deutsche Bank | Paul Trussell | $206 | $173.54 | +34.9% | Mar 6, 2024 |
| HSBC | Daniela Bretthauer | $195 | $173.54 | +27.7% | Mar 6, 2024 |
| Goldman Sachs | Kate McShane | $176 | $168.22 | +15.2% | Mar 5, 2024 |
| Stifel Nicolaus | Mark Astrachan | $153 | $150.49 | +0.2% | Mar 5, 2024 |
| Gordon Haskett Capital Corporation | Chuck Grom | $170 | $144.43 | +11.3% | Feb 7, 2024 |
| Citigroup | Paul Lejuez | $142 | $139.2 | -7.0% | Jan 25, 2024 |
| Morgan Stanley | Simeon Gutman | $165 | $141.07 | +8.0% | Jan 16, 2024 |
| Piper Sandler | Edward Yruma | $180 | $140.23 | +17.8% | Dec 22, 2023 |
| J.P. Morgan | Christopher Horvers | $125 | $129.65 | -18.2% | Nov 21, 2023 |
| Morgan Stanley | Simeon Gutman | $140 | $129.57 | -8.4% | Nov 16, 2023 |
| Wells Fargo | Edward Kelly | $148 | $130.46 | -3.1% | Nov 15, 2023 |
| Telsey Advisory | Joseph Feldman | $145 | $131.22 | -5.1% | Nov 15, 2023 |
| Stifel Nicolaus | Mark Astrachan | $130 | $110.79 | -14.9% | Nov 15, 2023 |
| Stifel Nicolaus | Mark Astrachan | $145 | $129.05 | -5.1% | Aug 17, 2023 |
| Goldman Sachs | Kate McShane | $135 | $128.75 | -11.6% | Aug 17, 2023 |
| Stifel Nicolaus | Mark Astrachan | $160 | $125.05 | +4.7% | Aug 16, 2023 |
| Oppenheimer | Rupesh Parikh | $165 | $133.94 | +8.0% | Aug 1, 2023 |
| RBC Capital | Steven Shemesh | $191 | $153.87 | +25.0% | May 18, 2023 |
| Loop Capital Markets | Bradley Thomas | $180 | $155.19 | +17.8% | May 18, 2023 |
| Credit Suisse | Karen Short | $170 | $160.57 | +11.3% | May 15, 2023 |
| Loop Capital Markets | Kelly Bania | $165 | $162.4 | +8.0% | Mar 1, 2023 |
| Stifel Nicolaus | Mark Astrachan | $175 | $143.25 | +14.6% | Dec 20, 2022 |
| Telsey Advisory | Analyst unavailable | $175 | $155.47 | +14.6% | Nov 17, 2022 |
| Raymond James | Strong Buy | $80 | $157.23 | -47.6% | Oct 18, 2022 |
| RBC Capital | Steven Shemesh | $223 | $161.98 | +46.0% | Aug 23, 2022 |
| Loop Capital Markets | Kelly Bania | $190 | $173.05 | +24.4% | Aug 18, 2022 |
| Deutsche Bank | Analyst unavailable | $193 | $172.31 | +26.3% | Aug 18, 2022 |
| Truist Financial | Analyst unavailable | $165 | $171.83 | +8.0% | Aug 18, 2022 |
| Stifel Nicolaus | Analyst unavailable | $195 | $173.01 | +27.7% | Aug 18, 2022 |
| Goldman Sachs | Analyst unavailable | $205 | $175.34 | +34.2% | Aug 18, 2022 |
| Wells Fargo | Edward Kelly | $195 | $166.74 | +27.7% | Aug 1, 2022 |
| Tigress Financial | Analyst unavailable | $215 | $161.95 | +40.7% | Jul 29, 2022 |
| UBS | Michael Lasser | $205 | $149.67 | +34.2% | Jun 11, 2022 |
| Raymond James | Bobby Griffin | $190 | $157.58 | +24.4% | Jun 8, 2022 |
| Morgan Stanley | Simeon Gutman | $190 | $155.95 | +24.4% | Jun 8, 2022 |
| Guggenheim | Analyst unavailable | $185 | $159.41 | +21.1% | Jun 8, 2022 |
| Deutsche Bank | Analyst unavailable | $198 | $155.98 | +29.6% | Jun 8, 2022 |
| Goldman Sachs | Analyst unavailable | $171 | $155.98 | +11.9% | Jun 8, 2022 |
| Citigroup | Analyst unavailable | $184 | $155.98 | +20.5% | Jun 8, 2022 |
| RBC Capital | Steven Shemesh | $231 | $155.98 | +51.2% | Jun 8, 2022 |
| RBC Capital | Steven Shemesh | $231 | $156.7 | +51.2% | Jun 8, 2022 |
| Deutsche Bank | Krisztina Katai | $198 | $156.7 | +29.6% | Jun 8, 2022 |
| Morgan Stanley | Simeon Gutman | $190 | $156.7 | +24.4% | Jun 8, 2022 |
| Truist Financial | Scot Ciccarelli | $150 | $155.98 | -1.8% | Jun 7, 2022 |
| Telsey Advisory | Joe Feldman | $185 | $155.98 | +21.1% | Jun 7, 2022 |
| J.P. Morgan | Christopher Horvers | $180 | $155.98 | +17.8% | Jun 7, 2022 |
