Stocks / Retail
TGTRetail
Target Corporation
$159.701d +3.2%5d +2.6%settled close · 2026-09-17
Mkt cap $52B (3/25)β 0.4652w $84–170Shares 452.9MInd. Retail-Variety StoresNYSE since 1972Emp. 415,000HQ Minneapolis, MNcorporate.target.com
The tape, with the calls on it
Who said what, and what TGT did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about TGT
3 long1 shortlatest 2026-08-18
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-18 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Target's new CEO is demonstrably improving operations, product mix, and cost controls, with the operating… |
| 2026-07-03 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | First-hand channel checks in LA confirm strong product quality and store traffic; same-store sales are… |
| 2026-01-13 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC Fast Money Final Trade | Target is a classic bombed-out turnaround: management change and new business segments signal a… |
| 2024-11-21 | Brad GerstnerFounder & CEO, Altimeter Capital | Short | Bg2 Pod | Tariff risk on imported goods and a highly-leveraged consumer spending on housewares create material earnings… |
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Earnings
Next report: 17 Nov 2026
Confirmed date · consensus EPS 2.07. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 19 Aug 2026 | before the open | 2.46 vs 2.35 | +4.3% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where TGT’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-19 | ||||||
| 2026-08-18 | ||||||
| 2026-08-11 | ||||||
| 2026-07-29 | ||||||
| 2026-05-20 | ||||||
| 2026-05-12 | ||||||
| 2026-04-22 | ||||||
| 2026-04-21 | ||||||
| 2026-04-17 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
TGT is in this morning’s Brief.
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