Although Target's (NYSE: TGT) stock recently rallied, it remains a horrible long-term investment.
Target Corporation (TGT) Q4 2025 Earnings Call Transcript
Gains in eCommerce, same-day delivery expansion and stepped-up artificial intelligence personalization framed Target's fourth quarter as an inflection point, even as overall comparable sales remained negative.
Target's stock soared Tuesday after the retailer posted better-than-expected earnings and its new CEO pledged a return to sales growth.
Target's executives outlined its turnaround plan at its Minneapolis headquarters on Tuesday. The retailer is trying to win customers back by revamping categories like home and baby.
Target Corporation on Tuesday reported its all-important fourth-quarter results, which run from the key holiday shopping season in November through January.
Target reported its Q4 earnings, and the stock is up on the news. Q4 showed some margin repair, yet full-year ROIC fell to 13.8% as profits declined and capital intensity rose. Efficiency, not EPS, is the real issue. This article examines whether ROIC is bottoming before a margin rebuild or signaling a structural reset that could justify multiple compression.
Target Corp (NYSE:TGT) shares rose 3.5% to $117.18 after the retailer beat Wall Street expectations for the fourth quarter, as margins improved despite softer sales. Adjusted earnings per share came in at $2.44 for its final fisal quarter, up 1% on a year ago and well ahead of the $2.16 that analysts had forecast.
TGT tops Q4 earnings estimates despite a sales miss, highlights digital momentum and signals a return to growth in fiscal 2026.
The headline numbers for Target (TGT) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
GE Vernova remains a "Buy," with a raised price target and strong technical momentum following robust Q4 results and 2026 guidance. Q4 saw GAAP EPS of $13.39 (boosted by tax benefit), $11 billion in revenue (+4% YoY), 65% organic order growth, and doubled free cash flow. The 2026 outlook calls for $44–$45 billion in revenue, $5–$5.5 billion in FCF, and continued margin expansion, targeting a 20% adjusted EBITDA margin by 2028.
Shares of Target Corp (NYSE:TGT) are up 4.4% to trade at $118.09 at last glance, after the retail giant announced better-than-expected earnings for the fiscal fourth quarter, while revenue came in slightly below expectations.