Target Corporation (TGT)
NYSEConsumer StaplesDiscount StoresSnapshot 2026-07-08
$132.42+3.82%
Close 2026-07-08 · 1-day change
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Track TGT free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Staples: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Target's growth depends on maintaining strong sales and digital traffic. Recent sales rose 6.7% to $25.4 billion, and the last quarter beat expectations by 17%. It trades at 16× P/E, below the peer median of 19×. Expectations look modest compared to our view. A risk is if Target cuts guidance after recently raising it; our model puts the next-quarter miss near 16%. Peer multiples imply a price roughly in line with where it trades; this read is provisional.
Trailing returns as of 2026-07-08. TGT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 38 analysts currently covering TGT (as of Jul 2026).
Based on 17 Wall Street analysts offering 12-month price targets for TGT in the last 4 months.
A consensus fair price across 14 valuation methods, at three horizons. Current price $132.42. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Staples (broad) — fair value, gap to price, and forward P/E.
Dividend increase supports capital allocation objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-08. EPS is implied from price ÷ P/E. Not investment advice.
Current $132.42
The last 12 months of price, then the range of analyst 12-month targets from today’s $132.42.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Increased store traffic indicates potential sales growth.
Expands product offerings, supports sales growth objective.
Recall could impact sales and brand reputation.
Expands competitive positioning against Amazon, enhancing growth potential.
Advances: Maintain EPS guidance of $7.50 to $8.50 for 2026
Strategic reset supports EPS guidance for 2026.
Advances: Maintain EPS guidance of $7.50 to $8.50 for 2026
Improving execution supports EPS guidance.
Threatens: Expect low-single digit decline in sales
Ongoing boycott may affect sales decline expectations.