Updated
Updated · Insider Monkey · Jun 28
Jefferies Lifts Target Price Target to $161 as Strategic Reset Shows Early Gains
Updated
Updated · Insider Monkey · Jun 28

Jefferies Lifts Target Price Target to $161 as Strategic Reset Shows Early Gains

1 articles · Updated · Insider Monkey · Jun 28

Summary

  • $161 is Jefferies' new target for Target, up from $140, with the bank reiterating a Buy rating after meeting CFO Jim Lee and other executives in Boston.
  • Jefferies said management sounded measured but confident on the retailer's strategic reset, citing early benefits from merchandising changes and a push toward faster, bolder execution.
  • Target shares have already rallied 35% this year, and the analyst said the easy money may be gone, though further operational progress could still draw long-term investors.
  • Guggenheim also turned more positive on June 12, raising its target to $145 from $140 after talks with CEO Michael Fiddelke and Lee about a go-to-market strategy built on specialization at scale.

Insights

Can Target's $5 billion investment sustain its comeback after a 35% stock rally?
How will Target's unique store experience and private brands compete against retail giants like Amazon?