Top Three US Stocks to Watch This Week: PepsiCo, Delta Air Lines, Nvidia
This article identifies PepsiCo, Delta Air Lines, and Nvidia as top US stocks to watch this week, amidst converging events like earnings season, Federal Reserve decisions, and global conflicts. PepsiCo is highlighted due to a recent sell-off ahead of earnings, Delta Air Lines faces scrutiny over rising jet fuel prices despite strong past performance, and Nvidia is in focus after reaching an all-time high following a large share buyback announcement.
Jim Cramer Flags PepsiCo’s (PEP) Frito-Lay Problem While Pointing to Procter & Gamble (PG)
Jim Cramer highlighted PepsiCo's Frito-Lay division as a current weakness, noting a 10% stock decline for the year and diminishing returns from its dividend. In contrast, he pointed to Procter & Gamble as a more favorable investment due to its lack of food exposure, despite its slower growth. The article discusses both companies' recent financial performance, upcoming earnings, and potential risks, including Frito-Lay's pricing adjustments and P&G's modest growth outlook amid rising costs.
PepsiCo Could Swing $6.46 Billion In Value After Earnings
Ahead of earnings season, Benzinga Pro identified several companies, including PepsiCo, Constellation Brands, Delta Air Lines, Applied Digital, and Tilray Brands, that are poised for significant stock price movements. PepsiCo's upcoming earnings report could result in a $6.46 billion swing in market value, with analysts anticipating $2.30 EPS on $25 billion revenue. The article provides financial forecasts, implied stock movements, and market caps for each company, highlighting their recent performance and analyst ratings.
6 Stocks Priced To Swing Most This Week - PepsiCo (NASDAQ:PEP), Micron Technology (NASDAQ:MU)
This article identifies six stocks with market caps over $2 billion that are anticipated to experience the largest price swings this week, based on Benzinga Pro data. While Micron Technology already had a significant post-earnings move, the focus for the coming week shifts to companies like PepsiCo, Constellation Brands, Delta Air Lines, Levi Strauss, Applied Digital, and Novagold Resources, with Novagold expected to have the widest swing at 16.55%. The report details their upcoming earnings dates, analyst expectations, and key factors that could influence their stock performance.
Kraft Heinz vs. PepsiCo: Which Consumer Goods Stock Is a Better Buy in 2026?
This article compares Kraft Heinz (KHC) and PepsiCo (PEP) to determine which consumer goods stock is a better investment in 2026, considering their financial performance, market position, and risk profiles. While Kraft Heinz is a deep-value turnaround story with stable products, PepsiCo is a global snacking and beverage powerhouse with consistent growth. The author ultimately recommends PepsiCo due to its resilience, dividend growth, and stronger business performance in an inflationary environment.
PepsiCo raising chip and soda prices after February cuts
PepsiCo plans to increase prices on its chips and sodas by the end of 2026 or early 2027, with modest increases in the low-to-mid single digits, after implementing price cuts in February due to consumer pushback. The company cites higher commodity costs and elevated fuel prices impacting consumer demand. Despite earlier price reductions and a supply chain review, North American sales volumes have been trending downward.
PepsiCo recovery lags, but valuation remains attractive to UBS
UBS maintains a "buy" rating on PepsiCo (NASDAQ:PEP) despite a slow North American recovery, citing attractive medium-term risk and reward in its valuation. The broker forecasts third-quarter earnings below consensus and expects the company to reiterate its full-year guidance, pointing to the low end due to weaker US sales and rising costs. While acknowledging investor concerns about strategic direction, UBS views PepsiCo's retreat from price investments favorably, expecting a regional turnaround to take time.
UBS Adjusts PepsiCo Price Target to $145 From $159, Maintains Buy Rating
UBS has revised its price target for PepsiCo (PEP) to $145, down from $159, while simultaneously reaffirming a "Buy" rating for the stock. This adjustment comes amidst various market activities and other analyst target changes for the beverage and snack giant. The article also touches upon PepsiCo's business segments and recent news impacting the company.
Can Keurig Dr Pepper's Innovation Pipeline Reignite Coffee Growth?
