Corporate Collaboration on Plastic Reduction: Major global food and packaging companies, including Nestle, PepsiCo, and Unilever, are committing to reduce plastic use and advocate for regulation following unsuccessful U.N. talks on the issue.
Impact of Political Climate on Sustainability Efforts: The Trump administration's rollback of climate initiatives is pressuring corporate alliances focused on sustainability, leading to a trend of "greenhushing" where companies limit public discussions on their sustainability efforts.
Ellen MacArthur Foundation's 2030 Plastics Agenda: The foundation's agenda aims to encourage companies to collaborate on sustainability, with signatories significantly increasing their use of recycled content, indicating potential for effective regulation.
Need for Policy Confidence: The success of sustainability initiatives relies on policymakers' confidence in the market's readiness for regulation, highlighting the importance of demonstrating scalable solutions over the next five years.
Wall Street analysts forecast PEP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PEP is 161.90 USD with a low forecast of 144.00 USD and a high forecast of 172.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast PEP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PEP is 161.90 USD with a low forecast of 144.00 USD and a high forecast of 172.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
6 Hold
0 Sell
Moderate Buy
Current: 144.400
Low
144.00
Averages
161.90
High
172.00
Current: 144.400
Low
144.00
Averages
161.90
High
172.00
BNP Paribas
Neutral -> Outperform
upgrade
$179
2026-01-16
Reason
BNP Paribas
Price Target
$179
AI Analysis
2026-01-16
upgrade
Neutral -> Outperform
Reason
BNP Paribas upgraded PepsiCo to Outperform from Neutral with a $179 price target. The firm, which raised its FY27 EPS estimate by about 5%, sees activist involvement at Pepsi driving a proverbial "win-win" set-up, the analyst tells investors.
Barclays
Equal Weight
maintain
$144 -> $148
2026-01-16
Reason
Barclays
Price Target
$144 -> $148
2026-01-16
maintain
Equal Weight
Reason
Barclays raised the firm's price target on PepsiCo to $148 from $144 and keeps an Equal Weight rating on the shares. The firm adjusted targets in the consumer staples group as part of a Q4 earnings preview. Barclays attributes the recent "enthusiasm" in the stock to "a flight to safety" and remains concerned about company- and sector-level fundamentals. Potential oil and currency headwinds could materialize in 2026, the analyst tells investors in a research note.
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Barclays
Overweight
downgrade
2026-01-06
Reason
Barclays
Price Target
2026-01-06
downgrade
Overweight
Reason
Barclays lowered the firm's price target on PolyPeptide to CHF 33 from CHF 35 and keeps an Overweight rating on the shares.
BofA
Peter Galbo
Neutral
maintain
$155 -> $164
2025-12-19
Reason
BofA
Peter Galbo
Price Target
$155 -> $164
2025-12-19
maintain
Neutral
Reason
BofA analyst Peter Galbo raised the firm's price target on PepsiCo to $164 from $155 and keeps a Neutral rating on the shares. Entering 2026, the largest unresolved question for staples remains consumption growth and valuations remain dispersed across the group, but "there feels little to get them off the sidelines in '26 until fundamentals signal a greater turning of the tide," the analyst tells investors in a year-ahead note for the consumer staples group.
About PEP
PepsiCo, Inc. is a global beverage and convenient food company. The Company’s segments include PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. PFNA segment includes all of its convenient food businesses in the United States and Canada. PBNA segment includes all of its beverage businesses in the United States and Canada. IB Franchise segment includes its international franchise beverage businesses, as well as its SodaStream business. EMEA segment includes its convenient food businesses and beverage businesses with Company-owned bottlers in Europe, the Middle East and Africa. LatAm Foods segment includes all of its convenient food businesses in Latin America. Asia Pacific Foods segment consists of its convenient food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
