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Chewy upgraded to Buy from Neutral at Seaport Research

Seaport Research analyst Aaron Kessler upgraded Chewy (CHWY) to Buy from Neutral with a $47 price target The company reported solid Q2 results but the shares sold off on higher costs and incremental investments in the back half of 2025, the analyst tells investors in a research note. However, Seaport views Chewy’s investments as “offensive” that should drive further market share gains.

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