Keurig Dr Pepper's U.S. Coffee business is facing pressure, but the company hopes to improve trends in the second half of 2026 through an expanded innovation pipeline. Despite a decline in pod shipments, brewer shipments have returned to growth. KDP plans to leverage brewer and pod innovation, precision marketing, and the integration of JDE Peet’s to boost household penetration and revive demand in the coffee segment.
Coca-Cola Investors Get Another Sip of Its Sparkling Dividend
Coca-Cola (NYSE:KO) shareholders recently received a $0.53 per share quarterly dividend, extending the company's 63-year streak of dividend raises, qualifying it as a Dividend King. The dividend is well-covered by the company's strong earnings per share ($3.33 trailing EPS) and robust free cash flow guidance of $12.4 billion for the full year 2026. Despite a moderate yield due to a rallying stock price, Coca-Cola's solid financial health, including strong cash flow and a healthy balance sheet, positions it to continue its dividend growth, though investors should monitor its ongoing IRS tax dispute and consumer pressures.
European soft drinks growth slows as volumes normalise, Jefferies says
Jefferies reports a slowdown in European soft drinks growth, with value growth decelerating to 4.6% and volume growth easing to 1.4%. Despite this normalization, largely due to strong comparable periods and less favorable weather, analysts maintain a positive outlook on the sector. Coca-Cola Europacific Partners and Fevertree Drinks saw moderated growth in Great Britain, while other markets showed varied performance.
Is Keurig Dr Pepper (KDP) Undervalued On Its Jacobs Cold Espresso Launch?
Keurig Dr Pepper (KDP) recently launched a Jacobs cold espresso concentrate range, its first major beverage launch since the JDE Peet’s acquisition. Despite this, the stock trades at a discount to analyst targets and intrinsic value estimates, with its fair value estimated at $36.21 against a recent close of $30.69, suggesting it is undervalued. The company also plans to separate into North America focused Beverage Co and a global coffee company by early 2027.
Jazz Pharmaceuticals (JAZZ), The Latest Update Raises A Bigger Question
Jazz Pharmaceuticals reported strong quarterly revenue of US$1.21 billion, exceeding forecasts and leading to higher full-year guidance. Despite this positive financial update, the stock price has fallen, prompting investors to re-evaluate how much of the company's earnings strength was already factored into its valuation after a significant year-to-date return. The company is considered 19% undervalued with an implied fair value of $289.45, driven by anticipated new therapy approvals and expansion in its neuroscience/sleep portfolio, though risks such as patent expiries and potential underdelivery of new launches remain.
What Is Drawing Fresh Attention To General Dynamics (GD)?
General Dynamics (GD) has recently experienced a price pullback, with its stock down around 10-11% over the past one to three months, despite stronger longer-term returns. The company is currently considered 21% undervalued by many investors, with a fair value pegged near $422.30, supported by a record backlog and strong projected cash flows. However, potential risks like setbacks at the Mesquite munitions plant or ongoing ESOP share issuance could impact future performance.
Illinois Tool Works (ITW), Why Is The Stock Drawing Fresh Attention?
Illinois Tool Works (ITW) is gaining renewed investor attention after a Zacks upgrade, driven by higher earnings estimates, valuation interest, and strong long-term shareholder returns. While Zacks and a popular narrative suggest ITW is 14% undervalued at $260.84 with a fair value of $302.50, Simply Wall St's DCF model indicates it might be overvalued with a fair value of $171.94, highlighting differing assumptions about its future cash flows. Investors are encouraged to weigh these contrasting views and consider various risks and opportunities.
PepsiCo Stock Looks Cheaper but Growth Remains the Catch
PepsiCo's stock has become cheaper, trading at 14.9 times forward earnings compared to 27.3 times at the end of 2025, with a dividend yield of approximately 4.6%. While the company offers stability with a diverse portfolio of food and beverage brands, its growth rate is modest, with revenue increasing only about 2.8% annually over three years. The lower valuation makes it a more appealing proposition given expected mid-single-digit EPS growth, especially when compared to higher interest rates offered by Treasuries, presenting a different risk-reward dynamic for investors.
