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Updated 2h ago
GAP logo

The Gap, Inc.NYSE:GAP Stock Report

Market Cap US$7.6b
Updated 2h ago
Share Price
n/a
1Y-6.1%
7D-4.1%
1D2.9%
Portfolio Value
​
View

The Gap, Inc.

NYSE:GAP Stock Report

Market Cap: US$7.6b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Gap (GAP) Stock Overview

Operates as an apparel retail company in the United States, Canada, Japan, Taiwan, and internationally. More details

GAP fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance5/6
Financial Health6/6
Dividends3/6

Rewards

Trading at 35.9% below our estimate of its fair value

Earnings grew by 40.3% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 7.6% per year for the next 3 years

Unstable dividend track record

Large one-off items impacting financial results


GAP Community Fair Values

Create Narrative

See what 57 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
18.0% undervalued intrinsic discount
AnalystConsensusTarget
•1mo ago

Digital And Sustainable Trends Will Foster Long Term Value

563
0
32
AN
AnalystLowTarget
2.4% overvalued intrinsic discount
AnalystLowTarget
•9d ago

Obsolete Brick-And-Mortar Will Weaken Future Profitability

70
0
3
AN
AnalystHighTarget
40.4% undervalued intrinsic discount
AnalystHighTarget
•3mo ago

Digital Transformation And Sustainable Trends Will Fuel Retail Evolution

71
0
2

Top Community Narratives

GAP logo
Gap
26.1% undervalued intrinsic discount

Gap's Future Looks Promising

View narrative
BR
Brokman
Published 2 Jul 2025
Read Narrative

Top Community Narratives

GAP logo
Gap
26.1% undervalued intrinsic discount

Gap's Future Looks Promising

View narrative
BR
Brokman
Published 2 Jul 2025
Read Narrative

Top Analyst Narratives

AN
AnalystConsensusTarget
18.0% undervalued intrinsic discount
AnalystConsensusTarget
•1mo ago

Digital And Sustainable Trends Will Foster Long Term Value

563
0
32
AN
AnalystLowTarget
2.4% overvalued intrinsic discount
AnalystLowTarget
•9d ago

Obsolete Brick-And-Mortar Will Weaken Future Profitability

70
0
3
AN
AnalystHighTarget
40.4% undervalued intrinsic discount
AnalystHighTarget
•3mo ago

Digital Transformation And Sustainable Trends Will Fuel Retail Evolution

71
0
2
View all narratives

The Gap, Inc. Competitors

Victoria's Secret

Symbol: NYSE:VSXY
Market cap: US$6.0b

Urban Outfitters

Symbol: NasdaqGS:URBN
Market cap: US$6.7b

Abercrombie & Fitch

Symbol: NYSE:ANF
Market cap: US$6.2b

Boot Barn Holdings

Symbol: NYSE:BOOT
Market cap: US$4.4b

Price History & Performance

Summary of share price highs, lows and changes for Gap
Historical stock prices
Current Share PriceUS$21.51
52 Week HighUS$29.36
52 Week LowUS$18.11
Beta2.06
1 Month Change4.42%
3 Month Change-2.67%
1 Year Change-6.07%
3 Year Change92.05%
5 Year Change-11.66%
Change since IPO30,200.90%

Recent News & Updates

User avatar
Narrative Update • Sep 03

GAP: Old Navy Leadership Reset And Margin Discipline Will Shape Future Performance

For Gap, the analyst fair value estimate has shifted from $20.00 to $21.00 as analysts weigh firmer margin delivery against mixed Old Navy traffic and promotional trends highlighted in recent research updates. Analyst Commentary Recent research on Gap highlights a more mixed tone, with several bearish analysts flagging valuation risk and execution questions even as margin delivery improves.
Seeking Alpha • Sep 01

