TD Cowen: 'Walmart's (WMT) A.I. Operating System Could Transform Retail'

TD Cowen analyst Oliver Chen reiterated a Buy rating and $136.00 price target on Walmart (NASDAQ: WMT).

The analyst commented: "WMT's A.I. Operating System Could Transform Retail; Assortment + Price + Speed = WMT's Winning Formula. WMT sees A.I. as a power tool that will accelerate personalization and transform the customer experience and new path to purchase. We think WMT's scale will continue to be an advantage as they serve customers, even when their journeys do not begin with commercial intent.

Walmart is our Best Idea for 2026, and we continue to be encouraged by the company's A.I. leadership, supported by (1) data density, (2) physical and digital scale, and (3) value proposition coupled with customer trust."

For an analyst ratings summary and ratings history on Walmart click here. For more ratings news on Walmart click here.

Shares of Walmart closed at $120.36 yesterday.

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