COST COSTCO WHOLESALE CORP /NEW

MIXED Impact: 1/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-COST-mizuho-20260105
10 firms acted on COST: Mizuho, Northcoast Research, Roth Capital, BTIG, Mizuho, Bernstein, Truist Securities, Melius Research, Redburn Atlantic, Gordon Haskett
Final — all horizons settled through T+60d
COST ▲ +13.74% at T+60d
NEUTRAL call ✓ call won +13.74% · α vs SPY +18.47% · entry $873.88 → $993.96
Currently $982.35 · +12.41% from $873.88 entry
Entry anchored
Jan 5, 08:17 AM ET
via Databento tick
T+1d
+1.70%
call +1.70% · α +1.09%
$888.75
settled 5mo ago
T+5d
+7.89%
call +7.89% · α +6.81%
$942.83
settled 5mo ago
T+20d
+11.85%
call +11.85% · α +11.61%
$977.44
settled 4mo ago
T+60d
+13.74%
call +13.74% · α +18.47%
$993.96
settled 2mo ago

Price Chart

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Executive Summary

Mizuho upgraded Costco (COST) from Neutral to Outperform on January 5, 2026, as part of a cluster of 10 firms acting on the stock. The firm raised its price target to $1,000 from $950, but the stock currently trades at $1,014.53 — above that target. Mizuho has a 52% accuracy rate on 2,227 calls with an average return of 4.7%, placing it below top-tier firms like Goldman Sachs (100% on 2 calls). Consensus remains heavily bullish: 30 of 44 analysts (68%) rate Buy, with a mean price target of $1,072.16 (5.7% upside). Mizuho's $1,000 target is the 7th lowest among 32 targets and implies a 1.4% downside from current levels. Over the past 30 days, EPS revisions have been positive (5 up, 1 down for FY0), but there have been no analyst rating changes. Insider sales of $1.43M combined with a 60.2% short interest ratio introduce caution. The bottom line: Mizuho's upgrade is a contrarian call given its below-consensus PT, but the firm's modest track record and mixed cross-platform signals suggest limited near-term catalyst.

Impact Score

Base Score
2/7
LLM Adjustment
-1
Final Score
1/10

Consensus & Targets

Buy / Strong Buy
30 (68%)
Hold
13
Sell / Strong Sell
1
Total Analysts
32
Mean PT
$1,072.16
Median PT
$1,100.00
High PT
$1,315.00
Low PT
$650.00
Current Price
$1,014.53
Implied Upside
+5.7%

Wall Street is strongly bullish: of 44 analysts, 30 rate Buy (13 Strong Buy + 17 Buy), 13 Hold, and 1 Sell — a 68% Buy ratio. The consensus direction is decisively positive, with only one sell-side firm taking a bearish view.

Mean price target is $1,072.16, median $1,100. The high is $1,315 (BMO Capital), low is $650. Current price of $1,014.53 implies 5.7% upside to the mean. Mizuho's $1,000 target sits below the mean and median, ranking as the 7th lowest among 32 targets. It implies a 1.4% downside from the current price.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-10 DA Davidson maintain Neutral $1,000.00
2026-04-09 Telsey Advisory Group maintain Outperform $1,135.00
2026-04-09 Wells Fargo maintain Equal-Weight $1,000.00
2026-03-31 Telsey Advisory Group maintain Outperform $1,125.00
2026-03-06 JP Morgan maintain Overweight $1,060.00
2026-03-06 BMO Capital maintain Outperform $1,315.00
2026-03-06 Telsey Advisory Group maintain Outperform $1,125.00
2026-03-06 DA Davidson maintain Neutral $1,000.00
2026-03-06 Truist Securities maintain Hold $977.00
2026-03-06 BTIG maintain Buy $1,125.00

In the past 30 days, there have been 0 upgrades and 0 downgrades for COST. EPS revisions are slightly positive: FY0 estimates saw 5 upward revisions vs 1 downward in 30 days, the current EPS average is $20.46, up from $20.43 a month ago. Estimates are edging higher but at a slow pace.

