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Best Buy price target lowered to $88 from $92 at Jefferies

Jefferies analyst Jonathan Matuszewski lowered the firm’s price target on Best Buy (BBY) to $88 from $92 and keeps a Buy rating on the shares. With investor expectations for 2025 EPS below the Street heading into this print, coupled with no “red flags” regarding consumer behavior and a notably favorable update regarding sourcing diversification, the firm was surprised to see shares approaching $65. Considering the Q2 guide, 2025 EBIT% will be second half of the year weighted, but the reality is management is poised to manage tariffs very well this year with double digits EPS growth on tap for 2026 and 2027, Jefferies adds.

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