JPMorgan Chase & Co. Lowers GAP (NYSE:GAP) Price Target to $33.00

GAP (NYSE:GAP) had its price target dropped by stock analysts at JPMorgan Chase & Co. from $36.00 to $33.00 in a report issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 41.75% from the company’s current price.

Other analysts have also recently issued reports about the company. Argus upgraded GAP to a “strong-buy” rating in a research note on Thursday, January 22nd. Weiss Ratings restated a “buy (b-)” rating on shares of GAP in a report on Monday, December 29th. Barclays reaffirmed an “overweight” rating on shares of GAP in a research report on Tuesday, January 6th. Wells Fargo & Company set a $30.00 price objective on GAP and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Finally, Robert W. Baird set a $33.00 price objective on GAP and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, GAP presently has an average rating of “Moderate Buy” and an average target price of $30.46.

GAP Trading Down 14.4%

Shares of GAP stock opened at $23.28 on Friday. GAP has a fifty-two week low of $16.99 and a fifty-two week high of $29.36. The company has a 50 day moving average price of $27.27 and a 200 day moving average price of $24.95. The stock has a market capitalization of $8.66 billion, a P/E ratio of 10.83, a price-to-earnings-growth ratio of 2.40 and a beta of 2.29. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.97 and a current ratio of 1.72.

GAP (NYSE:GAP) last released its earnings results on Thursday, March 5th. The company reported $0.45 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.45. GAP had a net margin of 5.31% and a return on equity of 23.54%. The company had revenue of $4.24 billion for the quarter, compared to analyst estimates of $4.24 billion. During the same period in the prior year, the business earned $0.54 EPS. The firm’s quarterly revenue was up 2.1% on a year-over-year basis. GAP has set its FY 2026 guidance at 2.200-2.350 EPS. Equities research analysts predict that GAP will post 2.02 EPS for the current fiscal year.

Insider Transactions at GAP

In other news, major shareholder John J. Fisher sold 3,971 shares of the stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $27.04, for a total value of $107,375.84. Following the transaction, the insider owned 746,781 shares in the company, valued at approximately $20,192,958.24. This represents a 0.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director William Sydney Fisher sold 88,860 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $26.82, for a total value of $2,383,225.20. Following the sale, the director directly owned 2,764,593 shares in the company, valued at $74,146,384.26. This trade represents a 3.11% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 133,971 shares of company stock valued at $3,629,264. 30.56% of the stock is currently owned by corporate insiders.

Institutional Trading of GAP

Several institutional investors have recently modified their holdings of GAP. Cullen Frost Bankers Inc. acquired a new position in shares of GAP in the 4th quarter valued at $26,000. Plato Investment Management Ltd acquired a new stake in GAP during the 4th quarter worth $28,000. V Square Quantitative Management LLC purchased a new stake in GAP in the fourth quarter valued at $31,000. Root Financial Partners LLC acquired a new position in GAP in the third quarter valued at $27,000. Finally, Cornerstone Planning Group LLC acquired a new position in GAP in the third quarter valued at $35,000. Hedge funds and other institutional investors own 58.81% of the company’s stock.

More GAP News

Here are the key news stories impacting GAP this week:

• Positive Sentiment: Company raised its FY‑2026 targets: EPS guidance of $2.20–$2.35 (above consensus) and revenue guide of $15.7–$15.9B, which suggests stronger full‑year growth potential. The board also authorized a $1 billion share repurchase program. PR Newswire: Q4 results & FY26 outlook
• Positive Sentiment: Core brands showed underlying momentum: Q4 revenue rose ~2% Y/Y with comp growth at Old Navy, Gap and Banana Republic, indicating brand-level operational progress despite margin pressure. Zacks: Q4 earnings summary
• Positive Sentiment: Several brokers still see upside: JPMorgan kept an Overweight call while trimming its target to $33 (still well above the current price); Telsey raised its target earlier. These analyst endorsements support a constructive medium‑term view. TickerReport / Benzinga: JPMorgan target note
• Neutral Sentiment: Citigroup nudged its target up to $27 but kept a Neutral rating — a modestly constructive but cautious stance that may limit immediate bullish momentum. Benzinga: Citigroup target update
• Neutral Sentiment: Value/analyst writeups highlight GAP as a value opportunity given current multiples (P/E ~10) and turnaround narrative; useful context but not an immediate catalyst. Zacks: GAP as value stock
• Negative Sentiment: Investors reacted to a small EPS miss (reported $0.45 vs. ~$0.46 street estimate) and headline‑level revenue slightly below some forecasts — the misses triggered a selloff in high intraday volume. Proactive Investors: Shares fall after earnings miss
• Negative Sentiment: Athleta remains a drag: same‑store sales fell ~10% in Q4, pressuring margins and prompting management to say rebuilding will take time — a near‑term earnings headwind. WSJ: Athleta slump
• Negative Sentiment: Operational disruptions: historic winter storms forced ~800 temporary store closures in Q4, which hurt short‑term sales and was cited by management as a factor in the quarterly miss. CNBC: Winter storms impact
• Negative Sentiment: Macro/tail risks flagged: management and some outlets cited tariff pressures and margin headwinds that could keep near‑term profit below some analyst estimates. U.S. News: Tariff and profit concerns

GAP Company Profile

Gap Inc is a global specialty retailer renowned for its portfolio of apparel and accessories brands, including Gap, Banana Republic, Old Navy and Athleta. The company designs, sources and markets clothing across a broad price range and style spectrum, catering to men, women and children. Its offerings extend from everyday wardrobe essentials such as denim, tees and outerwear to performance and lifestyle pieces, reflecting each brand’s distinct identity and price point.

Founded in San Francisco in 1969 by Donald and Doris Fisher, Gap Inc has grown into one of the world’s largest apparel companies.