Analysts have recently revised their price targets for Tesco, citing a marginal decrease in the discount rate from 7.99% to 7.95%. This shift reflects growing confidence in Tesco’s stability and a slight reduction in perceived risk. Stay tuned to find out how you can keep up with key updates as analyst sentiment continues to shape the Tesco stock narrative.
Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value Tesco.
Recent analyst commentary on Tesco has provided insight into market perspectives ahead of the company’s key earnings dates and amidst notable shifts in target price forecasts. The following presents a balanced view of both bullish and bearish observations reported by covering firms.
🐂 Bullish Takeaways
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JPMorgan raised its price target on Tesco from 400 GBp to 450 GBp and maintained an Overweight rating, reflecting increased confidence in the company’s earnings outlook.
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JPMorgan placed Tesco shares on “Positive Catalyst Watch” ahead of upcoming earnings, signaling firm expectations of positive developments or upside surprises in disclosed results.
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The firm’s revised forecasts are now comfortably above guidance, after raising first half estimates by 17%, fiscal year 2026 by 7%, and fiscal year 2027 onwards by an average of 4%.
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Analysts reward Tesco’s ability to deliver stronger earnings projections against prior expectations, demonstrating solid execution and effective management.
🐻 Bearish Takeaways
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Despite the optimistic target revisions, JPMorgan’s commentary implies heightened expectations may be increasingly priced in. This may reduce near-term upside if future results fall short.
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Ongoing focus on guidance versus actual performance may reintroduce volatility if Tesco fails to deliver on higher analyst projections.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
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Pacvue has partnered with Tesco Media to enhance retail media activation. This collaboration gives brands access to new tools for optimizing and measuring sponsored product campaigns on Tesco platforms. The partnership includes the addition of “Sales at Checkout” reporting metrics and automation options.
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Solution International’s ‘Grow with Peppa’ merchandise line, featuring the popular character, has broadened its presence in Tesco stores and through Tesco’s online outlets across the UK and Ireland. The campaign is expected to drive significant engagement in the baby feeding category and generate more than SEK 3 million in annual revenue.
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Tesco has declared an interim dividend of 4.80 pence per share for the 26-week period ended 23 August 2025. The dividend is scheduled for payment on 21 November 2025, in line with the company’s updated dividend policy.