Target earnings upside underestimated on margin recovery, Jefferies believes [Yahoo! Finance]
Target Corporation (TGT)
Last target corporation earnings: 3/3 06:30 am
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Source: Yahoo! Finance
Target Corp (NYSE:TGT) may have more earnings upside ahead than the market is currently pricing in, according to a new note from Jefferies analysts, who argue that the retailer's recovery narrative is being overly focused on sales trends rather than profitability improvements. The analysts said the current view of Target is largely centered on a slow recovery in comparable sales, supported by easier year-on-year comparisons. However, they believe that this framing misses what they see as the primary driver of future performance, which is margins. “We think TGT's recovery is being misread as just a traffic story on easy compares, when in reality, the real upside here is margin-led,” they wrote. Jefferies forecasts Target's EPS to grow about 7.6% in 2026 versus 2.3% sales growth, above consensus expectations of 5.5% EPS growth and 1.9% sales growth. The analysts also argue the market is underestimating the degree of operating leverage in the business, stating they expect EPS to
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News
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- Target Celebrates 30 Years of Pokémon with Exclusive, Limited-Time Collection for Fans of Every GenerationPR Newswire
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TGT
Earnings
- 3/3/26 - Beat
TGT
Sec Filings
- 4/9/26 - Form 4/A
- 4/9/26 - Form 4
- 4/9/26 - Form 4
- TGT's page on the SEC website