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Chewy price target raised to $45 from $42 at Guggenheim

Guggenheim raised the firm’s price target on Chewy (CHWY) to $45 from $42 and keeps a Buy rating on the shares. Q2 operating results were “net constructive,” the analyst tells investors, highlighting that active customer growth meaningfully exceeded the firm’s expectations, the ramp in sponsored ads plus favorable mix dynamics should continue to support healthy gross margin expansion, and the 2025 EBITDA margin profile.

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