NASDAQ:COST

Costco Wholesale Corporation (COST)

921.63
+11.29 (1.24%)
as of Oct 1, 2026, 3:38:26 pm Market Open.
656 watching
0
BUY ON WEAKNESS
Valuation in mid-30s has always been outside his comfort zone. One misstep creates a lot of air beneath it. Great model, as 90% of earnings come from membership fees. He'd buy on a lower multiple. Confidence in long-term leadership.
SELL
Model price of $255, negative 42%. No history of stock splits. Would have to get back to $277 before he'd be even remotely interested. Consumer discretionary will get hurt in a recession. A lot of air will come out. Earnings today after the close.
WATCH
It reports next week. He's watching it closely, but it's a fragmented market with operator working differently. He expects good numbers.
WATCH
75% of their business is recurring membership fees that may rise this summer. A stellar company with a good balance sheet. It's on her list. Trades at 31x and down 27% YTD, so it's getting interesting.
BUY
They get a lot of foot traffic for gas; revenues are sustainable. They could report better next week than expected.
WAIT
Best in class. Not cheap for a value investor. Would be on his radar screen if it came down another 10-15%. Brilliant management, great company.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Feb 25/21, Up 55.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with COST has triggered its stop at $520. To remain disciplined we recommend covering the position at this time.
TOP PICK
Dominant name in the mass merchant space. Strong loyalty in both US and Canada, renewal rates of 90%. Clear leader in cost leverage, procurement strength, and store efficiency. Rising fuel costs and inflation make the name more attractive to customers. A bit pricey, but a great name for the valuation. Yield is 0.67%. (Analysts’ price target is $598.17)
BUY ON WEAKNESS
Believes is an excellent company with great execution. 39x trading multiple is hard to justify investment. Would wait to buy on weakness. Good stock to hold on the long term.
BUY
Likes their strategy of selling discount products to customers seeking value and convenience.
BUY
Benefits from prices going up. Same store sales have done well. Not a cheap stock. Very effective operators. Buy on pullbacks, but he's buying here as well.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Feb 25/21, Up 76.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with COST is progressing well. We now recommend trailing up the stop (from $470) to $520 at this time.
BUY
It's a consistent retailer, one to own during high inflation.
BUY
They're expanding their store locations. Customers will still buy there during this inflationary time.
PAST TOP PICK
(A Top Pick Jun 04/21, Up 44%) He loves it. The model of selling premium memberships makes so much which offsets the lower spreads on merchandise. Great managers. They're smart on locating stores. There's still a lot of room to expand. He's a big fan.
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