2026-10-05 Capital Bull
Target's $5B Capex Plan Focuses on Stores and Technology Expands stores, modernizes tech, strengthens fulfillment and inventory reliability
D1 -1.9% · since +1.5%
2026-09-29 → 10-02 Company
Target Cuts Prices on ~2,000 Items Ahead of Holiday Season M3 reports Target announced price cuts on ~2,000 apparel and home items, extending its holiday pricing strategy
D1 -1.3% · +5d -1.3%
› 2 waves of this story2026-09-29 Company announcement shows price cuts across home and apparel, reinforcing value positioning amid competition2026-10-02 M3 reports Target announced price cuts on ~2,000 apparel and home items, extending its holiday pricing strategy2026-09-30 Analyst
HSBC upgrades to Buy D1 +0.2% · +5d -3.7%
2026-09-25 Analyst Bull
Jefferies Says Target Merchandising Refresh Could Drive Traffic, Margins Analysts' store visit suggests value focus resonates, lower inventory on promoted items
D1 +0.8% · +5d -0.9%
2026-09-22 Earnings Bull
Target Sees FY2026 Underlying Margin Up ~50bps YoY Gross margin improvement drives margin expansion despite higher SG&A costs
D1 +0.8% · +5d -1.6%
2026-09-18 Analyst Bull
TGT Outshines COST on Value Metrics, Holds Buy Rating Forward P/E of 15.32 vs COST's premium, Value grade B positions TGT as superior pick
D1 -1.0% · +5d -0.5%
2026-09-07 Company Bull
Target's Non-Merchandise Sales Jump 20% as New Revenue Streams Scale Rapid growth in Roundel, Circle 360, and Target+ highlights diversification success.
D1 -1.1% · +5d -5.1%
2026-08-31 → 09-03 Company Bull
Target to Roll Out Beauty Studio in 600+ Stores Launching Sept 10 with 1,600 products, beauty sales grew to $3.64B
D1 -1.4% · +5d +1.1%
› 2 waves of this story2026-08-31 90 brands, 1,600+ products, marking strategic shift in beauty retail2026-09-03 Launching Sept 10 with 1,600 products, beauty sales grew to $3.64B2026-08-25 → 08-28 Company Bear
TGT Insider Selling Continues Amid Halloween Controversy Second executive sells shares worth over $150k, drawing attention
D1 -3.8% · +5d +0.2%
› 4 waves of this story2026-08-25 Backlash leads to stock drop, among worst S&P 500 performers2026-08-26 Multiple sources confirm ongoing fallout; share decline reflects consumer relations risk2026-08-28 Costume controversy continues testing brand recovery; exec officer sells $2.63M after stock's 80% run-up2026-08-28 Second executive sells shares worth over $150k, drawing attention2026-08-17 → 08-25 Earnings Bull
Target Hits New 52-Week Highs, Continues Inflow After Strong Q2 Multiple independent sources confirm new highs; options IV decline indicates stable sentiment
D1 -2.2% · +5d +12.5%
› 9 waves of this story2026-08-17 Multiple sources flag Target's earnings this week; focus on performance amid weak consumer data2026-08-19 Options imply ~±5.95% move; focus on whether TGT extends last quarter's net sales growth2026-08-19 Revenue $26.54B, adj EPS $4.11, comp sales +3.8%, FY guide raised2026-08-20 Q2 EPS beat by 75.6%, with $1.65 from tariff refunds; FY guidance raised2026-08-22 Multiple analysts raise PTs; stock extends gains to fresh 52-week high2026-08-23 Allworth new stake and dividend hike corroborate raised outlook2026-08-22 Post-earnings media compare with Walmart, discuss dividend and valuation2026-08-23 Institutional buying and dividend hike confirm recovery, though Walmart's weak guidance warrants caution2026-08-25 Multiple independent sources confirm new highs; options IV decline indicates stable sentiment2026-08-19 8-K filing
8-K: Item 2.02, Item 9.01 D1 +4.3% · +5d +3.2%
2026-08-19 Earnings
Earnings report Q2 net sales of $26.5 billion were up 5.3% year over year, with comparable sales up 3.8% and traffic up 3.6%.
D1 +4.3% · +5d +3.2%
2026-08-15 8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01 D1 -2.2% · +5d +12.5%
2026-08-14 Company Bull
Target Overtakes Nike in Market Value for First Time in a Decade Big-box retailer surpasses sportswear giant in market cap, signaling a shift in investor perception
D1 -0.7% · +5d +7.1%
2026-08-06 → 08-13 Analyst Bull
Target Hits New High, Options Show Bullish Sentiment Multiple firms raise price targets, options volume skewed bullish ahead of earnings
D1 -0.4% · +5d +5.7%
› 5 waves of this story2026-08-06 UBS analysts expect comparable sales growth to accelerate, offering a key test of recent turnaround.2026-08-11 Multiple sources confirm Target's 52-week high, reinforcing UBS's positive Q2 outlook2026-08-11 JPMorgan raises PT to $157; stock hits 52-week high, reinforcing Q2 recovery expectations2026-08-12 JPMorgan raises PT, stock hits 52-week high, reflecting growing confidence in Target's turnaround2026-08-13 Multiple firms raise price targets, options volume skewed bullish ahead of earnings2026-08-03 Product
Target Launches First-Ever Good & Gather Cookbook Features 100 easy recipes with all ingredients available at Target, boosting private label
D1 +3.4% · +5d +1.8%
2026-08-03 Earnings
Target Hospitality Announces Q2 2026 Earnings Release and Conference Call Schedule Company to release Q2 results and hold conference call soon
D1 +3.4% · +5d +1.8%
2026-07-30 Other Bull
Target Rises 1.18% to $145.9 Against Market Decline Price move and options activity noted, but no new fundamental facts
D1 -1.0% · +5d +1.8%
2026-07-27 Capital Bull
Two Institutions Increase Target Holdings Dai-ichi Life raised stake 37.8%; Entropy Technologies bought $2.78M new position
D1 +2.6% · +5d +6.4%
› 2 waves of this story2026-07-27 Dai-ichi Life raises stake 37.8%; Entropy Technologies opens $2.78M position2026-07-27 Dai-ichi Life raised stake 37.8%; Entropy Technologies bought $2.78M new position2026-07-22 8-K filing
8-K: Item 5.02, Item 9.01 D1 -0.4% · +5d +5.8%
2026-07-22 Company
Target Appoints Former 7-Eleven CEO to Board Joe DePinto joins board Aug 1, adding operations and omnichannel expertise
D1 -0.4% · +5d +5.8%
2026-07-21 → 07-22 Product Bull
Target Launches Rosie Assoulin Limited Collection and Olivia Culpo Baby Line New back-to-school deals with 95% of supplies at or below last year's prices
D1 -0.8% · +5d +4.1%
› 2 waves of this story2026-07-21 Two separate product launches expand fashion and baby categories, most items under $502026-07-22 New back-to-school deals with 95% of supplies at or below last year's prices2026-07-17 Regulation Bear
Target Recalls 200K Kids' Sandals Over Choking Hazard CPSC notice, 23 reports of pearls falling off, product safety regulation
D1 -0.4% · +5d -2.0%
2026-06-23 Analyst Bull
Wolfe Research upgrades to Outperform D1 +3.4% · +5d -2.6%
2026-06-12 8-K filing
8-K: Item 5.02, Item 5.07, Item 9.01 D1 +2.0% · +5d -4.1%
