Target Corporation (TGT)
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.
Semiconductor Stock Pops on Upgrade, Price-Target Hike
Semiconductor stock Applied Materials Inc (NASDAQ:AMAT) is up 1.7% to trade at $235.81 at last check, on the heels of an upgrade to "buy" from "neutral" at UBS.
Can ChatGPT-Powered Shopping Drive Target's Next Digital Push?
TGT's new Gen-AI Gift Finder and upcoming ChatGPT shopping aim to boost digital engagement and drive its next growth phase.
Target Corporation (TGT) is Attracting Investor Attention: Here is What You Should Know
Target (TGT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
