On Sep 27, major Wall Street analysts update their ratings for $Costco (COST.US)$, with price targets ranging from $925 to $1,005.
Morgan Stanley analyst Simeon Gutman maintains with a buy rating, and maintains the target price at $950.
Goldman Sachs analyst Kate McShane maintains with a buy rating.
BMO Capital analyst Kelly Bania maintains with a buy rating, and adjusts the target price from $950 to $980.
Loop Capital analyst Laura Champine maintains with a buy rating, and adjusts the target price from $975 to $1,005.
Baird analyst Justin Kleber maintains with a buy rating, and maintains the target price at $975.
Furthermore, according to the comprehensive report, the opinions of $Costco (COST.US)$'s main analysts recently are as follows:
The company has reported another robust quarter, demonstrating solid underlying trends, advancements in e-commerce with enhanced profitability, and strong membership growth. Momentum is anticipated to persist for the company, though it is noted that the current stock valuation appears to already account for this expectation.
The company reported robust fiscal Q4 results with EBIT slightly exceeding the consensus. With a 6.9% comparable store sales growth and a slight year-over-year expansion in core-on-core gross margin, the company's business model strength is evident, resulting in approximately 13% EPS growth. It is anticipated that the impact of the recently implemented membership fee hike will be largely reinvested, which is expected to support further sales, comparable store sales, and traffic growth over the coming 12-18 months. Consequently, EPS estimates for FY25-FY26 have been modestly increased post-report.
The firm believes that 'outsized' value is a significant factor in attracting traffic to shopping clubs and notes that the renewal rate remains largely unchanged even after an increase in fees. Additionally, the firm observed a notable growth in Costco's e-commerce, with a 20% rise on a core basis. It is highlighted that certain categories such as appliances and home furnishings that are contributing to this growth may be nearing a cyclical bottom.
Costco's solid Q4 performance, albeit slightly missing the high expectations set by robust fuel margins, demonstrated good underlying performance with the company continuing to increase its market share and effectively manage margins.
Here are the latest investment ratings and price targets for $Costco (COST.US)$ from 7 analysts:
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美東時間9月27日，多家華爾街大行更新了$好市多 (COST.US)$的評級，目標價介於925美元至1,005美元。
摩根士丹利分析師Simeon Gutman維持買入評級，維持目標價950美元。
高盛集團分析師Kate McShane維持買入評級。
BMO資本市場分析師Kelly Bania維持買入評級，並將目標價從950美元上調至980美元。
Loop Capital分析師Laura Champine維持買入評級，並將目標價從975美元上調至1,005美元。
貝雅分析師Justin Kleber維持買入評級，維持目標價975美元。
此外，綜合報道，$好市多 (COST.US)$近期主要分析師觀點如下：
公司宣佈另一個強勁的季度報告，展示穩固的基礎趨勢，電子商務的進展帶來了增強的盈利能力，以及會員增長。預計公司的勢頭將持續，儘管目前的股價估值似乎已經考慮到這一預期。
公司報告強勁的財季第四季度業績，EBIt略超過共識。隨着6.9%的可比店鋪銷售增長和核心毛利率略有年增長，公司的商業模式實力顯而易見，導致大約13%的每股收益增長。預計最近實施的會員費上漲將大部分被重新投資，預計將支持未來12-18個月內的進一步銷售增長，可比店鋪銷售和流量增長。因此，FY25-FY26的每股收益預估在報告後略有增加。
該公司認爲，「超值」是吸引購物俱樂部客流的重要因素，並指出即使費用增加，續約率仍然基本不變。此外，該公司觀察到好市多電子商務明顯增長，核心基礎上升了20%。重點強調一些類別，例如家電和家居用品，這些類別正在推動增長，可能接近週期性底部。
好市多表現強勁的第四財季表現，儘管略微未能達到穩健燃油毛利率設立的高預期，但展示出良好的基礎表現，公司持續增加市場份額並有效管理毛利率。
以下爲今日7位分析師對$好市多 (COST.US)$的最新投資評級及目標價：
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