"Walmart's eCommerce business anchors the bull case, with global eCommerce growing 24% in the fourth quarter, marking seven consecutive quarters of growth above 20%. eCommerce now represents 23% of Walmart U.S. net sales, a record high, and the economics are improving: Q4 incremental e-commerce margins reached 11% versus the overall enterprise margin of 7%."
"The advertising business adds another high-margin growth layer. Full-year global advertising revenue reached nearly $6.40 billion, growing 37% in Q4 including VIZIO. Membership income grew 15.1% globally."
Walmart trades at $123.50 with a 12-month price target of $130.57, indicating a 5.7% upside. Analysts are 91% bullish, with a consensus target of $136.02. The company has seen a 46.33% stock gain over the past year. Q4 FY26 results showed adjusted EPS of $0.74 and revenue of $190.66 billion, exceeding estimates. eCommerce grew 24% in Q4, now representing 23% of U.S. net sales. Global advertising revenue reached nearly $6.40 billion, growing 37% in Q4, supporting a bullish outlook.
Read at 24/7 Wall St.
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