Walmart Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Walmart de 7.8% y 4.4% por año respectivamente. Se prevé que el BPA crezca en un 8.6% al año. Se espera que la rentabilidad financiera sea de 22.5% en 3 años.
Información clave
7.8%
Tasa de crecimiento de los beneficios
8.64%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Consumer Retailing | 8.8% |
| Tasa de crecimiento de los ingresos | 4.4% |
| Rentabilidad financiera futura | 22.54% |
| Cobertura de analistas | Good |
| Última actualización | 06 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Walmart: Tough To Justify This Valuation
May 06
WMT: AI Omnichannel And Advertising Will Counter Guidance And Competitive Pressures
Walmart's analyst price target edges higher, reflecting modestly adjusted fair value assumptions and continued focus from analysts on the company's tech-enabled omnichannel model and AI-driven initiatives highlighted in recent research. Analyst Commentary Recent research on Walmart centers on how the company is executing its tech enabled omnichannel strategy, the role of AI in driving efficiency, and how those factors line up against current valuation.WMT: AI Omnichannel And Advertising Profits Will Balance Rising Competitive Risks
The analyst price target for Walmart has been lifted by $17, with analysts pointing to the company's progress in tech enabled omnichannel retail, AI driven commerce initiatives, and broader digital opportunities as key supports for the higher fair value assumptions, despite only modest tweaks to revenue growth, profit margin, discount rate, and future P/E inputs. Analyst Commentary Recent research on Walmart points to an active debate around how much value to place on its tech enabled retail model, AI and automation investments, and newer profit pools such as advertising and connected TV.WMT: AI Commerce And Drone Expansion Will Support Margins Versus Intensifying Rivals
Analysts have nudged their average Walmart price target higher by roughly $10 to $20 into a $138 to $150 range, citing the retailer's push into AI enabled commerce, expanding digital and advertising platforms, and continued share gains that are pressuring peers. Analyst Commentary Recent research on Walmart highlights a wide range of views, but most commentary clusters around its push into AI powered commerce, growing digital and advertising businesses, and the valuation reset following its latest earnings and guidance.WMT: AI Commerce And Automation Will Support Margins Amid Competitive Shifts
Analysts have made a small upward adjustment to Walmart's fair value estimate to about $136 per share, reflecting higher Street price targets tied to views that its tech enabled, AI driven omnichannel model can support modestly stronger margins and a slightly richer future P/E multiple, even as revenue growth assumptions are fine tuned lower. Analyst Commentary Recent research on Walmart points to a split view, with many on the Street more constructive on the company’s tech enabled model and earnings power, while a smaller group is turning cautious on near term momentum and valuation.WMT: AI And Automation Shift Will Shape Retail Resilience And Risks
Our Walmart fair value estimate has edged up from $129.03 to $135.90 as analysts lift price targets into a $138 to $150 range, citing the retailer's shift toward a tech-enabled omnichannel model, its growing use of AI and automation, and the contribution from higher margin alternative businesses. Analyst Commentary Recent Street research around Walmart clusters into two clear camps, with most price targets now sitting in a $134 to $150 range and one group remaining more cautious in the low $120s to low $130s.WMT: AI Partnerships And New CEO Will Shape Retail And Consumer Resilience
Narrative Update The analyst price target for Walmart in our framework has shifted from $124.28 to $129.03 as analysts factor in a higher assumed future P/E multiple. This adjustment reflects research that cites resilient Q3 execution, a growing higher income customer mix, and ongoing benefits from e-commerce, advertising, and new partnerships such as AI and search integrations with large technology platforms.
