Coca-Cola: Resilient Global Growth, Pricing Power, and Execution Support Upgraded $85 Buy Rating

TD Cowen analyst Robert Moskow maintained a Buy rating on Coca-Cola today and set a price target of $85.00.

Robert Moskow has given his Buy rating due to a combination of factors, including Coca-Cola’s ability to outperform expectations in the most recent quarter and its resilient global business model. The company delivered slightly stronger organic sales and earnings than the market anticipated, expanded margins through disciplined cost control, and demonstrated that its extensive international bottler network can still generate volume growth even in a challenging macro environment.

Moskow also views management’s 2026 outlook as attainable, particularly the upper end of the organic sales guidance, supported by a mix of pricing power and an expected rebound in key emerging markets such as China, India, and Mexico. He lifts his price target to $85 based on a modest premium to Coca-Cola’s historical valuation, arguing that its consistent execution, volume growth, and ability to deliver on its long-term growth algorithm warrant a higher-than-average earnings multiple versus other consumer packaged goods companies.

Moskow covers the Consumer Defensive sector, focusing on stocks such as BellRing Brands, General Mills, and JM Smucker. According to TipRanks, Moskow has an average return of 1.5% and a 46.15% success rate on recommended stocks.

In another report released today, TipRanks – OpenAI also reiterated a Buy rating on the stock with a $88.00 price target.