Target Corporation (TGT)
Coverage summary
Aardvark Labs Capital Research has covered Target Corporation (TGT) since August 21, 2025. The company is in the Consumer Defensive sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q2 FY26 Earnings Recap, published August 20, 2026. That report moved the rating from Outperform to Hold. The rating has changed twice since coverage began.
Translations: 5 in Chinese.
Rating history
All TGT reports
Recap: Q2 FY26
Target Clears the Operating Hurdle; Valuation Leaves Less Room for the Next Leg
Recap: Q1 FY26
Fiddelke's First Quarter as CEO Delivers Credible Inflection: Comp +5.6% Crushes +2% Guide on Traffic +4.4%, FY26 Sales Guide Raised — Upgrading to Outperform
Recap: Q4 FY25
Fiddelke's 4-Priority Framework Formalized at Financial Community Meeting; FY26 Guide $7.50-$8.50 EPS With $5B CapEx + $1B P&L Investment — Maintaining Hold
Recap: Q3 FY25
Q3 Trends Soften vs Q2; 1,800 HQ Headcount Cut (8% of HQ) Announced; FY25 EPS Narrowed to Bottom Half; Cornell's Final Call — Maintaining Hold
Recap: Q2 FY25
Fiddelke Named Next CEO as Comp -1.9% Improves From Q1 Trough; FY25 EPS Guide $7-$9 Reiterated — Initiating at Hold