BofA Securities raises Walmart stock price target to $125 on strong outlook

Published 17/09/2025, 15:38
BofA Securities raises Walmart stock price target to $125 on strong outlook

Investing.com - BofA Securities has raised its price target on Walmart (NYSE:WMT) stock to $125.00 from $120.00 while maintaining a Buy rating. The retail giant, currently trading at $105.14 and near its 52-week high, has seen its stock surge about 33% over the past year. According to InvestingPro data, the company commands a substantial market capitalization of $839 billion.

The price target increase follows investor meetings held at Walmart headquarters in Bentonville, Arkansas on September 15-16, 2025, which included discussions with key executives including CEO Doug McMillon and CFO John David Rainey. This positive outlook aligns with broader analyst sentiment, as InvestingPro reveals that 20 analysts have recently revised their earnings expectations upward for the upcoming period.

BofA Securities analyst Robert Ohmes cited "increased confidence on WMT’s strong top and bottom line" as the primary reason for the price target adjustment.

The new price target is based on a 42.5x multiple, up from the previous 41x multiple, reflecting the firm’s enhanced outlook for the retail giant.

The meetings also included discussions with Walmart US CEO John Furner, Sam’s Club CEO Chris Nicholas, International CEO Kath McLay, Corporate Affairs EVP Dan Bartlett, and EVP & Chief Technology Officer Suresh Kumar, along with investor relations representatives.

In other recent news, Walmart announced plans to open its first branded stores in South Africa by the end of 2025, offering a variety of products such as fresh groceries and apparel. The company aims to integrate locally sourced products while implementing its "Every Day Low Prices" strategy in the new market. Walmart’s Executive Vice President and CFO, John David Rainey, has initiated a new stock trading plan under Rule 10b5-1, allowing for the future sale of up to 40,000 shares of Walmart common stock.

Additionally, Walmart+ is enhancing its membership benefits by adding Peacock as a streaming option alongside Paramount+, available at no extra cost to subscribers. In terms of stock evaluations, Bernstein has reiterated an Outperform rating on Walmart with a $117 price target, highlighting potential growth in e-commerce and retail media. Tigress Financial Partners increased its price target for Walmart to $125, citing improvements in operating efficiency through automation and technology. These developments reflect Walmart’s ongoing efforts to expand its global presence and enhance customer value.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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