Costco Wholesale (COST) Could Be 6% Above Fair Value Following Strong Q4 Earnings
Costco Wholesale (COST) recently reported strong Q4 2026 earnings, showcasing double-digit sales growth and margin gains, despite slowing membership momentum. The stock trades near record highs, with a narrative fair value suggesting it is 6% overvalued, pricing in confidence in earnings quality and margins. The company's valuation hinges on sustained efficiency gains balancing out cooling membership growth and the fading impact of one-off tariff refunds.
Coca-Cola vs. PepsiCo: How a $10,000 bet split into a $9,012 gap over 5 years
Over a five-year period starting October 1, 2021, a $10,000 investment in Coca-Cola grew to $18,689, significantly outperforming PepsiCo, where the same investment was worth $9,677, still below the initial amount. This nearly $9,000 gap highlights a surprising divergence in performance between two major consumer staples companies, with PepsiCo experiencing a prolonged slide despite both initially moving in lockstep. The article points out that such a substantial difference in returns is more commonly associated with volatile growth stocks than established blue-chip brands.
Tesla starts Semi production 6 years late, says new plant can build 50,000 trucks a year
Tesla has announced that its long-delayed Semi electric truck is finally entering high-volume production, supported by a new Nevada factory capable of producing up to 50,000 units annually. This move comes six years after its initial unveiling and aims to lower operating costs for freight companies while increasing the number of diesel-free trucks on the road. The redesigned Semi features Tesla's 4680 cells and is being delivered to fleets including PepsiCo and US Foods, with pricing significantly below the average electric Class 8 truck.
Inside the virtual potato harvester: How PepsiCo and Grimme are helping growers protect quality and reduce waste
PepsiCo and agricultural machinery manufacturer Grimme have partnered to develop a virtual reality (VR) training platform for potato harvester operators. This "digital twin" technology aims to reduce potato bruising during harvest, a significant source of waste, by improving operator training and machine optimization. Pilot programs in Brazil and Mexico showed an 87% increase in bruise-free potatoes, and the technology is now rolling out globally to help farmers and support PepsiCo's sustainability goals.
PepsiCo, Monster challenge India 'energy drink' label ban citing business impact
PepsiCo and Monster Beverage have filed lawsuits against India's food regulator over a ban on using the "energy drink" label for their high-caffeine products, citing significant business impact and investments. The ban, part of a wider food safety crackdown, has led to states seizing stock, despite a Delhi court recently quashing a similar order against Red Bull. India's energy drink market is growing rapidly, but regulators globally are concerned about potential health risks associated with the high caffeine, sugar, and taurine content in these beverages.
PepsiCo shares may move 3.3% on upcoming earnings report By Investing.com
PepsiCo (NASDAQ:PEP) shares are predicted to move 3.3% when the company releases its earnings report on October 8, according to options data. The beverage and snack giant has a history of exceeding implied moves in its stock price following earnings announcements, doing so in four of its last eight reports. Recent earnings announcements have shown varied stock reactions, sometimes below the implied move.
PepsiCo (NASDAQ:PEP) Sets New 1-Year Low on Analyst Downgrade
PepsiCo (NASDAQ:PEP) shares recently hit a new 52-week low of $126.12 after several analysts, including Evercore, Barclays, and Wells Fargo, lowered their price targets due to concerns over North American operations, rising costs, and potential demand pressure. Despite these downgrades, the company maintains a consensus "Hold" rating and continues to appeal to income investors with a $5.92 annualized dividend and a 4.7% yield, while its latest quarterly results exceeded estimates. Investors are watching for stabilization in North American operations and the impact of recent price increases on demand.
PepsiCo shares may move 3.3% on upcoming earnings report
PepsiCo Inc. shares are predicted to move 3.3% when the company releases its earnings report on October 8, based on options data. The beverage and snack company has historically exceeded its implied stock move in half of its past eight earnings announcements. For instance, in February, the stock moved 11.6% against an implied move of 3.6%.
