Dollar General

DG · NYSE

$134.19+$0.92 (+0.69%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $133.27

DG analyst rating

HoldConsensus of 22 analysts over the last 12 months. 45% rate it a buy.

Strong buy0
Buy10
Hold12
Underperform0
Sell0

12-month price target · 33 analysts

Average $142.29 (+6.0% upside)

Low: $90.90
Now: $134.19
High: $183.75

Upgrades and downgrades

The latest rating actions, newest first

DG analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Gordon Haskett	Oct 6, 2026	Upgrade	Hold → Buy	$140.00	64%
HSBC	Sep 24, 2026	Upgrade	Hold → Buy	$125.00 → $160.00	60%
Barclays	Sep 8, 2026	Maintains	Overweight	$148.00 → $151.00	52%
Argus Research	Sep 4, 2026	Maintains	Buy	$165.00 → $170.00	64%
Guggenheim	Aug 31, 2026	Maintains	Buy	$140.00	63%
Telsey Advisory Group	Aug 28, 2026	Maintains	Market Perform	$125.00 → $140.00	51%
BNP Paribas	Aug 28, 2026	Maintains	Neutral	$113.00 → $129.00	56%
Citigroup	Aug 28, 2026	Maintains	Neutral	$116.00 → $133.00	53%
Piper Sandler	Aug 28, 2026	Maintains	Neutral	$118.00 → $123.00	59%
Morgan Stanley	Aug 28, 2026	Maintains	Equal-Weight	$132.00 → $145.00	61%

The case for and against

Updated Oct 14, 2026

Bull case

Dollar General is well positioned because its rural and low-income store base serves customers who are often underserved by big-box retailers, supporting resilient traffic even as gas prices, SNAP changes, and weather pressure spending. Its fundamentals improved with 2Q comps near-doubling to 3.5%, fiscal 1Q 2026 net sales up 3.4% to $10.8 billion, and operating margin rising to 5.9%, showing that growth is coming with better profitability. Investor confidence is further supported by disciplined SG&A control, expanding gross margin, a strengthened balance sheet, and renewed buyback potential that could add to EPS while the valuation remains below peers at 7.8x 2027E EBITDA.

Bear case

Dollar General is facing a fragile fundamental setup because its recent earnings upside was driven more by top-line comp strength and temporary tariff-refund benefits than by durable operating leverage. The company still shows a breakeven comp of roughly 3.0-3.5%, yet labor costs, transportation pressure from diesel, and limited automation make it difficult to consistently convert modest sales growth into sustainable margin expansion. It also remains exposed to a pressured lower-income consumer, higher gas and energy costs, competition from grocery, drug, convenience, discount, and deep-discount retailers, and the risk that an overstored market erodes future comps and EBIT margins.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.