Target faces a challenging outlook as stagnant revenue growth, fluctuating between a 3.1% contraction and 2.9% expansion, highlights the difficulty of maintaining momentum in a price-sensitive environment.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Target's profitability remains strained as gross margins have trended downward from a 30.0% peak in 2024Q2 to 26.4% in 2026Q1, reflecting significant pressure from inventory markdowns.
Target's digital initiatives, including online shopping and contactless pickup, are driving growth and customer engagement.
Effective cost management strategies are contributing to improved profitability and operational efficiency.
Target's commitment to shareholder returns through dividends and share repurchases enhances investor confidence.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 19, 2026 | $4.11+74.9% vs $2.35 | $26.5B+1.6% vs $26.1B |
Q2 2026 May 20, 2026 | $1.71+16.3% vs $1.47 | $25.4B+3.2% vs $24.7B |
Q2 2026 Mar 3, 2026 | $2.44+13.0% vs $2.16 | $30.5B-0.0% vs $30.5B |
Q4 2025 Nov 19, 2025 | $1.78+4.1% vs $1.71 | $25.3B-0.2% vs $25.3B |
Chewy dominates the online pet market through its high-convenience Autoship subscription model and expanding healthcare services. Target leverages its massive store footprint and strategic brand partnerships to maintain a strong presence in general merchandise.
Investors looking for stocks in the Retail - Discount Stores sector might want to consider either Target (TGT) or TJX (TJX). But which of these two companies is the best option for those looking for undervalued stocks?
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Target Corporation is upgraded to "Hold" as operational turnaround gains traction and financials improve. TGT's revenue rose 6% year-over-year to $51.98 billion, with comparable sales up 4.7% and digital sales up 8.8%. Profitability is stabilizing, aided by cost-cutting, store expansion, AI-driven initiatives, and significant debt reduction.
Benchmark TGT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Target Corporation (TGT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $158.36 | $71.93B | 19.48 | -1.68% | 3.54% | 24.03% | 2.85% | |
| $125.47 | $1T | 45.96 | 4.73% | 3.04% | 21.64% | 0.75% | |
| $1053.56 | $467.23B | 57.86 | 8.17% | 3.04% | 28.02% | 0.47% | |
| $67.70 | $41.74B | 43.96 | 0.35% | 0.73% | 17.15% | 2% | |
| $133.75 | $29.5B | 19.53 | 5.2% | 3.9% | 19.56% | 1.76% | |
| $131.14 | $25.2B | 22.08 | 10.43% | 8.03% | 45.58% | — |
Target Corporation (TGT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Target Corporation (TGT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 19, 2026·SEC
Aug 14, 2026·SEC
Jul 22, 2026·SEC
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Target Corporation (TGT) stock FAQ — growth, dividends, profitability & financials explained
Target Corporation (TGT) reported $107.70B in revenue over the trailing twelve months. Revenue was $104.78B in fiscal year 2025. That is 313% more than the $25.37B of fiscal year 1996.
Target Corporation (TGT) revenue fell by 1.7% in fiscal year 2025, compared with the prior fiscal year.
Yes. Target Corporation (TGT) earned $4.39B in net income over the trailing twelve months (a 4.1% net margin).
Yes. Target Corporation (TGT) pays a dividend that yields 2.85% at the current price, a moderate yield.
Target Corporation (TGT) had a return on equity (ROE) of 24.0% in fiscal year 2025. That is well above the market's typical 10-15%.
Target Corporation (TGT) generated $6.96B in free cash flow over the trailing twelve months.
