Walmart (WMT) News Today

Walmart Inc. (NYSE:WMT) shares are down today as investors digest a mix of analyst updates, company guidance and second-quarter results that fell short of expectations amid rising tariff costs.

• Positive Sentiment: Goldman Sachs raised its price target on WMT from $101 to $114 and maintained a “buy” rating, implying roughly 18% upside. Benzinga
• Positive Sentiment: Royal Bank of Canada reaffirmed an “outperform” rating with a $106 price target. Benzinga
• Positive Sentiment: Telsey Advisory Group lifted its target to $118 and kept an “outperform” rating. Benzinga
• Positive Sentiment: Walmart issued Q3 EPS guidance of $0.580–0.600, above the $0.569 consensus. Q3 Guidance
• Positive Sentiment: FY 2026 EPS guidance was raised to $2.520–2.620, slightly above the $2.617 consensus. FY26 Guidance
• Neutral Sentiment: Walmart appeared on multiple MarketBeat screeners today—home improvement, ecommerce, grocery, video game, toy, outdoor, medical, financial and apparel—highlighting its diversified retail footprint. Home Improvement Stocks
• Neutral Sentiment: Insider activity: EVP Kathryn McLay sold 4,000 shares at an average price of $100.96 on Aug. 19. Insider Trades
• Neutral Sentiment: WMT saw a large intraday volume increase, drawing fresh buy-or-sell interest from volume-based traders. Volume Alert
• Negative Sentiment: Q2 results: EPS of $0.68 missed the $0.74 consensus and revenue of $169.34 B trailed $174.02 B estimates; shares plunged about 4.2% on the news. Earnings Miss
• Negative Sentiment: CEO Doug McMillon warned that rising tariff costs are pressuring margins, contributing to the stock’s slump. Tariff Warning
• Negative Sentiment: Mixed Q2 performance—profit pressure from $450 M in liability claims—overshadowed raised guidance, keeping investors cautious. Mixed Results