Walmart stock maintains Buy rating at UBS following NYC apparel pop-up visit

Published 22/09/2025, 15:18
Walmart stock maintains Buy rating at UBS following NYC apparel pop-up visit

Investing.com - UBS maintained its Buy rating and $110.00 price target on Walmart (NYSE:WMT) stock after visiting the retailer’s apparel pop-up shop in New York City. The retail giant, with a substantial market capitalization of $820 billion, currently enjoys a strong Buy consensus from analysts, with an average price target suggesting 12% upside potential. According to InvestingPro, 21 analysts have recently revised their earnings estimates upward for the upcoming period.

The visit reinforced UBS’s view that Walmart has significant runway to grow its apparel business, which has been one of the better performing departments in its general merchandise segment recently.

UBS noted that over the past few years, Walmart has diligently identified areas where it could better serve customers and has been deploying a deliberate strategy while moving with speed.

The firm highlighted Walmart’s greater emphasis on value and quality rather than just price, resulting in products that look "much sharper and fashion-forward" - elements UBS believes could be replicated in other general merchandise categories.

UBS expects these improvements to materialize over time and potentially support both Walmart’s profit and loss statement and market sentiment toward the stock.

In other recent news, Walmart has been the focus of several analyst updates and strategic announcements. BofA Securities and Tigress Financial Partners both raised their price targets for Walmart to $125, maintaining a Buy rating. These updates follow investor meetings where discussions centered around Walmart’s strategic outlook and operational efficiencies. Bernstein SocGen Group reiterated its Outperform rating with a $117 price target, highlighting potential earnings growth from e-commerce and retail media expansion.

Additionally, Walmart announced plans to open its first branded stores in South Africa by the end of 2025, incorporating local products into its offerings. In corporate developments, Walmart’s CFO, John David Rainey, adopted a new stock trading plan under Rule 10b5-1, allowing for the sale of up to 40,000 shares in early 2026. These developments reflect Walmart’s ongoing efforts to expand its global footprint and enhance its operational capabilities.

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