增长可期VS估值偏高 开市客(COST.US)Q4业绩超预期但华尔街仍存分歧
CostcoCostco(US:COST) 智通财经网·2025-10-10 12:49

Core Viewpoint - Despite Costco's better-than-expected Q4 performance, Wall Street analysts have mixed opinions on the stock, with some bullish on its growth potential while others caution about its high valuation [1] Group 1: Analyst Ratings and Predictions - Evercore ISI analyst Greg Melich rates Costco as "Outperform" with a target price of $1025, implying a 46x P/E ratio based on a projected EPS of $23.25 for FY2027, which is 2.2 times the S&P 500 valuation [1] - Oppenheimer analyst Rupesh Parikh also rates Costco as "Outperform," highlighting the company's broad growth momentum across major categories and its ability to gain market share in a challenging environment [1] - UBS analyst Michael Lasser gives Costco a "Buy" rating, noting an acceleration in market share in September, contrasting with a potential slowdown in the overall retail sector [1] Group 2: Concerns and Cautions - Analyst Louis Liu adopts a cautious stance with a "Hold" rating, arguing that Costco's current valuation is high despite its excellence, suggesting that existing shareholders might consider selling covered calls to hedge against potential downside risks [1]