RH's RH sales are gaining momentum and margins have inflected positive, with easy comps suggesting expansion through the first half of 2025, according to JPMorgan.  The RH Analyst: Analyst Christopher Horvers reiterated an Overweight rating, while slashing the price target from $510 to $250.The RH Thesis: The estimates for the company have been revised after the release of fourth-quarter results and 2025 guidance, Horvers said in the note.Check out other analyst stock ratings.RH reported its fourth-quarter ...

Group 1 - The article discusses the performance and valuation of Saint-Gobain, a BBB+-rated building materials company, emphasizing the importance of the right valuation for investment decisions [1] - The author has a beneficial long position in the shares of Saint-Gobain and other related companies, indicating a personal investment interest [1] Group 2 - The article does not provide specific financial advice and emphasizes the need for investors to conduct their own due diligence before making investment decisions [2] - It highlights the risks associated with investing in European and Scandinavian stocks, including withholding tax risks [2]

Company Overview - Target's stock closed at $92.78, reflecting a slight increase of +0.08% from the previous day, but underperformed compared to the S&P 500's gain of 1.81% [1] - Over the past month, Target's shares have decreased by 11.28%, which is worse than the Retail-Wholesale sector's decline of 5.27% and the S&P 500's drop of 6.14% [1] Upcoming Earnings - Target is set to release its earnings report on May 21, 2025, with an expected EPS of $1.76, indicating a 13.3% decrease from the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $24.56 billion, which is a slight increase of 0.1% compared to the previous year [2] Full-Year Estimates - For the full year, the Zacks Consensus Estimates predict earnings of $8.99 per share and revenue of $107.49 billion, representing year-over-year increases of +1.47% and +0.86%, respectively [3] - Recent adjustments to analyst estimates are crucial as they reflect the latest business trends, with positive revisions indicating analysts' confidence in Target's performance [3][4] Valuation Metrics - Target's current Forward P/E ratio stands at 10.31, which is significantly lower than the industry average of 21.68 [6] - The company has a PEG ratio of 1.63, compared to the industry average PEG ratio of 2.46, suggesting a more favorable valuation relative to growth expectations [6] Industry Context - The Retail - Discount Stores industry, part of the broader Retail-Wholesale sector, holds a Zacks Industry Rank of 162, placing it in the bottom 35% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, indicating that higher-ranked industries tend to outperform lower-ranked ones [7]

Core Viewpoint - The significant stock decline of Target presents a potential buying opportunity, especially given its strong dividend history and profit margins amidst a cooling market [1][2]. Company Performance - Target's stock has decreased by 49% over the past year, with a notable 38% drop from a recovery attempt in January 2025 [3]. - The company has maintained sector-leading profit margins despite a slowdown in revenue growth, outperforming competitors like Walmart and Costco in terms of operating, net, and cash flow margins [4]. Valuation Metrics - Target's earnings yield, which is a reverse of the P/E ratio, indicates that the stock is undervalued and presents a strong buying opportunity [7][8]. - The company has a long history of increasing dividends, having raised payouts for 54 consecutive years, resulting in a generous dividend yield compared to its peers [8][10]. Future Growth Strategies - Target is implementing a multi-faceted plan to increase annual revenue by $15 billion over the next five years, leveraging generative AI tools, selective inventory management, and enhanced shopping experiences [12]. - The company is focused on maintaining profitability and delivering consistent dividends, which is expected to provide solid income for investors in the future [11][13].

