UBS raised Walmart's price target to $147 from $135
Walmart delivered 30% return over the past year
Ecommerce growth in high-20% range drove performance
Alternative profit streams account for over one-third of EBIT
Multiple investment firms have recently raised price targets
📖 Full Retelling
UBS raised its price target on Walmart Inc. shares to $147 from $135 on Thursday, February 20, 2026, while maintaining a Buy rating on the stock, citing the retail giant's strong ecommerce growth and improved operational efficiency. The new target represents potential upside for the $995 billion retail company, which has delivered a 30% return over the past year. UBS highlighted Walmart's maintained comparable sales momentum in the U.S., driven by ecommerce growth in the high-20% range, as a key factor behind the revised target. The investment firm noted that Walmart continued to generate outsized growth in alternative profit streams, with advertising and membership combined accounting for more than one-third of its EBIT. Additionally, Walmart achieved more than 10 basis points of SG&A leverage for the first time in 11 quarters, demonstrating results from automation, digital shelf tags, and labor efficiency initiatives that helped the company exceed consensus EBIT forecasts by 2% for the quarter. These positive developments reflect Walmart's successful transformation into a technology-driven retail enterprise while maintaining its value proposition for consumers.
Process of estimating what something is worth, used in the finance industry
In finance, valuation is the process of determining the value of a (potential) investment, asset, or security.
Generally, there are three approaches taken, namely discounted cashflow valuation, relative valuation, and contingent claim valuation.
Valuations can be done for assets (for example, inves...
American multinational retail corporation operating department stores
Walmart Inc. is an American multinational retail corporation that operates a chain of hypermarkets (also called supercenters), discount department stores, and grocery stores in the United States and 19 other countries. It is headquartered in Bentonville, Arkansas.
Multinational investment bank headquartered in Switzerland
UBS Group AG (stylized simply as UBS) is a Swiss multinational investment bank and financial services firm founded and based in Switzerland, with headquarters in both Zurich and Basel. It holds a strong foothold in all major financial centres as the largest Swiss banking institution and the world's ...
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry U.S. Supreme Court strikes down Trump’s emergency tariffs Gold prices edge higher; U.S.-Iran tensions prompt weekly gains U.S. military operation in Iran "likely at this stage," Raymond James says This is the key question for the U.S. economy in 2026 (South Africa Philippines Nigeria) UBS raises Walmart stock price target on strong ecommerce growth By Investing.com Analyst Ratings Published 02/20/2026, 11:25 AM UBS raises Walmart stock price target on strong ecommerce growth 0 WMT -2.43% Investing.com - UBS raised its price target on Walmart Inc. (NYSE:WMT) shares to $147 from $135 on Thursday while maintaining a Buy rating on the stock. The new target represents potential upside for the $995 billion retail giant, which has delivered a 30% return over the past year. The firm cited positive elements in Walmart ’s fourth-quarter performance, including maintained comparable sales momentum in the U.S. driven by ecommerce growth in the high-20% range. Walmart continued to generate outsized growth in alternative profit streams, with advertising and membership combined accounting for more than one-third of its EBIT, according to UBS. The retailer generated more than 10 basis points of SG&A leverage for the first time in 11 quarters as it began seeing results from automation, digital shelf tags, and labor efficiency initiatives. Walmart’s EBIT exceeded the consensus forecast by 2% for the quarter. According to InvestingPro analysis, the stock currently appears overvalued relative to its Fair Value, though 10 analysts have recently revised earnings upwards. Investors can access detailed valuation metrics and a comprehensive Pro Research Report for deeper analysis of Walmart’s financial health. In other recent news, Walmart has garnered attention from several investment firms following its strong fourth-quarter performance and strategic advancements. Truist Securities raised its price target for Walmart to $139, citing...
