Walmart stock showed minimal movement after reporting fiscal Q4 2026 adjusted earnings of $0.74 per share, narrowly exceeding the $0.73 estimate. For the full fiscal year 2026, revenue was $715.9 billion with adjusted EPS of $2.64, slightly above forecasts. The company issued a cautious outlook for Q1 and fiscal 2027, projecting lower growth and earnings than Wall Street anticipated, leading to a divided analyst response with price targets ranging from $108 to $130.
Walmart shares were little changed following a narrow earnings beat for its fourth quarter and full fiscal year 2026. The retailer reported adjusted earnings per share of $0.74 for the quarter, just above the Street forecast of $0.73.
Full-year revenue reached $715.9 billion, with adjusted earnings per share of $2.64, one cent higher than expected. The company’s performance slightly surpassed analyst estimates for the period.
However, the retail giant offered a conservative outlook for the coming quarters. For the first quarter, it expects revenue growth of 3.5%-4.5% and adjusted earnings per share between $0.63 and $0.65.
This guidance undershoots Wall Street’s expectation for 5% growth and $0.69 in adjusted earnings. For the full fiscal year 2027, Walmart anticipates similar revenue growth of 3.5%-4.5% alongside adjusted earnings of $2.75-$2.85 per share.
Analyst forecasts had predicted nearly 5% growth and adjusted earnings of $2.97 per share for fiscal 2027. Walmart CFO John David Rainey told investors, “Our goal is to outperform this guidance, but we believe it’s prudent to start the year with a level of conservatism given the backdrop is still somewhat unstable.”
Analysts remain divided on the stock’s future price, with targets ranging from $108 to $130. Firms like Telsey Advisory Group and Tigress Financial anticipate a high target of $130, while most analysts maintain a positive stance.
