Target Corp (NYSE:TGT) will hand down its second quarter earnings on August 20, with Wall Street expecting the retail giant to report year-over-year declines in both revenue and earnings. Revenue is pegged at $24.88 billion, a 2.3% drop from the year-ago period, while earnings per share are expected to slide 19% to $2.08.
Nebius Group stock has surged over 60% since May, far outpacing the S&P 500, driven by strong AI infrastructure growth expectations. Q2 sales are projected to jump 83% sequentially, with ultra-high growth expected through 2025 before moderating to double-digit gains in 2026. The company has begun issuing convertible debt to fund expansion, introducing future dilution risk but signaling management's confidence in long-term stock appreciation.
Some discount retailers are seeing improving traffic and sales this year, as consumers are on the hunt for better value. Not all discount stores are experiencing this, but if this is the beginning of a broader shift in consumer behavior, it could be a great buying opportunity for investors looking for potentially undervalued stocks in the retail sector.
Amicus Therapeutics is building momentum with strong sales growth from GALAFOLD and POMBILITI/OPFOLDA, targeting $1 billion in revenue by 2028. The DMX-200 licensing deal opens a major market opportunity in FSGS, with positive interim phase 3 data and potential for broader rare renal indications. Financially, Amicus has limited cash but can raise more through its ATM facility, and its approved drugs are generating double-digit sales growth.
Target (TGT) closed the most recent trading day at $100.57, moving 2.49% from the previous trading session.
Marvell Technology NASDAQ: MRVL, a company that experienced underperformance and became a favorite among short-selling skeptics through the first half of 2025, has recently demonstrated a significant shift in momentum.
TGT bets big on digital with Target Plus, aiming for $5B GMV by 2030 despite soft sales and falling consumer traffic.
Barrick Mining remains undervalued with a strong earnings outlook, supported by robust gold and copper prices and improved profitability trends. Recent quarterly results showed top-line growth, high free cash flow, and reaffirmed production guidance, with significant EPS upgrades from analysts. Technical indicators are bullish, with shares near multi-year highs and a breakout in momentum potentially triggering further upside to $29.
A Hold is awarded to Renesas Electronics, in view of its latest quarterly results and its Capital Markets Day disclosures. RNECY delivered above-consensus 2Q2025 financials due to the automotive unit's outperformance; the Q3 outlook is positive with the Data Center division being a likely star thanks to AI-related tailwinds. Its intermediate-term margin goal was lowered at a recent investor event, which is reflective of meaningful R&D spend for the foreseeable future.
Target (TGT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
I reiterate my buy rating on Target due to attractive valuation, high dividend yield, and shares trading at key technical support. Despite recent earnings misses, negative sales growth, and tariff headwinds, much of the bearish outlook appears priced into the stock. Target faces tough competition and macro risks, but improved free cash flow and a 4%+ yield support the investment case.
Whitecap Resources posted strong Q2 2025 results in its initial quarter post-Veren merger, signaling early integration success. Whitecap targets 10%-15% total annual shareholder returns, supported by a sustainable dividend (~6.9% yield) despite current commodity price challenges. Key risks include commodity price volatility, ongoing integration execution, and asset concentration.