Target Raises Guidance After Q4 EPS Beat, Shares Jump 3.5%

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Target beat Q4 EPS by 2.4% at $2.44 but revenues dipped 0.21% to $30.45 billion year-over-year. Raised full-year guidance drove a 3.5% pre-market share jump, extending year-to-date gains to 15.8%.

1. Q4 Financial Results

Target reported fourth-quarter earnings of $2.44 per share, surpassing consensus by 2.4%, while revenues fell 0.21% to $30.45 billion compared with $30.92 billion in the prior year’s quarter.

2. Raised Guidance and Market Reaction

Following the mixed results, management raised full-year outlook for both sales and profit margins, prompting a 3.5% increase in pre-market trading and reflecting improved investor confidence.

3. Year-to-Date Performance

Shares have climbed 15.8% since the start of the year, driven by stronger-than-expected margins and upbeat guidance, positioning the stock among leading retail performers in 2026.

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