Dollar Tree (DLTR) News Today

Dollar Tree, Inc. (NASDAQ:DLTR) shares are down after mixed analyst reactions to its strong Q2 results. While the company beat revenue and earnings estimates and lifted full-year guidance, tariff-related cost pressures and a cautious near-term outlook spurred profit-taking. Below are today’s key drivers:

• Positive Sentiment: Strong Q2 beat – reported $0.77 EPS versus $0.38 expected and $4.57 billion in revenue versus $4.46 billion forecast. Q2 Earnings Highlights
• Positive Sentiment: JPMorgan raised its price target from $138 to $140 with an “overweight” rating, implying ~40% upside. Article
• Positive Sentiment: Telsey Advisory reaffirmed its “outperform” rating and $130 target after the Q2 beat. Article
• Neutral Sentiment: Citigroup trimmed its target to $124 but kept a “buy” rating, noting moderate upside from here. Article
• Neutral Sentiment: Demographic shift—more six-figure earners are shopping at Dollar Tree and peers, reinforcing consumer pull to value. Article
• Negative Sentiment: Bank of America cut its target to $75 and kept an “underperform” rating, flagging 24.8% downside. Article
• Negative Sentiment: Gordon Haskett downgraded DLTR to “reduce” with a $95 target, citing tariff headwinds and margin squeeze. Article
• Negative Sentiment: Cautious Q3 outlook—guidance fell short of Street expectations despite raising full-year EPS to 5.32–5.72, triggering a sell-off. Article