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.
Target Corporation (NYSE:TGT) delivered a meaningful earnings beat this morning, reporting fourth quarter adjusted EPS of $2.44, surpassing the Yahoo Finance consensus estimate of $2.16 by approximately 13.0%.
Target (TGT) came out with quarterly earnings of $2.44 per share, beating the Zacks Consensus Estimate of $2.17 per share. This compares to earnings of $2.41 per share a year ago.
Investors will turn to the company's first investor day under new Target CEO Michael Fiddelke, scheduled for later Tuesday.
Target is expected to report its fiscal fourth-quarter earnings and share its outlook for the year ahead at an investor meeting at its Minneapolis headquarters. It marks the first quarterly report since CEO Michael Fiddelke stepped into the role in early February.
Exxon Mobil Corporation is reiterated as a Buy, with a raised price target driven by surging oil prices and robust technical momentum. XOM posted record upstream production, strong refining results, and continues aggressive capex and cost-saving initiatives, supporting higher earnings and cash flow growth through 2030. The company expects $25B in earnings and $35B in cash flow growth from 2024–2030, with ongoing XOM shareholder returns and a 43-year dividend growth streak.
Target is slated to post fourth-quarter earnings on Tuesday morning, with traders anticipating a big move in the retailer's stock following the results.
The velocity of the rebound is particularly noteworthy — price behavior of this nature is characteristic of institutional accumulation rather than opportunistic retail buying.