异动解读 | 塔吉特盘中大涨5.71%,因盈利指引超预期及销售额增长预测乐观

异动解读
Mar 04

塔吉特(TGT)今日盘中大涨5.71%,引起了市场的广泛关注。

消息面上,塔吉特公布了强劲的2026财年业绩指引,预计调整后每股收益将在7.50美元至8.50美元之间,显著高于市场普遍预期的7.61至7.68美元。同时,公司预测2026财年净销售额将增长约2%,高于分析师预期的1.76%增幅,这标志着在销售额连续三年下滑后,公司有望恢复增长,显示其转型计划正在取得成效。

此外,塔吉特第四季度财务表现也优于预期,净利润达到10.46亿美元,超过市场预估的9.85亿美元;调整后每股收益为2.44美元,高于预期的2.16美元。新任首席执行官迈克尔·菲德尔克承诺将带领公司恢复销售增长,并计划在今年投入高达10亿美元以提升顾客体验,包括门店升级和技术整合。瑞穗银行也将塔吉特的目标股价从88美元上调至100美元,进一步增强了投资者信心。多项积极因素共同推动了塔吉特股价在今日交易中的显著上涨。

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