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    Does Walmart’s (WMT) EV and AI Push Offset Softer U.S. Comp Sales In Its Core Story?

    Simply Wall St·08/24/2026 22:21:41
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    • Walmart recently marked the opening of its 100th company-owned EV fast-charging site at a Colorado Supercenter, while reporting fiscal Q2 2026 revenue of US$187.94 billion and net income of US$6.37 billion, alongside ongoing share repurchases totaling US$4.80 billion under its latest buyback program.
    • The company is deepening its ecosystem by integrating high-speed EV charging into the Walmart app, rolling out tap-to-pay options including Apple Pay and Google Pay across U.S. stores, and scaling its Sparky AI assistant, which is linked to customers spending 40% more per order.
    • We’ll now examine how Walmart’s softer U.S. comparable sales outlook, despite expanding EV charging and AI tools, affects its investment narrative.

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    Walmart Investment Narrative Recap

    To own Walmart today, you generally need to believe it can keep growing higher margin digital and membership businesses while defending its core low price retail model. The latest quarter’s softer U.S. comparable sales and stock pullback highlight that near term sentiment is tied closely to traffic and ticket trends, while a key risk remains ongoing cost pressure in areas like wages and logistics. The recent EV charging, AI and payments updates do not materially change that near term focus.

    Among recent announcements, Walmart’s rollout of tap to pay and support for Apple Pay and Google Pay stands out, given its link to checkout convenience and digital engagement. Together with the Sparky AI assistant, which is associated with customers spending 40% more per order, it reinforces the company’s push to deepen its ecosystem. This matters for investors watching whether newer, often higher margin services can offset cost inflation and slower U.S. comparable sales growth.

    Yet behind Walmart’s investments in EV chargers, AI and new payment options, investors should still pay attention to rising long term wage and claims costs that could...

    Read the full narrative on Walmart (it's free!)

    Walmart's narrative projects $838.5 billion revenue and $29.6 billion earnings by 2029. This requires 4.5% yearly revenue growth and about a $7.5 billion earnings increase from $22.1 billion today.

    Uncover how Walmart's forecasts yield a $128.42 fair value, a 21% upside to its current price.

    Exploring Other Perspectives

    WMT 1-Year Stock Price Chart
    WMT 1-Year Stock Price Chart

    Seventeen Simply Wall St Community fair value estimates for Walmart span roughly US$65.63 to US$154.58, reflecting a wide spread of individual views. When you compare that range with concerns about slower U.S. comparable sales and rising operating costs, it underlines why many investors may want to review several of these perspectives before forming a view on Walmart’s long term earnings power.

    Explore 17 other fair value estimates on Walmart - why the stock might be worth as much as 45% more than the current price!

    The Verdict Is Yours

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.