Raymond James on Walmart (WMT): 'continues to gain share (across income cohorts)'

Mizuho on Walmart (WMT): 'Tariffs Not as Toxic as the Shrimp; Buying Weakness All Day'

Mizuho analyst David Bellinger reiterated an Outperform rating and $115.00 price target on Walmart (NYSE: WMT).

The analyst comments "We just caught up with Walmart (WMT) post its Q2 earnings miss. Nothing is thesis changing here. U.S. comps are trending +MSD% despite some small... More

Morgan Stanley on Walmart (WMT): 'we do not believe anything material will change with the WMT narrative- we remain bullish'

Morgan Stanley analyst Simeon Gutman reiterated an Overweight rating and $115.00 price target on Walmart (NYSE: WMT).

The analyst comments "Our initial take on WMTs 2Q earnings is its profit/incremental margin flywheel did not live up to expectations. This is entirely due to underwhelming incremental margins/profitability, as top line... More

Goldman Sachs on Walmart (WMT): '2Q earnings miss but sales growth beats'

Goldman Sachs analyst Kate McShane reiterated a Buy rating and $101.00 price target on Walmart (NYSE: WMT).

The analyst comments "WMT reported 2Q25 adj. EPS of $0.68, below GS/consensus (Refinitiv) of $0.70/$0.74. Walmart US SSS of +4.6% tracked better than consensus at +3.8%, driven by traffic (+1.5%) and... More

Evercore ISI on Walmart (WMT): 'innovation/enhanced omnichannel prowess is central to its steady traffic and share growth'

Evercore ISI analyst Greg Melich reiterated an Outperform rating and $110.00 price target on Walmart (NYSE: WMT).

The analyst comments "2Q results inc. constant currency adj. EPS of $0.68, or $0.72-$0.73 ex. a 560bp general liability reserve charge, came in slightly below the Streets $0.73. Topline of $177.4bn exceeded the Street, but while gross profit margin was up +4bps, it was not up as much as the Street had modeled. Full year EPS was raised 2 cents to $2.52-$2.62 reflecting stronger sales and 2-3 cents less FX headwind. 3Q adj. EPS guide of 58-60 cents... More

Truist Securities on Walmart (WMT): 'we remain Buyers'

Truist Securities analyst Scot Ciccarelli reiterated a Buy rating and $111.00 price target on Walmart (NYSE: WMT).

The analyst comments "Walmart keeps grinding out strong sales gains, despite its massive size, including a 4.6% US comp ($5.5b in $s). Sams also posted a... More

DA Davidson on Walmart (WMT): 'While not perfect, we think the strong 2Q comps and 3Q guide win the day'

DA Davidson analyst Michael Baker reiterated a Buy rating and $117.00 price target on Walmart (NYSE: WMT)

The analyst comments "WMTs results were mixed, with most top line metrics strong, both for the quarter and outlook. But, EPS did miss this quarter as the... More

BMO Capital Reiterates Outperform Rating on Walmart (WMT)

BMO Capital analyst Kelly Bania reiterated an Outperform rating and $110.00 price target on Walmart (NYSE: WMT).

The analyst comments "Walmart's F2Q26 EPS was below expectations, but included higher general liability claims that were not adjusted for, which suggests underlying EPS closer to expectations.... More

Walmart (WMT) Misses Q2 EPS by 6c; raises guidance

Walmart (NYSE: WMT) reported Q2 EPS of $0.68, $0.06 worse than the analyst estimate of $0.74. Revenue for the quarter came in at $177.4 billion versus the consensus estimate of $174.4 billion.

GUIDANCE:

Walmart sees FY2026 EPS of $2.52-$2.62, versus the consensus of $2.64. Sees net sales at... More

Walmart results show consumer resilience; shares down after recent rally

By Savyata Mishra and Siddharth Cavale

(Reuters) -Walmart's results WMT.N on Thursday show U.S. consumers across the spectrum are still flocking to the retailer's stores despite economic headwinds, but shares dipped as the company's margins ebbed and inventory costs rose. 

The world's largest retailer has scooped up market share from rivals as wealthier consumers frequent the store more often, worried about the effects of tariffs on prices. That's fueled an 85% surge in the stock over the last year-and-a-half that some analysts say has made its valuation too lofty.

Shares were down 4% in midday trading, as its... More

Walmart (WMT) raises profit and revenue guidance

(Updated - August 21, 2025 7:03 AM EDT)

Walmart (NYSE: WMT):

WMT sees annual sales growing 3.75%-4.75%, compared to its prior outlook of a 3%-4% increase.

Adjusted EPS now seen in range of $2.52 to $2.62, compared to previous range of $2.50 to $2.60.

Stocks expected to have increasing option volume: WMT INTU WDAY ROST ZM NMAX SLQT CSIQ BJ COTY

Stocks expected to have increasing option volume: WMT INTU WDAY ROST ZM NMAX SLQT CSIQ BJ COTY

Walmart (WMT) call put ratio 1.1 calls to 1 put into quarter results

Walmart (NYSE: WMT) August 22 weekly 103 straddle priced for a move of 4.5%. Call put ratio 1.1 calls to 1 put into the expected release of quarter results today.

What to expect from Walmart's Q2 results as analysts project a modest beat

Retail giant Walmart is set to report its second-quarter earnings on Thursday, with investors and analysts focusing on the companys ability to navigate a challenging economic environment and the impact of tariffs, according to analysts.

According to RBC Capital Markets, transaction data and proprietary scanner data analysis suggest a... More

Walmart (WMT) call put ratio 1.3 calls to 1 put into quarter results

Walmart (NYSE: WMT) August 22 weekly call option implied volatility is at 76, September is at 29; compared to its 52-week range of 14 to 50. Call put ratio 1.3 calls to 1 put into the expected release of quarter results before the bell on August 21.

Walmart (WMT) call put ratio 1.2 calls to 1 put into quarter results

Walmart (NYSE: WMT) August 22 weekly straddle priced for a move of 4.5%. Call put ratio 1.2 calls to 1 put into the expected release of quarter results before the bell on August 21.

Walmart (WMT) call put ratio 1.9 calls to 1 put into quarter results

Walmart (NYSE: WMT) August 22 weekly call option implied volatility is at 61, September is at 27; compared to its 52-week range of 14 to 50. Call put ratio 1.9 calls to 1 put into the expected release of quarter results before the bell on August 21.

Evercore adds Affirm to its Tactical Underperform list

Investing.com -- Evercore ISI added Affirm Holdings (NASDAQ: AFRM) to its Tactical Underperform (TAP) list, citing stretched valuations and the stocks sharp rally heading into next weeks earnings.

Affirm shares have surged 115% since April and 18% since the start of August, making it the best performer year-to-date under Evercores coverage.

Analysts said the run-up... More

Walmart (WMT) call put ratio 1.3 calls to 1 put into quarter results

Walmart (NYSE: WMT) August 22 weekly straddle priced for a move of 4.5%. Call put ratio 1.3 calls to 1 put into the expected release of quarter results before the bell on August 21.