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TGT Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

Consumer DefensiveDiscount StoresScore data as of Sep 4, 2026

TGT

Catalysts
Target Corporation
Consumer Defensive· Discount Stores
AIQ Score
NeutralAIQ Edge 9/10
Relative Leader / Watch
Strong Relative Position
Score data as of Sep 4, 2026
Last price
$164.44
+$0.43 (+0.26%)
Latest market quote
Momentum75
Value58
Quality54
Risk Resilience58
Sentiment—
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Nov 18, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 61/100

Momentum 75/100 and sentiment — before the next covered event.

Recent coverage
5 articles

Updated Sep 5, 2026 · Sentiment 44.44%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 75/100AIQ Edge 9/10 Strong Relative Position
Beat rate
75%
6 of 8 reported periods
Average surprise
+9.8%
Across covered historical reports
Latest result
+74.9%
Aug 19, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Aug 19, 2026—$2.35$4.11+74.9%$26.13B$26.54B
May 20, 2026—$1.47$1.71+16.3%$24.66B$25.44B
Mar 3, 2026—$2.16$2.44+13.0%$30.46B$30.45B
Nov 19, 2025—$1.71$1.78+4.1%$25.32B$25.27B
Aug 20, 2025—$2.04$2.05+0.5%$24.94B$25.21B
May 21, 2025—$1.56$1.30-16.7%$24.14B$23.85B
Mar 4, 2025—$2.27$2.41+6.2%$30.76B$30.92B
Nov 20, 2024—$2.30$1.85-19.6%$25.87B$25.67B

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Hold
12
Buy
23
Hold
4
Sell
12-month analyst target
$151.15
-8.08% versus current price
Based on 21 analyst observations. Targets are estimates, not predictions.
Low target
$114.00
-30.67% vs latest price
Average target
$151.15
-8.08% vs latest price
High target
$200.00
+21.62% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateNov 18, 2026

Next known earnings or reporting date.

EPS estimate$2.04

Current analyst expectation for the upcoming report.

Revenue estimate$26.37B

Current analyst expectation for the upcoming report.

Sentiment score—

News pressure around the setup.

Momentum score75

Where event reaction would show up first.

AIQ score61/100

Composite decision read before event confirmation.

Analyst context

Consensus
Hold
Analysts
21
Average target
$151.15
Target upside
-8.08%
Target range
$114.00 - $200.00
90-day revisions
17

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
4
Neutral
1
Negative
0
finance.yahoo.com · Sep 4, 2026

Scale, Store Footprint, and Same-Day Delivery Drive Target’s (TGT) Competitive Edge

WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management’s Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500’s 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies’ efficiency in converting sales into profits. […]

gurufocus.com · Aug 31, 2026

TGT Looks 23.8% Overvalued on GF Value™ Amid Dividend Sustainability Focus

On August 31, 2026, Target Corp (NYSE: TGT) announced the nationwide rollout of Momentous products in collaboration with Target stores, marking a strategic expa

finance.yahoo.com · Aug 30, 2026

Target Is Still an Attractive Value Stock

Target is up by 67% this year but still remains undervalued.

insidermonkey.com · Aug 28, 2026

Jim Cramer Advised Letting Go Of Walmart Inc. (NASDAQ:WMT) Following Earnings

Walmart Inc. (NASDAQ:WMT) and Target Corporation (NYSE:TGT) have started to regularly surface on Jim Cramer's radar.

finance.yahoo.com · Aug 28, 2026

Target (TGT)’s Comeback Quarter had Nearly $1 Billion in Help From Trump’s Tariff Refunds

On August 20, 2026, Target Corporation (NYSE:TGT) reported its second straight quarter of comparable sales gains, with a $994 million tariff refund contributing meaningfully to a profit beat. It happened after the US Supreme Court ruled earlier this year that President Trump overstepped his authority in imposing the tariffs. Why This Matters Target’s turnaround under […]

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TGT Catalysts FAQ

What are the next catalysts for TGT stock?

TGT's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move TGT stock?

Upcoming events that could move TGT include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could TGT's next earnings report affect the stock?

TGT's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive TGT stock higher?

TGT could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt TGT stock?

TGT could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.