The Gap: Still Plenty Of Room To Run As Its Brands Regain Momentum

Summary The Gap (GAP) remains a Strong Buy, with valuation still reflecting a significant discount despite a 20% stock recovery and robust financials. GAP demonstrated solid Q2 performance, beating EPS estimates, advancing buybacks, and maintaining strong liquidity with $2.1B cash and $382M short-term investments. Management guides for 1–1.5% net sales growth, improved gross margin, and EPS of $2.35–$2.45, while executing $650M in CAPEX and pursuing $150M in cost savings. Macro headwinds and consumer pressure persist, but GAP’s diversified brands, strong balance sheet, and ongoing transformation support potential for multiple expansion. Read the full article on Seeking Alpha

Recent updates

User avatar
Narrative Update • Sep 03

GAP: Old Navy Leadership Reset And Margin Discipline Will Shape Future Performance

For Gap, the analyst fair value estimate has shifted from $20.00 to $21.00 as analysts weigh firmer margin delivery against mixed Old Navy traffic and promotional trends highlighted in recent research updates. Analyst Commentary Recent research on Gap highlights a more mixed tone, with several bearish analysts flagging valuation risk and execution questions even as margin delivery improves.
Seeking Alpha • Sep 01

The Gap: Still Plenty Of Room To Run As Its Brands Regain Momentum

Summary The Gap (GAP) remains a Strong Buy, with valuation still reflecting a significant discount despite a 20% stock recovery and robust financials. GAP demonstrated solid Q2 performance, beating EPS estimates, advancing buybacks, and maintaining strong liquidity with $2.1B cash and $382M short-term investments. Management guides for 1–1.5% net sales growth, improved gross margin, and EPS of $2.35–$2.45, while executing $650M in CAPEX and pursuing $150M in cost savings. Macro headwinds and consumer pressure persist, but GAP’s diversified brands, strong balance sheet, and ongoing transformation support potential for multiple expansion. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 11

GAP: Margin Discipline And Brand Reinvigoration Will Offset Old Navy Execution Risk

Analysts have nudged their price expectations for Gap lower, with the fair value estimate moving from about $27.26 to $26.24. Recent downgrades and reduced price targets highlight rising concern around Old Navy's performance and a more balanced risk and reward profile for the stock.
User avatar
Narrative Update • Jul 07

GAP: Old Navy Execution And Margin Discipline Will Likely Define Future Upside

Gap's analyst fair value estimate has been adjusted down from $22.60 to $20.00 as analysts factor in a slightly higher discount rate, more cautious revenue growth and profit margin assumptions, and lower future P/E expectations in light of recent price target cuts related to Old Navy headwinds and tempered sales outlooks. Analyst Commentary Recent research on Gap points to a more mixed setup, with several firms marking down price targets and, in some cases, ratings, as Old Navy headwinds and softer sales trends weigh on confidence in the outlook.
User avatar
Narrative Update • Jun 23

GAP: Margin Discipline And Brand Reinvigoration Will Drive Long Term Recovery

The analyst price target for Gap has been revised lower by about $3 to reflect reduced fair value estimates around $27.26, as analysts factor in softer sales expectations at Old Navy, along with ongoing margin discipline and brand work across the portfolio. Analyst Commentary Recent research on Gap highlights a mix of optimism around margin execution and brand work, alongside clear concern about Old Navy and the durability of consumer demand.
Analysis Article • Jun 21

Gap (GAP) Stock Could Be 31% Undervalued After Its Quiet Hill City Return

Gap (GAP) has quietly reintroduced a small Hill City collection on its website, offering 18 athletic-focused pieces at a 50% discount, a limited test that could matter for brand positioning. See our latest analysis for Gap. Gap’s latest Hill City test comes as momentum has cooled, with the share price down 9.6% over the past month and 16.0% year to date, even though the 3 year total shareholder return of about 170% contrasts with a weaker 5 year total shareholder return. If you are weighing...
User avatar
Narrative Update • Jun 06

