Coca-Cola (NYSE: KO) Maintains Optimistic Outlook Despite Middling Earnings

Font: Financial Modeling Prep  • Feb 11, 2026

• Morgan Stanley maintains an "Overweight" rating for Coca-Cola (NYSE: KO), raising its price target from $81 to $87.
• Despite a 1.90% drop after the Q4 2025 earnings report, analysts remain positive, with all seven rating revisions post-earnings classifying KO as a 'Buy'.
• Analysts anticipate a potential rally, with price target upgrades reflecting confidence in Coca-Cola's growth potential.

Coca-Cola (NYSE: KO) is a leading beverage company known for its iconic soft drinks and a wide range of other beverages. The company operates globally, competing with other major players like PepsiCo and Dr Pepper Snapple Group. On February 11, 2026, Morgan Stanley maintained its "Overweight" rating for Coca-Cola, with the stock priced at $76.81. Morgan Stanley also raised its price target from $81 to $87.

Coca-Cola's recent Q4 2025 earnings report was described as middling, leading to a 1.90% drop in the stock during a single session. Despite this, Wall Street analysts remain optimistic about Coca-Cola's future. All seven rating revisions after the earnings release classified the stock as a 'Buy', indicating expectations of a rally over the next 12 months.

Morgan Stanley's Dara Mohsenian upgraded his price target for Coca-Cola from $81 to $87, anticipating a 13.27% increase from the current price of $76.81. Similarly, Filipo Falorni from Citi revised his 12-month forecast, raising it from $75 to $87, marking a 16% upward adjustment. These updates reflect continued confidence in Coca-Cola's growth potential.

Currently, Coca-Cola's stock is priced at $76.81, reflecting a decrease of 1.16, or approximately -1.49% in percentage terms. Today, the stock has traded between a low of $76.01 and a high of $77.51. Over the past year, KO has reached a high of $79.20 and a low of $65.35, showcasing its market volatility.

Coca-Cola's market capitalization stands at approximately $330.56 billion, highlighting its substantial presence in the beverage industry. Today's trading volume for KO is 28.83 million shares, indicating active investor interest. Despite recent fluctuations, analysts' positive outlook suggests potential growth for Coca-Cola in the coming months.