Big Food Sector Challenges: The Big Food sector is facing pressure as consumers resist higher prices, leading companies like General Mills to roll back price hikes. This recalibration is essential for improving affordability, although it may not immediately boost sales volume.
Investment Insights: Robert Moskow highlights McCormick as a well-positioned company in the spice and seasonings market, despite challenges from tariffs. The company has maintained its value proposition while seeing positive volume trends.
Consumer Behavior Trends: Consumers are exhibiting value-seeking behavior, with grocery sales only up 2%, indicating a challenging environment for processed food companies. There is also a growing distrust of processed foods amid health initiatives.
Adaptation to GLP-1 Medications: Companies are adjusting their portfolios in response to the impact of GLP-1 medications, with snacking companies facing more difficulty in adapting than meal-based companies, which are focusing on protein-based solutions.
Wall Street analysts forecast CELH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CELH is 62.85 USD with a low forecast of 45.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
Wall Street analysts forecast CELH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CELH is 62.85 USD with a low forecast of 45.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 55.240
Low
45.00
Averages
62.85
High
80.00
Current: 55.240
Low
45.00
Averages
62.85
High
80.00
BNP Paribas
Outperform
maintain
$67
2026-01-16
Reason
BNP Paribas
Price Target
$67
AI Analysis
2026-01-16
maintain
Outperform
Reason
BNP Paribas named Celsius (CELH) as a Top Pick as part of the firm's beverage group look ahead note for the year. The firm has an Outperform rating on Celsius with a $67 price target.
Needham
Gerald Pascarelli
Buy
maintain
$70
2026-01-07
Reason
Needham
Gerald Pascarelli
Price Target
$70
2026-01-07
maintain
Buy
Reason
Needham analyst Gerald Pascarelli named Celsius as its 2026 Top Pick. The firm, which has a Buy rating and $70 price target on the shares, thinks the stock is positioned to benefit from continued energy drink category strength, and with the Alani transition now largely complete, this should result in incremental distribution opportunities, which should build over the course of the year.
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BofA
Peter Galbo
Underperform
downgrade
$50 -> $45
2025-12-19
Reason
BofA
Peter Galbo
Price Target
$50 -> $45
2025-12-19
downgrade
Underperform
Reason
BofA analyst Peter Galbo lowered the firm's price target on Celsius to $45 from $50 and keeps an Underperform rating on the shares. Entering 2026, the largest unresolved question for staples remains consumption growth and valuations remain dispersed across the group, but "there feels little to get them off the sidelines in '26 until fundamentals signal a greater turning of the tide," the analyst tells investors in a year-ahead note for the consumer staples group.
Roth Capital
Buy
downgrade
$70 -> $65
2025-12-17
Reason
Roth Capital
Price Target
$70 -> $65
2025-12-17
downgrade
Buy
Reason
Roth Capital lowered the firm's price target on Celsius to $65 from $70 and keeps a Buy rating on the shares. The firm believes two factors are creating stronger than expected headwinds to Celsius' results in Q4, namely the integration of Alani Nu into the Pepsi (PEP) distribution system, and Rockstar's margins are coming in quite a bit lower than expected. The firm believes these factors are largely temporary and should be resolved in the coming months, but still adjusted its estimates to reflect a more cautious view of the company's prospects.
About CELH
Celsius Holdings, Inc. is engaged in the development, processing, marketing, sale, and distribution of functional energy drinks to a range of consumers. The Company's flagship asset, CELSIUS, is marketed as a lifestyle and energy drink. This product line comes in two versions: a ready-to-drink form and an on-the-go powder form. It also offers a new CELSIUS Essentials line, available in 16-ounce cans and a Hydration line of zero-sugar powders that are infused with electrolytes and are available in a variety of fruit-forward flavors. Celsius products are offered in retail channels across the United States, including conventional grocery, natural, convenience, fitness, mass market, vitamin specialty and e-commerce platforms. Its product's formulation includes ingredients and supplements such as green tea (EGCG), ginger (from the root), calcium, chromium, B vitamins and vitamin C. The Company's product portfolio also includes the health and wellness brand Alani Nu.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
