FINWIRES · TerminalLIVE
FINWIRES
Walmart

Walmart

$WMT
NYSEConsumer Staples

161 stories mentioning WalmartUpdated 2d ago

Trading within a mixed consumer sector, where the Consumer Staples SPDR (XLP) slipped while the Consumer Discretionary SPDR (XLY) rose.

What are analysts saying about Walmart?

Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.

What's the latest news on Walmart?

Wire

Walmart's Sales Growth Consistency Will Be Rewarded, BofA Says

Walmart's (WMT) consistent top-line growth is expected to be rewarded by the market, while its digital profit margin acceleration is anticipated to result in EPS revisions over the next 12 months, BofA Securities said in a Friday note.Core customers of the company will likely prove resilient, and a prolonged period of macro volatility and higher gas prices will result in more households looking to more discount-oriented retailers such as Walmart, according to the note.BofA analysts said they project Q1 EPS at $0.65, including an assumption of Walmart US same-store sales of 4.5%. The analysts added that they predict the company to follow its trend of maintaining conservative fiscal year guidance after fiscal Q1 results.Membership trends across Walmart franchises are expected to stay robust amid the company's offerings of value-driven perks such as free shipping, same-day delivery on orders over $35, and fuel savings per gallon, the note said.Walmart is scheduled to release its fiscal Q1 earnings on May 21.BofA maintained its buy rating on the company's stock with a price target of $150.Price: $131.84, Change: $-0.62, Percent Change: -0.47%

$WMT
Sectors

Sector Update: Consumer Stocks Mixed Pre-Bell Friday

Consumer stocks were mixed pre-bell Friday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) up 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) 1.3% lower.Magnum Ice Cream (MICC) shares were up more than 12% after Reuters reported that Blackstone (BX) and Clayton, Dubilier & Rice are in the early stages of considering bids for the company.H World Group (HTHT) stock was down 0.9% even after the company posted higher Q1 adjusted earnings and revenue.Walmart (WMT) has asked Flipkart to delay its initial public offering plans to focus on achieving EBITDA breakeven before the end of fiscal 2027, Moneycontrol reported, citing unnamed sources having knowledge of the matter. Walmart shares were 0.6% higher premarket.

$BX$HTHT$MICC$WMT$XLP$XLY
Wire

Walmart to Post Strong Q1, Extending Retail Lead on Sales Growth, UBS Says

Walmart (WMT) is expected to report a strong Q1, with US sales, profit growth, international strength, online gains, pricing power and newer revenue streams supporting further upside, UBS said in a note Wednesday.UBS said Walmart US comparable sales are expected to rise about 4.5%, helped by more than 25% growth in online sales, though weaker pharmacy trends may weigh on store sales, while Walmart US and international operating income could come in at least near the high end of the company's 6% to 8% growth range.The investment firm expects Sam's Club earnings to be roughly flat from a year earlier because the business faces a tougher comparison, though Walmart may raise its full-year earnings outlook if Q1 earnings come in ahead of expectations, though higher fuel costs remain a risk.Higher gas prices could pressure costs, but Walmart may still gain market share as shoppers look for lower prices, according to the note.UBS kept its buy rating and $147 price target for Walmart.Price: $132.03, Change: $+0.56, Percent Change: +0.43%

$WMT
Sectors

Sector Update: Consumer Stocks Advance Late Afternoon

Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 0.5%.In corporate news, Ford Motor (F) shares jumped past 14% after Morgan Stanley said the company had a "fairly high likelihood" of signing energy-storage solutions supply agreements with large commercial customers, including hyperscalers, in the next few months.Stellantis (STLA) shares gained 2.6% after Bloomberg reported Wednesday that the company and other carmakers are in talks with BYD over potential agreements involving underused manufacturing plants in Europe.Walmart (WMT) will fire or relocate about 1,000 corporate workers, The Wall Street Journal reported, citing people familiar with the matter and a memo sent to staff it viewed. Walmart shares were up 0.8%.Vivid Seats (SEAT) could benefit from World Cup ticket sales in June, BofA Securities said in a note. BofA raised the company's price target to $8.70 from $7.25 and kept its neutral rating. Vivid shares jumped past 7%.

