Goldman Sachs raises Best Buy stock price target to $95 on strong sales

Published 29/08/2025, 07:42
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Investing.com - Goldman Sachs has raised its price target on Best Buy (NYSE:BBY) to $95.00 from $94.00 while maintaining a Buy rating, despite the stock falling 3.7% following the company’s recent earnings report. According to InvestingPro data, Best Buy’s current market cap stands at $15.35 billion, with the stock trading at a P/E ratio of 17.5x. InvestingPro’s Fair Value analysis suggests the stock is currently undervalued.

Best Buy outperformed expectations on both revenue and earnings, though it slightly missed on gross margin of 22.6%. The company reiterated its fiscal year 2026 guidance and indicated it is trending toward the high end of its sales guidance range of -1% to 1%. The retailer maintains strong financial health with an Altman Z-Score of 4.67, indicating low bankruptcy risk. For deeper insights into Best Buy’s financial health metrics and growth potential, check out the comprehensive analysis available on InvestingPro.

Goldman Sachs analyst Kate McShane highlighted vendor partnerships as a key growth driver during the quarter. The firm remains bullish on Best Buy based on improving demand fundamentals that are expected to strengthen as the company executes new strategies.

Best Buy recently launched its marketplace platform last week, which expands its product offerings. Goldman Sachs notes this marketplace initiative will contribute to margin improvement over time.

The investment bank also cited an anticipated housing market recovery as a positive factor for Best Buy’s future performance, supporting its decision to maintain a Buy rating while modestly increasing the price target.

In other recent news, Best Buy Co Inc reported its second-quarter earnings for fiscal year 2026, surpassing analyst expectations. The electronics retailer achieved earnings per share of $1.28, exceeding the forecasted $1.22. Revenue for the quarter came in at $9.4 billion, which was higher than the anticipated $9.23 billion. These results indicate a stronger-than-expected performance for the company. The earnings announcement was followed by a positive market reaction, although specific stock movements are not detailed here. Analysts had projected these figures, and Best Buy’s ability to exceed them may influence future evaluations. No recent mergers or acquisitions were reported, nor were there any significant analyst upgrades or downgrades mentioned. These developments reflect the company’s current financial health and operational success.

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