Walmart Stock (WMT) Eyes $100 on Digital Growth, Q2 Guidance, Despite Revenue Miss

Despite a brief selloff of WMT stock following a fiscal Q1 revenue miss, Walmart continues to impress with e-commerce growth, margin expansion, and a confident full-year forecast. Post-Earnings Drop Doesn’t Derail Long-Term Trend Walmart (NYSE:WMT) stock slid nearly 5% on Thursday after reporting weaker-than-expected revenue for the first fiscal quarter. The stock fell from $96.83 to $92 intraday before rebounding to erase much of the decline—a signal of underlying investor confidence. While management acknowledged challenges from potential tariff hikes, the subsequent delay and scaling back of those tariffs allowed the retail giant to maintain its full-year forecast. Despite the revenue miss, underlying fundamentals remained solid. WMT Stock Chart Daily – Buyers Come Back Quickly Strength in Digital, Resilient U.S. Sales Drive Confidence Walmart exceeded earnings expectations in Q1 thanks to strong digital sales, effective cost management, and healthy growth in the U.S. segment. Global e-commerce sales rose 22%, fueled by expanding store-fulfilled pickup and delivery services and a growing advertising business that supports faster order turnaround. Margin improvement and disciplined inventory practices helped offset some external pressures , including foreign exchange fluctuations and global macro uncertainty. Walmart Q1 FY26 Highlights Walmart U.S. Walmart International Sam’s Club U.S. Financial Position & Capital Return Q2 FY26: Net sales growth of 3.5–4.5% cc (Vizio adds 20 bps) FY26 Full Year: Earlier this year, rising U.S.-China trade tensions saw Walmart shares plunge from $105 to below $80—a steep 25% drop. Yet since mid-April, the stock has gained back around $20 , demonstrating a 25% rally, buoyed by consumer sector strength and renewed optimism in tech. Though Thursday’s dip followed a negative gap at the open, the quick recovery to $96 signals positive market sentiment. A renewed push toward the $100 mark appears likely if current momentum holds.