Jim Cramer suggests Dollar General (DG) could benefit if geopolitical tensions ease, while analysts adjust price targets and ratings.
Dollar General Corporation (NYSE:DG) shares have underperformed this year, declining 22% year-to-date despite a 4.2% gain over the past 12 months. The stock was recently discussed by Jim Cramer, who tied its performance to the Iran conflict, stating investors could consider buying if tensions subside.
Analysts remain divided on DG’s outlook. Evercore ISI lowered its price target to $145 from $150 on April 21, maintaining an In Line rating. UBS, however, reiterated a Buy rating and a $168 target on April 2 after meeting with company executives, citing strength in non-consumables and leadership transition plans.
Cramer previously highlighted DG’s expansion in the food category and management expertise, though the stock’s recent volatility reflects broader market uncertainty.