Added to YB: 2026-04-09
Pitch date: 2026-04-08
CELH [neutral]
Celsius Holdings, Inc.
Author Info
Company Info
Celsius Holdings, Inc. develops, processes, manufactures, markets, sells, and distributes functional energy drinks in the United States, North America, Europe, the Asia Pacific, and internationally.
Market Cap
$9.3B
Pitch Price
N/A
Price Target
56.00 (+55%)
Dividend
N/A
EV/EBITDA
19.71
P/E
144.14
EV/Sales
4.51
Sector
Beverages
Category
growth
Alani Nu re-accelerating under Celsius System
CELH (update): Alani Nu re-accelerating post-acquisition, triple-digit growth in Q2 2025 after integration into Celsius/Pepsi system. Sequential +$35M/qtr suggests $1.77B Alani rev in 2026. Celsius brand +8% to $1.57B, Rockstar $150M = $3.5B total (+40% YoY). 22% op margin → $770M EBIT vs $540M 2025. At 20x EV/EBIT, PT $56 vs $34 current. Costco private label risk limited (10% sales).
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