GAP: Margin Discipline And Buybacks Will Shape Future Earnings Power

Gap's updated analyst price target moves lower to reflect a reset fair value estimate from $38.97 to $36.12 as analysts factor in softer revenue growth and margin assumptions, alongside continued focus on margin discipline and brand improvement efforts. Analyst Commentary Recent research commentary on Gap points to a mixed setup, with ongoing Old Navy softness weighing on sentiment while margin execution and brand work keep some on the positive side of the debate.
User avatar
Narrative Update • May 17

GAP: Tariff Pressures And Athleta Turnaround Will Likely Restrain Future Upside

Analysts have modestly lifted their overall price expectations for Gap, with updated targets such as $27, $29, $33 and $34. These reflect slightly improved assumptions on revenue growth, profit margins and brand momentum, while still flagging tariff sensitivity for lower income customers and the ongoing Athleta turnaround as key watchpoints.
User avatar
Narrative Update • May 02

GAP: Tariff And Margin Uncertainty Will Likely Temper Recent Earnings Momentum

Analysts have nudged the blended price target on Gap up by about $2 to reflect slightly higher projected revenue growth, a modestly stronger profit margin profile, and updates to longer term P/E assumptions following recent Q4 results and management meetings. Analyst Commentary Recent Street research around Gap highlights a mixed backdrop, with several firms adjusting price targets after the Q4 report and follow up meetings.
User avatar
Narrative Update • Apr 17

GAP: Brand Momentum And Athleta Turnaround Will Shape Future Earnings Power

The updated analyst price target for Gap edges higher by about $0.30, with analysts linking the change to slightly stronger revenue growth and margin assumptions, as well as recent price target moves across the Street. Analyst Commentary Recent research on Gap points to a cluster of price target increases and generally constructive views on the company, even where ratings remain Neutral.
User avatar
Narrative Update • Apr 03

GAP: Cultural Relevance And Athleta Turnaround Will Support Long Term Recovery

Narrative Update on Gap The analyst price target for Gap has been adjusted slightly, with a modest reset reflecting updated assumptions for revenue growth, profit margins, and future P/E after recent research in which analysts cited constructive commentary around Athleta, incremental price target moves in the $27 to $34 range, and more cautious modeling following the latest Q4 update. Analyst Commentary Recent research on Gap reflects a mix of optimism and caution, with several firms adjusting price targets in a relatively tight range and updating models following the latest Q4 report and investor meetings.
User avatar
Narrative Update • Mar 19

GAP: Brand Relevance And Athleta Turnaround Will Drive Future Earnings Momentum

Analysts have nudged their blended price target for Gap higher by about $0.13 to $38.65. This reflects updated views around revenue growth, profit margins and more constructive commentary on core brands and Athleta.
User avatar
Narrative Update • Mar 05

GAP: Cultural Relevance And Category Expansion Will Support Measured Long Term Recovery

Narrative Update The analyst price target for Gap edges higher as our fair value estimate moves from $30.42 to $30.71. This reflects analysts' focus on the company's efforts to refresh brand relevance, expand beauty and handbag offerings, and support growth at Athleta.
User avatar
Narrative Update • Feb 19

GAP: Earnings Inflection And Brand Reinvigoration Will Support Measured Long Term Recovery

Narrative Update on Gap The analyst price target embedded in our model increases by about $1.24 per share, as analysts cite higher price targets across the Street and point to a positive earnings inflection, improving brand momentum, and continued progress in categories like beauty, handbags, and Athleta as key supports for the updated outlook. Analyst Commentary Recent Street research on Gap clusters around a more constructive view on the earnings outlook, with several firms revising price targets higher and one high profile upgrade to Buy that points to a potential earnings inflection.
User avatar
Narrative Update • Feb 05

GAP: Fashiontainment And Brand Reinvigoration Will Drive Earnings Momentum

Analysts have lifted their price target for Gap, increasing the fair value estimate from about US$30.73 to US$38.52. This reflects higher assumed revenue growth and a richer future P/E multiple, supported by recent upgrades and target hikes that highlight improving earnings momentum and brand progress across Gap's portfolio.
User avatar
Narrative Update • Jan 22

