DA Davidson raises BJ’s Wholesale price target to $140

Published 24/05/2025, 12:44
DA Davidson raises BJ’s Wholesale price target to $140

On Friday, DA Davidson increased the price target for BJ’s Wholesale (NYSE: BJ) shares to $140 from the previous target of $130, while reaffirming a Buy rating for the stock. Trading near its 52-week high of $121.10 and showing a remarkable year-to-date return of 30.36%, the stock currently appears overvalued according to InvestingPro analysis. The firm’s analyst Katy Hallberg highlighted BJ’s Wholesale’s strong performance in the first quarter, which supports the positive outlook.

The analyst pointed out that BJ’s Wholesale’s first-quarter results showcased the effectiveness of its strategic initiatives, particularly noting the company’s sustained comparable store sales growth. With a market capitalization of $15.34 billion and revenue growth of 2.84%, this success was attributed to an enhanced produce selection and is expected to continue as BJ’s expands its Fresh 2.0 initiative to other grocery categories.

In addition to improvements in product offerings, BJ’s Wholesale has experienced an increase in higher-tier memberships. The company’s value proposition is proving to be appealing to customers, which aligns with the analyst’s positive stance on the stock.

Looking to the future, DA Davidson sees a significant opportunity for BJ’s Wholesale to expand beyond its current regional presence. The firm anticipates that BJ’s will benefit from membership growth, a consumer base that is focused on value, and an increase in the company’s market share within the warehouse club sector.

The price target adjustment reflects confidence in BJ’s Wholesale’s growth trajectory and its ability to capitalize on market opportunities. The company’s strategic initiatives and value-focused business model are key factors in DA Davidson’s continued endorsement of BJ’s Wholesale as a Buy.

In other recent news, BJ’s Wholesale Club Holdings Inc (NYSE:BJ) reported its first-quarter fiscal year 2025 earnings, revealing a strong performance with adjusted earnings per share (EPS) of $1.14, surpassing the forecast of $0.91. However, the company did not meet revenue expectations, reporting $5.03 billion against a forecast of $5.19 billion. Despite the earnings beat, the company saw a slight decline in its stock during pre-market trading. The company also announced the opening of five new clubs in the first quarter, continuing its expansion efforts. Membership fee income rose by 8.1% to $120.4 million, indicating robust customer loyalty and engagement. Analysts from firms such as Baird and Goldman Sachs discussed BJ’s real estate strategy and the potential for continued membership growth. BJ’s Wholesale Club maintained its full-year guidance, projecting comparable sales growth of 2% to 3.5% and adjusted EPS between $4.1 and $4.3. The company emphasized its focus on long-term growth and value delivery to its members, even amidst economic uncertainties.

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