Walmart Hovering Near $100: Long-Term Upside From Ads, Sparky, and Dividends
Walmart posted a solid Q2 with 5.9% revenue growth and a 23% jump in global e-commerce, and raised its full-year sales forecast, while EPS guidance is $2.80-$2.97; tariff refunds of about $2.9B will help lower prices, but shares fell over 9% on the day as US comps grew 2.6% vs 3.5% expected and net income slipped to $6.3B, with fuel costs topping $2B. The stock's weakness may be short-term noise; Walmart remains a Dividend King with 53 straight annual increases, and it is expanding growth engines like Walmart+, a 38% rise in advertising revenue, and Sparky AI shopping agent (users up 70%, spend up 40%). Over five years, Walmart stock has outpaced the S&P 500, but The Motley Fool Stock Advisor does not currently rank Walmart among its top 10 picks, advising readers to weigh long-term appeal rather than a quick buy.
