Walmart raises guidance while Walmart stock sits 13.62 percent below its high

Published on 10/12/2026 at 12:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Walmart raised fiscal 2027 sales guidance to 4%-5% on October 12, 2026. Walmart stock was EUR 99.91, 13.62 percent below its high.

Key points in brief

Walmart raised fiscal 2027 sales, operating income and adjusted earnings guidance after its second-quarter results.
Second-quarter revenue reached USD 187.94 billion, up 5.90 percent year over year, while adjusted earnings per share rose 19.10 percent to USD 0.81.
Walmart stock was EUR 99.91 at Lang & Schwarz on October 12, 2026, 13.62 percent below the EUR 115.66 52-week high.
MarketBeat reported a Moderate Buy consensus from 39 analysts with an average 12-month target of USD 131.74.

Schwarz-Weiß Dokumentarfotografie im Lagerhausstil mit Arbeitern die Regale mit Kartons bestücken — Walmart US9311421039 in einer Schwarz Weiß Reportage von Arbeitern beim Bestücken der Lagerregale, Illustration mit AI erstellt.

Walmart (ISIN US9311421039) raised its fiscal 2027 outlook after second-quarter revenue reached USD 187.94 billion, up 5.90 percent year over year, while Walmart stock was EUR 99.91 at Lang & Schwarz on October 12, 2026, 13.62 percent below its EUR 115.66 52-week high. The guidance increase came from the quarter ended July 31, 2026, and gives the retailer a stronger earnings framework even as costs remain a central constraint.

Guidance moves higher

According to Walmart in its investor-relations update, fiscal 2027 constant-currency sales growth is now expected at 4%-5%, compared with 3.50%-4.50% previously. Adjusted operating income growth guidance increased to 7%-8.50% from 6%-8%, while adjusted earnings per share guidance rose to USD 2.80-2.87 from USD 2.75-2.85.

The second-quarter figures were also stronger than the comparison base. Zacks reported adjusted earnings per share of USD 0.81, up 19.10 percent year over year and above the USD 0.73 consensus estimate, while revenue exceeded the USD 186.30 billion consensus.

What does guidance mean for margins?

The operating picture is broadening beyond merchandise sales. Global e-commerce increased 23.00 percent in fiscal second-quarter 2027, advertising revenue grew 38.00 percent, and membership fee revenue advanced 17.00 percent, according to Zacks. Those higher-margin businesses help explain why adjusted operating income growth guidance is above sales growth guidance.

The counterweight is investment intensity. First-half capital expenditures rose to USD 14.20 billion from USD 11.40 billion, while Walmart expects more than USD 2.00 billion of incremental fuel-related costs in fiscal 2027, Zacks reported on September 14, 2026. The result is a sharper test of cash conversion even with a higher earnings outlook.

Analysts keep a positive tilt

MarketBeat reported on October 10, 2026, that 39 analysts held a Moderate Buy consensus with an average 12-month target of USD 131.74. The same report identified warehouse automation and a valuation near 40 times earnings as execution risks, making the gap between sales growth and profit growth important for the next phase.

Next reporting date

The next earnings date is November 18, 2026, according to a dated earnings-calendar listing for Walmart. The upcoming report will test whether the higher fiscal outlook is translating into operating leverage while fuel and capital costs remain elevated.

Stock remains below its yearly high

Walmart was trading at EUR 99.91 at Lang & Schwarz on October 12, 2026 at 12:23 p.m. CEST. The 52-week range was EUR 86.65 to EUR 115.66 as of October 9, 2026, placing the current euro quote 13.62 percent below the high. The further course of trading is shown by the continuously updated real-time quote of Walmart stock.