PepsiCo (PEP) Projected to Release Quarterly Earnings on Thursday
PepsiCo (PEP) is projected to release its Q3 2026 earnings before market open on Thursday, October 8th, with analysts expecting $2.30 earnings per share and $24.98 billion in revenue. The company's stock opened at $126.72, near its 12-month low, and maintains a quarterly dividend of $1.48, signaling a 54-year growth streak. Despite positive news regarding new board appointments, partnerships, and investment in healthier products, investor sentiment is weakened due to concerns about Frito-Lay, North American turnaround efforts, rising costs, and consumer demand, leading to several analyst downgrades and a consensus "Hold" rating.
PepsiCo (PEP) at $126.72: What a Fresh 52-Week Low Means for Investors
PepsiCo (PEP) has hit a new 52-week low at $126.72, undercutting its previous low from just six days prior. This significant drop for the $173 billion snack and beverage giant indicates that what was once a support level has now become a resistance point, challenging its role as a stable investment. The article highlights investor uncertainty about whether the stock will find buyers at this new low or continue its downward trend.
Coca Cola (KO) Could Be 8% Below Fair Value After North America Leadership Change
Coca-Cola (KO) recently appointed Rob Gehring to lead its North America operating unit, succeeding John Murphy. Despite a slight pullback, the stock has shown strong performance over the past year. Analysts estimate KO's fair value at $94.70, suggesting it is currently undervalued by 8%, though its P/E ratio is higher than the industry average, posing a potential valuation risk.
How PepsiCo uses chefs to think differently about innovation
PepsiCo is integrating culinary expertise into its product development process to foster innovation and identify flavors that appeal to consumers. Mitchell Dingwall, the director of global culinary capabilities, leads a team that monitors trends, analyzes food science, and evaluates business viability to create new products. This strategic approach, which blends culinary insights with a methodical innovation model, helps PepsiCo stay competitive and adapt to evolving consumer preferences.
How PepsiCo uses chefs to think differently about innovation
PepsiCo is increasingly leveraging professional chefs and culinary insights to drive product innovation, aiming to develop products that resonate with changing consumer tastes. Mitchell Dingwall, PepsiCo's director of global culinary capabilities, leads a team that scouts culinary trends and applies a methodical approach to integrate them into new snack and beverage offerings. This strategy helps PepsiCo stay agile and responsive in a fast-evolving food market.
Can Innovation Help PepsiCo Outpace Industry Headwinds?
PepsiCo is leveraging innovation to combat industry challenges like inflation and shifting consumer preferences, focusing on healthier and more convenient products. The company's strategies include expanding its portfolio in hydration, zero-sugar beverages, and better-for-you foods. Despite facing moderated performance in the U.S. due to inflation, PepsiCo aims to drive sustainable growth through innovation supported by productivity savings and digitalization, aligning with similar strategies used by peers like Coca-Cola and Monster Beverage.
Coca-Cola’s Secret Weapon Isn’t Its Soda
Coca-Cola (KO) has demonstrated strong financial performance with five consecutive earnings beats and raised guidance, leading to a 27% stock increase this year. Despite concerns about a pending IRS ruling and a high price-to-free-cash-flow ratio, the company's diversified portfolio beyond traditional sodas, including brands like fairlife and Powerade, and its robust operating margins comparable to Monster Beverage, indicate a positive outlook for bulls. 24/7 Wall St. rates KO a "BUY" with a 12-month price target of $101.47, highlighting the company's strong brand portfolio and operational efficiency as key drivers for future growth.
PepsiCo Walks a Tightrope: Dividend Growth Meets Operating Cash Flow Squeeze
PepsiCo has increased its dividend despite a significant drop in reported net income, driven by non-cash write-downs rather than a decline in core operating cash flow. While the company's free cash flow yield closely matches its dividend yield, indicating a thin buffer, strong core EPS growth and international momentum are expected to support future payouts. Investors are advised to monitor operating cash flow and the 80% free cash flow conversion target for future dividend safety.
Barclays Adjusts Price Target on PepsiCo to $133 From $142, Maintains Equalweight Rating
Barclays has adjusted its price target for PepsiCo (PEP) to $133, down from $142, while maintaining an Equalweight rating on the stock. This update comes amidst other recent analyst adjustments for PepsiCo, with Evercore ISI also lowering its price target and JPMorgan and Deutsche Bank downgrading their ratings. The article also provides a company profile, financial data, and analysts' consensus for PepsiCo.
