On Oct 10, major Wall Street analysts update their ratings for $PepsiCo (PEP.US)$, with price targets ranging from $176 to $200.
Morgan Stanley analyst Dara Mohsenian maintains with a hold rating, and maintains the target price at $185.
BofA Securities analyst Bryan Spillane maintains with a buy rating, and maintains the target price at $185.
Barclays analyst Lauren Lieberman maintains with a buy rating, and adjusts the target price from $186 to $183.
Deutsche Bank analyst Stephen Powers maintains with a hold rating, and adjusts the target price from $180 to $179.
Evercore analyst Robert Ottenstein maintains with a hold rating, and maintains the target price at $180.
Furthermore, according to the comprehensive report, the opinions of $PepsiCo (PEP.US)$'s main analysts recently are as follows:
The overarching perspective on PepsiCo remains firmly positive, with expectations still set for a 7% earnings growth by 2024, alongside a profit performance next year that may modestly trail the anticipated trajectory.
Exiting Q3, PepsiCo appears to be set up to conclude fiscal 2024 with near-term earnings 'firmly intact,' though the sales momentum is now more subdued than earlier anticipated. It is suggested that the 'bad news' appears to be accounted for and the stock may offer a 'free option' if U.S. consumption data responds positively to further demand-stimulating efforts from the company throughout the remainder of fiscal 2024.
Following PepsiCo's Q3 report, there was an update to the company's model. The stock's post-report performance exceeded expectations, driven by the company's confirmation of its earnings growth guidance and a reversal of previous market skepticism.
The perspective on PepsiCo as a leading consumer packaged goods company remains intact, yet there is a belief that the 'aggressive pricing' strategy in its three largest U.S. categories may have pushed the value proposition too far, potentially impacting the company's short-term pricing leverage. Consequently, expectations for PepsiCo's organic growth have been moderated to 1.9% for fiscal 2024 and 3% for fiscal 2025, which falls short of the company's projected growth rate of 4%-6%.
Here are the latest investment ratings and price targets for $PepsiCo (PEP.US)$ from 8 analysts:
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美東時間10月10日，多家華爾街大行更新了$百事可樂 (PEP.US)$的評級，目標價介於176美元至200美元。
摩根士丹利分析師Dara Mohsenian維持持有評級，維持目標價185美元。
美銀證券分析師Bryan Spillane維持買入評級，維持目標價185美元。
巴克萊銀行分析師Lauren Lieberman維持買入評級，並將目標價從186美元下調至183美元。
德意志銀行分析師Stephen Powers維持持有評級，並將目標價從180美元下調至179美元。
Evercore分析師Robert Ottenstein維持持有評級，維持目標價180美元。
此外，綜合報道，$百事可樂 (PEP.US)$近期主要分析師觀點如下：
對百事可樂的總體觀點仍然堅定積極，預計到2024年，盈利將繼續增長7％，明年的盈利表現可能略低於預期的軌跡。
退出第三季度後，百事可樂似乎已爲2024財年的近期盈利「堅定完整」做好了準備，儘管銷售增勢現在比之前預計的更爲疲軟。有跡象表明「壞消息」已被考慮在內，如果美國的消費數據對公司在2024財年剩餘時間內進一步刺激需求的努力作出積極回應，則該股票可能會提供一個「免費選擇」。
在百事可樂的第三季度報告之後，該公司的模型有了更新。股票的報告後表現超出預期，得益於公司確認其盈利增長預期以及市場對之前懷疑態度的逆轉。
作爲領先的包裝消費品公司，對百事可樂的看法仍然保持完整，但人們認爲其在三大美國類別中的「激進定價」策略可能已經推動價值提案走得太遠，可能影響公司的短期定價策略。因此，對百事可樂的有機增長預期已調整爲2024財年爲1.9％，2025財年爲3％，這低於公司預期的4％-6％增長率。
以下爲今日8位分析師對$百事可樂 (PEP.US)$的最新投資評級及目標價：
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