TD Cowen Maintains Buy on Celsius Holdings, Lowers Price Target to $35
TD Cowen analyst Robert Moskow maintains Celsius Holdings (NASDAQ:CELH) with a Buy and lowers the price target from $41 to $35.
Stocks · News reference
Shares of soft drink-related companies are trading higher amid sympathy with Coca-Cola after the company reported better-than-expected Q2 financial results and raised its FY26 adjusted EPS guidance with its midpoint above estimates.
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
Pomerantz Law Firm Announces The Filing of a Class Action Against Celsius Holdings, Inc. and Certain Officers – CELH
A class action lawsuit has been filed against Celsius Holdings (CELH) for allegedly making false and misleading statements about the safety of Alani Nu energy drinks, which contain 200mg of caffeine per 12oz serving. The complaint alleges the company marketed high-caffeine products to consumers under 18 despite known cardiac risks, following a wrongful death lawsuit involving a 17-year-old and a Texas Attorney General investigation. The stock fell significantly on news of the investigation.
Celsius Holdings Reports Q2 2026 Results: Full Earnings Call Transcript
On Thursday, Celsius Holdings (NASDAQ:CELH) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you by Benzinga APIs. For real-time
1 Stat That Makes Monster Beverage Hard to Ignore Right Now
Monster Beverage stands out among beverage giants by carrying zero long-term debt, compared to billions owed by competitors like Coca-Cola ($43.5B), PepsiCo ($42.6B), and Celsius ($2.4B). This financial flexibility allows Monster to strategically manage downturns and acquisitions without bank obligations. However, the company's debt-free status is already priced into its valuation at 39.7x free cash flow, the highest multiple in the non-alcoholic beverage sector.
Kraft Heinz vs. Coca-Cola: Which Consumer Goods Stock Is a Better Buy in 2026?
Kraft Heinz and Coca-Cola represent different investment strategies in the consumer staples sector. Kraft Heinz trades at a steep discount (11x forward P/E) with a high 7.2% dividend yield but faces profitability challenges, a $9.3B impairment charge, and declining margins. Coca-Cola commands a premium valuation (27x forward P/E) justified by superior 27.3% net margins, consistent profitability, and 64 consecutive years of dividend increases. The article suggests Kraft Heinz may appeal more to deep-value investors despite turnaround risks, while Coca-Cola offers stability and proven cash generation.
Coca-Cola vs. PepsiCo: Which Consumer Goods Stock Is a Better Buy in 2026?
Coca-Cola and PepsiCo present different investment profiles for 2026. Coca-Cola offers superior profitability with a 27.3% net margin and strong historical returns (92% over 5 years), but trades at a premium valuation (27x P/E). PepsiCo provides better value with a lower P/E ratio (15x), higher dividend yield (4.6%), and diversified food/beverage portfolio, but faces commodity pressures and lower profitability margins (8.8% net margin). The choice depends on investor priorities: growth and profitability favor Coca-Cola, while value and income favor PepsiCo.