UBS Sticks with Walmart After Strong Start to the Year

Walmart Inc. (NYSE:WMT) is one of the best stocks for a retirement stock portfolio.

In a note shared on June 10, analyst Michael Lasser of UBS suggested that holding shares of top-tier retailers might offer some level of safety during uncertain times.

A manager standing in a hypermarket, pointing out items available for wholesale.

He expressed a preference for Walmart Inc. (NYSE:WMT), and his firm reportedly indicated that the stock could see significant gains if the broader economic outlook improves, offering investors both downside protection and growth potential.

Lasser was said to have highlighted Walmart Inc. (NYSE:WMT) as one of the few retailers with a clear path to upward revisions in earnings estimates under current conditions. He also commended the company’s scale, operational network, and progress in e-commerce.

Walmart Inc. (NYSE:WMT) is a solid dividend payer, with 52 consecutive years of dividend growth under its belt. The stock is up by nearly 5% in 2025 so far, outperforming the broader market.

While we acknowledge the potential of WMT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure. None.