Jefferies lowers Target stock price target to $115 from $120, maintains Buy rating

Published 20/08/2025, 19:50
Jefferies lowers Target stock price target to $115 from $120, maintains Buy rating

Investing.com - Jefferies lowered its price target on Target (NYSE:TGT) to $115.00 from $120.00 on Wednesday, while maintaining a Buy rating on the stock. Currently trading at $99.09, Target appears undervalued according to InvestingPro analysis, with the stock trading 41% below its 52-week high of $167.40.

The firm cited Target’s soft comparable sales and ongoing tariff-related pressures as reasons for the price target reduction, despite what it described as "encouraging results" in the quarter.

Jefferies highlighted Target’s strong digital and alternative revenue growth, disciplined cost control, and improved shrink as factors driving margin improvements for the retailer.

The research firm noted that Target’s management reiterated its full-year guidance ranges and expects easier comparable sales comparisons in the third quarter.

Target also announced that its current Chief Operating Officer will be appointed as the company’s next Chief Executive Officer, according to Jefferies’ research note.

In other recent news, Target Corporation reported its earnings for the second quarter of 2025, with an adjusted earnings per share (EPS) of $2.05, slightly beating the forecast of $2.04. The company’s revenue for the quarter was $25.21 billion, surpassing expectations by 1.24%. Despite these positive figures, there were concerns over a decline in comparable sales and a dip in gross margins. Truist Securities responded by lowering its price target for Target to $102.00 from $107.00, maintaining a Hold rating, largely due to the recent CEO change. BofA Securities reiterated its Underperform rating with a $93.00 price target, highlighting increasing long-term sales and margin risks. The firm expressed concerns over Target’s slowing digital sales growth and its lag behind competitors like Walmart (NYSE:WMT) in digital channels. These developments reflect ongoing challenges for Target as it navigates market conditions and strategic shifts.

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