Core Viewpoint - Walmart Inc. (NASDAQ:WMT) is recognized as a strong competitor to Amazon, with analysts highlighting its effective strategies and partnerships, particularly in the context of AI technology [1][2]. Group 1: Analyst Opinions - Jim Cramer emphasizes Walmart's role in maintaining low prices for American consumers alongside Costco, indicating a positive outlook for the company in 2025 [1]. - Bernstein has raised Walmart's share price target from $122 to $129, maintaining an Outperform rating, suggesting confidence in the company's performance [1]. - A TD Cowen analyst supports Cramer's views, noting Walmart's competitive strategy against Amazon is developing well [1]. Group 2: Technological Partnerships - Walmart is partnering with Google for its Gemini project, which aims to enhance its ordering system, potentially making it more intuitive than Amazon's [1]. - Cramer believes that the integration of AI technologies like ChatGPT and Gemini will provide significant value to customers and Walmart [1]. Group 3: Market Position - Walmart has been added to the NASDAQ-100 index, replacing AstraZeneca, which may attract more investment interest despite the index's limited money flow [1]. - The stock experienced a notable increase, reflecting positive market sentiment and investor interest [1].
Walmart (WMT)’s Giving Great Competition to Amazon, Says Jim Cramer