Jefferies on Target (TGT): 'Reinforcing Value and Merchandising for Long-Term Upside'

Jefferies analyst Corey Tarlowe reiterated a Buy rating and $115.00 price target on Target (NYSE: TGT).

The analyst comments "We met with TGT's VP of IR, John Hulbert. We believe TGT can capture share over time by reinforcing differentiation via merchandising and in-store experiences, rather than competing solely on price. Tariff pressures persist, but a diminishing tariff narrative and SG&A optimization could unlock opportunities. That said, the 2026 margin outlook remains uncertain. Mgmt’s focus on newness, value perception, and technology-driven efficiency supports LT growth ahead."

For an analyst ratings summary and ratings history on Target click here. For more ratings news on Target click here.

Shares of Target closed at $98.60 yesterday.

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