COST Costco Wholesale Corporation Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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15:31
Jul 18
Jul 18
WMT and COST together represent ~20% of XLP at ~40x NTM PE, cited as a valuation concern within the ETF's composition.
MED
02:12
Jul 14
Jul 14
The tweet notes Costco as a universally agreed-upon stock but flags it as insanely crowded, implying caution without a directional call.
LOW
22:10
Jul 13
Jul 13
Rotate into US defensives and energy.
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
MED
19:00
Jul 12
Jul 12
Author lists COST as an easy-to-understand subscription business for beginners, no catalyst.
LOW
21:31
Jul 10
Jul 10
Costco reports that many thousands of its U.S. hourly workers have over one million dollars in their 401(k) accounts according to the Wall Street Journal
12:49
Jul 09
Jul 09
Pre-market movers include AZN falling on trial failure, COST and PEP down on consumer weakness, LEVI on weak outlook, CBRS up on AI expansion, IBM and MSFT down on Starbucks AI development, ENVX and AZZ up on news, FCEL on Siemens deal, CRM downgraded, and PSKY downgraded to sell.
23:16
Jul 08
Jul 08
Tweet references an article on Costco's workforce strategy without expressing a personal directional view or commitment.
LOW
20:18
Jul 08
Jul 08
Costco reports June net sales surged 10.6% to $29.24 billion with U.S. comparable sales up 10.6% and declares a dividend of $1.47 per share.
23:54
Jul 06
Jul 06
Patient long-term compounder
Costco trades at 46x earnings with periods of underperformance followed by huge spurts; long-term it will be rewarding despite short-term frustration.
MED
18:00
Jul 02
Jul 02
The author provides a detailed cross-asset market summary describing a chip-led tech selloff, defensive rotation, and oil-equity divergence without stating any personal positions or forward calls.
14:00
Jul 01
Jul 01
Reports Goldman Sachs increasing position in $COST as part of hedging with consumer staples.
MED
14:00
Jun 26
Jun 26
Costco membership model drives growing traffic.
After reading a Reddit thread about growing customer traffic at his local Costco (parking spot shifting to fourth row), the speaker researched Costco's business model and discovered it has a tech-stock-like forward P/E of 45x, a membership-based profit engine with razor-thin product margins, and a cult following. He concludes the stock is a high-quality compounder and he is now a 'marginal buyer' who sees further upside, becoming enthusiastic about Costco as an investment.
MED
21:39
Jun 25
Jun 25
Costco customer growth is accelerating strongly.
Costco is seeing accelerating customer acquisition, evidenced by anecdotal parking lot density and new shoppers; the membership model drives sticky revenue, and the company's unique value proposition supports further growth despite a high PE multiple.
MED
08:56
Jun 20
Jun 20
The author explains the investment thesis for subscription businesses using Netflix, Spotify, Costco, and Hims as examples but does not state a current position or forward call.
LOW
23:59
Jun 08
Jun 08
COST buy a starter, add on dip.
Costco (COST) is a buy here at 47x earnings; start a position and hope it pulls back to 45x to add more, typical value approach.
MED
11:54
Jun 04
Jun 04
Broadcom shares fell 14% after missing revenue and semiconductor guidance, dragging down other chip stocks, while Costco rose on strong May sales and Amazon announced a major European investment.
13:48
Jun 02
Jun 02
These companies are noted as having low cost of equity, but the remark is sarcastic/observational, not a trade recommendation.
MED
19:01
Jun 01
Jun 01
Buy COST on oversold bounce after an 8-day drop below the 200-day MA, supported by strong earnings and mean reversion setup.
HIGH
20:55
May 29
May 29
Seeking Alpha reports Costco's Q3 earnings beat and tariff refund promise, but the automated quant system rates it a neutral HOLD, making this a factual research summary rather than a trade call.
LOW
23:53
May 28
May 28
Reports profit increase and 6.6% adjusted comparable sales growth, reflecting strong consumer demand.
LOW
23:17
May 28
May 28
Jim Cramer describes Costco's post-earnings stock performance as ho-hum due to analysts nit-picking a good quarter, with no personal position stated.
LOW
23:06
May 28
May 28
The author explains that Costco's monthly sales disclosures limit post-earnings surprises, making a big move unlikely either way.
LOW
21:51
May 28
May 28
The tweet notes the resilience of U.S. consumers despite higher gas prices, referencing Costco in a factual economic observation without a trade position.
LOW
20:16
May 28
May 28
Costco reported quarterly net sales of 69.15 billion dollars, up 11.6 percent year over year, with diluted earnings per share rising to 4.93 dollars from 4.28 dollars.
20:16
May 28
May 28
Costco Wholesale reported Q3 earnings with EPS of 4.93 dollars beating estimates of 4.91 dollars and revenue of 70.53 billion dollars topping expectations of 69.62 billion dollars.
20:15
May 28
May 28
Costco reported third quarter total company comparable sales excluding gas and foreign exchange of 6.6 percent, slightly below the estimated 6.7 percent.
11:53
May 28
May 28
Watch DELL, COST, and MDB after-hours as key reads on AI infrastructure spend and enterprise demand continuation following Snowflake's blowout quarter.
MED
19:10
May 19
May 19
Costco is the best consumer staples pick
Costco is the only name the firm likes in consumer staples, indicating it stands out as a superior holding in an otherwise unattractive sector.
MED
23:56
May 15
May 15
Costco is the best retailer.
Costco has gotten red hot and remains preferred for the long run over BJ's Wholesale.
MED
14:52
May 14
May 14
The Kobeissi Letter reports President Trump filed 3,642 stock trades including major tech and financial names, but provides no forward-looking market forecast or directional opinion.
HIGH
About COST Analyst Coverage
Buzzberg tracks COST (Costco Wholesale Corporation) across 40 sources. 32 bullish vs 4 bearish calls from 62 analysts. Sentiment: predominantly bullish (32%). 88 total trade ideas tracked. Past 7 days: 1 bullish, 2 watch. Latest voices: BarbarianCap, Chang-min Pro, moninvestor.