The goal is under pressure from the definitions, the height of competitive gaps: analysts – the goal (NYSE: TGT)

Target TGT The stocks are trading on Thursday. On Wednesday, TARGET recorded the first -quarter sales from 23.85 billion dollars (a decrease of 2.8 % on an annual basis), which was absent from the offer of the street of $ 24.32 billion.

The retail giant reduced the modified EPS directions from the FY2025 from 8.80 dollars – 9.80 dollars to $ 7.00 – $ 9.00. By following the results, analysts made several modifications to their rankings and price expectations for the share. Below is that the main analysts take the shares:

• Bofa Securities Analyst Robert F. Ums reducing the purchase level to a neutral, which reduced the price expectations from $ 145 to $ 105.
• TELSEY Consulting Group Analyst Joseph Feldman has reduced the stock classification from performance to performance to the market, which reduced the price expectations from $ 130 to $ 110.
• Jp Morgan Analyst Christopher Horfars reiterated the neutral rating on the company, raising the price expectations from $ 105 to $ 109.

Also read: One dollar elements, made outside China: Below how TARGET was a tariff resistance on his shelves, with high prices “last resort”

Bofa Securities: Ohmes notes that although Target suffers from comprehensive softness in similar sales, the company continues to perform well in areas such as digital channels, seasonal groups and brands partners, including the launch of the last Kate Spade.

Analyst writes that promotion efforts can help enhance the goal of the goal and visualize value over time. However, the arrow is now lagging behind the peers like Walmart Inc. WMT.

OHMES has reduced an EPS average FY26 to $ 6.95 from $ 9.10. For the second quarter, the analyst is shot by the arrow profit from $ 1.50 and decreased by 2 % in Comps.

Permanent margin pressures, increased flags, will be possible to increase uncertainty due to the weakness of the upright upper line, pressure from customs tariffs, and the restoration of delay companies. The most softened sales are also expected to lead to more reduction processes, which would increase the margin. In the long run, Ohmes believes that expansion of high margins such as Marketplace and digital advertisement can help improve margin stability.

Telsey Consulting Group: Feldman notes that competitors such as Wall Mart acquires land in many areas of the main products of the goal, and they carry or increase their share in 15 of 35 category in the 25th fiscal year, especially by attracting high -income shoppers through wider formations, better prices, and greater comfort.

The analyst also expressed a cautious position on the newly formed institutional acceleration office. As a result, he reduced his estimate of 2025 EPS to $ 7.71 from $ 8.80 and similar sales are now expected by 2.5 %, compared to a previous estimate of a decrease of 0.3 %.

The analyst pointed out that the review of the classification reflects the continuation of the difficult macro environment, the implementation of inconsistent operation, the limited visibility on the progress of initiatives, and the potential risks related to definitions.

Jp Morgan: For all Horvers, Target continues to match a long -term retail dealer, but it confirms that there is a greater economic environment supportive to pay the strongest demand for goods, similar to the background in the fourth quarter of the 24 -year -old when the market share losses in the target were at its lowest levels in more than two years.

The current background is complicated by the customs tariff (which can accelerate a stake to the value of players like Costco in bulk AssignAnd Walmart Inc. and Amazon.com, Inc. amznThe analyst notes.

TARGET has repeated the customs tariff strategy, which includes negotiating with sellers, reassessing the formation, diversifying production countries, setting the timing of demand, and taking the price as a last resort.

The analyst also notes that the administration reported 36 % growth year on a delivery basis on the same day, driven by the target Circle 360. The service now does not include any signs of hundreds of partner retailers, which Horvers are seen as an attempt to better increase subscription revenues and competition with offers like Amazon Prime, Walmart+and Instacart.

Price work: TGT shares are trading by 2.31 % to $ 95.22 in the last selection Thursday.

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