February 5, 2026
Finance

Costco Shares Advance Amid Strong January Sales and Upcoming Earnings

Investor optimism grows following robust sales performance and favorable analyst outlooks

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Summary

Costco Wholesale Corporation's stock climbed in early trading on Thursday after the company announced strong sales figures for January, contributing to positive momentum in the wider Consumer Discretionary sector and the S&P 500 index. January net sales rose sharply compared to the previous year, buoyed by notable growth in the U.S. and Canadian markets and a substantial increase in digitally-enabled transactions. Technical indicators present a mixed picture of stock momentum ahead of the anticipated earnings report scheduled for early March, with analysts maintaining bullish ratings and optimistic price targets.

Key Points

Costco’s January net sales increased by 9.3% year-over-year, hitting $21.33 billion.
Comparable sales rose 5.8% in the U.S. and 11.4% in Canada for January.
Digitally-enabled sales surged by 34.4% in January, contributing materially to total sales growth.
Shares trade above key moving averages but show mixed momentum indicators ahead of the March 5 earnings report.

Shares of Costco Wholesale Corporation (NASDAQ:COST) demonstrated upward movement during premarket trading on Thursday, buoyed by the company’s recent disclosures of its sales performance. This positive trajectory for the stock aligns with modest gains observed in the broader Consumer Discretionary sector and the overall S&P 500 index, indicating a degree of investor confidence within the retail landscape on this trading day.

Costco’s financial data for January revealed impressive growth in net sales, which totaled $21.33 billion. This figure reflects an increase of 9.3% over the same month in the previous year, when net sales stood at $19.51 billion. The growth was driven by comparable sales increases across key markets, with U.S. comparable sales advancing by 5.8% and Canadian comparable sales surging by 11.4%. These metrics underscore the ongoing strength of Costco’s core retail operations in North America.

Beyond the month of January, the company reported that total sales over the initial 22 weeks of its fiscal year reached $123.16 billion, showing an 8.5% increase from $113.55 billion recorded during an equivalent timeframe last year. Notably, digitally-enabled sales displayed robust expansion, climbing by 34.4% in January alone. This significant uplift in digital sales contributed materially to the broader revenue growth and highlights Costco’s evolving omnichannel capabilities.

On a technical analysis front, Costco’s stock price is currently positioned 3.2% above its 20-day simple moving average and stands 8.2% higher than the 100-day simple moving average, signaling sustained longer-term strength in price trends. Despite these gains, the shares have decreased by 6.19% over the past twelve months, yet they remain closer to the 52-week high than their low point.

Examining momentum indicators, the Relative Strength Index (RSI) is at 64.84, a level generally interpreted as neutral and not indicative of overbought or oversold conditions. Meanwhile, the Moving Average Convergence Divergence (MACD) indicator lies below its signal line, which represents bearish pressure on the stock. The presence of a neutral RSI alongside a bearish MACD suggests a mixed momentum profile that may reflect investor caution or transition.

Key technical thresholds include a major resistance level at $1,000.00 and a support level at $950.00, which traders and investors might watch closely as the stock approaches these price points.

Looking ahead, market participants are preparing for Costco’s forthcoming earnings report anticipated on March 5, 2026. Analysts project earnings per share (EPS) to rise to $4.52, up from $4.02 year-over-year, and expect total revenue to reach $68.97 billion compared to $63.72 billion a year earlier. The company trades at a premium valuation with a price-to-earnings (P/E) ratio of approximately 52.4 times estimated earnings.

Consensus analyst opinion currently favors the stock, assigning it a Buy rating alongside an average price target of $1,058.50. Notable recent analyst activity includes Mizuho rating the stock as Outperform and raising its price target to $1,065.00 on February 3. Similarly, the Telsey Advisory Group has maintained an Outperform rating with a target price steady at $1,100.00 as of both February 2 and January 8.

During premarket hours on Thursday, Costco’s shares were trading at $990.00, reflecting a gain of 1.19%, according to Benzinga Pro data. This movement corresponds with the company’s positive sales announcements and investor sentiment as the market digests recent performance data.

The unfolding scenario reveals a retail giant demonstrating solid sales momentum, sustained technical strength, and favorable analyst sentiment. Nonetheless, investors may consider the mixed signals in momentum indicators as a prompt for measured caution pending the upcoming earnings results, which will offer deeper insight into the firm’s financial trajectory and growth stability.

Risks
  • Despite sales growth, the stock’s MACD indicator reflects bearish momentum, indicating potential downward pressure.
  • Share price is 6.19% lower than its level a year ago, suggesting some caution among investors.
  • High valuation metrics, including a P/E ratio exceeding 50, may pose a risk if expected growth slows.
  • Market reaction to the upcoming earnings report could introduce volatility depending on performance versus expectations.
Disclosure
Education only / not financial advice
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