$F$SEAT$STLA$WMT
Sectors

Sector Update: Consumer Stocks Mixed in Afternoon Trading

Consumer stocks were mixed Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) shedding 0.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 0.5%.In corporate news, Stellantis (STLA) shares added 2.3% after Bloomberg reported Wednesday that the company and other carmakers are in talks with BYD over potential agreements involving underused manufacturing plants in Europe.Walmart (WMT) will fire or relocate about 1,000 corporate workers, The Wall Street Journal reported, citing people familiar with the matter and a memo sent to staff it viewed. Walmart shares were up 0.4%.Vivid Seats (SEAT) could benefit from World Cup ticket sales in June, BofA Securities said in a note. BofA raised the company's price target to $8.70 from $7.25 and kept its neutral rating. Vivid shares jumped past 7%.

$SEAT$STLA$WMT
Wire

Top Midday Stories: Overall, Core PPI in April Hit Highest Levels Since December 2022; Alibaba Misses Fiscal Q4 Earnings, Revenue Estimates

The Dow Jones Industrial Average was down, while the Nasdaq Composite and the S&P 500 Index were up in late-morning trading Wednesday after another hotter-than-expected inflation report and as President Donald Trump prepares for his summit with Chinese President Xi Jinping.The US Producer Price Index rose by 1.4% in April, well above the 0.5% gain expected in a survey compiled by Bloomberg as of 7:35 a.m. ET and up from a 0.7% gain in March. Excluding food and energy prices, core PPI rose by 1.0%, well above the 0.3% gain expected and up from the 0.2% gain in March. Year over year, the PPI rose 6.0% in April, while core PPI rose by 5.2%, both well above their respective March rates and the strongest readings since December 2022.Alibaba Group (BABA) reported fiscal Q4 adjusted earnings Wednesday of 0.62 Chinese renminbi ($0.09) per diluted American depositary share, down from 12.52 renminbi a year earlier and below the FactSet consensus estimate of 6.14 renminbi. Fiscal Q4 revenue was 243.38 billion renminbi, up from 236.45 billion renminbi a year earlier but below the FactSet consensus of 246.97 billion renminbi. Alibaba shares were up 7.9% around midday.Nvidia (NVDA) Chief Executive Jensen Huang joined President Trump on his visit to Beijing, a last-minute addition that has raised expectations of progress in stalled talks over Nvidia's H200 AI chip sales to China, Reuters reported Wednesday. Nvidia shares were up 2.5%.Nebius Group (NBIS) reported Q1 earnings Wednesday of $2.11 per diluted share, swinging from a loss of $0.48 a year earlier and above the FactSet consensus for a loss of $0.83. First-quarter revenue was $399 million, up from $50.9 million a year ago and above the FactSet consensus of $375.1 million. Nebius shares were up more than 15%.Wix.com (WIX) reported Q1 adjusted earnings Wednesday of $0.68 per diluted share, down from $1.55 a year earlier and below the FactSet consensus of $1.24. First-quarter revenue was $541.2 million, up from $473.7 million a year ago but below the FactSet consensus of $544 million. For Q2 and full-year 2026, the company said it expects revenue to grow at a mid-teen percentage. Wix shares were down 30.2%.JPMorgan Chase (JPM) has appointed global head of investment banking coverage Dorothee Blessing, global head of capital markets Kevin Foley and financial institutions group co-head Jared Kaye as co-heads of global investment banking, according to media reports. JPMorgan shares were down 1.2%.Walmart (WMT) will fire or relocate about 1,000 corporate workers, The Wall street Journal reported late Tuesday, citing people familiar with the matter and a memo sent to staff it viewed. Walmart shares were flat.Price: $145.45, Change: $+10.67, Percent Change: +7.92%

$BABA$JPM$NBIS$NVDA$WIX$WMT
Target Likely to Post Strong First-Quarter Comparable Sales Growth, UBS Says
US Markets

