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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美东时间9月27日，多家华尔街大行更新了$好市多 (COST.US)$的评级，目标价介于925美元至1,005美元。
摩根士丹利分析师Simeon Gutman维持买入评级，维持目标价950美元。
高盛集团分析师Kate McShane维持买入评级。
BMO资本市场分析师Kelly Bania维持买入评级，并将目标价从950美元上调至980美元。
Loop Capital分析师Laura Champine维持买入评级，并将目标价从975美元上调至1,005美元。
贝雅分析师Justin Kleber维持买入评级，维持目标价975美元。
此外，综合报道，$好市多 (COST.US)$近期主要分析师观点如下：
公司报告了另一季度强劲的业绩，展示了坚实的基本趋势，电子商务的进展以及盈利能力的提升，以及会员增长强劲。预计公司的势头将会持续，尽管目前股价估值似乎已经反映了这一预期。
公司报告了强劲的财季四季度业绩，EBIT略微超过共识。随着6.9%的可比店铺销售增长，以及同比轻微扩张的毛利率，公司的商业模式实力明显，导致每股收益增长约13%。预计最近实施的会员费提高将被大部分再投资，预计将支持未来12-18个月的进一步销售增长，可比店铺销售增长和客流量增长。因此，FY25-FY26的每股收益预期在发布后有所提高。
公司认为“突出价值”是吸引购物俱乐部客流的重要因素，并指出续会率即使在费用上涨后仍基本保持不变。此外，公司观察到好市多的电子商务显著增长，核心基础上涨了20%。特别强调了某些类别，例如家电和家居用品正在促进这种增长，可能接近周期性底部。
好市多在第四财季的表现稳健，虽然略微逊于强劲的燃油毛利率设定的高预期，但展示了良好的基础表现，公司继续增加市场份额并有效地管理毛利。
以下为今日7位分析师对$好市多 (COST.US)$的最新投资评级及目标价：
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