| Robert W. Baird | Peter Benedict | $180 | $155.98 | +17.8% | Jun 7, 2022 |
| Telsey Advisory | Joe Feldman | $185 | $155.98 | +21.1% | Jun 7, 2022 |
| Stifel Nicolaus | Mark Astrachan | $185 | $155.98 | +21.1% | Jun 7, 2022 |
| Evercore ISI | Greg Melich | $180 | $155.98 | +17.8% | Jun 7, 2022 |
| D.A. Davidson | Michael Baker | $171 | $155.98 | +11.9% | Jun 7, 2022 |
| Wells Fargo | Edward Kelly | $155 | $155.98 | +1.5% | Jun 7, 2022 |
| Credit Suisse | Robert Moskow | $180 | $155.36 | +17.8% | May 23, 2022 |
| RBC Capital | Steven Shemesh | $239 | $153.43 | +56.5% | May 19, 2022 |
| D.A. Davidson | Analyst unavailable | $205 | $155.76 | +34.2% | May 19, 2022 |
| Goldman Sachs | Analyst unavailable | $191 | $155.38 | +25.0% | May 19, 2022 |
| Deutsche Bank | Analyst unavailable | $227 | $157.74 | +48.6% | May 19, 2022 |
| Raymond James | Analyst unavailable | $205 | $161.61 | +34.2% | May 19, 2022 |
| Cowen & Co. | Oliver Chen | $190 | $153.43 | +24.4% | May 19, 2022 |
| Stifel Nicolaus | Mark Astrachan | $185 | $161.61 | +21.1% | May 18, 2022 |
| Truist Financial | Scot Ciccarelli | $261 | $159.34 | +70.9% | May 18, 2022 |
| Stifel Nicolaus | Analyst unavailable | $270 | $217.14 | +76.7% | May 16, 2022 |
| Deutsche Bank | Krisztina Katai | $294 | $219.73 | +92.5% | May 16, 2022 |
| Barclays | Karen Short | $280 | $228.19 | +83.3% | Apr 7, 2022 |
| RBC Capital | Steven Shemesh | $294 | $224.9 | +92.5% | Mar 2, 2022 |
| MKM Partners | William Kirk | $253 | $224.9 | +65.6% | Mar 2, 2022 |
| Morgan Stanley | Simeon Gutman | $255 | $224.9 | +66.9% | Mar 2, 2022 |
| Deutsche Bank | Krisztina Katai | $353 | $219.43 | +131.1% | Mar 1, 2022 |
| Robert W. Baird | Peter Benedict | $275 | $219.43 | +80.0% | Mar 1, 2022 |
| J.P. Morgan | Christopher Horvers | $290 | $199.77 | +89.8% | Feb 28, 2022 |
| Wells Fargo | Edward Kelly | $230 | $210.38 | +50.6% | Feb 7, 2022 |
| RBC Capital | Steven Shemesh | $278 | $217.67 | +82.0% | Jan 30, 2022 |
| Citigroup | Paul Lejuez | $274 | $216.73 | +79.4% | Jan 28, 2022 |
| Truist Financial | Scot Ciccarelli | $270 | $221.4 | +76.7% | Jan 17, 2022 |
| Credit Suisse | Robert Moskow | $286 | $250.96 | +87.2% | Nov 18, 2021 |
| D.A. Davidson | Michael Baker | $293 | $250.96 | +91.8% | Nov 18, 2021 |
| Goldman Sachs | Kate McShane | $308 | $252.7 | +101.6% | Nov 17, 2021 |
| Stifel Nicolaus | Mark Astrachan | $280 | $252.7 | +83.3% | Nov 17, 2021 |
| Tigress Financial | Ivan Feinseth | $320 | $247.04 | +109.5% | Aug 26, 2021 |
| Telsey Advisory | Joe Feldman | $305 | $258.64 | +99.7% | Aug 13, 2021 |
| Argus Research | Chris Graja | $265 | $234.68 | +73.5% | Jun 23, 2021 |
Track every rating change on TGT the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationTarget Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.
Historical context
All TGT earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| PG The Procter & Gamble Company | FY2027 Q1 · Calendar Q4 2026 | +6.4% | +5.6% | P&G: Volume Growth Supports FY2027 Guidance Despite Cost Headwinds |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the TGT recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-10-17T05:10:49.140638+00:00
- Polygon adjusted daily market bars · 2026-10-25T12:30:42.831984+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-25T12:30:42.829084+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-25. For educational purposes only; not investment advice.