StreetInsider.com News Articles

Should you buy retail stocks “at optically cheap valuations”? Bernstein answers

Fri, 16 Oct 2026 03:00:00 -0400

Investing.com-- Buying U.S. retail stocks when they looked cheap generated outsized gains over short horizons, but the edge vanished over five years, Bernstein said in a research note.

Analysts back-tested a simple strategy on stocks in their coverage from 2000. They bought a stock each time its forward price-to-earnings multiple moved more than one standard deviation above or below its five-year trailing average.

The test produced about 1,000 signals, of which 566 were “expensive” and 441 “cheap”. Bernstein compared holding-period returns with those of the S&P 500.

Cheap buys beat the index by an average 6.2% over 12 months and 3.5% over

Should you buy retail stocks “at optically cheap valuations”? Bernstein answers

Fri, 16 Oct 2026 03:00:00 -0400

Investing.com-- Buying U.S. retail stocks when they looked cheap generated outsized gains over short horizons, but the edge vanished over five years, Bernstein said in a research note.

The test produced about 1,000 signals, of which 566 were “expensive” and 441 “cheap”. Bernstein compared holding-period returns with those of the S&P 500.

Cheap buys beat the index by an average 6.2% over 12 months and 3.5% over

Should you buy retail stocks “at optically cheap valuations”? Bernstein answers

Fri, 16 Oct 2026 03:00:00 -0400

Investing.com-- Buying U.S. retail stocks when they looked cheap generated outsized gains over short horizons, but the edge vanished over five years, Bernstein said in a research note.

The test produced about 1,000 signals, of which 566 were “expensive” and 441 “cheap”. Bernstein compared holding-period returns with those of the S&P 500.

Cheap buys beat the index by an average 6.2% over 12 months and 3.5% over

Should you buy retail stocks “at optically cheap valuations”? Bernstein answers

Fri, 16 Oct 2026 03:00:00 -0400

Investing.com-- Buying U.S. retail stocks when they looked cheap generated outsized gains over short horizons, but the edge vanished over five years, Bernstein said in a research note.

The test produced about 1,000 signals, of which 566 were “expensive” and 441 “cheap”. Bernstein compared holding-period returns with those of the S&P 500.

Cheap buys beat the index by an average 6.2% over 12 months and 3.5% over

Beloved Home Brand Simply Shabby Chic Returns to Target

Tue, 06 Oct 2026 08:00:00 -0400

Simply Shabby Chic reintroduces its vintage-inspired aesthetic to longtime followers and a new generation of Target guests
The exclusive multi-year partnership reunites Target with Rachel Ashwell as part of Target's renewed focus on style, design and value

Beloved Home Brand Simply Shabby Chic Returns to Target

Tue, 06 Oct 2026 08:00:00 -0400

Simply Shabby Chic reintroduces its vintage-inspired aesthetic to longtime followers and a new generation of Target guests
The exclusive multi-year partnership reunites Target with Rachel Ashwell as part of Target's renewed focus on style, design and value

Target Releases Bullseye's Top 50 Must-Have Toys

Mon, 05 Oct 2026 06:01:00 -0400

Target's expert-curated holiday toy list, more than half exclusive to Target, starts at $4.99
Target's most expansive digital Holiday Kids Catalog yet — features nearly 500 toys, interactive content and new ways for families to discover gifts for everyone on their

Target Releases Bullseye's Top 50 Must-Have Toys

Mon, 05 Oct 2026 06:01:00 -0400

Target's expert-curated holiday toy list, more than half exclusive to Target, starts at $4.99

Target's most expansive digital Holiday Kids Catalog yet — features nearly 500 toys, interactive content and new ways for families to discover gifts for everyone on their

Form 4 TARGET CORP For: Sep 30 Filed by: WEINSTEIN MARK A.

Fri, 02 Oct 2026 16:13:00 -0400
si-local-file:///var/storage/secattach/20261002/27142358.html

Form 4 TARGET CORP For: Sep 30 Filed by: Lee James

Fri, 02 Oct 2026 16:11:00 -0400
si-local-file:///var/storage/secattach/20261002/27142300.html

HSBC Upgrades Target (TGT) to Buy

Wed, 30 Sep 2026 12:29:41 -0400
(Updated - September 30, 2026 12:29 PM EDT)
HSBC analyst Joe Thomas upgraded Target (NYSE: TGT) from Hold to Buy with a price target of $190.00 (from $125.00).
The analyst comments "Upgrade to Buy (from Hold), raise TP to USD190 (from USD125). Our valuation is based on an 18x (from 15.2x previously) multiple applied to our revised FY27e EPS estimate of USD10.61, in line with Target’s five-year average historical PE multiple. Key risks are an uneven recovery in Apparel and Home, continued weakness in consumer spending, and the possibility that gross-margin improvements – including lower shrink and markdowns – do not persist.

