TGTTarget Corporation
Target Corporation sells groceries, apparel, and general merchandise through its physical stores and online platform, competing in the broadline retail space. The next catalyst is Nov 22, 2026 — Capricor Therapeutics Extend, which will test the company’s ability to maintain pricing power amid shifting consumer demand and supply chain pressures.
- Revenue reached $102.46B in 2026, but growth slowed to -1.7% YoY.
- Free cash flow (TTM) stood at $2.93B, with a net margin of 4.4%.
- Leverage is moderate at 0.95x debt-to-equity, with $16.16B in shareholders’ equity.
The Read
3% on store openings and generic catalysts, with a notable 19.
The schedule
- Sun22Nov
The extension of Capricor Therapeutics is a relatively low-impact event for Target, as it is expected to have a limited direct effect on the company's operations. However, the broader retail sector may benefit from the positive ripple effects of this development, which could indirectly influence Target's stock price. The target price of $166 reflects a slight positive outlook, while the fallback price of $162 is a more conservative estimate. Investors should consider the broader market sentiment and how this event may affect the overall retail environment.
- Fri27Nov
The Q4 2026 Earnings Release is a key event for Target, as it will provide insight into the company's financial performance for the quarter. This event is expected to have a high impact on the stock price due to its significance in the earnings calendar. Investors will be closely watching for any signs of improved revenue or profit growth, which could drive the stock higher. The target price of $180 reflects a positive outlook, while the fallback price of $150 serves as a cautionary level in case the results fall short of expectations.
- Mon10May
- Fri30Jul
- Fri29Oct
Past
- Thu10Sep
Target is set to launch Target Beaut, a new beauty line that is expected to attract a broader customer base and boost in-store traffic. This product launch is anticipated to have a medium impact on the stock price, as it could enhance brand loyalty and drive sales. The target price of $170 reflects optimism about the potential success of the new line, while the fallback price of $160 is a conservative estimate in case the launch does not meet expectations. Investors should monitor the initial sales performance and customer response to gauge the true impact of this event.
- Sat25Jul
Actual outcome: Bull · $144.49 at outcome
Target shares rallied 5.6% to close at $144.49, easily surpassing the $126.00 bull target. The stock was heavily buoyed by a Supreme Court ruling against tariffs that could trigger up to $175 billion in refunds, providing a massive cash flow tailwind for import-heavy retailers. Additionally, positive sentiment around discount retailers benefiting from value-seeking shoppers and supply chain investments further supported the upward momentum.
Target shares rallied 5.6% to close at $144.49, easily surpassing the $126.00 bull target. The stock was heavily buoyed by a Supreme Court ruling against tariffs that could trigger up to $175 billion in refunds, providing a massive cash flow tailwind for import-heavy retailers. Additionally, positive sentiment around discount retailers benefiting from value-seeking shoppers and supply chain investments further supported the upward momentum.
- Fri24Jul
Actual outcome: Bull · $144.49 at outcome
Target reported Q2 EPS of $2.99, exactly meeting estimates, which reassured investors regarding the company's margin progress and turnaround strategy. Shares were further propelled well past the bull target by broader sector tailwinds, including a Supreme Court ruling against tariffs that could trigger significant refunds for import-heavy retailers.
Target reported Q2 EPS of $2.99, exactly meeting estimates, which reassured investors regarding the company's margin progress and turnaround strategy. Shares were further propelled well past the bull target by broader sector tailwinds, including a Supreme Court ruling against tariffs that could trigger significant refunds for import-heavy retailers.
- Fri6Mar
Actual outcome: Bull · $129.75 at outcome
Target's stock exceeded the bull target as investors reacted positively to CEO Michael Fiddelke’s aggressive turnaround plan, which includes a $2B investment in store upgrades and a long-term strategy to open 300 new locations. Despite recent sales pressure, the market was encouraged by guidance forecasting a return to growth in 2026 and a strategic refocus on high-margin discretionary categories like home, baby, and beauty.
Target's stock exceeded the bull target as investors reacted positively to CEO Michael Fiddelke’s aggressive turnaround plan, which includes a $2B investment in store upgrades and a long-term strategy to open 300 new locations. Despite recent sales pressure, the market was encouraged by guidance forecasting a return to growth in 2026 and a strategic refocus on high-margin discretionary categories like home, baby, and beauty.
- Tue3Mar
Actual outcome: Bull · $120.79 at outcome
Price reached or exceeded bull target ($118.00) at outcome date.
Price reached or exceeded bull target ($118.00) at outcome date.
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