National Beverage Corp. Q4 2025 Net Sales Rise 5.5%, UBS Lifts Price Target to $45

UBS lifted the price target on National Beverage Corp. (NASDAQ:FIZZ) to $45 from $42, while maintaining a "Sell" rating. The firm believes Q4 2025 top line was better than feared but margins might be more challenged. National Beverage Corp.'s net sales rose 5.5% to $314 million, and net sales for FY 2025 increased 0.8% to $1,201.4 million.

Title: UBS Raises Price Target for National Beverage Corp. Despite "Sell" Rating

National Beverage Corp. (NASDAQ: FIZZ) has seen its price target lifted by UBS, moving from $42 to $45, while maintaining a "Sell" rating [1]. The firm's analysts noted that the company's Q4 2025 top-line performance exceeded expectations, but margins may face more challenges. National Beverage Corp. reported a 5.5% increase in net sales for Q4 2025, reaching $314 million. Additionally, the company's net sales for the fiscal year 2025 rose 0.8% to $1,201.4 million, compared to $1,191.7 million in FY 2024 [1].

UBS remains optimistic about the company's volume performance, as indicated by management's commentary. However, the firm believes investors are likely to adopt a "wait-and-see" approach until more concrete data shows a sustained improvement. The company's gross profit for FY 2025 increased to $443.9 million, primarily due to a decline in packaging costs and a higher average selling price per case [1].

National Beverage Corp. develops, produces, markets, and sells a diverse portfolio of beverages, including sparkling waters, juices, energy drinks, and carbonated soft drinks. The company's strong performance in Q4 2025 was driven by the launch of new LaCroix variants and a robust consumer environment. However, the analysts at UBS caution that certain AI stocks may offer greater upside potential and carry less downside risk.

References

[1] https://finance.yahoo.com/news/ubs-lifts-price-target-national-072227202.html