The Omnichannel Hegemon: AI, Advertising, and the Nasdaq Era
The February 19th Reckoning Walmart reports its fourth-quarter and full-year results on Thursday, February 19, 2026 , before the opening bell. The stock is currently trading at $133.94 , pushing into "overbought" territory with a trailing P/E of ~46.WMT: AI Partnerships And New CEO Will Balance Retail And Consumer Headwinds
Analysts have inched their Walmart fair value estimate higher to $124.28 from $123.20, citing a series of recent price target raises and continued confidence in the company’s long term earnings profile, even as some firms turn more cautious on near term retail trends. Analyst Commentary Recent research paints a mixed but generally constructive picture for Walmart, with several firms lifting price targets while a smaller group has turned more cautious on valuation and near term retail trends.WMT: AI Partnerships And New CEO Are Set To Balance Opportunities
Analysts have nudged our Walmart fair value estimate up to US$123.20 from about US$121.38, reflecting modestly higher assumptions for revenue growth, profit margins, and future P/E, following a series of upward price target revisions and constructive commentary on partnerships like Gemini and other alternative revenue streams. Analyst Commentary Recent research on Walmart has been active, with several firms updating price targets and framing the stock around its execution in core retail, newer revenue streams, and the upcoming CEO transition.WMT: AI Commerce Shift And New CEO Will Shape Steady Forward Path
Analysts have nudged their Walmart fair value estimate to $121.38 from $119.45, reflecting higher Street price targets clustered around $120 to $130 and commentary that highlights consistent Q3 results, broad-based share gains, expanding eCommerce and advertising contributions, and confidence in the upcoming CEO transition. Analyst Commentary Street research around Walmart has turned more constructive following Q3 results, with several bullish analysts lifting price targets into a tight band around $120 to $130 and reaffirming positive views on execution, mix shift, and the CEO transition.WMT: AI Commerce And New Leadership Will Support Balanced, Steady Performance Ahead
Analysts have nudged our Walmart fair value estimate modestly higher to about $119 from $118. This reflects slightly faster expected revenue growth, improving profit margins, and confidence in the company’s strengthened earnings trajectory and raised price targets following consistently strong Q3 results and momentum across income cohorts.WMT: AI Shopping Agent And CEO Transition Will Drive Stable Performance Ahead
Walmart's analyst price target was raised significantly, from $117 to $130. Analysts pointed to robust quarterly results, continued share gains across product categories, and overall business momentum as the primary drivers behind the upward revision.Walmart (NYSE:WMT) Is Due To Pay A Dividend Of $0.235
Nov 22
WMT: Margin Expansion and AI Integration Will Shape Continued Market Leadership
Walmart’s analyst price target has seen a slight increase of $0.18 per share, reflecting analysts’ positive outlook on continued margin improvement and sustained revenue growth. Analyst Commentary Recent Street commentary on Walmart underscores a generally optimistic view on the company's strategic position, operational improvements, and growth outlook, though some caution remains around execution and near-term challenges.Walmart's (NYSE:WMT) Dividend Will Be $0.235
Oct 31Omni-Channel Expansion and AI Advances Will Drive Continued Market Leadership
Walmart's analyst price target has been raised slightly, increasing from $113.13 to $113.60. Analysts point to the company's continued market share gains and execution strength as primary factors behind the upward revision.Omni-Channel Retail And AI Will Revolutionize Global Markets
Walmart’s fair value estimate has been modestly increased from $112 to $113.13. This change reflects analyst expectations for stronger revenue growth and continued leadership in emerging retail technologies.Omni-Channel Retail And AI Will Revolutionize Global Markets
Analysts maintain a positive long-term outlook on Walmart, citing robust sales growth, accelerating digital initiatives, and efficiency improvements as key drivers, while the consensus analyst price target remains unchanged at $112.00. Analyst Commentary Bullish analysts highlight robust sales growth, significant advances in digital and omnichannel capabilities, and improved operating efficiency as key drivers of higher price targets.Walmart (NYSE:WMT) Is Due To Pay A Dividend Of $0.235
Aug 13
Walmart Inc. (NYSE:WMT) Investors Are Less Pessimistic Than Expected
Jul 29Walmart (NYSE:WMT) Is Due To Pay A Dividend Of $0.235
Jul 01Shareholders Will Probably Hold Off On Increasing Walmart Inc.'s (NYSE:WMT) CEO Compensation For The Time Being
May 29Walmart: Are Shares A Buy Before Q1 Results?
