Target Corporation (TGT)
Target Says Shifting Order Fulfillment to Slower Stores Speeds Delivery and Reduces Costs
Target is reportedly testing new ways to provide next-day delivery. The new models the retailer is testing include shifting fulfillment from busy stores to ones that are less busy, opening a new facility focused on overnight deliveries, and having gig workers handle some deliveries, the Wall Street Journal reported Thursday (Dec. 4).
NextEra: Strong Regulatory Backdrop And Renewables Leadership Support A Higher Target Price
NextEra is well positioned to benefit from electricity demand growth tied to AI/datacenters, reshoring, and electrification, with limited wind and solar tax credit risks. The Florida PSC's four-year rate settlement strengthens earnings visibility, with EPS expected to compound at 8%+, supported by customer growth, grid investments and a favourable return framework. With 30 GW of backlog, plus additional opportunities in gas, transmission, and the Duane Arnold restart, NextEra maintains one of the strongest long-term growth pipelines in US utilities.
Airbus Reduces 2025 Delivery Target: Is Your Aerospace ETF Still Safe?
Airbus' reduction of its 2025 delivery target raises fresh questions for aerospace ETFs, as A320 quality issues shake investor confidence.
Will 2026 Mark a Turnaround for Costco?
2025 has been a mixed bag for consumer staples companies operating in the retail space. While Target's NYSE: TGT well-documented struggles have resulted in a year-to-date (YTD) loss of more than 34%, others have fared much better.
Nebius: A Sober Look At The Math Behind The $9 Billion Target
Nebius remains a high-risk, high-growth AI cloud play with a reiterated "Buy" rating amid recent volatility. NBIS targets $7–$9 billion ARR by end-2026, driven by major deals with Microsoft and Meta, with over half already booked. Rapid infrastructure build-out will likely shift NBIS to a net debt position and could double shares outstanding, impacting valuation.
Is TGT's $5B CapEx Plan a Turning Point for Its Digital & Store Tech?
Target's $5B 2026 CapEx push spotlights store upgrades, faster fulfillment and new tech aimed at reigniting growth.
Michael Burry Has a New Short Target: “Ridiculously Overvalued” Tesla
Michael Burry, the billionaire investor immortalized in The Big Short for predicting the 2008 housing crash, has stirred the markets again.
Micron's $338 Target: The AI Memory Supercycle Is Just Starting
A significant vote of confidence from Wall Street has turned heads back toward Micron Technology NASDAQ: MU. Morgan Stanley recently boosted its price target on the memory chip maker to a remarkable $338, reinforcing its Overweight rating and signaling conviction in the stock's continued ascent.
Astria Therapeutics: Updating Target Price, Biocryst Deal Expected To Go Through, Hold
I maintain a hold rating on Astria Therapeutics with an updated $13 target price following Biocryst's announced acquisition, expecting a 90%+ chance of deal closure by Q1 2026. The investment thesis shifts from clinical catalyst to merger arbitrage, with strong strategic rationale for BCRX to acquire ATXS and minimal regulatory or financial barriers anticipated. Navenibart (STAR-0215) is viewed as a best-in-class prophylaxis agent, and the acquisition offers shareholders a liquidity event, mitigating phase 3 and competitive risks.
Target: Red Lights Flashing, Dividend Blinking -- Sell
Target Corporation (TGT) faces ongoing operational challenges, weak free cash flow, and a high debt load, putting its 57-year dividend streak at risk. TGT's core discretionary categories are in decline, with growth limited to lower-margin food and essentials, reflecting cautious consumer behavior and structural margin pressure. Rising Capex commitments and a dividend funding gap threaten the sustainability of TGT's payout, with management signaling no near-term turnaround in business dynamics.
Retailers Hype—and Hope for—a Busy Black Friday This Year
Brands are vying for the billions Americans are expected to spend the day after Thanksgiving.
Target bets on $5B store revamp plan to revive sales
Target announced a $5 billion investment to expand with larger stores and revamp existing locations despite ongoing sales challenges and market pressures.