Evercore ISI Adjusts Price Target on PepsiCo to $135 From $150, Keeps In Line Rating
Evercore ISI has adjusted its price target for PepsiCo (PEP) to $135, down from $150, while maintaining an "In Line" rating on the stock. This update reflects a revised outlook from the analyst firm. The article also notes recent adjustments from other firms, with JPMorgan downgrading PepsiCo to Neutral and TD Cowen maintaining a Hold rating.
Bear of the Day: Yum! Brands (YUM)
Yum! Brands (YUM) has been designated as a "Strong Sell" due to several factors, including food safety issues at Taco Bell, a strained consumer environment, and concentration risk after selling its Pizza Hut segment. Analysts anticipate stagnant single-digit growth for sales and EPS, with the stock significantly underperforming the S&P 500 over the past five years. The combination of these challenges suggests Yum! Brands is an investment to avoid.
Bear of the Day: Yum! Brands (YUM)
Yum! Brands (YUM) has been designated as "Bear of the Day" due to several factors, including food safety issues at Taco Bell, a strained consumer environment leading to reduced dining out, and the sale of Pizza Hut, which increases concentration risk. Analysts predict stagnant single-digit sales and EPS growth, and the company's stock has significantly underperformed the S&P 500 over the past five years. These issues make YUM an avoidable investment.
2026 IW U.S. 500: Top Food and Beverage Manufacturers
The 2026 IndustryWeek U.S. 500 list features 34 food and beverage manufacturers, a decrease from 40 in the previous year. While the sector saw a 3.14% increase in total revenue, earnings dropped significantly by 32.5%. PepsiCo remains the top performer, and new entrants like Hormel Foods, Freshpet, Inc., John B. Sanfilippo & Son, Inc., and Westrock Coffee Company made the list.
KO vs. MNST: Which Beverage Stock Has the Stronger Growth Story?
This article compares Coca-Cola (KO) and Monster Beverage (MNST) to determine which beverage stock offers a stronger growth story. While Monster Beverage excels in the rapidly expanding energy drink market, Coca-Cola's diversified portfolio, global distribution, and strong financial performance give it an edge. The analysis concludes that KO presents a more balanced risk-reward profile, lower valuation, and stronger recent stock performance, making it the preferred choice.
This PepsiCo Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday
JP Morgan analyst Andrea Teixeira downgraded PepsiCo from Overweight to Neutral, cutting the price target from $170 to $138. This article also highlights four other significant downgrades from top Wall Street analysts on Tuesday, including Ryder System, Warner Bros. Discovery, Arbor Realty Trust, and Pershing Square Inc.
Coca-Cola, Colgate-Palmolive Appoint New Customer Leaders Amid Tech and Pricing Shifts
Coca-Cola and Colgate-Palmolive have announced significant leadership changes within their customer and commercial teams to navigate evolving consumer behaviors and pricing strategies. Roberto Mercadé will become Coca-Cola's chief customer and commercial officer, while Mike Pierson has joined Colgate-Palmolive as EVP, customer development for the U.S. market. These new leaders are tasked with leveraging data-driven and tech-enabled practices to drive customer growth, manage price-pack architectures, and optimize trade spend amidst shifting market dynamics.
PepsiCo vs. Keurig: Which Stock Stands Out in the Beverage Race?
This article compares PepsiCo (PEP) and Keurig Dr Pepper (KDP), two major players in the beverage industry, evaluating their market presence, strategies, and financial performance. While PepsiCo boasts a diversified portfolio and global scale, Keurig Dr Pepper is highlighted for its stronger stock momentum, attractive valuation, and focus on high-growth beverage categories like energy drinks. The analysis concludes that KDP currently holds an edge due to its growth prospects, strategic transformation, and favorable earnings expectations, despite PepsiCo's established market position.
PepsiCo vs. Keurig: Which Stock Stands Out in the Beverage Race?