Core Viewpoint - Target's stock has fallen to multi-year lows, presenting a potential buy opportunity for investors, especially with a current annual dividend yield of 4.59% [1][10]. Valuation and Sales Outlook - Target's sales are projected to grow by 1% in fiscal 2026 and by another 3% in fiscal 2027, reaching $110.71 billion, which represents only a 1% increase over the last five years [2]. - The stock is trading at a decade-low price-to-forward sales ratio of 0.4X, significantly below the optimal level of less than 2X and the industry average of 0.5X [3]. Earnings and P/E Valuation - Target's forward earnings multiple is 10.6X, compared to the industry average of 19.8X and Walmart's 34.1X, indicating a significant discount [5]. - Annual earnings are expected to increase by over 1% in fiscal 2026 and by 7% in fiscal 2027, reaching $9.62 per share, which is a 59% increase over the last five years [6]. Technical Analysis - Technical traders are looking for Target's stock to retake its 50-day Simple Moving Average (SMA) currently at $113 for a potential rebound [9]. Dividend Reliability - Target has increased its dividend for over 50 years, with a payout ratio of 51%, suggesting the dividend is safe and may allow for future hikes [10]. - The annual dividend yield of 4.59% is significantly higher than Walmart's 1.05%, the industry average of 1.23%, and the S&P 500's average of 1.35% [10][13]. Conclusion - Target's stock is appealing to long-term investors, especially given its status as a dividend king, although tariff concerns may present better buying opportunities in the future [13].

Target (NYSE: TGT ) stock has gotten too cheap in my opinion. If the company can achieve its goals of returning to an operating margin of at 6.0% or greater and grow revenueI hold a Master's in Accounting, am a small business owner, and am an assistant investing educator for beginning and intermediate individual investors. My investing analysis focus is on identifying and developing deep knowledge of great businesses. I have helped manage businesses, spend most of my extra time learning about investing and ...

Core Viewpoint - NorthWest Copper has announced a new higher-grade target model for the Kwanika-Stardust project, aiming to enhance the value of the existing Preliminary Economic Assessment (PEA) through a staged development approach [1][4]. Summary by Sections Target Model Development - A new three-dimensional (3D) target model has been created to better understand the geometry and continuity of higher-grade zones within the current Mineral Resource at Kwanika, focusing on gold assay distribution above 1.0g/t [2][3]. - The target zones are estimated to range between 15 to 30 million tonnes of higher-grade mineralized material, with grades between 1.5% and 2.5% CuEq, and a combined mineralized true width of 30m to 45m [3][8]. Strategic Focus - The CEO emphasized that the creation of the target model is a significant step in the strategy to focus on higher-grade zones at Kwanika, with the initial phase targeting a higher-grade, lower capital cost development project [4][9]. - The higher-grade target zones are categorized into three areas based on their orientations, with two parallel zones separated by up to 20m of unmineralized dykes [5][8]. Drilling and Exploration Plans - Historical drill holes have been reinterpreted in the context of the new target model, with 52 out of 90 drill holes intersecting the target model being selected for further analysis [6][7]. - Additional drilling is planned to confirm and extend the higher-grade target zones, with a phased drill program aiming for a regular 50m drill spacing across some target zones [7][8]. Technical Validation - The target model was developed and peer-reviewed by qualified professionals, ensuring its accuracy and reliability [10][14]. - An independent Quality Assurance/Quality Control (QA/QC) program has been in place since 2006, utilizing Certified Reference Materials (CRMs) and other control samples to ensure data integrity [22][23][24]. Management Changes - The company announced the appointment of Sapan Bedi as the Interim CFO and Corporate Secretary, effective April 25, 2025, following the departure of Lauren McDougall [11][12][13].

Dan Ives is the global head of technology research at Wedbush Securities, and he is consistently one of the most bullish voices on Wall Street when it comes to America's most innovative companies. He had a $550 price target on Tesla (TSLA 22.25%) stock up until earlier this week, when he slashed it by 43% to just $315. Although Ives has previously said Tesla's full self-driving (FSD) platform could be a $1 trillion opportunity for the company, he's worried about the potential damage CEO Elon Musk might have ...

Target Corporation (TGT) touched a new 52-week low of $87.35 during yesterday’s trading session before closing briefly higher at $88.76. The stock is now down 22.2% in the past month, prompting investors to reassess their position. As a well-established player in the retail sector, Target is known for its strong market presence and customer-centric approach. However, broader market dynamics, such as tariff concerns and company-specific challenges, might have hurt the stock.Target has underperformed the Reta ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about Target (NYSE: TGT ), I downgraded the stock to a “hold,” as the company saw a deceleration in the pace of its comparable sales growth, while its profit margins deteriorated from expanding inventory levels. Plus, theAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the inves ...