← Back to Ultra Stock Analysis Pro

Walmart Inc. (WMT) - Comprehensive Stock Analysis Report

Generated: March 29, 2026 at 12:11 PM ET
Strategy: Conservative Stop Loss (Fixed ATR-based)
Latest Data: 2026-03-27

📌 Is WMT a Buy right now?

According to Ultra Stock Analysis Pro, Walmart Inc. (WMT) is currently rated WAIT (Signal Strength: 0/7). The long-term fundamentals are stable (P/E: 45.0, Revenue Growth: +5.6%), while short-term technicals show a bullish trend (RSI: 49). Consider waiting for support confirmation near $128.46 before adding exposure.

For the latest stock analysis and interactive charts:
📊 Open WMT Analysis ↗

⚡ QUICK DECISION

Action: HOLD | Confidence: LOW | Signal Strength: 0/7

🤖 ALGORITHMIC CONVICTION & METHODOLOGY

Why this rating?

The Ultra Stock Analysis algorithm has assigned a WAIT rating to WMT based on a confluence of 3 distinct factors:

  1. Technical Momentum: The RSI (49) is currently in neutral range in 36% of backtested scenarios.
  2. Trend Strength: ADX at 16 indicates weak/consolidating conditions (<20). News sentiment is neutral (Slightly Bullish).
  3. Volatility Profile: The ATR ($2.81) indicates moderate volatility (2.3% of price), suggesting potential moves of 4.6%+ on breakouts.

📊 Confidence Interval:

Based on 7+ years of historical data, signals with this specific technical fingerprint have resulted in a positive return 36% of the time over a medium-term (months) hold period, with an average return of +4.6% per trade.

🔮 FUTURE PRICE SCENARIOS (AI Forecast)

To assist with risk management, here are the three most probable paths for WMT over the next trading week:

🟢 The Bull Case (Probability: 20%)

If WMT reclaims the $128.46 resistance level (Bollinger Upper), algorithmic targets shift to $136.02. This move would likely be driven by continued sector rotation into Consumer Defensive.

🔴 The Bear Case (Probability: 50%)

Failure to hold the $119.06 support zone (Bollinger Lower) triggers a defensive stop-loss signal. In this scenario, the algorithm projects a slide toward the $116.25 liquidity zone (-5.4% from current price).

🟡 The Base Case (Sideways)

Given the current ADX of 16 (weak trend - consolidation likely), the most likely immediate outcome is consolidation between $119.06 and $128.46 until a volume catalyst occurs.

⚠️ These scenarios are algorithm-generated projections based on technical analysis, not financial advice. Past performance does not guarantee future results.

EXECUTIVE SUMMARY - Essential Metrics

TECHNICAL METRICS VALUE FUNDAMENTAL METRICS VALUE
Current Price $122.89 Market Cap $979.7B
Past Win Rate (Backtest) 36.4% Forward P/E 37.4x
Past Total Return +27.3% Analyst Target $136.02
RSI / Trend Strength 49 / 16 Upside to Target +10.7%
MACD Signal Bearish Revenue Growth +5.6%
Profit Factor 3.66 Institutional Own. 38.8%
Position Entry2025-09-17 @ $103.84Analyst Ratings40 Buy / 1 Hold / 1 Sell
Open Position Past P&L+18.3%

🎯 CONSENSUS

Overall: HOLD

Supporting Factors

  • Technical confluence: 0/7 bullish signals
  • Backtest win rate: 36.4%
  • Analyst consensus: 40 buy ratings
  • Upside potential: +10.7%

Risk Considerations

  • Market volatility: Beta 0.66
  • Valuation: 37.4x forward P/E
  • Position already open
  • News sentiment: Slightly Bullish
Action Plan:

MAINTAIN POSITION - Current position showing 18.3% unrealized gain. Use intelligent stop loss strategy below.

📊 Strategy Comparison: Conservative vs Hybrid

Both strategies analyzed independently. Conservative uses fixed 2.0x ATR stops. Hybrid adapts stops based on position profit (tighter as profit grows).

Conservative Strategy

OPEN POSITION

Fixed 2.0x ATR Stop Loss

+18.3%

Entry: $103.84 on 2025-09-17

Confluence: 5.0

Stop Loss: $117.27

Backtest Results (Since 2018):

Past Win Rate

36%

Past Total Return

+27.3%

Max Drawdown

-23.2%

Avg Trade

+4.6%

Trades

11

Hybrid Strategy

NO POSITION

Adaptive ATR Stop Loss (1.0-2.75x)

No Position

Waiting for entry signal...