Firm Track Record — Mizuho

Mizuho accuracy: 52% on 2227 calls | avg return: 4.7%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Goldman Sachs 100% 2/2 9.9% top tier
Baird 100% 4/4 7.7% top tier
Tigress Financial 100% 2/2 6.5% top tier
Stifel 89% 8/9 6.1% top tier
Wells Fargo 83% 5/6 5.5% top tier
Barclays 80% 4/5 4% top tier
BMO Capital 80% 4/5 6% top tier
Roth MKM 75% 3/4 5.6% top tier
TD Cowen 75% 3/4 2.6% top tier
Loop Capital 73% 8/11 3.8% top tier

Mizuho has a 52% accuracy rate on 2,227 rated calls, with an average return of 4.7%. This places them below top-tier firms such as Goldman Sachs (100% on 2 calls, avg return 9.9%), Baird (100% on 4 calls, 7.7%), and Stifel (89% on 9 calls, 6.1%). Their view is more cautious than the consensus, as most analysts have targets above $1,050.

Earnings Estimates

Next earnings: May 27, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $4.90 $4.66 — $5.14 $68.9B ↑0 ↓0
+1q $6.49 $6.25 — $7.10 $93.2B ↑1 ↓0
0y $20.46 $19.99 — $21.32 $298.9B ↑0 ↓0
+1y $22.51 $21.64 — $24.64 $322.0B ↑2 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 2 sells
Institutional
RENAISSANCE TECHNOLOGIES LLC — doubled (5221%)
Institutional
NORGES BANK — new
Institutional
NORGES BANK — exit (-100%)
Short Interest
Short: 329,567 | Exempt: 350 | TRF Vol: 547,189 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)

Insider trades: two sells totaling $1.43M (Caton Frates $695K on Apr 1, Claudine Adamo $732K on Mar 9). Institutional activity: Renaissance Technologies doubled its position (+5,221%) to $597.6M; Norges Bank made a new $5.2B entry but also exited a prior position, suggesting rebalancing. Short interest ratio is 60.2%, indicating elevated bearish positioning despite the bullish consensus. No congressional trades reported.

Actionable Insight

The upgrade adds to the bullish chorus but lacks conviction with a below-market price target and insider selling. Traders should watch for a clean break above $1,015 to confirm momentum; a move below $1,000 would invalidate the upgrade catalyst.

Documents Analyzed

Report based on filing metadata.

12 reports for COST
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+60▲ +13.74%May 31, 2026
Filters
Rows
Reports for COST — sortable, filterable
Type Now
Jun 3, 2026
9d ago
Press Release
NEUTRAL ★ 4/10
$969.76 $971.74▲ +0.20%▲ +2.80%$982.35 (+1.30%)
Jun 2, 2026
11d ago
Court Ruling
BULLISH ★ 4/10
$954.41 $961.64▲ +0.76%▲ +1.45%$982.35 (+2.93%)
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$873.88 $888.75▲ +1.70%▲ +1.09%$982.35 (+12.41%)
May 28, 2026
15d ago
8-K
BULLISH ★ 6/10
$956.00 $946.10▼ −1.04%▼ −1.29%$982.35 (+2.76%)
May 1, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 1/10
$873.88 $888.75▲ +1.70%▲ +1.09%$982.35 (+12.41%)
Apr 8, 2026
9w ago
Press Release
BEARISH ★ 7/10
$1,029.87 $998.47▲ +3.05%▲ +2.99%$982.35 (+4.61%)
Mar 30, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$996.67 $996.43▼ −0.02%▼ −2.91%$982.35 (−1.44%)
Mar 30, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$996.67 $996.43▼ −0.02%▼ −2.91%$982.35 (−1.44%)
Mar 30, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$996.67 $996.43▼ −0.02%▼ −2.91%$982.35 (−1.44%)
Mar 5, 2026
14w ago
8-K
BULLISH ★ 8/10
$997.96 $1,004.91▲ +0.70%▼ −0.15%$982.35 (−1.56%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (50h 52m)

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