GAP: Recent Earnings Momentum Will Likely Prove Difficult To Sustain

The analyst fair value estimate for Gap has been raised from $19.00 to $22.60, as analysts point to a series of price target upgrades tied to recent earnings outperformance, improving growth assumptions, and higher expected profitability across key brands and newer categories such as beauty and handbags. Analyst Commentary Recent research on Gap highlights a clear split between enthusiastic upgrades and more restrained, valuation conscious views.
User avatar
Narrative Update • Jan 07

GAP: Turnaround Execution And Brand Reinvigoration Will Support Measured Long Term Margin Recovery

Analysts have nudged their fair value estimate for Gap higher from US$28.65 to US$29.18, reflecting a series of recent price target increases and upgrades that highlight improving confidence in the company’s brand progress and earnings profile. Analyst Commentary Recent Street research on Gap shows a clear shift toward more constructive views, with several firms lifting ratings and price targets as they reassess the company’s earnings profile, brand health, and execution under current leadership.
Analysis Article • Jan 06

Investors Will Want Gap's (NYSE:GAP) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
User avatar
Narrative Update • Dec 18

GAP: Turnaround Momentum And Q3 Execution Will Support Durable Margin Recovery

Analysts nudged their average price target on Gap modestly higher, with fair value estimates rising by about $1 to reflect stronger than expected Q3 momentum across brands, improving revenue growth expectations, and growing confidence in the company’s turnaround strategy despite only incremental changes to long term profitability assumptions. Analyst Commentary Street research following Gap's latest results points to a more constructive stance on the stock, with multiple firms lifting price targets into the mid to high 20 dollar range and several upgrades into positive rating territory.
User avatar
Narrative Update • Dec 04

GAP: Disciplined Leadership And Brand Reinvigoration Will Support Durable Margin Recovery

We raise our fair value estimate for Gap by about $1.70 per share to roughly $27.70, reflecting analysts' higher price targets following a series of Q3 beats and growing confidence in the durability of the brand turnaround and revenue growth trajectory. Analyst Commentary Recent Street research reflects a generally constructive but still selective stance on Gap, with several firms raising price targets and a growing cohort moving to more positive ratings as execution improves.
User avatar
Narrative Update • Nov 20

GAP: Disciplined Leadership And Category Expansion Will Support Steady Margin Gains

Gap's analyst price target has risen from approximately $24.87 to $26.03 per share, as analysts cite improved leadership, ongoing brand recovery efforts, and the company's margin expansion initiatives as supporting factors for the upward revision. Analyst Commentary Recent Street research highlights a mix of optimism and caution regarding Gap's turnaround and valuation outlook.
User avatar
Narrative Update • Nov 05

GAP: Margin Improvements And New Category Expansion Will Drive Steady Value

Gap's analyst price target has increased modestly to approximately $24.87, up from $24.74, as analysts cite improving revenue growth projections and potential for stronger margins despite ongoing macroeconomic uncertainties. Analyst Commentary Recent Street research on Gap presents a mix of optimism surrounding the company’s ability to grow and improve margins, balanced by a note of caution regarding longer-term challenges and macroeconomic headwinds.
User avatar
Narrative Update • Oct 15

Digital And Sustainable Trends Will Foster Long Term Value

Analysts have slightly raised their fair value estimate for Gap, increasing the price target from $24.38 to $24.74. This change is due to incremental improvements in profitability and margin potential following positive updates from recent research coverage.
User avatar
Narrative Update • Aug 27

AI Investments And Supply Chain Optimization Will Drive Future Efficiency At Old Navy And Gap

