Walmart Partners with Google for AI Shopping, Stock Up Nearly 20% in Three Months
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: stocktwits
- AI Shopping Partnership: Walmart's collaboration with OpenAI's ChatGPT introduces an Instant Checkout feature, allowing customers to browse and purchase products directly within ChatGPT, marking a significant advancement for the largest retailer in AI-assisted shopping.
- Stock Price Surge: Walmart's stock has gained nearly 20% over the past three months, with sharp increases in the last four trading sessions pushing the stock to a new record high, reflecting strong investor confidence in its AI strategy.
- Market Sentiment Shift: According to Stocktwits, Walmart's market sentiment has shifted from 'bullish' to 'extremely bullish', indicating optimistic expectations from investors regarding the company's future growth potential.
- Future Plans: Walmart is set to report its fiscal 2026 fourth-quarter results, with revenue expected to increase by 5.3% to $188.4 billion and adjusted earnings projected to rise by 10% to $0.72 per share, demonstrating that ongoing investments in AI will drive sales acceleration.
Analyst Views on WMT
Wall Street analysts forecast WMT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WMT is 121.92 USD with a low forecast of 108.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
26 Analyst Rating
26 Buy
0 Hold
0 Sell
Strong Buy
Current: 117.970
Low
108.00
Averages
121.92
High
130.00
Current: 117.970
Low
108.00
Averages
121.92
High
130.00
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.
