Walmart (WMT) delivered an overall solid release on Thursday, beating expectations on both the top and bottom lines while raising its full-year outlook. Still, shares moved sharply lower following the release.

WMT's second-quarter earnings and revenues beat estimates as e-commerce, advertising and membership growth helped lift its fiscal 2027 outlook.

Higher spot oil prices and a snap-back in bond yields have helped early markets drop.

Philly Fed Hits 5-Year High

Today's reaction is not a verdict on the franchise - it is a verdict on the price.

TGT's earnings outlook is improving on stronger sales and traffic, but elevated valuation and execution risks could limit upside.

TGT's 15.3% monthly rally gains support from stronger traffic, digital sales and margins, but valuation and tariff refunds raise the bar.

TGT raised 2026 guidance as sales and margins improved, but a $994M tariff refund clouds the quality of Q2's profit gains.

The headline numbers for Walmart (WMT) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Walmart (WMT) delivered earnings and revenue surprises of +10.96% and +0.90%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?