Analyst Price Target News: TJX, Lowe’s, Analog Devices – August 21st, 2025

By: Matthew Otto

TJX Posts Better-Than-Expected Q2 Results, Updates Guidance

The TJX Companies reported fiscal second-quarter 2026 net sales of $14.4 billion, up 7% from $13.5 billion a year earlier and above analysts’ consensus estimate of $14.14 billion. Consolidated comparable sales rose 4%, led by gains of 3% at Marmaxx, 5% at HomeGoods, 9% at TJX Canada, and 5% at TJX International.

Net income reached $1.2 billion, compared with $1.1 billion last year, while diluted earnings per share increased 15% to $1.10 from $0.96, exceeding the consensus estimate of $1.01. Pretax profit margin rose to 11.4% from 10.9% in the prior year, driven by higher-than-expected sales and lower tariff costs. Gross profit margin improved slightly to 30.7%, and selling, general, and administrative costs declined to 19.5% of sales, compared with 19.8% last year.

For the first half of fiscal 2026, TJX posted net sales of $27.5 billion, a 6% increase from $25.9 billion a year earlier. Comparable sales were up 4%, with net income of $2.3 billion and diluted earnings per share of $2.02, compared with $1.89 in the prior year.

Looking ahead, TJX provided guidance of $1.17 to $1.19 per share for the third quarter of fiscal 2026, below the consensus estimate of $1.22, and raised its full-year outlook to $4.52 to $4.57 per share, compared with consensus of $4.51 and $4.26 reported last year. The company expects comparable sales to increase about 3% for the full year.

Analysts Reaffirm Positive Ratings on TJX as Price Targets Rise by an Average of 5%

Evercore ISI Group analyst Michael Binetti maintained an Outperform rating while raising the price target from $150 to $162.
Baird analyst Mark Altschwager also kept an Outperform rating and increased the price target from $143 to $152.
Telsey Advisory Group analyst Dana Telsey continued with an Outperform rating and boosted the price target from $150 to $155.
Morgan Stanley analyst Alexandra Steiger reiterated an Overweight rating and lifted the price target from $140 to $150.
BofA Securities analyst Lorraine Hutchinson reaffirmed a Buy and raised the price target from $145 to $150.

Which Analyst has the best track record to show on TJX?

Analyst Matthew Boss (JPMORGAN) currently has the highest performing score on TJX with 13/14 (92.86%) price target fulfillment ratio. His price targets carry an average of $16.57 (12.90%) potential upside. The TJX Companies stock price reaches these price targets on average within 328 days.

Analog Devices Reports Revenue Growth in Q3 2025, Lifts Outlook for Fourth Quarter

Analog Devices reported fiscal third-quarter 2025 revenue of $2.88 billion, a 25% increase from $2.31 billion a year earlier and above consensus expectations of $2.76 billion. Earnings per share came in at $2.05, topping the analyst estimate of $1.95 and up from $1.58 a year ago.

Industrial sales, which represent 45% of revenue, rose 23% year over year to $1.29 billion, while automotive revenue increased 22% to $851 million. Gross margin expanded to 62.1% from 56.7% in the prior year, and operating income grew 67% to $818 million compared with $491 million in the third quarter of 2024.

Analog Devices generated $1.17 billion in operating cash flow during the quarter and $1.09 billion in free cash flow, equal to 38% of revenue. On a trailing twelve-month basis, operating cash flow reached $4.16 billion, while free cash flow totaled $3.68 billion, or 35% of revenue.

Looking ahead, Analog Devices forecast fourth-quarter revenue of $2.9 to $3.1 billion, compared with the consensus estimate of $2.82 billion, and expects earnings per share of $2.12 to $2.32, versus analyst expectations of $2.03.

Analysts Raise Price Targets on Analog Devices by an Average of 7.4%

Benchmark analyst David Williams maintained a Buy rating while raising the price target from $260 to $285.
Susquehanna analyst Christopher Rolland kept a Positive stance and increased the target from $280 to $300.
Needham analyst N. Quinn Bolton reiterated a Hold rating.
Evercore ISI analyst Mark Lipacis lifted the target price from $280 to $303.
Wells Fargo analyst Joe Quatrochi boosted the target from $235 to $250.

Which Analyst has the best track record to show on ADI?

Analyst Toshiya Hari (GOLDMAN SACHS) currently has the highest performing score on ADI with 11/15 (73.33%) price target fulfillment ratio. His price targets carry an average of $39.87 (16.26%) potential upside. Analog Devices stock price reaches these price targets on average within 231 days.

Lowe’s Q2 2025 Earnings Top Estimates; Guidance Narrowly Above Consensus

Lowe’s Companies reported second-quarter 2025 net earnings of $2.4 billion, compared with $2.38 billion in the same period last year. Earnings per share came in at $4.33, $0.09 ahead of analyst expectations of $4.24, and above the $4.17 reported a year earlier.

Total sales were $23.96 billion, flat against consensus estimates of $23.96 billion, and up from $23.6 billion in the prior-year quarter. Comparable sales increased 1.1%. Lowe’s recorded $43 million in expenses related to the acquisition of Artisan Design Group, which reduced reported EPS by $0.06. Lowe’s ended the quarter with 1,753 stores and 195.5 million square feet of retail space.

For full-year 2025, Lowe’s raised its sales forecast to $84.5 billion to $85.5 billion, slightly above Wall Street’s consensus of $84.4 billion. The company expects comparable sales to be flat to up 1% year over year. Earnings guidance was set between $12.2 and $12.45 per share, compared with consensus estimates of $12.22.

Operating income as a percentage of sales is projected at 12.1% to 12.2%, with interest expense anticipated at $1.3 billion and an effective tax rate of approximately 24.5%. Capital expenditures for the year are expected to total about $2.5 billion.

Analysts Raise Lowe’s Price Targets by an Average of 5.4%

Keybanc analyst Bradley Thomas maintained an Overweight rating while lifting the price target from $266 to $300.
Baird analyst Peter Benedict kept an Outperform rating and boosted the price target from $285 to $295.
Stifel analyst W. Andrew Carter reiterated a Hold rating but raised the price target from $265 to $275.
Piper Sandler analyst Peter Keith maintained an Overweight rating and increased the price target from $269 to $294.

Which Analyst has the best track record to show on LOW?

Analyst David Bellinger (MIZUHO) currently has the highest performing score on LOW with 4/9 (44.44%) price target fulfillment ratio. His price targets carry an average of $62.73 (28.87%) potential upside. Lowe’s Companies stock price reaches these price targets on average within 107 days.