Evercore ISI reiterates In Line rating on Target stock with $108 price target

Published 20/08/2025, 14:12
Evercore ISI reiterates In Line rating on Target stock with $108 price target

Investing.com - Evercore ISI maintained its In Line rating and $108.00 price target on Target (NYSE:TGT) stock in a research note released Wednesday. The retail giant, currently trading at $105.36 with a market capitalization of $47.77 billion, is showing signs of being undervalued according to InvestingPro’s Fair Value analysis.

The research firm noted that Target is implementing strategies to strengthen market share and customer traffic while managing challenges from a tariff-impacted retail environment.

Target’s second-quarter results demonstrated the company’s ability to utilize cost-reduction measures to mitigate margin pressure amid difficult retail conditions, according to Evercore ISI.

The firm acknowledged that while investors may have preferred an external perspective to help navigate competitive pressures from larger retail rivals, Target’s appointment of Michael Fiddelke brings valuable institutional knowledge.

Evercore ISI highlighted Fiddelke’s comprehensive understanding of Target’s strengths and weaknesses, gained through his experience in multiple leadership roles including CFO and COO.

In other recent news, Target’s second-quarter results have been a focal point for analysts. The company reported a 1.9% decline in comparable sales, which was slightly better than some estimates. Adjusted earnings per share came in at $2.05, meeting expectations. Despite these results, Goldman Sachs maintained its Neutral rating on Target, citing negative comparable sales and a gross margin miss. Mizuho (NYSE:MFG) also held a Neutral rating, noting the results were modestly better than expected but still weak, with a decline in traffic and deteriorating margins. RBC Capital, however, reiterated an Outperform rating, highlighting that the comparable sales decline was less severe than anticipated. DA Davidson maintained a Buy rating, acknowledging that while the results weren’t strong, they were not worse than expected and showed slight improvement. Truist Securities kept its Hold rating, observing that sales performed better than initially expected, aligning with reset earnings expectations. These developments come amid Target’s ongoing CEO transition.

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