Overview

• Walmart reports before the opening bell Thursday, with consensus at $0.74 EPS on about $176.16 billion in revenue versus $0.67 and $167.77 billion a year earlier.
• Shares rose 1.3% to $102.57 on Wednesday ahead of the release.
• Evercore ISI, Oppenheimer, JPMorgan, UBS and Tigress recently reiterated bullish views and lifted or maintained price targets, with JPMorgan as high as $130.
• Trefis data show the stock has risen after earnings about 53% of the time over the past five years, with a 3.6% median one-day gain.
• Tariffs remain a notable margin risk as roughly one-third of U.S. merchandise is imported, with Chinese goods in categories like toys and electronics particularly exposed.