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Dec 12, 2025 12:00 PM

Costco Delivers Another Strong Quarter — Analysts See Loyalty And Traffic Driving Growth

Shares of Costco Wholesale Corp (NASDAQ:COST) remained volatile in early trading on Friday, even after the company Thursday reported upbeat fiscal first-quarter results.

Here are some key analyst takeaways:

BofA Securities analyst Robert Ohmes maintained a Buy rating and a $1,095 price target.

Telsey Advisory Group analyst Joseph Feldman maintained an Outperform rating and price target of $1,100.

Check out other analyst stock ratings.

BofA Securities: Costco Wholesale reported total comps growth of 6.4% and U.S. comp growth of 5.9%, driven by both traffic and ticket size, Ohmes said in a note. The company reported higher-than-expected earnings of $4.50 per share, he added.

The analyst raised the fiscal 2026E earnings estimate to ...