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Mizuho Raises Walmart (WMT) Price Target, Maintains Outperform Rating

Walmart Inc. (NYSE:WMT) is one of 10 consumer defensive stocks to buy now

Mizuho analysts have raised their price target on Walmart Inc. (NYSE:WMT) to $115 from $105 while reiterating an Outperform rating on the stock. The upgrade reflects Mizuho’s growing confidence in Walmart’s ongoing transformation and its ability to leverage technology to drive growth and operational efficiency.

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In a note to investors, the firm praised Walmart’s rapid evolution from traditional retail into a tech-enabled powerhouse. Central to this shift is the company’s investment in faster delivery capabilities, which includes deepening its network of micro-fulfillment centers and integrating online and in-store operations. These enhancements have paved the way for higher delivery volumes and greater customer convenience. Mizuho analysts highlighted several key factors supporting their bullish call. First, Walmart’s ability to offer same-day or next-day delivery on a wide range of products positions it ahead of many competitors in the omnichannel retail space. Second, the scalability of these delivery platforms creates meaningful margin opportunities as volume grows. Finally, Walmart’s digital infrastructure, spanning e-commerce, fulfillment, and logistics, serves as a durable competitive advantage.

Walmart has already demonstrated strong growth in its grocery and general merchandise e-commerce segments, showcasing both resilience and adaptability amid shifting consumer preferences. Mizuho believes the company is well-positioned to benefit from rising demand for online shopping and secure, fast delivery services. As a result, the firm views Walmart Inc. (NYSE:WMT) as a leading beneficiary of retail industry digitization and recommends the stock as a top pick in the consumer sector.

While we acknowledge the potential of WMT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than WMT and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 15 Best Dividend Stocks of 2025 and 10 Best Wide Moat Dividend Stocks to Invest in.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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