$DLTR 0.55 Developing

Notable posts

• @wallstengine bearish 37 eng

  DOLLAR TREE $DLTR FELL 5.6% AFTER MANTLE RIDGE LP FILED TO SELL 1,115,228 SHARES WORTH ABOUT $133.1M. https://t.co/dmbLeBC43h

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• @wallstengine bullish 25 eng

  Raymond James Upgrades $DLTR to Outperform from Market Perform, PT $140 Analyst comments: "We are upgrading Dollar Tree to Outperform and establishing a $140 price target, reflecting what we view as an increasingly favorable risk/reward setup. In our view, FY26 EPS guidance of $6.70-$7.10 embeds a conservative set of assumptions, including elevated fuel costs through year-end, no benefit from tariff refunds or any associated comparable-sales demand drivers, and no incremental share repurchases. We believe each of these assumptions is tracking more favorably than guidance implies, creating multiple avenues for upside and increasing the likelihood of estimate revisions. Our upgrade is not predicated on imminent traffic recovery in F2Q, with recent traffic and credit card data mixed against a difficult comparison, although traffic could turn positive in F2H as prior-year comparisons ease. Rather, our more constructive stance reflects our view that the full-year guidance framework is de-risked from a profit and loss perspective. Our upgrade is based on five key factors: (1) several headwinds embedded in FY26 guidance are easing or beginning to reverse; (2) operational execution continues to improve, with further runway ahead through Gold Store standards progress; (3) tariff refunds, excluded from guidance, provide management with incremental flexibility to reinvest in the business flywheel; (4) traffic trends should improve sequentially in F2H as comparisons ease and traffic-driving initiatives gain further traction; and (5) the current valuation does not fully reflect the improving earnings trajectory of the business." Analyst: Bobby Griffin

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