This article compares PepsiCo (PEP) and Keurig Dr Pepper (KDP) in the evolving global beverage industry. While PepsiCo leverages its diversified portfolio and global scale, Keurig Dr Pepper is highlighted for its stronger stock momentum, attractive valuation, and focus on high-growth categories. The analysis suggests KDP holds an edge due to its growth prospects, valuation appeal, and strategic transformation.
Why Can't Investors Stop Watching PepsiCo (NASDAQ:PEP) Today?
PepsiCo (NASDAQ:PEP) is attracting investor attention today within the dividend stocks category, influenced by broader market themes such as rising oil prices, climbing Treasury yields, and a more cautious overall market sentiment. The article emphasizes that while external factors play a role, PepsiCo's operational execution, customer demand, and ability to adapt to competitive conditions remain central to its market performance. Investors are advised to view today's session as one data point among many, comparing PepsiCo's performance with peers rather than isolating it.
Realty Income offers monthly dividends; Nvidia expands $150B buyback alongside dividend increase.
The article compares Realty Income, a REIT known for monthly dividends and a 5.9% yield, with Nvidia, which recently expanded its share buyback program by $150 billion. While Realty Income provides steady income, Nvidia focuses on shareholder returns through buybacks and a smaller dividend. Both companies appeal to different investor strategies, with Realty Income trading at USD 55.48 and Nvidia at USD 230.56 as of September 29, 2026.
PEP Stock Gets A Downgrade From JPMorgan – Firm Flags Frito-Lay Weakness
JPMorgan downgraded PepsiCo (PEP) stock from 'Overweight' to 'Neutral' and cut its price target, citing weaker-than-expected North American trends and a stalled recovery for Frito-Lay. The firm expects PepsiCo to rely more on productivity to meet earnings guidance, as North American trends remain subdued and higher costs could offset savings. Several other analysts have also lowered their price targets for PepsiCo ahead of its Q3 earnings report on October 8th.
Deutsche Bank Aktiengesellschaft (DB) latest stock news and headlines
This article provides a compilation of recent news and headlines concerning Deutsche Bank Aktiengesellschaft (DB). It includes updates on analyst ratings for other companies like Netflix and Iberdrola, strategic partnerships in payment intelligence, and market performance insights related to Deutsche Bank. The stock's performance metrics are also presented, showing its year-to-date, 1-year, and 3-year returns against the DAX benchmark.
PepsiCo plans to raise prices on sodas, chips and dip — and that has Wall Street worried
PepsiCo is planning to raise prices on its sodas, chips, and dips, a move that has caused concern among Wall Street analysts after the company previously cut prices earlier in the year. This decision led Deutsche Bank to downgrade PepsiCo's stock to a hold rating and TD Cowen analysts to reduce their profit estimates. The shift in pricing strategy has been flagged by TD Cowen as a "shifting narrative on affordability."
Q2 Earnings Highlights: PepsiCo (NASDAQ:PEP) Vs The Rest Of The Beverages, Alcohol, and Tobacco Stocks
This article reviews the Q2 earnings season for the beverages, alcohol, and tobacco industry, comparing PepsiCo's performance with other key players. It highlights brand strength, marketing, and shifting consumer preferences as critical factors influencing company results. While the sector generally met revenue expectations, share prices of companies, including PepsiCo, have seen a decline post-earnings.
This PepsiCo Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday
Deutsche Bank analyst Steve Powers downgraded PepsiCo Inc (NASDAQ: PEP) from Buy to Hold, lowering the price target from $155 to $138. This article details five major downgrades by top Wall Street analysts on Monday, including PepsiCo, RLJ Lodging Trust, Braskem SA, UiPath, Inc., and Acuity Inc., providing their new ratings and price targets.
Applied Digital's Contracted Backlog Hit $31 Billion — Here's the Bar for Oct. 8
Applied Digital (NASDAQ: APLD) is set to report its fiscal first-quarter 2027 earnings on October 8, with analysts expecting a loss of 30 cents per share and revenue of $134.86 million. Investors will focus on the progress of the company's AI Factory campuses, which hold a $31 billion contracted lease revenue, and updates on the Polaris Forge 3 lease and Base Electron venture. The stock currently holds a Buy rating with an average price forecast of $61.65, though shares were trading lower at the time of publication.
