Target Corporation's Declining Stock Target and Strategy

Fisher Asset Management's Stock Investments

Fisher Asset Management holds shares worth $1,896,414 in Target Corporation (NYSE:TGT), securing a spot in billionaire Ken Fisher’s list of the top ten consumer stocks with the highest upside potential.

Truist Securities’ Target Update

On October 2, 2025, Truist Securities downgraded its price target for Target Corporation (NYSE:TGT) from $102 to $83, and issued a "Hold" rating.

The investment firm made this target update reflecting operational disruptions that negatively impacted Target Corporation's brand image and consumer engagement. Additionally, issues related to marketing and product placement have adversely affected store traffic and competitive positioning.

Future Outlook

The investment firm believes that overcoming these challenges will require significant investments. Truist Securities indicates that a 1% price adjustment alongside rising sales, administrative, and management expenses could lead to a $1.5 billion decrease in operating income, equating to approximately 150 basis points of margin loss. While Target Corporation (NYSE:TGT)'s earnings may be negatively impacted by these actions in the short term, there is optimism that the firm’s comparable sales momentum could revive in the long term.

About Target Corporation

Target Corporation (NYSE:TGT) is a retailer operating in the United States that sells general merchandise. It offers clothing, accessories, beauty products, food, and household essentials. It is included in Ken Fisher's stock portfolio.

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