We recently published a list of 10 Stocks Everyone is Talking About After Trump’s New Tariffs. In this article, we are going to take a look at where Walmart Inc (NYSE:WMT) stands against other stocks everyone is talking about after Trump’s new tariffs.
Countries are beginning to react to President Donald Trump’s new reciprocal tariffs and analysts believe things might not go according to the White House’s expectations, with American workers and consumers likely to see the impact of new duties.
Fred Kempe from Atlantic Council said in a latest program on CNBC that many countries can impose strong retaliatory tariffs against the US.
“I think we have to recognize what’s going to be implemented is going to be the highest effective tariff rate since the 1930s. What also happened in the 1930s is you had new trading blocks, you had new trading partners finding their way to each other, and you could find that that happens as well. And let’s not forget what also happened in the 1930s afterwards. We hope that’s not going to happen now, but, um, you know, a trade war just really never serves, in the end, global stability, global peace.”
Kempe said investors failed to realize that Trump does not “care” about falling stock prices as he is looking to change the global trade system.
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For this article, we picked 10 stocks Wall Street analysts are talking about. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

A manager standing in a hypermarket, pointing out items available for wholesale.
Walmart Inc (NYSE:WMT)
Number of Hedge Fund Investors: 88
Simeon Gutman, Morgan Stanley retail analyst, said in a latest program on CNBC that he believes Walmart Inc (NYSE:WMT) e-commerce business is close to “turning the corner” and the company will start gaining new profit from its investments in the space.
“The stock has been appreciating, the multiple’s been going up for the last year or so, so the market sensed that this moment was happening. But for all of us who follow Walmart over its lifetime, especially the last decade, this is a watershed moment. Granted, there’s a lot of definitions of e-commerce profitability. I think people understand how costs are getting allocated. Walmart’s relatively conservative in how they look at it, and they don’t disclose this—this is our math, this is our estimate. But it looks like they’re turning the corner.
The most important point of that is leveraging these fixed investments, and in the next three years, it converts into $6 billion of incremental profits. On a base of, call it, $30 billion, that’s pretty significant—that’s 20% just from e-commerce crossing that threshold. The point at which they’ve put enough investment in the ground and the incremental sales are finally converting to new profit—that’s a big moment, and that’s confidence-building for the durability of their outlook.”
Overall, WMT ranks 4th on our list of best mid cap growth stocks. While we acknowledge the potential of WMT, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than WMT but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.