HSBC Upgrades Target (TGT) to Buy

Wed, 30 Sep 2026 12:29:41 -0400
(Updated - September 30, 2026 12:29 PM EDT)
HSBC analyst Joe Thomas upgraded Target (NYSE: TGT) from Hold to Buy with a price target of $190.00 (from $125.00).
The analyst comments "Upgrade to Buy (from Hold), raise TP to USD190 (from USD125). Our valuation is based on an 18x (from 15.2x previously) multiple applied to our revised FY27e EPS estimate of USD10.61, in line with Target’s five-year average historical PE multiple. Key risks are an uneven recovery in Apparel and Home, continued weakness in consumer spending, and the possibility that gross-margin improvements – including lower shrink and markdowns – do not persist.

HSBC Upgrades Target (TGT) to Buy

Wed, 30 Sep 2026 12:29:41 -0400
(Updated - September 30, 2026 12:29 PM EDT)
HSBC analyst Joe Thomas upgraded Target (NYSE: TGT) from Hold to Buy with a price target of $190.00 (from $125.00).
The analyst comments "Upgrade to Buy (from Hold), raise TP to USD190 (from USD125). Our valuation is based on an 18x (from 15.2x previously) multiple applied to our revised FY27e EPS estimate of USD10.61, in line with Target’s five-year average historical PE multiple. Key risks are an uneven recovery in Apparel and Home, continued weakness in consumer spending, and the possibility that gross-margin improvements – including lower shrink and markdowns – do not persist.

HSBC Upgrades Target (TGT) to Buy

Wed, 30 Sep 2026 12:29:41 -0400
(Updated - September 30, 2026 12:29 PM EDT)
HSBC analyst Joe Thomas upgraded Target (NYSE: TGT) from Hold to Buy with a price target of $190.00 (from $125.00).
The analyst comments "Upgrade to Buy (from Hold), raise TP to USD190 (from USD125). Our valuation is based on an 18x (from 15.2x previously) multiple applied to our revised FY27e EPS estimate of USD10.61, in line with Target’s five-year average historical PE multiple. Key risks are an uneven recovery in Apparel and Home, continued weakness in consumer spending, and the possibility that gross-margin improvements – including lower shrink and markdowns – do not persist.

HSBC Upgrades Target (TGT) to Buy

Wed, 30 Sep 2026 12:29:41 -0400
(Updated - September 30, 2026 12:29 PM EDT)
HSBC analyst Joe Thomas upgraded Target (NYSE: TGT) from Hold to Buy with a price target of $190.00 (from $125.00).
The analyst comments "Upgrade to Buy (from Hold), raise TP to USD190 (from USD125). Our valuation is based on an 18x (from 15.2x previously) multiple applied to our revised FY27e EPS estimate of USD10.61, in line with Target’s five-year average historical PE multiple. Key risks are an uneven recovery in Apparel and Home, continued weakness in consumer spending, and the possibility that gross-margin improvements – including lower shrink and markdowns – do not persist.

RBC weighs in on retail stocks following recent moves

Wed, 30 Sep 2026 08:57:27 -0400

RBC analyst Steven Shemesh discusses retail stocks. The analyst commented: "Over the past 2 weeks we’ve connected with ~60 investors between Southeast + Europe marketing (~80% LO / ~20% HF split) and investor inbounds. Below we provide a summary of overall sector sentiment/positioning and key debates for select names within our coverage. We’d argue ORLY, OLLI and WMT screen most attractive in the current market. We also believe the risk to reward on VVV screens highly favorable though acknowledge this one requires a little more patience (conservative FY’27 guidance could serve as a clearing event for the name). With this

RBC weighs in on retail stocks following recent moves

Wed, 30 Sep 2026 08:57:27 -0400

RBC analyst Steven Shemesh discusses retail stocks. The analyst commented: "Over the past 2 weeks we’ve connected with ~60 investors between Southeast + Europe marketing (~80% LO / ~20% HF split) and investor inbounds. Below we provide a summary of overall sector sentiment/positioning and key debates for select names within our coverage. We’d argue ORLY, OLLI and WMT screen most attractive in the current market. We also believe the risk to reward on VVV screens highly favorable though acknowledge this one requires a little more patience (conservative FY’27 guidance could serve as a clearing event for the name). With this

RBC weighs in on retail stocks following recent moves

Wed, 30 Sep 2026 08:57:27 -0400

RBC analyst Steven Shemesh discusses retail stocks. The analyst commented: "Over the past 2 weeks we’ve connected with ~60 investors between Southeast + Europe marketing (~80% LO / ~20% HF split) and investor inbounds. Below we provide a summary of overall sector sentiment/positioning and key debates for select names within our coverage. We’d argue ORLY, OLLI and WMT screen most attractive in the current market. We also believe the risk to reward on VVV screens highly favorable though acknowledge this one requires a little more patience (conservative FY’27 guidance could serve as a clearing event for the name). With this

