Walmart shares rose 1.94% to $125.37, defying a broader market sell-off triggered by new 15% global tariffs. The rally follows robust Q4 results and the board's approval of a massive $30 billion share-repurchase program.
- Telsey Advisory raised its price target to $140, citing eCommerce momentum and the expansion of high-margin advertising.
- Analysts view the company as a defensive leader under CEO John Furner, leveraging its massive scale to navigate current trade policy volatility.