From The Street of Dreams

$KO: JPMorgan raised the firm’s price target on Coca-Cola to $98 from $95 and keeps an Overweight rating on the shares. The firm views the company’s Q3 report as strong.

$KO: Morgan Stanley analyst Dara Mohsenian raised the firm’s price target on Coca-Cola to $103 from $100 and keeps an Overweight rating on the shares. “Solid” Q3 results highlight sustained higher organic sales growth than peers, with robust pricing power, sustained share gains, and strong Fairlife growth, the analyst tells investors.

$KO: Piper Sandler raised the firm’s price target on Coca-Cola to $103 from $102 and keeps an Overweight rating on the shares. The firm remains bullish on Coca-Cola and its long-term growth outlook and continues to believe its best-in-class execution positions the company more favorably vs. peers, even in a tough consumer environment.

 KO: Wells Fargo raised the firm’s price target on Coca-Cola to $100 from $90 and keeps an Overweight rating on the shares. The firm says Coca-Cola is entering a “great” debate. After a year in which virtually every key metric was great, and the stock’s performance matched, investors are beginning to ask whether “great” this year makes it harder to exceed expectations next year. That narrative is still in its early stages, but becoming the focus of that debate may be the stock’s next key challenge, the firm argues.

KO:Citi analyst Filippo Falorni raised the firm’s price target on Coca-Cola to $103 from $102 and keeps a Buy rating on the shares.

$KMB: UBS analyst Peter Grom raised the firm’s price target on Kimberly-Clark to $113 from $106 and keeps a Neutral rating on the shares. Kimberly-Clark’s Q3 results missed on revenue but beat earnings on better SG&A and below-the-line items, while reiterated FY26 guidance was better than feared and drove a share rally likely amplified by positioning, the analyst tells investors in a research note.

Long KO VS KMB VS

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Posted by Doug Kass

Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.

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