WMT earns a Buy at $114 with a $130 target, backed by 37% advertising growth and membership fees now funding one-third of operating income. COST trades at 48x earnings and TGT posts declining revenue, making WMT's 41x multiple look reasonable and its $130 target potentially conservative. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn't make the cut.
Grab the names FREE today. Walmart (NASDAQ:WMT) has cooled after a strong spring run. The question is whether the stock can push back through the $140 level it touched earlier this year.
Our proprietary model says patience will be rewarded, though the path likely stays choppy. The 24/7 Wall St. price target for Walmart is $130.14 over the next 12 months, implying 13.83% upside from the current $114.33 quote. We rate the stock a buy with 90% confidence.
Walmart peaked around $131.45 in mid-May 2026 before drifting to $112.53 by mid-July. Shares have since firmed, gaining 1.48% over the past week and 15.02% over the past year. The 52-week range sits at $94.85 to $135.16.
The catalyst was Q1 FY27, released May 21. Adjusted EPS of $0.66 narrowly beat, and revenue of $175.68 billion grew 6.08%, but shares dropped 7.27% as fuel costs absorbed roughly $175 million of operating income and free cash flow swung to negative $1.9 billion on elevated capex. Our bull scenario projects Walmart at $146.09 in one year, with the stock touching $140.60 by June 18, 2027.
The engine is the high-margin flywheel: global advertising grew 37%, marketplace sales climbed nearly 50%, and membership fees rose over 17%. Advertising and membership now represent roughly one-third of operating income. CFO John David Rainey told analysts he is "probably as excited about the potential of our business today as at any point in time in the last few years." The analyst consensus price target sits at $137.97, with 28 Buy and 9 Strong Buy ratings backing the setup.
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