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benzinga Corporate Catalyst Impact 55/100 ● negative

Morgan Stanley Maintains Overweight on Walmart, Lowers Price Target to $125

Aug 21, 2026, 1:50 PM UTC · Primary ticker $WMT

Morgan Stanley analyst Simeon Gutman has lowered the price target for Walmart (WMT) from $140 to $125, while maintaining an 'Overweight' rating. This indicates a revised valuation perspective from a prominent analyst, suggesting a more conservative outlook on the stock's near-term potential despite a positive long-term view.

Morgan Stanley analyst Simeon Gutman has adjusted Walmart's price target downwards from $140 to $125. This change, while still accompanied by an 'Overweight' rating, signals a more cautious near-term valuation for the retail giant. It primarily affects Walmart investors and potential buyers, as a lower price target from a major investment bank can influence market sentiment and trading decisions. In the short term, this could lead to some downward pressure on WMT's stock price as investors digest the revised outlook. Long-term implications are less clear, as the 'Overweight' rating still suggests confidence in the company's fundamentals. A key risk for traders is potential short-term volatility, while an opportunity could arise if the market overreacts, presenting a buying opportunity for those who align with Morgan Stanley's long-term positive view.

$WMT negative Price target lowered
Source: benzinga
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Not financial advice. AI-generated analysis for informational purposes only.