Target Likely to Post Strong First-Quarter Comparable Sales Growth, UBS Says

Target (TGT) is expected to post strong fiscal first-quarter comparable sales growth, indicating a "cleaner" setup into the year for the retailer, UBS Securities said in a note e-mailed Tuesday.The market is anticipating Target's first-quarter comparable sales growth of 4% to 5%, ahead of the company's projections and the consensus view for an increase of about 1%, according to the brokerage. The company's comparable sales in the quarter grew 3.9%, UBS said in a note to clients, citing Bloomberg Second Measure data."Despite a tumultuous last few years, (Target's) recovery in 2026 is off to a promising start," UBS analysts, including Michael Lasser, said. "Many of last year's headwinds are now rolling off, including the impact from boycotts, one-time tariff costs, and elevated markdown activity.""As a result, the setup into 2026 is cleaner," the analysts wrote.Target is scheduled to report results May 20.The company is also reaping gains from its transformation initiatives that include streamlining operations and improving merchandising relevance, according to UBS.Based on recent traffic trends, Target may be outperforming both Walmart (WMT) and Costco Wholesale (COST) on a year-over-year basis, though against "much easier" comparisons, the analysts said."In essence, we think the company will report $0.30 to $0.40 of (earnings-per-share) upside in (the first quarter)," the analysts wrote. Target is expected to pass this through to its full-year bottom-line outlook, bringing the updated range to $7.85 to $8.85 from $7.50 to $8.50, according to the note.While the company's turnaround plan seemed to have impressed investors, as its shares have advanced more that 20% so far this year, UBS still sees "significant more potential" for the stock.The brokerage outlined what it called "three elements of the upside case.""First, there is potential for comp outperformance that is not fully reflected in expectations," the analysts said. "Second, if that outperformance materializes, it should translate into better flow-through on margins. And third, we think there's room for the multiple to run higher."Price: $121.50, Change: $+3.06, Percent Change: +2.58%

$COST$TGT$WMT
Wire

Walmart Second P&L Seen Driving Majority of Future Earnings Growth, UBS Says

Walmart's (WMT) second P&L has driven a significant upward revaluation of its share price, though UBS Securities said in a note Monday that the market still does not fully reflect the long-term earnings potential or duration of growth from these businesses.The market is debating the second P&L because it has not fully incorporated either the magnitude of its contribution or how long Walmart can sustain its current growth rate.Amazon (AMZN) provides a close comparison and serves as a benchmark for Walmart's second P&L. UBS said Amazon's scaling of its 3P marketplace suggests Walmart can sustain the second P&L's current growth rate for an extended period.UBS forecasts that Walmart's total enterprise-wide earnings before interest and taxes will reach about $53.7 billion by 2030, compared with $29.5 billion in 2025. The firm expects the second P&L to contribute $30.2 billion to EBIT by 2030, versus $8.5 billion in 2025.Through 2030, the second P&L is expected to drive 75% of Walmart's EPS growth, contributing nearly $2.80 to the forecasted 2030 EPS of $5.40, according to the note.UBS has a buy rating on Walmart, with a price target of $147.Price: $130.37, Change: $-1.23, Percent Change: -0.93%

$WMT
Sectors

Sector Update: Consumer Stocks Decline Late Afternoon

Consumer stocks were lower late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.3%.In corporate news, Wingstop (WING) reduced its 2026 domestic same-store sales outlook and reported weaker-than-expected Q1 revenue. Its shares fell 3.6%.Starbucks' (SBUX) fiscal Q2 financial results exceeded Wall Street's views, while the coffee giant raised its full-year outlook on the back of momentum in its turnaround efforts. Its shares jumped past 8%.Etsy's (ETSY) Q1 revenue rose more than Wall Street's expectations, helping the online marketplace swing to earnings. Etsy shares climbed more than 9%.Walmart (WMT) has opened its third owned-and-operated milk processing facility in the US, located in Robinson, Texas, and representing an investment of more than $350 million, the company said Wednesday. Its shares were up 0.1%.

