Analysts predict upside in Q1 for Walmart, reiterating strong long-term performance potential

From Yahoo Finance: 2025-05-15 10:50:00

Walmart (WMT) is set to report its first-quarter results on May 15, with predicted earnings per share (EPS) of 57c-58c on revenue up 3%-4% and adjusted operating income up 0.5%-2%. Analysts expect EPS of 58c on revenue of $164.43B. The company reaffirmed its fiscal 2026 guidance, showing strong performance.

Analysts predict modest upside in Q1 for Walmart, with FY26 guidance reflecting a wider range of outcomes. Despite uncertainty around tariffs, Walmart’s long-term structural earnings drivers like eCommerce and automation remain intact. UBS believes Walmart will reiterate its outlook and maintain its healthy comp momentum.

Bernstein expects tariffs to impact retailers, potentially driving average prices up by a low single digit to high teens percentage. This could negatively impact volume and traffic, resulting in double-digit EPS downside. However, Walmart’s long-term structural earnings drivers are expected to remain intact, according to Morgan Stanley analysts.

Walmart is reportedly considering joining a group of investors to buy TikTok, triggered by Amazon’s interest. Walmart’s sentiment is closely monitored, and investors can check recent media buzz sentiment on TipRanks. The company’s long-term growth potential remains strong.



Read more at Yahoo Finance: Here’s what Wall Street experts are saying about Walmart ahead of earnings