If you have been wondering when Target Corporation might start to see a turnaround after a few negative quarters, the company ( NYSE:TGT ) reported Q4 fiscal 2026 earnings this morning, and the headline EPS beat is real but incomplete.
Investors waiting for a signal to buy Target NYSE: TGT stock got one with the fiscal Q4 2025 earnings release and 2026 guidance update. Not only were the results better than expected, but the optimistic guidance also affirmed analysts' return-to-growth forecasts while upping the ante.
Target is overhauling some of its lagging categories, such as home decor, as it tries to win back both shoppers and investors. The retailer's merchandising leaders previewed the company's ambitious plans at an investor meeting in Minneapolis on Tuesday.
Bank of America analysts maintained their ‘Underperform' rating on Target Corp (NYSE:TGT) following the retailer's recent earnings release, citing cautious optimism over the company's turnaround efforts. The firm also raised its price target slightly to $106 from $103, reflecting modestly improved margin expectations.
TGT jumps 6.7% after unveiling a $2B fiscal 2026 investment plan, 300-store expansion goal and tech-driven strategy to fuel long-term growth.
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.