---
title: "Weekly Recap | Walmart +1.17%, consensus target sits above spot"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300192775.md"
description: "Walmart (WMT) gained 1.17% on the week, closing Friday at $107.98 and trailing the S&P 500 by about 0.04 percentage points. The week followed a rise-then-pull back pattern: shares opened Monday at $106.16, advanced to a weekly high of $111.23 on Wednesday, then sold off sharply on Thursday after opening at $111.17 and closing at $107.59. Friday saw a modest rebound to $107.98. Weekly amplitude was 4.85%, with average daily volume of 22.38 million shares sitting 2."
datetime: "2026-09-26T07:19:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300192775.md)
  - [en](https://longbridge.com/en/news/300192775.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300192775.md)
generator: "portal-rs"
---

# Weekly Recap | Walmart +1.17%, consensus target sits above spot

## The Week

Walmart (WMT) gained 1.17% on the week, closing Friday at $107.98 and trailing the S&P 500 by about 0.04 percentage points. The week followed a rise-then-pull back pattern: shares opened Monday at $106.16, advanced to a weekly high of $111.23 on Wednesday, then sold off sharply on Thursday after opening at $111.17 and closing at $107.59. Friday saw a modest rebound to $107.98. Weekly amplitude was 4.85%, with average daily volume of 22.38 million shares sitting 2.74% above the 60-day median.

## Key Events

Walmart’s news flow this week clustered around payments, AI partnerships and pricing controversy. On payments, commentary highlighted how Walmart’s shift on Apple Pay and Google Wallet offers lessons for banks; its investee PhonePe received preliminary UAE central bank approval for payment licences. On AI, Meta said it would expand its Muse personal AI agent with Walmart and Best Buy connectors to power shopping, and later said Muse would stay free for ‘a huge number of tokens’. On pricing, Senator Elizabeth Warren flagged a Walmart patent that could enable ‘surveillance pricing’, drawing regulatory attention; on Saturday the CEO said Walmart won’t charge a ‘personalized price’. Elsewhere, Walmart opened a new Neighborhood Market in Mesquite, Texas, pasta sold at its stores nationwide was recalled over listeria concerns, and Edible Garden won its third Walmart distribution centre award for fresh herbs.

## Analyst Ratings

Across 43 covering institutions, 27 rate WMT buy, 10 rate it over, 5 rate it hold, and 1 rates it under, with no sell ratings. The consensus recommendation is buy, and the consensus target of $127.425 sits about 18.01% above Friday’s close of $107.98. The target range is wide, from a low of $81 to a high of $155, pointing to considerable dispersion among analysts. Walmart ranks first in its industry group for ratings, with coverage above the industry median.

## The Week Ahead

Next week’s macro calendar is the main focus: Dallas Fed manufacturing activity on Monday, followed by FHFA house prices, Case-Shiller home prices, JOLTS job openings and consumer confidence on Tuesday. Walmart’s own next report, fiscal 2027 Q3, is scheduled for 19 November before market open, with consensus estimates of $0.6346 EPS and $187.2 billion in revenue. The pricing debate and AI partnership progress from this week are also worth following for further developments.

## In Short

Walmart kept a modest upward bias this week while navigating payments, AI and pricing headlines, though Thursday’s sell-off showed supply overhead. The broker consensus is buy with a target about 18% above spot, but the wide target range reflects disagreement on the growth path. The stock sits near its 20-day average of $107.11, valuation is 38.81x P/E and 8.72x P/B, and the latest session’s large-lot money was a net seller, creating tension with the broadly positive ratings. The next catalysts are AI ramp-up and regulatory follow-through on pricing.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**