Should I Buy TAP? TAP 2026 Analysis

Should You Buy Molson Coors Beverage Co (TAP) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

48.040

1 Day change

0.99%

52 Week Range

64.660

Analysis Updated At

2026/01/26

Molson Coors Beverage Co (TAP) is not a strong buy for a beginner investor with a long-term horizon at this time. The stock's financial performance is weak, with significant declines in revenue, net income, and EPS. Analysts have mixed to negative sentiment, with multiple downgrades and reduced price targets. While insider buying is a positive signal, the lack of strong growth prospects, negative technical trends, and absence of strong trading signals suggest holding off on investing in this stock for now.

Technical Analysis

The MACD is positive but contracting, RSI is neutral, and moving averages are converging, indicating no clear trend. The stock is near its pivot point of 49.18, with resistance at 50.494 and support at 47.866. The technical indicators do not suggest a strong buying opportunity.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Insiders are buying, with a significant increase in insider buying activity (4073.59% over the last month). Additionally, the U.S. Small/Mid Cap Quality & Value Composite recently acquired shares of Molson Coors.

Neutral/Negative Catalysts

Weak financial performance in Q3 2025, with revenue down 2.27% YoY, net income down 1565.27% YoY, and EPS down 1640.62% YoY. Analysts have downgraded the stock, citing concerns about fundamentals and sector-level challenges. The stock has a high probability of declining in the next week (-3.63%) and next month (-19.23%).

Financial Performance

In Q3 2025, Molson Coors reported a revenue decline of 2.27% YoY to $2.97B, a net income loss of $2.93B (-1565.27% YoY), and an EPS drop to -14.79 (-1640.62% YoY). Gross margin also slightly declined to 39.47%.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts have mixed to negative sentiment. BNP Paribas downgraded the stock to Underperform with a price target of $40, while Barclays raised its price target to $49 but maintained an Underweight rating. Other analysts have reduced price targets, citing weak fundamentals and challenging market conditions.

15 Analyst Rating

Wall Street analysts forecast TAP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TAP is 52 USD with a low forecast of 46 USD and a high forecast of 72 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.

5 Buy

9 Hold

1 Sell

Moderate Buy

Current: 47.570

Low

Averages

High

Current: 47.570

Low

Averages

High

BNP Paribas

Neutral -> Underperform

downgrade

$43 -> $40

AI Analysis

2026-01-16

Reason

BNP Paribas

Price Target

$43 -> $40

AI Analysis

2026-01-16

downgrade

Neutral -> Underperform

Reason

BNP Paribas downgraded Molson Coors to Underperform from Neutral with a price target of $40, down from $43. The firm, which lowered its "below-consensus" estimates, notes that its FY26 and FY27 EPS estimates are now 6% and 10% below the Street view, respectively, and that it now has Underperform ratings on its entire U.S. alcohol coverage.

Barclays

Underweight

maintain

$45 -> $49

2026-01-16

Reason

Barclays

Price Target

$45 -> $49

2026-01-16

maintain

Underweight

Reason

Barclays raised the firm's price target on Molson Coors to $49 from $45 and keeps an Underweight 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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TAP Should I Buy

TAP Should I Buy

Should You Buy Molson Coors Beverage Co (TAP) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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