Walmart (WMT) PT Lowered to $107 at Bernstein Amid Macro UncertaintiesThe analyst commented: "Showcasing omni-channel capabilities and e-commerce profitability amid macro uncertainties; Walmart hosted its investor meeting on April 8-9 in Dallas, Texas, to showcase its omnichannel capabilities, discuss near-term trends, and share long-term goals. What changed? We are encouraged that WMT maintained its FY26 guide, which was initially viewed as conservative. However, the company now expects a wide range of outcomes for Q1 EBIT, likely below its previous guidance of 0.5-2.0% cc growth, given headwinds from unfavorable category mix, price investments, and casualty claims (~$200M). Noting that WMT is experienced in dealing with tariffs, management refused to