Bank of America lowered Costco's price target from $1,200 to $1,095 due to rising supply chain costs impacting margins, though it maintained a Buy rating. The bank forecasts slightly lower earnings for Q4 2026 and expects membership growth to normalize at 4-5%. Despite margin concerns, Costco's strong sales growth, value strategy, and loyal customer base support continued market share gains. Potential tariff refunds and a special dividend announcement could provide additional financial benefits soon.
Costco's margin pressure story unfolds as the stock trades at USD 891.50 on Pluang, slightly down 0.25% as of Sep 17, 2026 23:41 WIB. The company's market cap stands at $396.35 billion, with a dividend yield of 0.66%. Despite the price target cut by Bank of America, Pluang investors show full buying interest with 100% buy orders and no sells recorded.
