Evercore cuts target for Dollar Tree stock from USD 140 to USD 135

Published on 10/01/2026 at 09:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 4.89 billion. Dollar Tree stock costs EUR 101.19 on October 1, 2026 after EUR 100.64, plus 0.55 percent.

Fotorealistisches Innenbild eines Discounters mit farbigen Produktregalen — Dollar Tree Inc. Filiale mit bunten Produktregalen und einkaufenden Kunden im Einzelhandel US2567461080, Illustration mit AI erstellt.

Evercore ISI cut its Dollar Tree price target from USD 140.00 to USD 135.00 on September 29, 2026, while keeping an In Line rating, as Markets Insider reported. Dollar Tree stock was trading at EUR 101.19 at Lang & Schwarz on October 1, 2026 at 9:15 a.m. CEST, plus 0.55 percent versus the prior close of EUR 100.64.

Tariff refunds lift second-quarter results

Dollar Tree reported fiscal second-quarter 2026 net sales of USD 4.89 billion, up 7.00 percent year over year, with comparable-store sales rising 3.70 percent. Operating income reached USD 690.10 million and the operating margin improved to 14.10 percent, according to the company filing summarized by StockTitan.

Diluted earnings per share were USD 2.70 in the quarter, compared with the USD 1.15 consensus estimate, a USD 1.55 difference, while revenue exceeded the USD 4.86 billion estimate, MarketBeat reported. The comparison matters because the earnings gain included a USD 1.31 tariff-refund benefit, making the quality of the margin expansion a central issue for the next reporting period.

Fiscal 2026 guidance stays elevated

Dollar Tree expects fiscal 2026 net sales of USD 20.50 billion to USD 20.70 billion and adjusted earnings per share of USD 7.70 to USD 8.05, according to the September 2026 filing summary from StockTitan. The company also ended fiscal second quarter 2026 with 9,436 stores, giving the sales outlook a wider operating base than the prior year.

MarketBeat reported an average analyst target of USD 131.45 and a consensus Hold rating on September 30, 2026. The gap between that consensus and Evercore ISI's revised USD 135.00 target shows that analysts still see a higher dollar valuation than the latest Nasdaq quote, but the spread of views remains material.

Dollar Tree stock stays below its yearly high

Dollar Tree last traded at USD 114.02 on the Nasdaq on September 30, 2026 at 4:00 p.m. ET, with a market capitalization of USD 21.9 billion. Its 52-week range was USD 84.71 to USD 142.40 on the same date, placing the latest primary-exchange quote below the yearly high while the euro reference quote remained nearly unchanged against its Lang & Schwarz prior close.

Euro quote sets the German reference

For German investors, the relevant intraday reference is EUR 101.19 at Lang & Schwarz on October 1, 2026 at 9:15 a.m. CEST, versus EUR 100.64 at the prior close, or plus 0.55 percent. The further course of trading is shown by the continuously updated real-time quote of Dollar Tree stock.