Coca-Cola Stock Forecast: Trending StrongBuy Among Analysts

Coca-Cola (KO) stock has risen 0.8% over the past week, 10.6% over the past month, and 18.7% over the past year. Wall Street’s analysts are strongly bullish, forecasting further gains for KO over the next twelve months, with an average price target of $80.67 versus a recent close near $77.97.

Leading the positive sentiment, analyst Dara Mohsenian of Morgan Stanley reiterated a Buy rating on KO on February 10, 2026, lifting his price target from $81 to $87, implying meaningful upside from current levels. He maintains an Overweight stance, arguing that Coca-Cola’s topline growth outlook remains well above consumer staples peers.

Mohsenian notes that Q4 earnings per share of $0.58 beat consensus expectations, helped by lower interest and tax expense, even though revenue and profit were slightly below forecasts due to foreign exchange. Underlying organic sales growth was weaker than investors hoped, but he views the quarter as a temporary mix correction after earlier periods of unusually favorable trends.

Looking ahead to 2026, Coca-Cola guided to 4–5% organic sales growth and 7–8% EPS growth, broadly in line with Wall Street expectations but at the lower end of the company’s long-term targets. Mohsenian believes this still places KO on a clearly higher growth trajectory than staples rivals, despite trading at a similar earnings multiple to names like Colgate-Palmolive and Procter & Gamble.

The analyst highlights several long-term growth drivers: strong pricing power supported by heavy marketing and steady market share gains, solid volume growth even after recent price hikes, added contribution from the Fairlife brand, and durable share gains across key beverage categories and regions, especially in emerging markets. This N-star analyst ranks 1010 out of 12,061, with a 63.08% success rate and a 7.7% average return per rating. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.