Gap Inc. Stock (GAP) Opinions on Q3 Earnings Beat

By: Quiver DiscussionTracker

Posted: 23 minutes ago / Nov. 23, 2025 5:32 p.m. UTC

Earnings Beat Sparks Buzz: Recent chatter on X about Gap Inc. has surged following the company’s third-quarter earnings report, which exceeded Wall Street expectations. Posts highlight a significant stock price jump of around 8-9%, driven by strong sales growth at brands like Old Navy and Banana Republic. Many are noting raised full-year sales guidance as a sign of confidence.

Mixed Views on Sustainability: While enthusiasm dominates, some discussions on X express caution about whether this rally can hold. Concerns linger over challenges at Athleta and potential economic headwinds impacting retail. A few users also point to a high short interest, hinting at possible volatility ahead.

Note: This discussion summary was generated from an AI condensation of post data.

Gap Inc. Insider Trading Activity

Gap Inc. insiders have traded $GAP stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $GAP stock by insiders over the last 6 months:

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard.

Gap Inc. Congressional Stock Trading

Members of Congress have traded $GAP stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $GAP stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.

Gap Inc. Hedge Fund Activity

We have seen 225 institutional investors add shares of Gap Inc. stock to their portfolio, and 249 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• SQUAREPOINT OPS LLC added 5,813,921 shares (+1024.9%) to their portfolio in Q3 2025, for an estimated $124,359,770
• D. E. SHAW & CO., INC. added 3,777,819 shares (+206.3%) to their portfolio in Q3 2025, for an estimated $80,807,548
• STEADFAST CAPITAL MANAGEMENT LP added 3,105,486 shares (+45.2%) to their portfolio in Q3 2025, for an estimated $66,426,345
• AQR CAPITAL MANAGEMENT LLC added 2,891,258 shares (+44.6%) to their portfolio in Q3 2025, for an estimated $61,844,008
• MARSHALL WACE, LLP removed 2,455,668 shares (-86.3%) from their portfolio in Q3 2025, for an estimated $52,526,738
• UBS GROUP AG removed 2,359,359 shares (-76.9%) from their portfolio in Q3 2025, for an estimated $50,466,689
• MAVERICK CAPITAL LTD removed 2,333,894 shares (-93.3%) from their portfolio in Q3 2025, for an estimated $49,921,992

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.

Gap Inc. Analyst Ratings

Wall Street analysts have issued reports on $GAP in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Goldman Sachs issued a “Buy” rating on 11/21/2025
• BTIG issued a “Buy” rating on 11/21/2025
• Evercore ISI Group issued a “Outperform” rating on 11/21/2025
• Morgan Stanley issued a “Overweight” rating on 11/21/2025
• JP Morgan issued a “Overweight” rating on 11/21/2025
• Barclays issued a “Overweight” rating on 11/17/2025

To track analyst ratings and price targets for Gap Inc., check out Quiver Quantitative’s $GAP forecast page.

Gap Inc. Price Targets

Multiple analysts have issued price targets for $GAP recently. We have seen 13 analysts offer price targets for $GAP in the last 6 months, with a median target of $28.0.

Here are some recent targets:

• Ike Boruchow from Wells Fargo set a target price of $24.0 on 11/21/2025
• Dana Telsey from Telsey Advisory Group set a target price of $26.0 on 11/21/2025
• Alex Straton from Morgan Stanley set a target price of $31.0 on 11/21/2025
• Mark Altschwager from Baird set a target price of $27.0 on 11/21/2025
• Brooke Roach from Goldman Sachs set a target price of $29.0 on 11/21/2025
• Michael Binetti from Evercore ISI Group set a target price of $28.0 on 11/21/2025
• Lorraine Hutchinson from B of A Securities set a target price of $27.0 on 11/21/2025

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.