Walmart stock reports 5.9 percent quarterly revenue growth

Walmart (ISIN US9311421039) reported fiscal Q2 2027 revenue of USD 187.9 billion, up 5.9 percent year over year. Its investor-relations page identifies the period as the quarter ended July 31, 2026, while the stock closed at USD 107.98 on Nasdaq on September 25, 2026.

Quarterly sales beat estimates

According to Yahoo Finance on September 14, 2026, Walmart's fiscal Q2 revenue of USD 187.9 billion exceeded the USD 186.3 billion consensus estimate. Adjusted earnings reached USD 0.81 per share versus a USD 0.73 estimate, a USD 0.08 beat.

The same report said constant-currency revenue increased 5.1 percent and adjusted operating income rose 17.4 percent at constant currency to USD 9.25 billion. The figures show that Walmart's sales growth extended beyond its core store base, but the earnings conversion story depends on expenses and investment levels.

Digital growth meets cost pressure

Global e-commerce sales increased 23 percent in fiscal Q2 2027, while advertising revenue advanced 38 percent and membership-fee revenue climbed 17 percent, according to Yahoo Finance. First-half capital expenditures rose to USD 14.2 billion from USD 11.4 billion, while free cash flow fell to USD 5.5 billion.

Walmart raised fiscal 2027 constant-currency net sales growth guidance to 4 percent to 5 percent from 3.5 percent to 4.5 percent. For fiscal Q3, management guides to adjusted EPS of USD 0.62 to USD 0.64 and adjusted operating income growth of 2 percent to 4 percent, according to MarketBeat on September 24, 2026.

Analyst target exceeds the quote

MarketBeat reported on September 24, 2026, that Walmart carried a Moderate Buy consensus and an average price target of USD 131.88. Telsey Advisory Group lowered its target from USD 140.00 to USD 130.00 on August 21, 2026, while BNP Paribas Exane cut its target from USD 146.00 to USD 137.00, according to the same report.

The USD 131.88 consensus target stands 22.14 percent above Walmart's USD 107.98 closing price. That gap puts the market's attention on whether digital monetization and sales growth can offset higher capital spending and operating-cost pressure.

Next report date is November 19

Zacks lists November 19, 2026, as Walmart's next earnings release date and gives a fiscal Q3 consensus estimate of USD 0.63 adjusted EPS. The scheduled report will provide the next quantified test of the company's 2 percent to 4 percent adjusted operating income growth outlook.

Walmart stock stays below its target

Walmart stock closed at USD 107.98 on Nasdaq on September 25, 2026, up USD 0.39, or 0.36 percent, from the prior close. The stock's USD 98.88 to USD 135.16 52-week range and USD 859.3 billion market capitalization frame the valuation debate.

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