24/7 Wall Street
25 Sept 2026, 12:35 UTC · 1h ago
Verdict
Headline takes no side. We score COST +0.60 across four claims — strongly bullish.
+0.60strongly bullish
More positive than 75% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
Costco's Q4 FY26 EPS was $6.75 on revenue of $95.72 billion, beating consensus estimates of $6.5273 per share.
Priced inanalysis of Q4 results reported earlier
So whatExcluding $0.15 in non-recurring tariff refunds, organic Q4 EPS growth was 12.4%.
More positive than 78% of claims this week
Costco plans to open 33 new warehouses in FY27.
Continue reading
5 related stories
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
Priced inanalysis of Q4 results reported earlier
So whatMaintaining a pace of ~30 net new warehouses annually is a key pillar for reaching the $1,069 consensus target.
More positive than 65% of claims this week
BMO Capital Markets analyst Kelly Bania has set a Street-high price target of $1,315 for COST.
Priced inanalysis of Q4 results reported earlier
So whatThis target implies a 47% upside from the current price of $896.48.
More positive than 52% of claims this week
Costco's membership fee income rose 7.3% year over year to $1.849 billion in Q4.
Priced inanalysis of Q4 results reported earlier
So whatHigh-margin recurring revenue is supported by an 89.8% worldwide renewal rate.
More positive than 52% of claims this week
Which stocks this story touches
More positive than 75% of ticker scores this week
Strong quarterly results and a high BMO price target suggest significant upside despite valuation concerns.
More positive than 59% of ticker scores this week
The company is identified as having roughly 15% implied upside to its price target.
More positive than 59% of ticker scores this week
The company is noted to have a buy-leaning rating slate with an implied 18% upside.
More positive than 48% of ticker scores this week
The company has a hold-tilted rating slate with limited implied upside of 4%.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
MarketBeat
42m ago
More positive than 75% of relationship scores this week
[mutual] Walmart and BJ's Wholesale Club are identified as part of the same retail peer group.
More positive than 75% of relationship scores this week
[mutual] Costco and BJ's Wholesale Club are identified as part of the same retail peer group.
More positive than 75% of relationship scores this week
[mutual] Walmart and Target are identified as retail peers.
More positive than 75% of relationship scores this week
[mutual] Costco and Target are identified as retail peers.
More positive than 75% of relationship scores this week
[mutual] Costco and Walmart are identified as retail peers in the warehouse/retail market.
+2.3%
Price agrees with the score
$917.50 vs $896.48 close before publication (Sep 24) · not market-adjusted
COST chart →
