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1 new call on COST this week is not on this page yet. Follow COST free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what COST did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about COST
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Unknown | Bullish | CNBC (uncut) | Costco shows improved momentum within a secular bull trend on the monthly chart, with historically strong… |
| 2026-10-26 | Unknown | Bullish | CNBC (uncut) | Costco broke above its 200-day MA within a secular bull trend and has 17 consecutive years of November gains… |
| 2026-10-26 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | The technical breakout toward the analyst consensus target of 1075 prior all-time high is worth following… |
| 2026-09-07 | Alberto VadiaInvestor, Fruit Tree Capital | Neutral | Yet Another Value Podcast | Costco is a phenomenal but mature compounder; at 40x earnings it offers insufficient upside relative to… |
| 2026-05-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Costco exemplifies highest-quality business attributes — management, moat, and operations — warranting… |
| 2026-01-08 | Unnamed Panelist | Bullish | CNBC Fast Money Final Trade | Costco has reversed its short-term downtrend, signaling a momentum shift back to the upside |
| 2026-01-05 | Dan Nathan (RiskReversal)Trader & co-host, RiskReversal Media | Bullish | CNBC Fast Money Final Trade | Costco was overdone to the downside last year as a consumer staple and is positioned for a rally this year |
| 2025-10-26 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Costco is a fabulous business meeting all quality criteria but trades at 50x earnings, eliminating the margin… |
| 2025-05-12 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Costco's strict maximum 15% markup policy and member-centric culture create an unassailable moat and… |
| 2024-11-15 | Adam ParkerFounder & CEO, Trivariate Research | Bearish | The Compound | Stocks that breach 50x forward PE historically see multiple contraction 6-9 months later with only 24%… |
Show all 11 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2021-10-28 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | The Business Brew | Costco trades at ~100% of sales and ~45x earnings—as expensive as it has ever been—while square footage… |
Next report: 10 Dec 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 24 Sep 2026 | after the close | 6.60 vs 6.66 | +2.7% |
Notable options days
Sessions in the last 120 where COST’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 2 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-24 | ||||||
| 2026-07-09 |
COST on the Wheel
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