RBC weighs in on retail stocks following recent moves

Wed, 30 Sep 2026 08:57:27 -0400

RBC analyst Steven Shemesh discusses retail stocks. The analyst commented: "Over the past 2 weeks we’ve connected with ~60 investors between Southeast + Europe marketing (~80% LO / ~20% HF split) and investor inbounds. Below we provide a summary of overall sector sentiment/positioning and key debates for select names within our coverage. We’d argue ORLY, OLLI and WMT screen most attractive in the current market. We also believe the risk to reward on VVV screens highly favorable though acknowledge this one requires a little more patience (conservative FY’27 guidance could serve as a clearing event for the name). With this

Target upgraded at HSBC as footfall points to turnaround gaining momentum

Wed, 30 Sep 2026 08:12:00 -0400

Investing.com -- HSBC analyst Joe Thomas upgraded Target to Buy and raised his price target for the stock to $190 from $125 per share in a note Wednesday, telling investors that a traffic-driven recovery is underway.

“Q2 results support the view that a traffic-driven recovery is underway,” wrote Thomas.

The analyst explained that the results provided strong evidence the turnaround is gaining momentum, with comparable sales rising 3.8%, including a 2.7% rise in store-originated sales, while underlying profits and EPS were around 5% ahead of consensus.

“Growth was driven primarily by footfall rather than higher ticket values,” added Thomas. “This indicates

Target cuts prices on nearly 2,000 home and apparel items

Tue, 29 Sep 2026 06:04:26 -0400

Target Corporation (NYSE: TGT) is lowering prices on nearly 2,000 home and apparel items ahead of the holiday shopping season, the company announced Sept. 29, 2026. The reductions add to more than 10,000 price cuts Target has made over the past year.
Price reductions span women's, men's, and children's apparel and shoes, as well as a refreshed bedding assortment. Selected apparel items are priced 20% or more below last year's levels. Women's long-sleeve tees dropped to $12 from $15, and the average price of women's shoes fell to $35 from $40. Nearly 70% of new women's shoe styles are priced below

Target cuts prices on nearly 2,000 home and apparel items

Tue, 29 Sep 2026 06:04:26 -0400

Target Corporation (NYSE: TGT) is lowering prices on nearly 2,000 home and apparel items ahead of the holiday shopping season, the company announced Sept. 29, 2026. The reductions add to more than 10,000 price cuts Target has made over the past year.
Price reductions span women's, men's, and children's apparel and shoes, as well as a refreshed bedding assortment. Selected apparel items are priced 20% or more below last year's levels. Women's long-sleeve tees dropped to $12 from $15, and the average price of women's shoes fell to $35 from $40. Nearly 70% of new women's shoe styles are priced below

Target Lowers Prices on Nearly 2,000 Products, Offering Even More Style and Design at an Incredible Value

Tue, 29 Sep 2026 06:01:00 -0400

MINNEAPOLIS, Sept. 29, 2026 /PRNewswire/ -- Target Corporation (NYSE: TGT) is lowering prices on nearly 2,000 home and apparel & accessories items, helping busy families find even more affordable options as holiday shopping gets underway. The latest reductions build on the more than 10,000 prices Target has lowered over the past year, continuing to make it easier for families to afford the things that matter to them.

Target Lowers Prices on Nearly 2,000 Products, Offering Even More Style and Design at an Incredible Value

Tue, 29 Sep 2026 06:01:00 -0400

MINNEAPOLIS, Sept. 29, 2026 /PRNewswire/ -- Target Corporation (NYSE: TGT) is lowering prices on nearly 2,000 home and apparel & accessories items, helping busy families find even more affordable options as holiday shopping gets underway. The latest reductions build on the more than 10,000 prices Target has lowered over the past year, continuing to make it easier for families to afford the things that matter to them.

Goldman Sachs Reiterates Neutral Rating on Target (TGT)

Fri, 25 Sep 2026 05:11:44 -0400

Goldman Sachs analyst Kate McShane reiterated a Neutral rating and $161.00 price target on Target (NYSE: TGT).
The analyst comments "In this note, we update our Target sentiment analysis, looking at social media sentiment and HundredX data over time following the boycott early last year. Overall, social media sentiment inflected lower in the last month and a half, with a key driver being a controversial Halloween costume and boycott-related messaging. On the other hand, NPI and NPS continue to show signs of improvement, while both metrics are tracking below historical trends. Given the amount of change and investment Target spoke to