Walmart clears $1.4 billion Vibe.co deal, shares in the Nasdaq spotlight

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-25, 18:55.

Walmart Inc. (US9311421039) has agreed to acquire connected TV ad-tech company Vibe.co for about $1.4 billion in cash, a move that strengthens its high-margin advertising business alongside its core Nasdaq-listed retail operations, according to Reuters.

What Reuters reports on Vibe.co

Reuters reports that Walmart will pay roughly $1.4 billion for Paris-based Vibe.co, aiming to expand its advertising reach across streaming platforms and connected TVs as brands shift budgets away from traditional linear TV. The deal is intended to help Walmart offer advertisers more precise audience targeting, backed by its first-party shopper data from more than 10,500 stores and e-commerce channels.

Vibe.co specializes in programmatic connected TV advertising and operates primarily in Europe and North America, an area where Walmart wants to deepen its presence to compete more directly with Amazon’s rapidly growing advertising segment. Fortune notes that the planned acquisition is viewed as a direct shot at Amazon’s booming ad business, underlining Walmart’s ambition to generate more revenue from higher-margin digital services rather than relying solely on in-store sales.

Analyst consensus and price targets today

Analyst data compiled by eToro shows a Strong Buy consensus on Walmart, with an average 12?month price target of about $144.12 per share, compared with a current price around $116.71 on Nasdaq. According to TradingView, published forecasts suggest a price target range between $120 and $155, indicating that most covering analysts still see double?digit upside from current levels.

While the Vibe.co deal is still subject to customary closing conditions, analysts highlight Walmart’s growing advertising and data businesses as key drivers for its long?term margin profile. At the same time, TradingView’s technical snapshot classifies the stock’s short?term technical rating as sell, citing recent weakness that has brought the shares down by roughly 0.35 percent over the past 24 hours.

How Walmart makes its money

Walmart generates the bulk of its revenue from its brick?and?mortar Supercenters and discount stores, which sell groceries, household essentials and general merchandise to value?conscious consumers in the United States and abroad. In addition, the company operates a growing e?commerce platform and digital marketplace, monetizes its logistics infrastructure through services, and expands higher?margin revenue lines such as Walmart Connect advertising and membership fees from its Walmart+ subscription program.

Where the Walmart shares trade today

The Walmart shares (US9311421039) trade on Nasdaq under the ticker WMT and were last quoted around $116.71 on 2026-06-25, 16:30 (ET).

This article is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell securities, or any other form of financial guidance. Figures and assessments are based on sources cited in the text and may change without notice.