Analysts expect Costco to report Q4 2026 revenue of $94.86 billion and EPS of $6.48, with the current stock price of $895.31 trading significantly below the average analyst price target of $1,088.89.
The primary focus for investors is membership fee revenue and renewal rates, which remain the core drivers of Costco's high-margin profit growth.
Supporting this outlook is a reported 6.7% increase in adjusted comparable sales for the quarter, bolstered by a nearly 20% surge in e-commerce demand. Investors are also monitoring management's commentary regarding a potential special dividend, given the company's robust cash position exceeding $18 billion.