TJX Companies Stock Forum

TJX Companies' high P/E ratio is alarming due to its forecast growth being lower than the market. The weak earnings outlook and slower growth indicate a potential share price decline, posing a risk to shareholders' investments and potential investors may pay an excessive premium.

Jefferies maintains a bullish stance on TJX Companies, considering the company's guidance as conservative and beatable. The firm's $120 price target on TJX is based on shares trading at approximately 26X P/E and 17X EV/EBITDA on the FY26 estimates.

TJX's positive outlook appears to be factored into its current share price. However, its promising future earnings growth suggests potential investment opportunities, warranting a closer look at factors like its balance sheet strength.

Recent insider selling at TJX Companies may concern investors. The absence of insider purchases and significant selling over the past year, despite the company's profitability and profit growth, does not inspire confidence in its future.

CNBC’s Jim Cramer reflected on the earnings season so far, saying investors shouldn’t judge stocks based purely on figures from a financial report. Instead, he said it’s wise to read beyond “negative headlines” to better predict a company’s performance.
“You know what the biggest takeaway is?” he said, referring to earnings season. “It’s the way we report on stocks, all of us: It’s not working anymore, it’s failing ...

CNBC’s Jim Cramer reflected on the earnings season so far, saying investors shouldn’t judge stocks based purely on figures from a financial report. Instead, he said it’s wise to read beyond “negative headlines” to better predict a company’s performance.
“You know what the biggest takeaway is?” he said, referring to earnings season. “It’s the way we report on stocks, all of us: It’s not working anymore, it’s failing ...

The company's strong sales performance and plans for dividend increase and stock buyback are seen as positive by investors, despite the lower-than-expected guidance for fiscal 2025.

CEO Ernie Herrman expressed optimism about the company's potential for strategic growth, market share capture, and increased profitability. The company's shares rose 1.47% in premarket trading following the announcement.

Analysts see value in TJX shares amidst potential short-term volatility, with promising long-term market share prospects. They also predict a rise in earnings, with Barclays analyst expecting a 10% increase in earnings per share for the current fiscal year.