$ETSY$SBUX$WING$WMT
Sectors

Sector Update: Consumer

Consumer stocks were lower late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.3%.In corporate news, Walmart (WMT) has opened its third owned-and-operated milk processing facility in the US, located in Robinson, Texas, and representing an investment of more than $350 million, the company said Wednesday. Its shares were fractionally higher.

$WMT
Wire

Market Chatter: Walmart to Sell Investment-Grade Bonds

Walmart (WMT) is planning to sell investment-grade bonds in as many as five parts on Monday, Bloomberg reported, quoting a source with knowledge of the matter.The longest portion of the dollar-denominated offering, a 10-year bond, may yield 0.7 percentage point more than Treasuries, the report said.Proceeds from the bonds will used for general corporate purposes, which may include refinancing, Bloomberg reportedWalmart didn't immediately respond to a request for comment by.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $129.18, Change: $-0.74, Percent Change: -0.57%

$WMT
Insider Trading

Walmart Insider Sold Shares Worth $2,566,987, According to a Recent SEC Filing

C Douglas McMillon, Director, on April 23, 2026, sold 19,416 shares in Walmart (WMT) for $2,566,987. Following the Form 4 filing with the SEC, McMillon has control over a total of 5,253,701 common shares of the company, with 4,193,995 shares held directly and 1,059,706 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/104169/000133578226000014/xslF345X05/wk-form4_1777064792.xml

$WMT
Wire

Update: California AG Unseals Evidence of Amazon's Alleged Price Fixing

(Updates with Amazon's and Walmart's responses to requests for comment.)California Attorney General Rob Bonta on Monday publicly released evidence as part of an ongoing case against Amazon (AMZN) that he said shows the online retail giant, vendors and competing companies, like Target (TGT), Walmart (WMT), Chewy (CHWY), Best Buy (BBY) and Home Depot (HD), colluded to increase retail prices across their platforms."The evidence we've uncovered is clear as day: Amazon is working to make your life more unaffordable. The company is price fixing, colluding with vendors and other retailers to raise costs for Americans beyond what the market requires -- beyond what is fair," Bonta said in a statement."The Attorney General's motion is a transparent attempt to distract from the weakness of its case, coming more than three years after filing its complaint and based on supposedly 'new' evidence it has had for years," an Amazon spokesperson said in an emailed statement to. "Amazon is consistently identified as America's lowest-priced online retailer, and we're proud of the low prices customers find when shopping in our store. Amazon looks forward to responding in court at the appropriate time.""We do not comment on litigation in which we are not a party," a Walmart spokesperson said in an emailed statement to. "We will always work hard on behalf of our customers to keep our prices low."Target, Chewy, Best Buy and Home Depot didn't immediately reply to requests for comment from.Price: $247.75, Change: $-2.81, Percent Change: -1.12%

$AMZN$BBY$CHWY$HD$LEVI$WMT
Wire

California AG Unseals Evidence of Amazon's Alleged Price Fixing

California Attorney General Rob Bonta on Monday publicly released evidence he said shows Amazon (AMZN), vendors and competing companies, like Target (TGT), Walmart (WMT), Chewy (CHWY), Best Buy (BBY) and Home Depot (HD), colluded to increase retail prices across their platforms."The evidence we've uncovered is clear as day: Amazon is working to make your life more unaffordable. The company is price fixing, colluding with vendors and other retailers to raise costs for Americans beyond what the market requires -- beyond what is fair," Bonta said in a statement.None of the companies immediately replied to requests for comment from.Price: $247.68, Change: $-2.88, Percent Change: -1.15%

$AMZN$BBY$CHWY$HD$LEVI$WMT
Insider Trading

Walmart Insider Sold Shares Worth $1,638,530, According to a Recent SEC Filing

John R. Furner, Director, President & CEO, on April 16, 2026, sold 13,125 shares in Walmart (WMT) for $1,638,530. Following the Form 4 filing with the SEC, Furner has control over a total of 812,675 common shares of the company, with 674,162 shares held directly and 138,512 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/104169/000169673726000014/xslF345X05/wk-form4_1776459496.xml