Entry Stop: $118.68 ({atr_multiplier}x ATR)

Backtest Results (Since 2018):

Past Win Rate

45%

Past Total Return

+26.5%

Max Drawdown

-15.3%

Avg Trade

+2.6%

Trades

20

🎯 Intelligent Stop Loss Strategy

Current Price

$122.89

Buy Stop Loss

$117.27

Distance: 5%

Conservative 2.0x

Position Stop Loss

$118.68

Distance: 3%

Hybrid 1.50x

ATR 14 Day

$2.81

Volatility

ADX Strength

15.7

Weak/No Trend

Position up +18% - Adaptive strategy adjusts for momentum

ADX: 20-25 = Emerging trend | 25-50 = Strong trend | 50+ = Very strong

Technical Analysis

Indicator Value Signal
EMA 20 $123.28 Bearish
EMA 50 $122.21 Bullish
RSI (14) 48.6 Neutral range
Trend Strength (ADX) 15.7 Weak/No trend (<20)

🔔 ANALYST RATING CHANGES

Recent upgrades, downgrades, and price target changes (last 90 days)

Firm Action From → To Date
HSBCDOWNGRADEBuy → HoldFeb 20, 2026
BTIGREITERATEDBuy → BuyFeb 20, 2026
BTIGREITERATEDBuy → BuyJan 14, 2026
OppenheimerREITERATEDOutperform → OutperformJan 08, 2026

🎯 ANALYST PRICE TARGETS

Average Target: $136.02 High Target: $150.00
Current Price: $122.89 Low Target: $62.00
Upside to Average: +10.7% Number of Analysts: 41

📊 BUY-SIDE PERSPECTIVE

Portfolio Management Analysis

Expected Returns & Position Sizing

Based on backtest performance (Win Rate: 36.4%, Avg Return: +4.6%) and analyst consensus (Target: $136.02, +10.7% upside), a MARKET WEIGHT exposure may be considered. Risk/Reward ratio of 0.71:1 suggests unfavorable risk-adjusted returns. Current open position shows +18.3% unrealized gain.

Technical Position Assessment

  • Confluence Score: 0/7 - Weak or no signal
  • RSI Level: 49 - Neutral range
  • Trend Strength (ADX): 15.7 - Weak/No trend (<20)
  • Backtested Win Rate: 36.4% with 3.66x profit factor

Liquidity Profile

  • Average Volume: 31.0M shares/day - Moderately liquid
  • Market Cap: $979.7B - Large cap
  • Beta: 0.66 - Lower than market volatility
  • Execution Risk: Low for institutional-sized positions

Risk/Reward Analysis

  • Upside to Analyst Target: +10.7%
  • Historical Average Return: +4.60% per trade
  • Maximum Drawdown Risk: Stop loss typically set at 2-3x ATR ($5.62 to $8.43)
  • Position already open with 18.3% unrealized gain

Institutional Activity

  • Institutional Ownership: 38.8%
  • Largest Holder: Vanguard Group Inc
  • Recent Rating Changes: 4 in last 90 days

📈 SELL-SIDE PERSPECTIVE

Investment Research Analysis

Investment Thesis

Walmart Inc. operates in the Consumer Defensive sector (Discount Stores). Current valuation of 37.4x forward P/E reflects premium multiples relative to growth prospects. Operating margin of 4.6% shows compressed profitability.

Fundamental Outlook: Moderate Growth - Monitoring profitability amid revenue expansion

Valuation Metrics

  • Forward P/E: 37.4x (Premium valuation)
  • Trailing P/E: 45.0x
  • Price-to-Sales: 1.37x - Market multiple
  • Price-to-Book: 9.83x
  • PEG Ratio: 4.68 (Overvalued)
  • Enterprise Value: $1044.0B

Performance Metrics

  • Revenue: $713.2B
  • Revenue Growth: +5.6%
  • Earnings Growth: -19.0%
  • EPS Growth (Next Yr): +20.3%
  • Operating Margin: 4.6%
  • Free Cash Flow: $10.6B

Analyst Consensus

  • Ratings: 40 Buy, 1 Hold, 1 Sell
  • Consensus: Strong Buy
  • Average Target: $136.02 (+10.7% upside)
  • Target Range: $62.00 - $150.00

News Sentiment (14-Day)

Overall Score: 3.2/10 - Slightly Bullish

Bullish Articles (Top 5 of 5)

📊 Sentiment Interpretation

The news sentiment is moderately bullish, showing generally positive coverage with some caution. Market perception appears favorable but not overwhelmingly positive. This neutral-to-positive sentiment suggests steady conditions without extreme optimism.

