Piper Sandler maintains Walmart stock Overweight rating, $111 target

Published 09/06/2025, 14:16
© Reuters.

On Monday, Piper Sandler reaffirmed its Overweight rating on Walmart Inc. (NYSE:WMT), with a stable price target of $111.00. The endorsement follows the firm’s attendance at Walmart’s shareholder meeting in Arkansas, where analysts had the opportunity to engage with executives and visit multiple stores. The meeting, which coincided with Associates Week, showcased Walmart’s robust company culture. This assessment aligns with broader analyst sentiment, as InvestingPro data shows 19 analysts have recently revised their earnings expectations upward for the retail giant, which currently commands a market capitalization of $778 billion.

Analysts were particularly struck by Walmart’s intensified advertising efforts aimed at promoting its e-commerce strengths. Despite being a household name for low prices, Walmart seems to be underrecognized for its expansive product range, which includes over 500 million items, and its rapid delivery service, capable of reaching 93% of U.S. households within three hours or less. The company’s strategic focus on e-commerce comes as it maintains strong financial performance, with annual revenue reaching $685 billion and a healthy gross profit margin of 24.9%.

In a strategic move to boost its e-commerce visibility, Walmart has collaborated with 75,000 influencers to draw attention to its offerings. The launch of a new television advertising campaign titled "Who Knew?" on Friday is part of this initiative to enhance consumer awareness of Walmart’s delivery capabilities.

Piper Sandler’s analysis suggests that as Walmart continues to promote its e-commerce services, the company may experience an uptick in online sales, potentially contributing to an acceleration in overall comparable sales growth. The firm’s maintained rating and price target reflect confidence in Walmart’s strategic direction and its potential to capitalize on e-commerce trends.

In other recent news, Walmart Inc. has seen a series of significant developments. Mizuho (NYSE:MFG) analysts have increased their price target for Walmart to $115, citing the company’s transformation into a technology-driven entity and its promising e-commerce growth. This aligns with Walmart’s first-quarter results, which showed rising profitability in its online operations. Similarly, Guggenheim Securities raised Walmart’s price target to $112, maintaining a Buy rating due to the company’s strategic focus on technological advancements and customer loyalty. KeyBanc Capital Markets also adjusted its outlook, increasing Walmart’s price target to $110, while highlighting the potential for market share expansion and profitability growth.

Additionally, Walmart has regained a partnership with Synchrony Financial (NYSE:SYF) to issue its credit cards, marking a strategic move in enhancing financial services for its customers. This partnership involves a dual set of credit cards, including a co-branded card and a private-label card exclusive to Walmart purchases. In corporate governance news, Walmart’s shareholders approved several key proposals during the Annual Shareholders’ Meeting, including the election of director nominees and the ratification of Ernst & Young LLP as independent accountants. However, seven other shareholder proposals did not pass, receiving minimal support. These developments reflect Walmart’s ongoing efforts to innovate and adapt within a dynamic retail landscape.

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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