Apr 24Walmart: Reality Check After The Disappointing Guidance (Rating Downgrade)
Mar 23Walmart Earnings Preview: 'Alternative Revenue Streams' And E-Commerce Will Eventually Boost Margins
Feb 17Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 1/31/2029 | 820,782 | 28,214 | 21,009 | 45,355 | 13 |
| 1/31/2028 | 783,670 | 25,643 | 19,249 | 44,586 | 33 |
| 1/31/2027 | 748,316 | 23,067 | 14,440 | 40,383 | 37 |
| 1/31/2026 | 713,163 | 21,893 | 14,923 | 41,565 | N/A |
| 10/31/2025 | 703,061 | 22,910 | 15,263 | 40,977 | N/A |
| 7/31/2025 | 693,153 | 21,344 | 13,753 | 38,438 | N/A |
| 4/30/2025 | 685,086 | 18,819 | 13,512 | 37,605 | N/A |
| 1/31/2025 | 680,985 | 19,436 | 12,660 | 36,443 | N/A |
| 10/31/2024 | 673,819 | 19,676 | 17,002 | 39,630 | N/A |
| 7/31/2024 | 665,035 | 15,552 | 11,985 | 33,882 | N/A |
| 4/30/2024 | 657,332 | 18,942 | 14,489 | 35,342 | N/A |
| 1/31/2024 | 648,125 | 15,511 | 15,120 | 35,726 | N/A |
| 10/31/2023 | 638,785 | 16,292 | 12,687 | 32,157 | N/A |
| 7/31/2023 | 630,794 | 14,041 | 19,221 | 37,802 | N/A |
| 4/30/2023 | 622,021 | 11,299 | 19,485 | 37,232 | N/A |
| 1/31/2023 | 611,289 | 11,680 | 11,984 | 28,841 | N/A |
| 10/31/2022 | 600,112 | 8,967 | 7,009 | 23,588 | N/A |
| 7/31/2022 | 587,824 | 13,870 | 5,419 | 20,998 | N/A |
| 4/30/2022 | 576,013 | 12,997 | 3,134 | 17,565 | N/A |
| 1/31/2022 | 572,754 | 13,673 | 11,075 | 24,181 | N/A |
| 10/31/2021 | 571,962 | 8,020 | 17,071 | 29,485 | N/A |
| 7/31/2021 | 566,145 | 10,050 | 17,827 | 29,541 | N/A |
| 4/30/2021 | 562,839 | 12,250 | 21,189 | 31,915 | N/A |
| 1/31/2021 | 559,151 | 13,510 | 25,810 | 36,074 | N/A |
| 10/31/2020 | 548,743 | 19,742 | 24,218 | 33,596 | N/A |
| 7/31/2020 | 542,026 | 17,895 | 23,623 | 33,026 | N/A |
| 4/30/2020 | 534,661 | 15,029 | 18,457 | 28,709 | N/A |
| 1/31/2020 | 523,964 | 14,881 | 14,550 | 25,255 | N/A |
| 10/31/2019 | 521,086 | 14,427 | N/A | 24,984 | N/A |
| 7/31/2019 | 517,989 | 12,849 | N/A | 27,843 | N/A |
| 4/30/2019 | 515,640 | 8,378 | N/A | 26,155 | N/A |
| 1/31/2019 | 514,405 | 6,670 | N/A | 27,753 | N/A |
| 10/31/2018 | 511,879 | 5,158 | N/A | 28,585 | N/A |
| 7/31/2018 | 510,164 | 5,197 | N/A | 28,072 | N/A |
| 4/30/2018 | 505,491 | 8,957 | N/A | 28,113 | N/A |
| 1/31/2018 | 500,343 | 9,862 | N/A | 28,337 | N/A |
| 10/31/2017 | 495,012 | 11,444 | N/A | 28,952 | N/A |
| 7/31/2017 | 490,012 | 12,729 | N/A | 28,102 | N/A |
| 4/30/2017 | 487,511 | 13,603 | N/A | 30,865 | N/A |
| 1/31/2017 | 485,873 | 13,643 | N/A | 31,673 | N/A |
| 10/31/2016 | 484,604 | 14,460 | N/A | 32,165 | N/A |
| 7/31/2016 | 483,833 | 14,730 | N/A | 32,218 | N/A |
| 4/30/2016 | 483,208 | 14,432 | N/A | 29,136 | N/A |
| 1/31/2016 | 482,130 | 14,694 | N/A | 27,552 | N/A |
| 10/31/2015 | 484,028 | 15,086 | N/A | 28,099 | N/A |
| 7/31/2015 | 485,621 | 15,493 | N/A | 26,766 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (7.8% al año) de WMT es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (7.8% al año) de WMT crezcan menos que el mercado US (16.1% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de WMT crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (4.4% al año) de WMT crezcan más despacio que el mercado de US (11.3% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 4.4% al año) de WMT crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de WMT sea alta dentro de 3 años (22.5%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/06 21:54 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Walmart Inc. está cubierta por 68 analistas. 37 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Will Chien | Accountability Research Corporation |
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |