Analysts are intrested in these 5 stocks: ( (CELH) ), ( (VIPS) ), ( (ULTA) ), ( (ONON) ) and ( (KR) ). Here is a breakdown of their recent ratings and the rationale behind them.
Celsius Holdings is making waves in the energy drink market with its strategic acquisition of Alani Nu, a brand that has shown impressive growth. Analyst Bill Chappell has upgraded Celsius to a ‘Buy’ with a price target of $45, citing the brand’s strong position in the female segment of the US energy drink category. Despite some initial hiccups and a slowdown in early 2025, the long-term benefits of the acquisition are expected to bolster Celsius’s market share, particularly among female consumers.
Vipshop, on the other hand, faces challenges with a lack of growth catalysts in the first half of 2025. Analyst Alicia Yap has downgraded the stock to ‘Hold’ with a price target of $18. The company’s revenues are expected to remain flat, impacted by weather fluctuations affecting spring clothing demand. Despite a cautious outlook, Vipshop is anticipated to return to growth in the latter half of the year, although the near-term prospects remain subdued.
Ulta Beauty is experiencing a positive turnaround, with analyst Kate Mcshane upgrading the stock to ‘Buy’ and setting a price target of $423. After a period of concern regarding market share loss, Ulta is showing signs of recovery with increased sales momentum and a rise in monthly active users. The company’s competitive position against rivals like Sephora is improving, and its valuation appears attractive, suggesting a promising outlook for the beauty retailer.
On Holding AG is navigating a period of normalization after years of rapid growth. Analyst Randal Konik has initiated coverage with a ‘Hold’ rating and a price target of $44. While On has achieved significant market share in athletic footwear, growth is slowing, and the company faces pressure from competitors like Nike. Despite a strong balance sheet and positive cash flow, the stock is considered fairly priced given the current market conditions.
Kroger Company is facing significant headwinds, leading analyst Karen Short to downgrade the stock to ‘Sell’ with a target price of $58. Once a formidable competitor to Walmart, Kroger is now struggling with leadership issues, legal challenges, and competitive pressures. The company’s recent stock buyback program is seen as a temporary boost, reminiscent of Safeway’s past struggles, and the long-term outlook remains uncertain.