Added to YB: 2026-04-10
Pitch date: 2026-03-31
TGT [bullish]
Target Corporation
+2.38%
current return
Author Info
No bio for this author
Company Info
Target Corporation operates as a general merchandise retailer in the United States. It offers apparel for women, men, young adults, kids, toddlers, and babies, as well as jewelry, accessories, and shoes; and beauty products, such as skin and bath care, cosmetics, hair care, oral care, deodorant, and shaving products.
Market Cap
$55.8B
Pitch Price
$121.15
Price Target
221.40 (+80%)
Dividend
3.70%
EV/EBITDA
8.07
P/E
15.14
EV/Sales
0.67
Sector
Consumer Staples Distribution and Retail
Category
turnaround
TGT: Buy (5-yr Upside: 84.7%)
TGT: Retail turnaround w/ new CEO deploying $2B in store remodels, labor, tech. Q4 EPS beat $2.44 vs $2.13 est; Feb comp positive after 7 qtrs of declines. Roundel ad network + Circle 360 = 30-40bps GM lift. 20.9% digital penetration, 97.6% store-fulfilled (cost edge vs AMZN/WMT). 14.4x NTM P/E vs 17x hist avg, 21.9x peers. PT $221 on 20x FY30E EPS $11.07 = 84.7% 5yr upside, 13.1% IRR. Risks: execution, WMT/AMZN share loss
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