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$TJX — what investors on X are saying · SpikePanel
$TJXThe TJX Companies, Inc. · Apparel - Retail · $162B
$147.35
post+0.0%
Event thread
Key events, in time order
15 items
AnalystBear
TJX Trading Above Fair Value, Hold Rating
DCF value $116.61, shares ~11% above
D1 +0.1% · +5d +3.2%
CompanyBull
TJX Accelerates Store Expansion on Strong New Store Performance
New stores show growth in rural, urban, proven markets
D1 +0.1% · +5d +3.2%
13 earlier events›
Other
TJX Rebounds for Third Straight Day from Oversold Territory
Stock rebounds from deeply oversold levels, up 2.92% in a day, after falling ~20% in a month
D1 -0.1% · +5d +2.3%
8-K filing
8-K: Item 5.02
D1 +0.5% · +5d +2.2%
Company
TJX Elects Craig A. Pintoff to Board of Directors
Board elected Pintoff as director on Sept 16
D1 +3.0% · +5d +4.0%
EarningsBull
TJX International Margin Hits 7.3% on Strong Q2 Growth
International adjusted margin up 210bps YoY to 7.3%, net sales $2.09B
D1 -1.1% · +5d +5.0%
›2 waves of this story
2026-09-15 Profitability improves on favorable merchandise margin and expense leverage
2026-09-17 International adjusted margin up 210bps YoY to 7.3%, net sales $2.09B
CompanyBull
TJX Raises FY2027 Guidance on Strong Q2 Beat
Adjusted EPS raised to $5.15-$5.20; comp sales up 4%
D1 +3.0% · +5d +4.0%
›2 waves of this story
2026-09-17 Company raises adjusted EPS guidance to $5.15-$5.20 and declares $0.48 quarterly dividend
2026-09-17 Adjusted EPS raised to $5.15-$5.20; comp sales up 4%
CompanyBull
TJX HomeGoods Comp Jumps 7% on Broad-Based Momentum
Higher basket, rising transactions and strength across categories signal core business resilience
D1 -0.5% · +5d -5.4%
Analyst
Jefferies downgrades to Hold
D1 -1.9% · +5d -4.0%
AnalystBull
TJX Gets Multiple Analyst Endorsements; Options IV Declines
Multiple independent sources cite analyst upgrades and falling option IV, suggesting stabilizing sentiment post-selloff.
D1 -0.9% · +5d -4.5%
CompanyBull
TJX raises FY27 EPS guidance, expands store target to 7,500
Q2 beat with +4% comps and $1.22 adj. EPS; FY guidance raised to $5.15-$5.20
D1 -2.6% · +5d -4.6%
›2 waves of this story
2026-08-20 Company raises full-year profit outlook and plans to accelerate annual store growth to 4% from FY28, lifting long-term target to 7,500 locations.
2026-08-22 Q2 beat with +4% comps and $1.22 adj. EPS; FY guidance raised to $5.15-$5.20
Analyst
Citigroup downgrades to Neutral
D1 -2.6% · +5d -4.6%
Earnings
TJX Q2 Beats but Q3 Guide Weak, Stock Dips Then Recovers
Q2 EPS and revenue beat, but weak Q3 guidance triggered a drop; analysts cut forecasts yet remain bullish.
D1 +1.5% · +5d -4.6%
›5 waves of this story
2026-08-05 Company sets official date for Q2 FY27 earnings release
2026-08-20 Q2 EPS and revenue beat, but weak Q3 guidance triggered a drop; analysts cut forecasts yet remain bullish.
8-K filing
8-K: Item 2.02, Item 9.01
D1 -4.2% · +5d -5.3%
Earnings
Earnings report
Consolidated Q2 comp sales increased 4%, above plan, with HomeGoods up 7%, TJX International up 7%, and TJX Canada up 6%.
D1 -4.2% · +5d -5.3%
①
Bull vs bear
by direction · sourced
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Bear signals0
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
15 items
AnalystBear
TJX Trading Above Fair Value, Hold Rating
DCF value $116.61, shares ~11% above
D1 +0.1% · +5d +3.2%
CompanyBull
TJX Accelerates Store Expansion on Strong New Store Performance
New stores show growth in rural, urban, proven markets
D1 +0.1% · +5d +3.2%
Other
TJX Rebounds for Third Straight Day from Oversold Territory
Stock rebounds from deeply oversold levels, up 2.92% in a day, after falling ~20% in a month
D1 -0.1% · +5d +2.3%
8-K filing
8-K: Item 5.02
D1 +0.5% · +5d +2.2%
Company
TJX Elects Craig A. Pintoff to Board of Directors
Board elected Pintoff as director on Sept 16
D1 +3.0% · +5d +4.0%
10 earlier events›
EarningsBull
TJX International Margin Hits 7.3% on Strong Q2 Growth
International adjusted margin up 210bps YoY to 7.3%, net sales $2.09B
D1 -1.1% · +5d +5.0%
›2 waves of this story
2026-09-15 Profitability improves on favorable merchandise margin and expense leverage
2026-09-17 International adjusted margin up 210bps YoY to 7.3%, net sales $2.09B
CompanyBull
TJX Raises FY2027 Guidance on Strong Q2 Beat
Adjusted EPS raised to $5.15-$5.20; comp sales up 4%
D1 +3.0% · +5d +4.0%
›2 waves of this story
2026-09-17 Company raises adjusted EPS guidance to $5.15-$5.20 and declares $0.48 quarterly dividend
2026-09-17 Adjusted EPS raised to $5.15-$5.20; comp sales up 4%
CompanyBull
TJX HomeGoods Comp Jumps 7% on Broad-Based Momentum
Higher basket, rising transactions and strength across categories signal core business resilience
D1 -0.5% · +5d -5.4%
Analyst
Jefferies downgrades to Hold
D1 -1.9% · +5d -4.0%
AnalystBull
TJX Gets Multiple Analyst Endorsements; Options IV Declines
Multiple independent sources cite analyst upgrades and falling option IV, suggesting stabilizing sentiment post-selloff.
D1 -0.9% · +5d -4.5%
CompanyBull
TJX raises FY27 EPS guidance, expands store target to 7,500
Q2 beat with +4% comps and $1.22 adj. EPS; FY guidance raised to $5.15-$5.20
D1 -2.6% · +5d -4.6%
›2 waves of this story
2026-08-20 Company raises full-year profit outlook and plans to accelerate annual store growth to 4% from FY28, lifting long-term target to 7,500 locations.
2026-08-22 Q2 beat with +4% comps and $1.22 adj. EPS; FY guidance raised to $5.15-$5.20
Analyst
Citigroup downgrades to Neutral
D1 -2.6% · +5d -4.6%
Earnings
TJX Q2 Beats but Q3 Guide Weak, Stock Dips Then Recovers
Q2 EPS and revenue beat, but weak Q3 guidance triggered a drop; analysts cut forecasts yet remain bullish.
D1 +1.5% · +5d -4.6%
›5 waves of this story
2026-08-05 Company sets official date for Q2 FY27 earnings release
