Thinking about buying $TGT want your honest takes

u/Marcel_elma · Reddit — r/ValueInvesting · January 06, 2026 at 23:43 · ⬆ 41 pts · 💬 47 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author is seriously considering buying Target because he sees it as undervalued on stable revenue and classic valuation multiples.

TGT — LONG The author argues Target is undervalued because it generated over $100B in revenue in 2025 with a market cap around $46B, and metrics like EV/EBITDA, ROE, earnings yield, and free cash flow indicate a classic undervaluation. He notes that when the stock traded at $180 it had basically the same revenue as today at $103, implying the decline is price-driven rather than fundamental. He is seriously considering buying but asks for counterpoints.

They did over $100B in revenue in 2025, yet the market cap is only around $46B.

Score 41
Comments 47
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Ideas
u/Marcel_elma Reddit r/ValueInvesting
TGT undervalued on stable revenue and cheap valuation multiples
The author argues Target is undervalued because it generated over $100B in revenue in 2025 with a market cap around $46B, and metrics like EV/EBITDA, ROE, earnings yield, and free cash flow indicate a classic undervaluation. He notes that when the stock traded at $180 it had basically the same revenue as today at $103, implying the decline is price-driven rather than fundamental. He is seriously considering buying but asks for counterpoints.
TGT HIGH
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This Reddit post, published January 06, 2026, features u/Marcel_elma discussing TGT. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Marcel_elma  · Tickers: TGT