Raymond James and Goldman Sachs upgrade Dollar Tree, citing conservative earnings guidance and margin upside potential.
Raymond James upgraded Dollar Tree to Outperform from Market Perform, setting a $140 price target. The firm cited a favorable risk/reward profile, with FY26 earnings guidance appearing conservative and potential upside from lower fuel costs, tariff refunds, and share repurchases.
Goldman Sachs also upgraded Dollar Tree to Neutral from Sell, raising its price target to $125 from $105. Separately, Goldman upgraded RH to Neutral from Sell with a $155 target, up from $86, noting potential sales and margin improvement in 2027 despite ongoing volatility. Wells Fargo upgraded Old Dominion to Overweight with a $250 target, up from $235, highlighting its positioning amid less-than-truckload market shifts.
The upgrades reflect analyst optimism about margin recovery and strategic positioning across retail and logistics sectors.