Morgan Stanley analyst Eric Serotta has reiterated their bullish stance on CELH stock, giving a Buy rating yesterday.
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Eric Serotta has given his Buy rating due to a combination of factors that point to continued outperformance versus the broader market and consensus expectations. He emphasizes that Celsius is poised for strong top-line and adjusted EBITDA growth into 2026, supported by a healthy U.S. energy drink category and sustained momentum in the core Celsius brand. Despite some deceleration in Alani’s recent growth, he still expects that business to expand at a robust pace and sees overall company revenue and profit for 2026 coming in ahead of current Street estimates. In addition, he highlights that scanner-sales comparisons for Celsius should become more favorable from late 2025 into mid-2026, which should help reported growth rates look stronger over that period.
Serotta also notes that distribution gains and product innovation are likely to re-accelerate Alani’s performance, particularly as the brand transitions into PepsiCo’s system and introduces new offerings like the Cherry Bomb limited-time flavor. His conversations with management increased his confidence that the Alani integration is progressing well and that operational execution remains solid. Furthermore, he sees a clear opportunity for Celsius to raise prices in 2026, especially as competitors such as Monster and Red Bull have already moved pricing higher, while Celsius aims to preserve its relative value positioning per ounce. Taken together, these dynamics underpin his view that Celsius’s earnings power is underappreciated and that the stock has room for meaningful upside, justifying the reiteration of an Overweight/Buy rating.
In another report released yesterday, Piper Sandler also maintained a Buy rating on the stock with a $61.00 price target.
CELH’s price has also changed slightly for the past six months – from $44.160 to $40.830, which is a -7.54% drop .