Walmart delivers 4.6% comp growth in Walmart U.S. for FY26, fueled by traffic, grocery strength and e-commerce momentum heading into FY27.
Recently, Zacks.com users have been paying close attention to Walmart (WMT). This makes it worthwhile to examine what the stock has in store.
VCR and peers offer diversified exposure as Amazon tops Walmart with $716.9B in 2025 revenues, powered by AWS and a $60B ad business.
Walmart is showing excellent revenue and earnings growth in the face of economic uncertainty. Amazon's cloud computing business is accelerating as it steps up its AI spending plans.
Walmart‘s stock has outperformed the majority of its competitors over the previous year as of 2/19/2026. The momentum follows solid Q4 FY2026 results, where the company reported roughly $190.7 billion in revenue, up about 5.6% year over year, with operating income rising at a faster pace and e commerce sales climbing more than 20%.
Shares of Walmart Inc. WMT slipped 1.4% yesterday, following the company's better-than-expected fourth-quarter fiscal 2026 results. Despite comfortably surpassing analysts' estimates for earnings and revenues, the retail giant's stock tumbled at the bourses, most likely owing to its earnings outlook for fiscal 2027, which fell short of Wall Street's expectations.
Walmart delivered strong Q4 2026 results, with operating income up 10.8% on 5.6% sales growth (reported basis), highlighting early benefits from automation. Despite operational efficiencies, WMT's FY 2027 operating income growth outlook of 7% is insufficient to justify its elevated valuation multiples. I rate WMT a Hold, citing a disconnect between profitability improvements and a rich valuation—nearly 50x forward earnings and 35x forward EBIT.
Walmart delivered decent Q4 results, with strong eCommerce growth and resilient U.S. comparable sales, but overall revenue growth is decelerating. Margin improvements and disciplined cost control drove double-digit operating income and EPS growth, outpacing top-line gains. FY2027 guidance projects 4% sales and 7% operating income growth, yet valuation remains extremely elevated versus sector and historical averages.
Walmart had held the title as the biggest company by annual revenue since 2009.
The results come amid Walmart's broader AI push, positioning the retailer more like a tech-enabled company rather than a traditional brick-and-mortar giant.
Talk about raining on the parade. New Walmart CEO John Furner's first earnings call was dampened by the news Thursday morning (Feb. 19) that it had been surpassed by Amazon in terms of total sales.
Walmart Inc. (WMT) Q4 2026 Earnings Call Transcript