---
title: "PepsiCo hits 52-week low as multiple banks cut ratings"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301161508.md"
description: "PepsiCo slid to a 52-week low after JPMorgan, UBS and others downgraded the stock ahead of its Oct 8 earnings report."
datetime: "2026-10-07T15:16:08.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301161508.md)
  - [en](https://longbridge.com/en/news/301161508.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301161508.md)
generator: "portal-rs"
---

# PepsiCo hits 52-week low as multiple banks cut ratings

百事 (PEP.US) 盘中跌超 1%，现报 124.24 美元，股价创 52 周新低。

近期多家投行下调百事公司评级。摩根大通将评级从「增持」降至「中性」，目标价从 170 美元下调至 138 美元，指出北美咸味零食业务需求疲软、运输成本承压；瑞银将目标价从 159 美元降至 145 美元；巴克莱维持「持有」评级，目标价 133 美元；德意志银行亦下调至「持有」评级。

百事公司将于 10 月 8 日公布第三季度财报，华尔街预期调整后每股收益**2.30 美元**、营收**249.6 亿美元**。随着 GLP-1 类减肥药物的普及，咸味零食和含糖饮料的需求面临持续压力，尽管公司采取降价策略和推出新产品，但北美地区销售仍持平、运营利润率下滑。分析师警告百事正失去市场份额，公司估值已大幅回落。

尽管北美业务面临挑战，百事国际业务仍保持强劲增长。公司维持**4.7%**的股息收益率，并已连续 54 年增加派息。期权市场预计财报公布后股价波动约**3.75%**，投资者密切关注管理层能否传递北美业务企稳信号。

### Related Stocks

- [PEP.US](https://longbridge.com/en/quote/PEP.US.md)

## Related News & Research

- [Pepsi earnings contain an inflation warning but the stock is rising](https://longbridge.com/en/news/301278645.md)
- [PepsiCo Just Reported Earnings. Here's What Investors Need to Know.](https://longbridge.com/en/news/301428722.md)
- [Visa (V) Just Gave Investors Something To Think About](https://longbridge.com/en/news/304838789.md)
- [Is Corning (GLW) Undervalued After Strong Earnings And Higher Guidance?](https://longbridge.com/en/news/304790245.md)
- [Trade Desk Stock Is 90% Below Its High. Can Earnings Turn the Tide?](https://longbridge.com/en/news/304769650.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**