What's moving this stock lately
2 direct · 2 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact1.54%bullishDirectAmazon Blocked Meta's Shopping Bot, So Zuckerberg Cut A Deal With Amazon's Biggest Rival14d ago
Named as Meta's AI shopping-agent commerce partner, gaining potential traffic from Instagram/Facebook/WhatsApp to bolster its e-commerce push against Amazon
Also named: AMZN · META · SHOP
- #2Impact0.59%bullish2nd-orderMeta vs. Amazon: The Battle to Own E-Commerce's 'Invisible Layer'16d ago
Walmart's own Walmart Connect retail media network is indirectly framed as a third pole competing against the Amazon/Meta ad duopoly.
Also named: AMZN · META · GOOGL · SHOP · TTD
- #3Impact0.36%bullish2nd-orderAmazon Blocks Meta's Muse. It Could Be a Gift for Walmart and Shopify14d ago
AI shopping agents shut out of Amazon could turn to Walmart's catalog as an alternative data source, offering incremental traffic
Also named: AMZN · SHOP · META
- #4Impact0.3%bullishDirectGoogle tests buying from Walmart-owned Flipkart through Gemini and AI Mode in India11d ago
Walmart's Flipkart gains a pilot traffic channel via Google's AI Mode; if scaled, it could boost incremental India sales, though the current test stage has minimal impact on Walmart's $706.4B revenue base
Also named: GOOG · GOOGL · AMZN
🎯 Market expectations
Estimate coverage High · 90/100Nasdaq analyst consensus · the pre-news baseline
- Jul 2026$0.81 vs $0.73+10.96%
- Apr 2026$0.66 vs $0.65+1.54%
- Jan 2026$0.74 vs $0.73+1.37%
- Oct 2025$0.62 vs $0.61+1.64%
The takeaway
Recent results have exceeded consensus by an average of +3.9%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $706.4B · latest quarter up 5.9% YoY · profitable (FY net income $21.9B) · short activity within its normal range.
FY revenue
$706.4B
2026-01
Latest Q YoY
+5.9%
FY net income
$21.9B
Diluted EPS
$2.74
Short volume
42.2%
20d avg 44.1% · normal
🕰️ Price × news · analysis history
Drag to pan, scroll to zoom · real daily bars and volume
📜 Call history (newest first
89 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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