Skip to main content

Dollar Tree, Inc. (DLTR) Stock Analysis

Catalyst-Driven edge

HoldVALUE-TRAP 1/5Moderate Confidence

Consumer Defensive · Discount Stores

Hold if already holding. Not a fresh buy at $92.10, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: China; Leverage penalty (D/E 1.9): -1.0.

Dollar Tree, Inc. operates ~9,000 discount retail stores under Dollar Tree and Dollar Tree Canada following the July 2025 sale of Family Dollar. Products are priced primarily at $1.25 with 85% of items at $2.00 or less; China is the source of the majority of direct imports (~40%... Read more

$92.10+23.1% A.UpsideScore 5.8/10#3 of 9 Discount Stores
QualityF-score7 / 9FCF yield7.23%
Stop $84.27Target $111.56(analyst − 10%)A.R:R 2.9:1
Analyst target$123.96+34.6%23 analysts
$111.56our TP
$92.10price
$123.96mean
$75
$165

Hold if already holding. Not a fresh buy at $92.10, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: China; Leverage penalty (D/E 1.9): -1.0. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 5.8/10, moderate confidence.

Passes 7/10 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on death cross (50MA < 200MA). Suitability: moderate.

Recent Developments — Dollar Tree, Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Sector modifier (Consumer Defensive): +0.8
Strong earnings beat streak (4/4)
Attractive valuation
Risks
Concentration risk — Geographic: China
Leverage penalty (D/E 1.9): -1.0
Below 200-MA, MA slope -1.3%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)15.4
P/E (Fwd)12.3
Mkt Cap$17.8B
EV/EBITDA10.5
Profit Mgn6.6%
ROE31.7%
Rev Growth9.0%
Beta0.61
DividendNone
Rating analysts34

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.72neutral
IV80%elevated

Concentration Risks(10-K Item 1A)

  • HIGHGeographicChina
    10-K Item 1A: 'Among our foreign suppliers, China is the source of the majority of our direct imports'

Material Events(8-K, last 90d)

  • 2026-03-23Item 1.02MEDIUM
    Termination of existing revolving credit facility replaced by new $500M Term Loan Credit Agreement with Bank of America as agent, effective March 19, 2026, maturing March 19, 2029.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesDeath cross (50MA < 200MA)Momentum 4.8<5.5 (soft — BUY_NOW allowed but watch)EARNINGS PROXIMITY 9d<=14d (soft)Momentum 4.8>=4.5A.R:R 2.9 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
39 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $85.88Resistance $105.29

Price Targets

$84
$112
A.Upside+21.1%
A.R:R2.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-05-28 (9d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is DLTR stock a buy right now?

Hold if already holding. Not a fresh buy at $92.10, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: China; Leverage penalty (D/E 1.9): -1.0. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $111.56 (+21.1%), stop $84.27 (−9.3%), A.R:R 2.9:1. Score 5.8/10, moderate confidence.

What is the DLTR stock price target?

Take-profit target: $111.56 (+23.1% upside). Target $111.56 (+21.1%), stop $84.27 (−9.3%), A.R:R 2.9:1. Stop-loss: $84.27.

What are the risks of investing in DLTR?

Concentration risk — Geographic: China; Leverage penalty (D/E 1.9): -1.0; Below 200-MA, MA slope -1.3%/30d (confirmed downtrend).

Is DLTR overvalued or undervalued?

Dollar Tree, Inc. trades at a P/E of 15.4 (forward 12.3). TrendMatrix value score: 7.7/10. Verdict: Hold.

What do analysts say about DLTR?

34 analysts cover DLTR with a consensus score of 3.3/5. Average price target: $124.

What does Dollar Tree, Inc. do?Dollar Tree, Inc. operates ~9,000 discount retail stores under Dollar Tree and Dollar Tree Canada following the July...

Dollar Tree, Inc. operates ~9,000 discount retail stores under Dollar Tree and Dollar Tree Canada following the July 2025 sale of Family Dollar. Products are priced primarily at $1.25 with 85% of items at $2.00 or less; China is the source of the majority of direct imports (~40% of total retail value purchases). No single merchandise vendor represents more than 10% of purchases.

Related stocks: OLLI (Ollie's Bargain Outlet Holdings) · DG (Dollar General Corporation) · TBBB (BBB Foods Inc.) · BJ (BJ's Wholesale Club Holdings, I) · TGT (Target Corporation)