Dollar Tree price target raised to $80 from $75 at Jefferies

Jefferies raised the firm’s price target on Dollar Tree (DLTR) to $80 from $75 and keeps an Underperform rating on the shares after the company delivered in-line comp growth of 5% in Q4, led by ticket and discretionary strength. However, traffic remained negative and while FY26 guidance is largely in-line with consensus, the firm remains skeptical of a durable traffic inflection and sees multi-price comp benefits as “short-lived,” the analyst tells investors.