UBS lowers target for National Beverage stock to USD 31.00

Published on 10/01/2026 at 21:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2027 revenue reached USD 330.66 million versus USD 342.08 million. National Beverage stock sits at EUR 26.30 on October 1, 2026 versus EUR 26.20.

FIZZ, US6350171061, Illustration mit AI erstellt.

National Beverage stock (ISIN US6350171061) was trading at EUR 26.30 at Lang & Schwarz on October 1, 2026 at 9:18 p.m. CEST, plus 0.38 percent versus the prior close of EUR 26.20. The latest analyst move came from UBS, which maintained its Sell rating and lowered its National Beverage price target from USD 32.00 to USD 31.00 on September 14, 2026, according to GuruFocus.

UBS cuts target after earnings miss

The target reduction followed National Beverage's fiscal 2027 first-quarter report, released on September 10, 2026. MarketBeat reported that earnings per share reached USD 0.50, below the USD 0.59 consensus estimate, a shortfall of USD 0.09.

Revenue for the same fiscal 2027 first quarter was USD 330.66 million, versus USD 342.08 million expected. The USD 11.42 million revenue gap gives the target cut a clear operating backdrop, even though the company remained profitable with net income of USD 47.00 million for the period.

Revenue scale meets valuation pressure

National Beverage's fiscal 2027 first-quarter revenue was higher than the prior fiscal-quarter figure of USD 297.12 million, while diluted earnings per share rose from USD 0.43 to USD 0.50 between fiscal 2026 fourth quarter and fiscal 2027 first quarter. Those figures show sequential improvement, but the consensus miss remains the sharper signal for current analyst sentiment.

The company operates a portfolio spanning sparkling water, juices, energy drinks and carbonated soft drinks. Its brands include LaCroix, Clear Fruit, Rip It, Everfresh, Shasta and Faygo, giving the business exposure to both health-oriented beverages and established soda categories.

Stock remains near yearly low

National Beverage's primary-market quote was USD 29.51 on NASDAQ at 3:22 p.m. EDT on October 1, 2026, according to the finance snapshot, while the one-year range stood at USD 28.97 to USD 38.21. The Lang & Schwarz euro quote therefore sat near the lower end of the company's primary-market range, while the UBS target of USD 31.00 remained below the earlier USD 32.00 target.

At Lang & Schwarz, the stock was trading at EUR 26.30 on October 1, 2026 at 9:18 p.m. CEST, up 0.38 percent versus the EUR 26.20 prior close. The modest daily move leaves the September earnings shortfall and the lower UBS target as the clearest quantified reference points for the stock.