Stephens & Co. has upgraded Vita Coco Company Inc (COCO) to Overweight from Equal-Weight, signaling a more optimistic outlook on the company's future. This upgrade, effective November 23, 2025, comes as the beverage company continues to demonstrate strong performance in the coconut water market.
Currently priced at $51.14, Vita Coco has shown resilience with a market capitalization of $2.6 billion and a P/E ratio of 38.06. The company's earnings per share (EPS) for the trailing twelve months stands at 1.16. It is important to note that the upcoming earnings report is scheduled for February 26, 2026, where analysts estimate an EPS of $0.12 on revenue of $117.5 million.
The upgrade reflects improved fundamentals and increased confidence in Vita Coco's strategic direction. As a producer and distributor of coconut water and other beverage products, the company has built a strong portfolio, which includes brands like Ever & Ever and PWR LIFT. The Americas segment, primarily focused on the U.S. and Canada, along with international operations across Europe, the Middle East, and Asia Pacific, contributes to its diverse revenue streams.
Analyst ratings serve as a useful gauge of market sentiment, but they are based on assumptions that may not always materialize. Investors should consider these ratings alongside company fundamentals, competitive positioning, and individual financial goals. Analyst opinions can change as new information becomes available, and the current consensus for Vita Coco stands at Buy, with 3 Strong Buy, 8 Buy, and 6 Hold ratings among 17 total analysts.
This update provides insight into the evolving perception of Vita Coco's market potential as it continues to expand in the beverage industry.