Parkev Tatevosian, CFA 对 $TGT 的判断变化

2026-09-26看跌
《Target's Management Team Deserves Credit for Accelerating Revenue Growth Amid a Challenging Backdrop》
TGT 估值偏高(股价 160 美元,而合理价值为 93 美元),不存在买入机会,下跌概率较高。

得益于新的管理层,增长回归,Target 的股价正大幅上涨。上一季度的净销售额较去年同期增长 5.3%,营业利润率有所提升,门店客流量较去年同期增长近 4%。

Target's shares are experiencing a significant rise as growth returns thanks to the new management. Net sales in the last quarter rose by 5.3% compared to the same quarter last year, with an increase in operating profit margin and an increase in customer traffic to its stores by nearly 4% compared to the same period last year .