BofA Securities Downgrades Target (TGT) to Underperform

William Blair Reiterates Market Perform Rating on ULTA Beauty (ULTA)

William Blair analyst Dylan Carden reiterated a Market Perform rating on ULTA Beauty (NASDAQ: ULTA).

The analyst comments "Ulta Beauty and Target Corporation (TGT $103.37) announced plans not to renew the Ulta Beauty at Target shop-in-shop agreement scheduled to end August 2026. Until then, operations at shop-in-shops will continue as normal. Ulta paused expansions of its Target shop-in-shops in April. New CEO Kecia Steelman stated that Ulta would lean into currently opened locations and look... More

Mizuho on Target (TGT): 'Beauty Begins the Re-Positioning'

Mizuho analyst David Belinger reiterated a Neutral rating and $88.00 price target on Target (NYSE: TGT).

The analyst comments "Target (TGT) and Ulta (ULTA) are officially winding down their multi-year shop-in-shop relationship. This includes co-located selling space at 600+ Target stores, which are... More

Ulta, Target to end beauty mini-shop partnership in 2026

(Reuters) -Ulta will wrap up its mini-store partnership in Target stores after the current contract ends in August 2026, the companies said on Thursday.

The partnership, announced in November 2020 and rolled out in August 2021, aimed at giving Target shoppers greater access to prestige beauty brands.

Shares of Target... More

Ulta Beauty and Target to end shop-in-shop partnership in August 2026

Ulta Beauty (NASDAQ: ULTA) and Target Corporation (NYSE: TGT) announced they will not renew their shop-in-shop partnership agreement when it expires in August 2026, according to a joint statement from both companies.

The Ulta Beauty at Target experience will continue operating in Target stores and on Target.com until the partnership... More

Amazon’s grocery delivery expansion ’should capture incremental share’: Wedbush

Investing.com -- Amazon is making a major expansion of its grocery efforts with same-day delivery of perishable items to 1,000 U.S. markets. Wedbush analysts highlighted in a note Thursday that the move opens up an untapped TAM [total addressable market].

The company expects coverage to reach 2,300 markets by year-end.

For Prime members, delivery will be free on orders above $25, with a $2.99 fee for... More

Telsey Reiterates Market Perform Rating on Target (TGT)

Telsey analyst Joseph Feldman reiterated a Market Perform rating and $100.00 price target on Target (NYSE: TGT).

The analyst comments "TAG View: We maintain our 2Q25 estimatescomp of (3.5%) and EPS decline of (14%) to $2.22and our 2025 forecastcomp of (2.5%) and EPS decline of (13%) to $7.71 vs. the... More

Why Piper is bullish on home improvement stocks for the rest of 2025

Investing.com -- Piper Sandler maintained its upbeat outlook on Home Depot and Lowes for the remainder of 2025, citing a high probability of an improved housing backdrop and the likelihood of multiple Federal Reserve rate cuts.

In a research note ahead of second-quarter earnings from Walmart, Target,... More

Target (TGT) call put ratio 1.5 calls to 1 put into quarter results

Target (NYSE: TGT) 30-day option implied volatility is at 49; compared to its 52-week range of 21 to 65. Call put ratio 1.5 calls to 1 put into expected release of quarter results on August 20.

Target (TGT) PT Lowered to $100 at TD Cowen

(Updated - August 13, 2025 10:13 AM EDT)

TD Cowen analyst Oliver Chen lowered the price target on Target (NYSE: TGT) to $100.00 (from $105.00) while maintaining a Hold rating.

The analyst commented: "We have lowered our 2Q EPS (5c) below Street at $1.95 as we expect lower... More

Kroger stock falls after Amazon announces major grocery expansion

Investing.com -- Kroger (NYSE: KR) stock fell 3% Wednesday morning after Amazon (NASDAQ: AMZN) announced a significant expansion of its grocery delivery service, potentially threatening traditional supermarket chains.

The e-commerce giant revealed it has expanded fresh grocery delivery to more than 1,000 cities and towns across the United States, with plans to... More

Target (TGT) PT Raised to $107 at Truist Securities

(Updated - August 13, 2025 10:11 AM EDT)

Truist Securities analyst Scot Ciccarelli raised the price target on Target (NYSE: TGT) to $107.00 (from $90.00) while maintaining a Hold rating.

The analyst commented: ". Our PT goes to $107 from $90, based on a 15x multiple on our FTM EPS est. We... More