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4 days agoPepsiCo's Next Big Rally Could Be Just Getting Started
PepsiCo has a $175.82 12-month price target and a buy rating with 90% confidence, driven by international growth and margin expansion.
Citi just trimmed its price target on Lucid Group ( NASDAQ:LCID | LCID Price Prediction) to $14 from $17, while keeping a Buy rating. Analyst Michael Ward cited the company's Q1 2026 miss and the withdrawal of its 2026 outlook, but argued the medium-term thesis remains intact.
Mizuho lowered its price target on Inc () to $26 from $34 on Thursday while maintaining a Neutral rating on the shares. The stock currently trades at $23.39, down 53% over the past six months and 47% year-to-date. The firm cited the company's more muted growth outlook for fiscal year 2027 as the reason for the price target reduction.
The analyst upgrade follows a "clean beat and raise" fiscal Q3 2026 report and frames the recent share dip as "a brief air pocket" ahead of the company's investor forum. The new target sits above the Street consensus of $81.71, with Affirm stock closing at $64.01 on May 8 and trading near $62 intraday Monday.
Marriott's luxury-heavy portfolio looks insulated from inflation pinching price-sensitive travelers, yet Susquehanna's Neutral stance signals valuation is doing the heavy lifting.
Piper Sandler's revised target arrives 26 days before Coinbase's Q1 2026 earnings report, expected May 11. The firm expects management to strike a positive tone on trading volume outlook, particularly in futures.
Morgan Stanley's revision stems from a broader office sector update tied to job opening data across REIT markets. The underlying concern is structural: white-collar employment trends directly shape office demand, and softening job openings signal a slower leasing recovery than previously modeled.
TD Cowen reduced estimates across the household and personal care space, arguing that companies will be unable to fully mitigate higher oil-related input costs stemming from the Iran war.
The optimism is rooted in Lowe's operational consistency. The company has beaten earnings estimates in all four of its most recent quarters, with the latest Q3 2025 report delivering $3.06 per share versus the $2.81 consensus, an 8.9% surprise. That marks eight consecutive quarterly earnings beats heading into 2026, with an average surprise of 4.1%. Revenue growth of 3.2% year-over-year also outpaces Home Depot's 2.8%.