Walmart Stock Trending as Analysts Double Down Bullish

Walmart (WMT) stock has risen 25.4% over the past year, adding 5.5% in the last month but slipping 1.6% over the past week. Wall Street’s analysts are strongly bullish, with a consensus rating of Strong Buy and an average 12‑month price target of $126.30 versus a recent close of $117.73. This suggests that, despite the strong performance over the past year, analysts still see more room for upside in the year ahead.

Within this upbeat backdrop, one of the most notable voices is Ivan Feinseth of Tigress Financial Partners, who reiterated his Buy rating on Walmart on January 23, 2026 and lifted his 12‑month price target to $135.00. That target sits notably above the current consensus and implies further potential gains from recent levels. Feinseth’s stance reinforces the idea that Walmart’s transformation is far from over, and that the market may not yet fully reflect the company’s longer‑term earnings power.

Feinseth’s report highlights Walmart’s technology‑driven scale and accelerating investments in artificial intelligence as key drivers for future growth. According to his analysis, Walmart is using AI to enhance commerce experiences, retail media, data monetization, and supply chain automation, which together are expected to support faster revenue growth, rising margins, and long‑term value creation. In simple terms, he believes Walmart is using technology not just to sell more products, but to run its business more efficiently and profitably.

A central theme in the report is Walmart’s push beyond traditional recommendation engines toward an “intent‑aware, agentic AI layer” across its customer experience. The goal is to orchestrate complete shopping missions rather than just respond to single item searches, making it easier for customers to plan and complete entire purchases. Walmart is also extending this agentic AI strategy off its own platform through integrations with OpenAI’s ChatGPT and Google’s Gemini, enabling advice‑led shopping journeys that can start in third‑party assistants and seamlessly hand off to a Walmart AI agent to complete the transaction.

Feinseth further points to Walmart’s broader digital transformation, including supply chain automation, omnichannel and marketplace expansion, and high‑margin, capital‑light engines such as retail media and membership programs. These initiatives, he argues, form a powerful combination that should continue to accelerate growth and profitability over time. This N‑star analyst ranks 392 out of 11,984 on TipRanks, with a 61.52% success rate and a 13.30% average return per rating, underscoring the weight investors may want to give his bullish Walmart call. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.