Bernstein Raises Walmart (WMT) Price Target on 2026 Consumer Spending Expectations

Walmart Inc. (NASDAQ:WMT) is included among the 13 Best Consumer Staples Dividend Stocks to Invest successful Now.

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On January 5, Bernstein raised its terms people connected Walmart Inc. (NASDAQ:WMT) to $129 from $122 and kept an Outperform rating. From a broader macro view, the steadfast expects middle- to high-income consumers to beryllium successful a stronger presumption successful 2026. Inflation remains elevated, and the labour marketplace is starting to soften, which has continued to unit the existent spending powerfulness of lower-income shoppers. Bernstein besides said incremental taxation refunds tied to the OBBBA are apt to skew toward middle- and high-income groups.

Walmart Inc. (NASDAQ:WMT) shares are up much than 23% implicit the past year. In 2025, the institution had to sorb tariffs and higher costs, galore of which were passed on to consumers. Even so, Walmart handled that agelong amended than most. Its third-quarter results came successful solid, fixed the backdrop it was dealing with astatine the time.

The concern itself remains hard to shake. Roughly 90% of the US colonisation lives wrong 10 miles of a Walmart store. That footprint matters, particularly erstwhile prices are nether pressure. The institution has besides stayed disciplined connected pricing, keeping its low-price committedness comparative to competitors adjacent erstwhile costs rise. That operation showed its worth again successful 2025.

The institution besides made a notable determination connected the exertion front, striking a woody with OpenAI that volition let consumers to browse and acquisition Walmart items done a buying and checkout diagnostic integrated into ChatGPT. Adapting to alteration is thing caller for the company. While galore retailers struggled oregon disappeared arsenic e-commerce gained ground, Walmart kept investing and adjusting. It present ranks among the largest online retailers successful the US, alongside its monolithic carnal presence.

Walmart Inc. (NASDAQ:WMT) operates arsenic a technology-powered omnichannel retailer, moving retail and wholesale stores and clubs, on with e-commerce websites and mobile apps.

While we admit the imaginable of WMT arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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