Gap’s consensus price target has been reduced to $24.51 as analysts revise forecasts lower on persistent margin compression from tariff pressures, limited pricing power, and less favorable operating margin prospects, despite fair current valuation and some optimism for brand-driven upside. Analyst Commentary Bearish analysts are lowering price targets due to increased tariff pressures, which are compressing operating margins and diminishing profitability expectations through fiscal 2026.
Seeking Alpha • Mar 16

Gap Stock Looks Like A Formidable Bargain Following Retail Sector Pullback

Summary Gap stock has given up the majority of its post-earnings bump as investors have downgraded their view of retail, seemingly across the board. GAP's portfolio of brands, including Old Navy, Banana Republic and Athleta, offers stability and diversification. While revenues have been rangebound for more than a decade, recent margin progress has driven earnings. With little immediate U.S. import tariff exposure, GAP's ~9x P/E multiple looks like a formidable steal. Investors should consider taking advantage of the recent drop likely due to index selling. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

The Gap Dazzles, Stock To Keep Rallying

Summary The Gap, Inc. delivered a stellar Q4 with a surprising return to growth, beating revenue estimates by $80 million and showing strong comparable sales. Margin power remained robust, with gross margin at 38.9% for Q4 and 41.3% for the year, indicating solid profitability. The company reported net income of $206 million and EPS of $0.54, beating estimates by $0.17, with a growing cash position and increased dividend. Forward outlook is positive, with expected sales growth, margin expansion, and increased operating income, making GAP stock a buy at current valuations. Read the full article on Seeking Alpha

Shareholder Returns

GAPUS Specialty RetailUS Market
7D-4.1%-3.6%-0.9%
1Y-6.1%-13.1%14.2%

Return vs Industry: GAP exceeded the US Specialty Retail industry which returned -13.1% over the past year.

Return vs Market: GAP underperformed the US Market which returned 14.2% over the past year.

Price Volatility

Is GAP's price volatile compared to industry and market?
GAP volatility
GAP Average Weekly Movement6.5%
Specialty Retail Industry Average Movement7.3%
Market Average Movement6.9%
10% most volatile stocks in US Market15.3%
10% least volatile stocks in US Market2.9%

Stable Share Price: GAP has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: GAP's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196979,000Richard Dicksonwww.gapinc.com

The Gap, Inc. operates as an apparel retail company in the United States, Canada, Japan, Taiwan, and internationally. The company offers apparel, accessories, and personal care products for men, women, and children under the Old Navy, Gap, Banana Republic, and Athleta brands. The company offers its products through company-operated stores, franchise stores, websites, and third-party arrangements, as well as licensing partnerships.

The Gap, Inc. Fundamentals Summary

How do Gap's earnings and revenue compare to its market cap?
GAP fundamental statistics
Market capUS$7.56b
Earnings (TTM)US$1.25b
Revenue (TTM)US$15.33b
6.1x
P/E Ratio
0.5x
P/S Ratio

Is GAP overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GAP income statement (TTM)
RevenueUS$15.33b
Cost of RevenueUS$9.11b
Gross ProfitUS$6.21b
Other ExpensesUS$4.97b
EarningsUS$1.25b

Last Reported Earnings

Aug 01, 2026

Next Earnings Date

n/a

Earnings per share (EPS)3.55
Gross Margin40.54%
Net Profit Margin8.14%
Debt/Equity Ratio37.8%

How did GAP perform over the long term?

See historical performance and comparison

Dividends

3.3%
Current Dividend Yield
20%
Payout Ratio

Does GAP pay a reliable dividends?

See GAP dividend history and benchmarks
When do you need to buy GAP by to receive an upcoming dividend?
Gap dividend dates
Ex Dividend DateOct 07 2026
Dividend Pay DateOct 28 2026
Days until Ex dividend24 days
Days until Dividend pay date45 days

Does GAP pay a reliable dividends?

See GAP dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/13 02:20
End of Day Share Price 2026/09/11 00:00
Earnings2026/08/01
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Gap, Inc. is covered by 46 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Mark AltschwagerBaird
Jeff BlackBarclays

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