Costco Wholesale

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Costco Wholesale: DA Davidson Maintains Neutral, PT Raised to $1000

Catalyst<ul> <li>Most analysts rate COST Buy or Strong Buy, showing broad institutional optimism.</li> <li>The company maintains strong cash reserves relative to market value.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a volatile state, and the direction is not clear enough.</li> <li>Bearish signals are obviously dominant (1 bearish vs 0 bullish).</li></ul>

Key Factors

Costco reported a 9.3% YoY increase in January net sales to $21.33 billion, with comparable sales and e-commerce volumes rising across regions. Costco's membership renewal rate was 92.3% in the U.S. and Canada for the latest quarter, indicating a slight softening in its historically strong flywheel model. Costco's e-commerce sales surged 34.4% in January 2026, contributing to a 7.1% rise in comparable sales for the same period. Mizuho raised Costco's price target to $1065 and maintained an Outperform rating, citing strong operational and membership performance. Davidson Investment Advisors increased its stake in Costco by 18.94%, purchasing 168 additional shares as of its latest 13F filing.

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