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GAPGap, Inc. (The)Sell5.9·$22.66+1.55%

Gap, Inc. (The) (GAP) Q2 2026 earnings — TrendMatrix coverage

BEAT+180.9% vs estimateEPS $1.38 vs $0.49 estVerdict HoldSell

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.38
Estimate
$0.49
Surprise
+180.9%
Revenue (period 2026-08-01)
$3.65B
Score at report (before → after)
6.26.3/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Gap, Inc. (The) (GAP) beat the $0.49 estimate with diluted EPS of $1.38 — a large 180.9% upside surprise. TrendMatrix's engine moved from Hold (6.2/10) to Sell at 6.3/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates GAP Sell at 5.9/10.

2 of the last 4 quarters beat the estimate; this quarter's +180.9% surprise compares with a +45.9% four-quarter average. Next scheduled report: 2026-11-19.

What supports the rating

  • Attractive valuation
  • Margin of safety: 56%

What argues against it

  • Thin upside margin: 6.2%
  • V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0)
  • Sector modifier (Consumer Cyclical): -1.5

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$22.66
Price target
$24.07
Stop
$21.09
Upside to target
+6.2%
Reward-to-risk
0.4:1

Forward estimates sit below the trailing run-rate (8.5× forward vs 6.6× trailing) — consensus expects earnings to decline from here.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Consumer Cyclical context

GAP at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Apparel Retail
Market cap
$7.84B
P/E (fwd)
8.5
P/E (ttm)
6.6
52-week range
$18.11$29.36
Off 52-week high
22.8%
RSI (14)
66
Volume vs avg
0.45×
Score today
5.9/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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