Fundamental Data

MetricValue
Market Cap$979.7B
P/E Ratio (Forward)37.4
EPS (Forward)$3.28
Dividend Yield0.81%
52-Week Range$79.81 - $134.69
Beta0.66
Avg Volume31.0M

🔍 DEEP DIVE: COMPREHENSIVE RISK ASSESSMENT

Risk Factors and Mitigation Strategies

Market Risks

  • Beta: 0.66 - Low market sensitivity
  • 52-Week Range Position: Current price $122.89 within $79.81 - $134.69
  • Volatility: ATR 14 = $2.81 (Stop loss typically 2-3x = $5.62-$8.43)

Technical Risks

  • RSI Status: 49 - Neutral
  • Support Level: Key support based on moving averages and price action
  • Resistance Level: Next resistance target from technical analysis

Fundamental Risks

  • Valuation: Forward P/E of 37.4x (expensive)
  • Earnings Risk: Next earnings on May 21, 2026
  • Sector Risks: Consumer Defensive sector specific challenges

📊 APPENDIX A - Complete Technical Indicators

Comprehensive Technical Data for Quantitative Analysis

Indicator Value Indicator Value
Close Price $122.89 Volume 16.5M
EMA 20 $123.28 EMA 50 $122.21
EMA 200 $110.38 Current Price $122.89
RSI (14) 48.64 MACD -0.648
MACD Signal -0.413 MACD Histogram -0.235
Trend Strength (ADX) 15.67 Volatility (ATR 14) $2.81
Bollinger Upper $128.46 Bollinger Lower $119.06
Stochastic %K 52.64 Stochastic %D 48.39
VWAP $122.99 Bollinger Middle $123.76
Confluence Score 0/7 Trade Signal NONE

💼 APPENDIX B - Complete Fundamental Metrics

Comprehensive Fundamental Data for Financial Analysis

Valuation Metrics Performance
Market Cap $979.7B Revenue $713.2B
Forward P/E 37.4 Revenue Growth +5.6%
Trailing P/E 45.0 Gross Margin 24.9%
Price/Sales 1.37 Operating Margin 4.6%
Price/Book 9.83 Profit Margin 3.1%
PEG Ratio 4.68 ROE 21.8%
Enterprise Value $1044.0B Free Cash Flow $10.6B

📈 APPENDIX C - Complete Trade History & Backtest Results

Comprehensive Trading Performance and Position Details

Backtest Performance Metrics

Past Win Rate
36.4%
Avg Return
+4.60%
Past Total Return
+27.3%
Profit Factor
3.66

Current Open Position

Entry DateEntry PricePast P&LEntry Stop Loss
2025-09-17$103.84+18.34%$100.52

Recent Trade History (Last 10 Trades)

Entry Date Exit Date Entry Price Exit Price Return % Result
2019-11-132020-01-10$36.82$35.58-3.37%Loss
2020-03-162021-06-21$32.64$42.74+30.95%Win
2021-07-092021-09-28$43.96$44.18+0.51%Win
2021-10-252021-11-19$47.19$44.78-5.11%Loss
2022-03-152022-05-18$46.03$38.95-15.39%Loss
2022-08-162022-08-31$44.53$42.35-4.89%Loss
2022-11-152023-03-10$47.11$43.93-6.75%Loss
2023-03-312023-11-22$47.48$50.17+5.67%Win
2024-01-162025-03-12$52.69$84.22+59.84%Win
2025-08-062025-08-26$102.70$95.66-6.86%Loss

Summary: 11 total trades | Strategy: Conservative Stop Loss (Fixed ATR-based)

⚠️ IMPORTANT DISCLAIMER

Disclaimer: This report is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Technical analysis based on historical data through 2026-03-27. Fundamental data auto-fetched from Yahoo Finance. Please conduct your own due diligence before making investment decisions.

Report Generated: March 29, 2026 at 12:11 PM

Ultra Stock Analysis Pro - Comprehensive Technical & Fundamental Analysis

📄 Download PDF Report