$WMT
Sectors

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Thursday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) falling 0.6%.In corporate news, Ford's (F) reorganization announced late Wednesday "makes sense," though the departure of Doug Field, the EV chief, risks unsettling investors, UBS Securities said. Ford shares dropped 1.8%.PepsiCo (PEP) reported higher-than-expected fiscal Q1 results amid affordability initiatives, while the company reiterated its full-year outlook. The shares rose 1.9%.Walmart (WMT) said it is making a "significant" investment across the US this year for remodels and opening new stores. Walmart shares were little changed.Tesla's (TSLA) Cybertruck sales were boosted by purchases from Elon Musk's other companies, Bloomberg reported, citing S&P Global Mobility registration data. Tesla shares declined 0.6%.

$F$PEP$TSLA$WMT
Sectors

Sector Update: Consumer Stocks Mixed Thursday Afternoon

Consumer stocks were mixed Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) up 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.5%.In corporate news, PepsiCo (PEP) reported higher-than-expected fiscal Q1 results on Thursday amid affordability initiatives, while the company reiterated its full-year outlook. Shares rose 2.8%.Walmart (WMT) said Thursday it is making a "significant" investment across the US this year for remodels and opening new stores. Walmart shares added 0.3%.Sales of Tesla's (TSLA) Cybertruck were boosted by purchases from Elon Musk's other companies, Bloomberg reported, citing S&P Global Mobility registration data. Tesla declined 1%.General Motors (GM) and Ford (F) are among several companies that have held discussions with senior US defense officials about supporting increased weapons and military supplies production, the Wall Street Journal reported. GM shares were down 0.4%, and Ford fell 1.9%.

$F$GM$PEP$TSLA$WMT
Wire

Walmart Adds Weight Management Support Access to GLP-1 Customers

Walmart (WMT) said Thursday it has expanded its Better Care Services platform to include weight management support services for customers currently on or exploring GLP-1 therapies.The platform now offers obesity and weight management support programs from third-party providers, the company said.Price: $124.60, Change: $-0.17, Percent Change: -0.13%

$WMT
Wire

Update: Walmart Making 'Significant Investment' in US for Remodels, New Stores

(Updates with state plans starting in third paragraph.)Walmart (WMT) said Thursday it is making a "significant investment" across the US this year for remodels and opening new stores.This year's investment includes over 650 scheduled remodels to the company's Supercenters and Neighborhood Markets, as well as about 20 new store openings slated for this year and early next year, the retailer said.Walmart plans to open a new store in North Carolina this year and remodel 37 stores in the state. The opening of a new Supercenter in Celina, Texas, is planned for later this year.The company intends to remodel 12 stores in Alabama, 18 in Arizona, 56 in California, 10 in Connecticut, 58 in Florida, 13 in Georgia, 20 in Louisiana and 10 in Maryland.Remodels are also set for 13 stores in Massachusetts, 16 in Minnesota, 19 in Mississippi, nine in New Hampshire, 12 in New Jersey, 24 in New York, 25 in Oklahoma, 29 in South Carolina, 72 in Texas, seven in Utah and 19 in Virginia.The updated stores will have features including wider aisles and revamped layouts, expanded assortments, and more pickup and delivery services, the company said.Financial details were not disclosed.Price: $124.87, Change: $+0.11, Percent Change: +0.09%

$WMT
Wire

Walmart Launches New Maintenance Business, Upstream Facility Services

Walmart (WMT) on Tuesday launched Upstream Facility Services, a new business aimed at providing in-house maintenance expertise to companies across the US.Upstream primarily offers maintenance services such as HVAC, refrigeration, electrical and plumbing repairs for multi-location businesses, with a nationwide technician coverage in close proximity to customer sites.The retailer said the offering builds on the system used in its own stores for operational efficiency.Price: $124.95, Change: $+0.39, Percent Change: +0.31%

$WMT

Showing 141-160 of 161

Track with the FINWIRES app suite

FolioX
FolioX
Track Walmart in your portfolio
WheelAI
WheelAI
Analyze Walmart options with the wheel strategy
StockInsider
StockInsider
See market sentiment on Walmart