TGT might be a value play!

u/Puzzleheaded-Ear-290 · Reddit — r/ValueInvesting · February 26, 2026 at 19:21 · 💬 26 comments  | View on Reddit ↗
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Author argues Target is a cheap value play with a dividend, improving margins, and growth initiatives like subscriptions and a digital marketplace.

TGT — LONG Author argues Target is one of the cheapest consumer staples names at ~14x forward P/E with a 3.92% dividend and ROE of 25-30%. Catalysts cited include new store openings, Target Circle 360 paid subscriptions to compete with Walmart and Amazon, and a digital marketplace expected to drive 5x revenue growth by 2030. Author expects a rebound as the economy recovers over roughly five years, while acknowledging politics and a weak economy are currently pressuring results.

TGT might be a value play!

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u/Puzzleheaded-Ear-290 Reddit r/ValueInvesting
Cheap Target with growth catalysts
Author argues Target is one of the cheapest consumer staples names at ~14x forward P/E with a 3.92% dividend and ROE of 25-30%. Catalysts cited include new store openings, Target Circle 360 paid subscriptions to compete with Walmart and Amazon, and a digital marketplace expected to drive 5x revenue growth by 2030. Author expects a rebound as the economy recovers over roughly five years, while acknowledging politics and a weak economy are currently pressuring results.
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This Reddit post, published February 26, 2026, features u/Puzzleheaded-Ear-290 discussing TGT. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Puzzleheaded-Ear-290  · Tickers: TGT