Morgan Stanley Raises Coca-Cola Price Target 7.4% to $87 After Q4 Earnings
Morgan Stanley upheld its Overweight rating on Coca-Cola and boosted its 12-month price target from $81 to $87, implying a 13.3% upside from its $76.81 share price. Despite a 1.9% drop following Q4 2025 results, all seven subsequent analyst revisions classify the stock as a Buy.
1. Rating and Price Target Hike
Morgan Stanley reaffirmed an Overweight rating on Coca-Cola and raised its 12-month price target from $81 to $87, citing confidence in the company’s global beverage portfolio and margin resilience.
2. Stock Reaction to Q4 Results
Following the Q4 2025 earnings release, Coca-Cola shares fell 1.9% in a single session as revenue growth met but did not exceed consensus expectations.
3. Analyst Consensus and Outlook
All seven analyst rating revisions after the earnings report now classify the stock as a Buy, reflecting widespread optimism about Coca-Cola’s growth trajectory and potential for renewed share gains.