Walmart Q4 Tops Forecasts; Price Targets Lifted to $150 as Shares Climb
Walmart's fiscal Q4 revenue reached $190.66 billion with EPS of $0.74, surpassing forecasts, and full-year sales hit $713 billion versus Amazon’s $716 billion. Telsey and Rothschild Redburn raised price targets to $140 and $150 respectively, while shares rose 1.15% on bullish options flows as Jim Cramer dubbed Walmart America’s top inflation fighter.
1. Fiscal Q4 Earnings Beat
Walmart delivered fiscal fourth-quarter revenue of $190.66 billion and earnings per share of $0.74, beating consensus estimates of $190.43 billion and $0.73 respectively.
2. Annual Sales and Industry Ranking
The retailer posted full-year sales of $713 billion, narrowly trailing Amazon’s $716 billion, marking one of Walmart’s strongest annual performances to date.
3. Analyst Price Target Upgrades
On February 20, Telsey increased its price target to $140 and maintained an Outperform rating, while Rothschild Redburn raised its target from $110 to $150 with a Buy rating, citing digital expansion and market-share momentum.
4. Cramer’s Inflation Fighter Narrative and Stock Response
Jim Cramer praised Walmart as America’s leading inflation fighter under CEO McMillon, highlighting conservative guidance and price controls; shares climbed 1.15% amid moderately bullish options activity following his remarks.