PepsiCo, Inc. (NASDAQ:PEP) Analyst Update and Earnings Outlook

PepsiCo, Inc. (NASDAQ:PEP) is a global leader in the food and beverage industry, known for its diverse product portfolio, including brands like Pepsi, Mountain Dew, and Lay's. The company competes with other giants like Coca-Cola and Nestlé.

On July 17, 2025, Morgan Stanley updated its rating for PepsiCo to "Equal-Weight," maintaining a "hold" action, with the stock priced at $135.35. PepsiCo is set to release its second-quarter earnings results, with analysts expecting earnings of $2.03 per share, down from $2.28 per share in the same quarter last year.

The anticipated quarterly revenue is $22.3 billion, slightly lower than the $22.5 billion reported a year earlier. This reflects a cautious outlook for the company's financial performance. Ahead of the earnings release, PepsiCo's shares saw a 1.2% increase, closing at $135.35.

The stock's price today has ranged from $133.77 to $135.49, with a year-high of $180.91 and a low of $127.60. The company's market capitalization stands at approximately $185.58 billion, indicating its significant presence in the market.

In recent developments, PepsiCo and Cargill announced a strategic collaboration to advance regenerative agriculture practices across 240,000 acres from 2025 through 2030. This initiative underscores PepsiCo's commitment to sustainability, aligning with broader industry trends towards environmentally friendly practices.