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Mar 17, 2026 12:00 PM

Dollar Tree Q4 Beats Expectations, Analysts Split On Stock Outlook

Dollar Tree Inc (NASDAQ:DLTR) reported its fourth-quarter results on Monday. Here are the key analyst insights:

Goldman Sachs analyst Kate McShane maintained a Sell rating, while raising the price target from $106 to $115.

Guggenheim Securities analyst John Heinbockel reiterated a Buy rating and price target of $130.

Telsey Advisory Group analyst Joseph Feldman reaffirmed an Outperform rating and price target of $150.

Check out other analyst stock ratings.

Goldman Sachs: Dollar Tree reported comp of 5%, driven by a 6.3% increase in ticket, but partially offset by a 1.2% decline in traffic. The company added 6.5 million new net households, which were spread across all income levels.

Gross margin expanded by 150 basis points (bps) year-on-year, McShane said in a note. "While we find management’s comments of a positive traffic inflection in FY26 encouraging, we are still cautious given ...