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Target price target lowered to $145 from $160 at BofA

BofA analyst Robert Ohmes lowered the firm’s price target (TGT) on Target to $145 from $160 and keeps a Buy rating on the shares. Target reported Q4 adjusted EPS above the firm’s estimate and at the high end of the company’s guidance given stronger-than-expected top line results, the analyst noted. However, the firm lowered its FY26 EPS estimate to $9.10 from $9.55 to reflect February sales declines despite record performance around Valentine’s Day; outsized profit pressures in Q1 from startup costs for new stores and remodels; and tariff uncertainty.

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