Coca-Cola (KO) stock has fallen 3.9% over the past week and 6.6% over the past month, yet it is still up 11.6% over the last year. Wall Street’s analysts are strongly bullish, forecasting a move toward a 12‑month price target of $85.07 from the last close at $74.75.
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Analysts currently rate the shares a StrongBuy, signaling confidence despite recent short-term weakness. The average target suggests meaningful upside potential as investors weigh near-term volatility against solid long-term growth prospects.
Dara Mohsenian (Morgan Stanley) reiterated KO as a Buy on March 23, 2026, setting a price target of $87, above the current consensus. This implies additional upside from today’s levels and underscores Coca-Cola’s appeal versus other mega-cap consumer staples names.
Mohsenian sees Coca-Cola as a top pick for 2026, highlighting strong earnings visibility and higher long-term organic sales growth than peers. The firm argues Coke is well positioned on costs and pricing, even under potential disruptions linked to the Iran conflict, thanks to strong pricing power, bottler cost absorption, and partial FX hedging.
A key element of the bullish view is robust North America performance, which makes up about 40% of the business, and expectations for high-single-digit U.S. scanner sales growth in 2026. Mohsenian also points to rising contribution from Fairlife products and favorable comparisons, supporting 4–5% organic sales growth and potential EPS upside.
This 4-star analyst ranks 906 out of 12,068 on TipRanks, with a 62.14% success rate and a 7.4% average return per rating. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.