(Updated with BofA's commentary).
BofA Securities lowered its price target on Walmart (WMT) to $144 from $150, while defending the stock on the pullback following its fiscal Q1 results.
Walmart's share gains are expected to accelerate with a price-conscious consumer and drive a return to a beat/raise cycle assuming the freight environment doesn't worsen, analyst Christopher Nardone wrote in a Thursday note.
There is continued strength expected in e-commerce and alternative revenue streams, and expects membership to accelerate given focus on value, improving delivery speeds, and gas saving, Nardone said.
Walmart has an average rating of overweight and mean price target of $140.37, according to analysts polled by FactSet.
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Price: $119.53, Change: $-1.82, Percent Change: -1.50%