Walmart Shares Rise Following Major US-India Trade Agreement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy WMT?
Source: Fool
- Stock Price Surge: Walmart (WMT) shares rose over 4% on Monday, closing at $124.08, reflecting market optimism regarding the US-India trade agreement and investor confidence in the company's growth prospects.
- Trade Agreement Impact: The trade deal between the US and India will reduce tariffs on each other's exports, with Indian Prime Minister Modi pledging to purchase more American goods, creating significant business growth opportunities for retailers like Walmart with substantial exposure to the Indian market.
- Supply Chain Strategy: Walmart has shifted more of its supply chain operations to India in recent years to reduce dependence on China, aiming to source $10 billion worth of goods from India by 2027, demonstrating its adaptability and responsiveness in global supply chain management.
- E-commerce Investment Returns: Walmart holds approximately 80% equity in the Indian e-commerce platform Flipkart, having invested around $16 billion since 2018, and is expected to enhance its competitiveness and profitability in the market as India's economy expands.
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Analyst Views on WMT
Wall Street analysts forecast WMT stock price to rise
26 Analyst Rating
25 Buy
1 Hold
0 Sell
Strong Buy
Current: 124.340
Low
119.00
Averages
125.75
High
136.00
Current: 124.340
Low
119.00
Averages
125.75
High
136.00
About WMT
Walmart Inc. is a technology-powered omnichannel retailer. The Company is engaged in the operation of retail and wholesale stores and clubs, as well as eCommerce Websites and mobile applications, located throughout the United States (U.S.), Africa, Canada, Central America, Chile, China, India and Mexico. It operates in three reportable segments: Walmart U.S., Walmart International and Sam's Club U.S. The Walmart U.S. segment includes the Company's mass merchandising concept in the U.S., as well as eCommerce, which includes omni-channel initiatives and certain other business offerings such as advertising services. The Walmart International segment consists of the Company's operations outside of the U.S. through its subsidiaries, as well as eCommerce and omni-channel initiatives. The Sam's Club U.S. segment includes the warehouse membership clubs in the U.S., as well as samsclub.com and omni-channel initiatives.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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